SGOIX vs. FIGRX
Compare and contrast key facts about First Eagle Overseas Fund Class I (SGOIX) and Fidelity International Discovery Fund (FIGRX).
SGOIX is managed by First Eagle. FIGRX is managed by Fidelity. It was launched on Dec 31, 1986.
Performance
SGOIX vs. FIGRX - Performance Comparison
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SGOIX vs. FIGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGOIX First Eagle Overseas Fund Class I | 3.80% | 39.06% | 6.45% | 10.73% | -7.86% | 5.25% | 7.25% | 17.90% | -9.95% | 14.38% |
FIGRX Fidelity International Discovery Fund | -2.07% | 27.61% | 10.96% | 14.17% | -24.83% | 11.09% | 21.42% | 27.53% | -17.16% | 30.27% |
Returns By Period
In the year-to-date period, SGOIX achieves a 3.80% return, which is significantly higher than FIGRX's -2.07% return. Both investments have delivered pretty close results over the past 10 years, with SGOIX having a 8.31% annualized return and FIGRX not far behind at 8.14%.
SGOIX
- 1D
- 2.33%
- 1M
- -7.69%
- YTD
- 3.80%
- 6M
- 9.66%
- 1Y
- 29.85%
- 3Y*
- 16.77%
- 5Y*
- 10.05%
- 10Y*
- 8.31%
FIGRX
- 1D
- 3.27%
- 1M
- -7.82%
- YTD
- -2.07%
- 6M
- -0.53%
- 1Y
- 19.72%
- 3Y*
- 13.77%
- 5Y*
- 4.77%
- 10Y*
- 8.14%
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SGOIX vs. FIGRX - Expense Ratio Comparison
SGOIX has a 0.88% expense ratio, which is lower than FIGRX's 0.99% expense ratio.
Return for Risk
SGOIX vs. FIGRX — Risk / Return Rank
SGOIX
FIGRX
SGOIX vs. FIGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund Class I (SGOIX) and Fidelity International Discovery Fund (FIGRX). 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.
| SGOIX | FIGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | 1.06 | +1.15 |
Sortino ratioReturn per unit of downside risk | 2.80 | 1.53 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.22 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 1.43 | +1.16 |
Martin ratioReturn relative to average drawdown | 10.79 | 5.54 | +5.25 |
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
| SGOIX | FIGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.06 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.29 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.48 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.45 | +0.42 |
Correlation
The correlation between SGOIX and FIGRX is 0.76, 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
SGOIX vs. FIGRX - Dividend Comparison
SGOIX's dividend yield for the trailing twelve months is around 8.15%, more than FIGRX's 7.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOIX First Eagle Overseas Fund Class I | 8.15% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
FIGRX Fidelity International Discovery Fund | 7.09% | 6.94% | 2.88% | 1.91% | 0.35% | 11.18% | 3.70% | 2.33% | 3.85% | 4.01% | 1.81% | 0.01% |
Drawdowns
SGOIX vs. FIGRX - Drawdown Comparison
The maximum SGOIX drawdown since its inception was -35.54%, smaller than the maximum FIGRX drawdown of -60.47%. Use the drawdown chart below to compare losses from any high point for SGOIX and FIGRX.
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Drawdown Indicators
| SGOIX | FIGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.54% | -60.47% | +24.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -13.11% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | -36.54% | +15.15% |
Max Drawdown (10Y)Largest decline over 10 years | -24.79% | -36.54% | +11.75% |
Current DrawdownCurrent decline from peak | -8.91% | -10.23% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -12.40% | +7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.37% | -0.65% |
Volatility
SGOIX vs. FIGRX - Volatility Comparison
The current volatility for First Eagle Overseas Fund Class I (SGOIX) is 6.40%, while Fidelity International Discovery Fund (FIGRX) has a volatility of 9.03%. This indicates that SGOIX experiences smaller price fluctuations and is considered to be less risky than FIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGOIX | FIGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 9.03% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 13.25% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 19.32% | -5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.77% | 16.79% | -5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.37% | 16.84% | -5.47% |