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 0.84, 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
Key characteristics
SGENX:
1.36
VOO:
2.21
SGENX:
1.81
VOO:
2.92
SGENX:
1.25
VOO:
1.41
SGENX:
1.48
VOO:
3.34
SGENX:
4.76
VOO:
14.07
SGENX:
2.76%
VOO:
2.01%
SGENX:
9.63%
VOO:
12.80%
SGENX:
-45.72%
VOO:
-33.99%
SGENX:
-6.49%
VOO:
-1.36%
Returns By Period
In the year-to-date period, SGENX achieves a 2.10% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, SGENX has underperformed VOO with an annualized return of 3.55%, while VOO has yielded a comparatively higher 13.37% annualized return.
SGENX
2.10%
1.83%
0.27%
11.66%
4.69%
3.55%
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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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.
Dividends
SGENX vs. VOO - Dividend Comparison
SGENX's dividend yield for the trailing twelve months is around 2.33%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | 2.33% | 2.38% | 1.29% | 0.10% | 1.93% | 0.83% | 1.26% | 0.84% | 0.74% | 0.38% | 0.13% | 0.56% |
VOO Vanguard S&P 500 ETF | 1.22% | 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.
Volatility
SGENX vs. VOO - Volatility Comparison
The current volatility for First Eagle Global Fund Class A (SGENX) is 3.32%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. 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.