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:
0.62
VOO:
2.21
SGENX:
0.83
VOO:
2.93
SGENX:
1.12
VOO:
1.41
SGENX:
0.61
VOO:
3.25
SGENX:
3.11
VOO:
14.47
SGENX:
2.09%
VOO:
1.90%
SGENX:
10.54%
VOO:
12.43%
SGENX:
-37.60%
VOO:
-33.99%
SGENX:
-10.71%
VOO:
-2.87%
Returns By Period
In the year-to-date period, SGENX achieves a 5.86% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, SGENX has underperformed VOO with an annualized return of 6.34%, while VOO has yielded a comparatively higher 13.04% annualized return.
SGENX
5.86%
-8.28%
-1.75%
7.55%
6.44%
6.34%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | 0.00% | 1.29% | 0.10% | 1.93% | 0.83% | 1.26% | 0.84% | 0.74% | 0.38% | 0.13% | 0.56% | 1.22% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SGENX vs. VOO - Drawdown Comparison
The maximum SGENX drawdown since its inception was -37.60%, 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
First Eagle Global Fund Class A (SGENX) has a higher volatility of 5.76% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that SGENX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.