SGGDX vs. INPFX
Compare and contrast key facts about First Eagle Gold Fund (SGGDX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX).
SGGDX is managed by First Eagle. It was launched on Aug 30, 1993. INPFX is managed by American Funds. It was launched on May 18, 2012.
Performance
SGGDX vs. INPFX - Performance Comparison
Loading graphics...
SGGDX vs. INPFX - 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% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
Returns By Period
In the year-to-date period, SGGDX achieves a 2.57% return, which is significantly higher than INPFX's -1.32% return. Over the past 10 years, SGGDX has outperformed INPFX with an annualized return of 15.55%, while INPFX has yielded a comparatively lower 6.84% 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%
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SGGDX vs. INPFX - Expense Ratio Comparison
SGGDX has a 1.19% expense ratio, which is higher than INPFX's 0.66% expense ratio.
Return for Risk
SGGDX vs. INPFX — Risk / Return Rank
SGGDX
INPFX
SGGDX vs. INPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund (SGGDX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX). 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 | INPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 1.36 | +0.70 |
Sortino ratioReturn per unit of downside risk | 2.32 | 1.89 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.28 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.55 | +1.40 |
Martin ratioReturn relative to average drawdown | 10.93 | 6.91 | +4.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SGGDX | INPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.36 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.80 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.82 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.88 | -0.59 |
Correlation
The correlation between SGGDX and INPFX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SGGDX vs. INPFX - Dividend Comparison
SGGDX's dividend yield for the trailing twelve months is around 1.05%, less than INPFX's 5.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
Drawdowns
SGGDX vs. INPFX - Drawdown Comparison
The maximum SGGDX drawdown since its inception was -70.69%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for SGGDX and INPFX.
Loading graphics...
Drawdown Indicators
| SGGDX | INPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.69% | -21.31% | -49.38% |
Max Drawdown (1Y)Largest decline over 1 year | -26.67% | -6.25% | -20.42% |
Max Drawdown (5Y)Largest decline over 5 years | -34.02% | -15.37% | -18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -21.31% | -20.85% |
Current DrawdownCurrent decline from peak | -22.75% | -5.13% | -17.62% |
Average DrawdownAverage peak-to-trough decline | -29.49% | -2.32% | -27.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.21% | 1.40% | +5.81% |
Volatility
SGGDX vs. INPFX - Volatility Comparison
First Eagle Gold Fund (SGGDX) has a higher volatility of 13.90% compared to American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) at 2.46%. This indicates that SGGDX's price experiences larger fluctuations and is considered to be riskier than INPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SGGDX | INPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.90% | 2.46% | +11.44% |
Volatility (6M)Calculated over the trailing 6-month period | 32.50% | 4.38% | +28.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.59% | 7.55% | +31.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.10% | 7.48% | +20.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.14% | 8.34% | +18.80% |