SGGDX vs. MIDSX
Compare and contrast key facts about First Eagle Gold Fund (SGGDX) and Midas Fund (MIDSX).
SGGDX is managed by First Eagle. It was launched on Aug 30, 1993. MIDSX is managed by Midas. It was launched on Jan 7, 1986.
Performance
SGGDX vs. MIDSX - Performance Comparison
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SGGDX vs. MIDSX - 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% |
MIDSX Midas Fund | 3.72% | 195.76% | 7.27% | -1.79% | -11.11% | -19.23% | 10.64% | 30.56% | -12.90% | 5.98% |
Returns By Period
In the year-to-date period, SGGDX achieves a 2.57% return, which is significantly lower than MIDSX's 3.72% return. Over the past 10 years, SGGDX has outperformed MIDSX with an annualized return of 15.55%, while MIDSX has yielded a comparatively lower 13.28% 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%
MIDSX
- 1D
- -0.28%
- 1M
- -25.21%
- YTD
- 3.72%
- 6M
- 23.13%
- 1Y
- 115.48%
- 3Y*
- 44.09%
- 5Y*
- 22.92%
- 10Y*
- 13.28%
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SGGDX vs. MIDSX - Expense Ratio Comparison
SGGDX has a 1.19% expense ratio, which is lower than MIDSX's 4.25% expense ratio.
Return for Risk
SGGDX vs. MIDSX — Risk / Return Rank
SGGDX
MIDSX
SGGDX vs. MIDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund (SGGDX) and Midas Fund (MIDSX). 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 | MIDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 2.65 | -0.59 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.73 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.42 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 3.91 | -0.96 |
Martin ratioReturn relative to average drawdown | 10.93 | 14.42 | -3.49 |
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 | MIDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 2.65 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.68 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.40 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | -0.01 | +0.30 |
Correlation
The correlation between SGGDX and MIDSX is 0.89, 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. MIDSX - Dividend Comparison
SGGDX's dividend yield for the trailing twelve months is around 1.05%, while MIDSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 1.05% | 1.08% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% |
MIDSX Midas Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SGGDX vs. MIDSX - Drawdown Comparison
The maximum SGGDX drawdown since its inception was -70.69%, smaller than the maximum MIDSX drawdown of -89.77%. Use the drawdown chart below to compare losses from any high point for SGGDX and MIDSX.
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Drawdown Indicators
| SGGDX | MIDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.69% | -89.77% | +19.08% |
Max Drawdown (1Y)Largest decline over 1 year | -26.67% | -30.18% | +3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -34.02% | -48.48% | +14.46% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -57.07% | +14.91% |
Current DrawdownCurrent decline from peak | -22.75% | -40.30% | +17.55% |
Average DrawdownAverage peak-to-trough decline | -29.49% | -63.68% | +34.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.21% | 8.19% | -0.98% |
Volatility
SGGDX vs. MIDSX - Volatility Comparison
The current volatility for First Eagle Gold Fund (SGGDX) is 13.90%, while Midas Fund (MIDSX) has a volatility of 15.85%. This indicates that SGGDX experiences smaller price fluctuations and is considered to be less risky than MIDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGGDX | MIDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.90% | 15.85% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 32.50% | 36.12% | -3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.59% | 44.35% | -5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.10% | 33.89% | -5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.14% | 33.34% | -6.20% |