SGGDX vs. VFIAX
Compare and contrast key facts about First Eagle Gold Fund (SGGDX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
SGGDX is managed by First Eagle. It was launched on Aug 30, 1993. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGGDX or VFIAX.
Correlation
The correlation between SGGDX and VFIAX is 0.18, 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.
Performance
SGGDX vs. VFIAX - Performance Comparison
Key characteristics
SGGDX:
1.64
VFIAX:
0.52
SGGDX:
2.30
VFIAX:
0.89
SGGDX:
1.30
VFIAX:
1.13
SGGDX:
1.65
VFIAX:
0.56
SGGDX:
6.52
VFIAX:
2.18
SGGDX:
7.30%
VFIAX:
4.85%
SGGDX:
27.54%
VFIAX:
19.36%
SGGDX:
-70.69%
VFIAX:
-55.20%
SGGDX:
-2.22%
VFIAX:
-7.63%
Returns By Period
In the year-to-date period, SGGDX achieves a 42.61% return, which is significantly higher than VFIAX's -3.36% return. Over the past 10 years, SGGDX has underperformed VFIAX with an annualized return of 10.06%, while VFIAX has yielded a comparatively higher 12.40% annualized return.
SGGDX
42.61%
10.57%
28.39%
44.69%
10.31%
10.06%
VFIAX
-3.36%
3.81%
-4.99%
9.97%
15.83%
12.40%
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SGGDX vs. VFIAX - Expense Ratio Comparison
SGGDX has a 1.19% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
SGGDX vs. VFIAX — Risk-Adjusted Performance Rank
SGGDX
VFIAX
SGGDX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund (SGGDX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
SGGDX vs. VFIAX - Dividend Comparison
SGGDX's dividend yield for the trailing twelve months is around 3.69%, more than VFIAX's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 3.69% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.33% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SGGDX vs. VFIAX - Drawdown Comparison
The maximum SGGDX drawdown since its inception was -70.69%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SGGDX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
SGGDX vs. VFIAX - Volatility Comparison
First Eagle Gold Fund (SGGDX) has a higher volatility of 10.38% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 6.81%. This indicates that SGGDX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.