SGENX vs. VTTSX
Compare and contrast key facts about First Eagle Global Fund Class A (SGENX) and Vanguard Target Retirement 2060 Fund (VTTSX).
SGENX is managed by First Eagle. It was launched on Jan 1, 1979. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGENX or VTTSX.
Correlation
The correlation between SGENX and VTTSX is 0.90, 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. VTTSX - Performance Comparison
Key characteristics
SGENX:
0.97
VTTSX:
1.46
SGENX:
1.26
VTTSX:
2.03
SGENX:
1.19
VTTSX:
1.27
SGENX:
1.18
VTTSX:
2.29
SGENX:
5.15
VTTSX:
9.29
SGENX:
1.94%
VTTSX:
1.75%
SGENX:
10.31%
VTTSX:
11.11%
SGENX:
-37.60%
VTTSX:
-31.38%
SGENX:
-8.45%
VTTSX:
-3.73%
Returns By Period
In the year-to-date period, SGENX achieves a 8.54% return, which is significantly lower than VTTSX's 14.35% return. Over the past 10 years, SGENX has underperformed VTTSX with an annualized return of 6.60%, while VTTSX has yielded a comparatively higher 8.68% annualized return.
SGENX
8.54%
-6.02%
1.02%
9.20%
6.98%
6.60%
VTTSX
14.35%
-0.68%
4.68%
15.40%
9.12%
8.68%
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SGENX vs. VTTSX - Expense Ratio Comparison
SGENX has a 1.11% expense ratio, which is higher than VTTSX's 0.08% expense ratio.
Risk-Adjusted Performance
SGENX vs. VTTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Global Fund Class A (SGENX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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. VTTSX - Dividend Comparison
SGENX has not paid dividends to shareholders, while VTTSX's dividend yield for the trailing twelve months is around 1.87%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard Target Retirement 2060 Fund | 1.87% | 2.14% | 2.09% | 1.95% | 1.57% | 2.11% | 2.30% | 1.77% | 1.98% | 1.85% | 1.65% | 1.37% |
Drawdowns
SGENX vs. VTTSX - Drawdown Comparison
The maximum SGENX drawdown since its inception was -37.60%, which is greater than VTTSX's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for SGENX and VTTSX. For additional features, visit the drawdowns tool.
Volatility
SGENX vs. VTTSX - Volatility Comparison
First Eagle Global Fund Class A (SGENX) has a higher volatility of 5.44% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 3.08%. This indicates that SGENX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.