SGOIX vs. FSPSX
Compare and contrast key facts about First Eagle Overseas Fund Class I (SGOIX) and Fidelity International Index Fund (FSPSX).
SGOIX is managed by First Eagle. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGOIX or FSPSX.
Correlation
The correlation between SGOIX and FSPSX is 0.87, 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.
Performance
SGOIX vs. FSPSX - Performance Comparison
Key characteristics
SGOIX:
1.52
FSPSX:
0.90
SGOIX:
2.11
FSPSX:
1.30
SGOIX:
1.27
FSPSX:
1.16
SGOIX:
1.64
FSPSX:
1.11
SGOIX:
4.60
FSPSX:
2.61
SGOIX:
3.28%
FSPSX:
4.36%
SGOIX:
9.96%
FSPSX:
12.72%
SGOIX:
-48.11%
FSPSX:
-33.69%
SGOIX:
-0.69%
FSPSX:
-1.90%
Returns By Period
The year-to-date returns for both investments are quite close, with SGOIX having a 8.05% return and FSPSX slightly higher at 8.14%. Over the past 10 years, SGOIX has underperformed FSPSX with an annualized return of 3.39%, while FSPSX has yielded a comparatively higher 5.51% annualized return.
SGOIX
8.05%
6.70%
3.11%
14.37%
4.91%
3.39%
FSPSX
8.14%
6.42%
1.43%
10.62%
6.87%
5.51%
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SGOIX vs. FSPSX - Expense Ratio Comparison
SGOIX has a 0.88% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Risk-Adjusted Performance
SGOIX vs. FSPSX — Risk-Adjusted Performance Rank
SGOIX
FSPSX
SGOIX vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund Class I (SGOIX) and Fidelity International Index Fund (FSPSX). 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
SGOIX vs. FSPSX - Dividend Comparison
SGOIX's dividend yield for the trailing twelve months is around 5.44%, more than FSPSX's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOIX First Eagle Overseas Fund Class I | 5.44% | 5.88% | 1.93% | 0.36% | 3.66% | 0.47% | 2.32% | 1.60% | 1.85% | 1.41% | 0.47% | 1.13% |
FSPSX Fidelity International Index Fund | 3.03% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% |
Drawdowns
SGOIX vs. FSPSX - Drawdown Comparison
The maximum SGOIX drawdown since its inception was -48.11%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for SGOIX and FSPSX. For additional features, visit the drawdowns tool.
Volatility
SGOIX vs. FSPSX - Volatility Comparison
The current volatility for First Eagle Overseas Fund Class I (SGOIX) is 2.83%, while Fidelity International Index Fund (FSPSX) has a volatility of 3.60%. This indicates that SGOIX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.