SGENX vs. VOO
Compare and contrast key facts about First Eagle Global Fund Class A (SGENX) and Vanguard S&P 500 ETF (VOO).
SGENX is managed by First Eagle. It was launched on Jan 1, 1979. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGENX or VOO.
Correlation
The correlation between SGENX and VOO is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SGENX vs. VOO - Performance Comparison
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Key characteristics
SGENX:
0.80
VOO:
0.72
SGENX:
1.23
VOO:
1.20
SGENX:
1.18
VOO:
1.18
SGENX:
1.01
VOO:
0.81
SGENX:
3.22
VOO:
3.09
SGENX:
3.37%
VOO:
4.88%
SGENX:
12.93%
VOO:
19.37%
SGENX:
-45.72%
VOO:
-33.99%
SGENX:
0.00%
VOO:
-2.75%
Returns By Period
In the year-to-date period, SGENX achieves a 10.76% return, which is significantly higher than VOO's 1.73% return. Over the past 10 years, SGENX has underperformed VOO with an annualized return of 4.01%, while VOO has yielded a comparatively higher 12.85% annualized return.
SGENX
10.76%
6.51%
5.03%
10.30%
9.68%
4.01%
VOO
1.73%
13.04%
2.12%
13.91%
17.57%
12.85%
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SGENX vs. VOO - Expense Ratio Comparison
SGENX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SGENX vs. VOO — Risk-Adjusted Performance Rank
SGENX
VOO
SGENX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Global Fund Class A (SGENX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
SGENX vs. VOO - Dividend Comparison
SGENX's dividend yield for the trailing twelve months is around 4.93%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | 4.93% | 5.46% | 3.52% | 4.17% | 6.27% | 2.38% | 5.48% | 6.35% | 4.23% | 4.72% | 1.16% | 5.10% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SGENX vs. VOO - Drawdown Comparison
The maximum SGENX drawdown since its inception was -45.72%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SGENX and VOO. For additional features, visit the drawdowns tool.
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Volatility
SGENX vs. VOO - Volatility Comparison
The current volatility for First Eagle Global Fund Class A (SGENX) is 2.80%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.49%. This indicates that SGENX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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