SGGDX vs. INIVX
Compare and contrast key facts about First Eagle Gold Fund (SGGDX) and VanEck International Investors Gold Fund (INIVX).
SGGDX is managed by First Eagle. It was launched on Aug 30, 1993. INIVX is managed by VanEck. It was launched on Feb 9, 1956.
Performance
SGGDX vs. INIVX - Performance Comparison
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SGGDX vs. INIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 2.57% | 128.39% | 10.32% | 7.01% | -1.56% | -7.78% | 29.63% | 38.51% | -15.90% | 8.12% |
INIVX VanEck International Investors Gold Fund | 2.42% | 165.88% | 14.37% | 9.67% | -13.77% | -14.23% | 40.91% | 38.15% | -16.01% | 13.06% |
Returns By Period
In the year-to-date period, SGGDX achieves a 2.57% return, which is significantly higher than INIVX's 2.42% return. Over the past 10 years, SGGDX has underperformed INIVX with an annualized return of 15.55%, while INIVX has yielded a comparatively higher 17.97% annualized return.
SGGDX
- 1D
- -0.12%
- 1M
- -22.40%
- YTD
- 2.57%
- 6M
- 18.94%
- 1Y
- 78.09%
- 3Y*
- 35.63%
- 5Y*
- 22.59%
- 10Y*
- 15.55%
INIVX
- 1D
- -0.11%
- 1M
- -24.75%
- YTD
- 2.42%
- 6M
- 22.49%
- 1Y
- 102.28%
- 3Y*
- 45.74%
- 5Y*
- 24.89%
- 10Y*
- 17.97%
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SGGDX vs. INIVX - Expense Ratio Comparison
SGGDX has a 1.19% expense ratio, which is lower than INIVX's 1.42% expense ratio.
Return for Risk
SGGDX vs. INIVX — Risk / Return Rank
SGGDX
INIVX
SGGDX vs. INIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund (SGGDX) and VanEck International Investors Gold Fund (INIVX). 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.
| SGGDX | INIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 2.30 | -0.24 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.51 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.39 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 3.51 | -0.55 |
Martin ratioReturn relative to average drawdown | 10.93 | 13.36 | -2.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SGGDX | INIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 2.30 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.75 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.53 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.26 | +0.03 |
Correlation
The correlation between SGGDX and INIVX is 0.95, 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.
Dividends
SGGDX vs. INIVX - Dividend Comparison
SGGDX's dividend yield for the trailing twelve months is around 1.05%, less than INIVX's 5.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 1.05% | 1.08% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% |
INIVX VanEck International Investors Gold Fund | 5.87% | 6.01% | 7.45% | 0.10% | 0.00% | 6.40% | 11.70% | 3.66% | 2.87% | 3.76% | 6.40% |
Drawdowns
SGGDX vs. INIVX - Drawdown Comparison
The maximum SGGDX drawdown since its inception was -70.69%, smaller than the maximum INIVX drawdown of -78.96%. Use the drawdown chart below to compare losses from any high point for SGGDX and INIVX.
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Drawdown Indicators
| SGGDX | INIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.69% | -78.96% | +8.27% |
Max Drawdown (1Y)Largest decline over 1 year | -26.67% | -29.60% | +2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -34.02% | -45.06% | +11.04% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -51.20% | +9.04% |
Current DrawdownCurrent decline from peak | -22.75% | -24.84% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -29.49% | -37.84% | +8.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.21% | 7.78% | -0.57% |
Volatility
SGGDX vs. INIVX - Volatility Comparison
The current volatility for First Eagle Gold Fund (SGGDX) is 13.90%, while VanEck International Investors Gold Fund (INIVX) has a volatility of 15.12%. This indicates that SGGDX experiences smaller price fluctuations and is considered to be less risky than INIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGGDX | INIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.90% | 15.12% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 32.50% | 37.88% | -5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.59% | 45.31% | -6.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.10% | 33.53% | -5.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.14% | 34.12% | -6.98% |