SGGDX vs. VGPMX
Compare and contrast key facts about First Eagle Gold Fund (SGGDX) and Vanguard Global Capital Cycles Fund (VGPMX).
SGGDX is managed by First Eagle. It was launched on Aug 30, 1993. VGPMX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGGDX or VGPMX.
Correlation
The correlation between SGGDX and VGPMX is 0.15, 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. VGPMX - Performance Comparison
Key characteristics
SGGDX:
1.62
VGPMX:
0.63
SGGDX:
2.16
VGPMX:
0.92
SGGDX:
1.28
VGPMX:
1.13
SGGDX:
1.42
VGPMX:
0.21
SGGDX:
6.01
VGPMX:
2.65
SGGDX:
7.30%
VGPMX:
4.29%
SGGDX:
27.44%
VGPMX:
19.15%
SGGDX:
-71.51%
VGPMX:
-83.63%
SGGDX:
-4.58%
VGPMX:
-47.69%
Returns By Period
In the year-to-date period, SGGDX achieves a 39.17% return, which is significantly higher than VGPMX's 13.60% return. Over the past 10 years, SGGDX has outperformed VGPMX with an annualized return of 9.92%, while VGPMX has yielded a comparatively lower 6.31% annualized return.
SGGDX
39.17%
14.92%
23.62%
44.01%
9.78%
9.92%
VGPMX
13.60%
16.87%
4.09%
12.02%
18.31%
6.31%
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SGGDX vs. VGPMX - Expense Ratio Comparison
SGGDX has a 1.19% expense ratio, which is higher than VGPMX's 0.36% expense ratio.
Risk-Adjusted Performance
SGGDX vs. VGPMX — Risk-Adjusted Performance Rank
SGGDX
VGPMX
SGGDX vs. VGPMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund (SGGDX) and Vanguard Global Capital Cycles Fund (VGPMX). 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. VGPMX - Dividend Comparison
SGGDX's dividend yield for the trailing twelve months is around 3.78%, more than VGPMX's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 3.78% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGPMX Vanguard Global Capital Cycles Fund | 2.21% | 2.68% | 3.22% | 3.27% | 3.26% | 2.03% | 2.39% | 3.01% | 0.02% | 1.71% | 2.33% |
Drawdowns
SGGDX vs. VGPMX - Drawdown Comparison
The maximum SGGDX drawdown since its inception was -71.51%, smaller than the maximum VGPMX drawdown of -83.63%. Use the drawdown chart below to compare losses from any high point for SGGDX and VGPMX. For additional features, visit the drawdowns tool.
Volatility
SGGDX vs. VGPMX - Volatility Comparison
First Eagle Gold Fund (SGGDX) has a higher volatility of 11.77% compared to Vanguard Global Capital Cycles Fund (VGPMX) at 8.25%. This indicates that SGGDX's price experiences larger fluctuations and is considered to be riskier than VGPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.