SGOIX vs. FXAIX
Compare and contrast key facts about First Eagle Overseas Fund Class I (SGOIX) and Fidelity 500 Index Fund (FXAIX).
SGOIX is managed by First Eagle. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGOIX or FXAIX.
Correlation
The correlation between SGOIX and FXAIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SGOIX vs. FXAIX - Performance Comparison
Key characteristics
SGOIX:
1.45
FXAIX:
1.75
SGOIX:
2.03
FXAIX:
2.36
SGOIX:
1.26
FXAIX:
1.32
SGOIX:
1.58
FXAIX:
2.66
SGOIX:
4.41
FXAIX:
11.02
SGOIX:
3.28%
FXAIX:
2.04%
SGOIX:
9.98%
FXAIX:
12.89%
SGOIX:
-48.11%
FXAIX:
-33.79%
SGOIX:
-0.61%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, SGOIX achieves a 8.13% return, which is significantly higher than FXAIX's 2.42% return. Over the past 10 years, SGOIX has underperformed FXAIX with an annualized return of 3.40%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
SGOIX
8.13%
5.13%
2.19%
13.87%
4.92%
3.40%
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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SGOIX vs. FXAIX - Expense Ratio Comparison
SGOIX has a 0.88% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SGOIX vs. FXAIX — Risk-Adjusted Performance Rank
SGOIX
FXAIX
SGOIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund Class I (SGOIX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
SGOIX's dividend yield for the trailing twelve months is around 5.44%, more than FXAIX's 1.22% 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% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SGOIX vs. FXAIX - Drawdown Comparison
The maximum SGOIX drawdown since its inception was -48.11%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SGOIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SGOIX vs. FXAIX - Volatility Comparison
The current volatility for First Eagle Overseas Fund Class I (SGOIX) is 2.64%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that SGOIX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.