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SGOIX vs. TLGUX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SGOIX vs. TLGUX

Last updated Jun 24, 2026

SGOIX (First Eagle Overseas Fund Class I) and TLGUX (Morgan Stanley Pathway Funds Large Cap Equity Fund) are both Large Cap Blend Equities funds. SGOIX charges 0.88%/yr vs 0.47%/yr for TLGUX.

Performance

SGOIX vs. TLGUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Eagle Overseas Fund Class I (SGOIX) and Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

SGOIX

1D
-0.65%
1M
-1.52%
YTD
7.79%
6M
7.52%
1Y
26.48%
3Y*
18.34%
5Y*
10.12%
10Y*
8.64%

TLGUX

1D
—
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGOIX vs. TLGUX - Yearly Performance Comparison

2026 (YTD)2025
SGOIX
First Eagle Overseas Fund Class I		7.79%22.58%
TLGUX
Morgan Stanley Pathway Funds Large Cap Equity Fund		0.00%0.00%

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First Eagle Overseas Fund Class I

Morgan Stanley Pathway Funds Large Cap Equity Fund

Often compared with SGOIX:
SGOIX vs. SGIIXSGOIX vs. ^GSPCSGOIX vs. SPYSGOIX vs. FIGRXSGOIX vs. FSPSXSGOIX vs. IDOGSGOIX vs. FXAIX
Often compared with TLGUX:
TLGUX vs. FDFIXTLGUX vs. MSEQXTLGUX vs. MEGIXTLGUX vs. MSEGXTLGUX vs. VFFSXTLGUX vs. FSKAXTLGUX vs. DINDX

Return for Risk

SGOIX vs. TLGUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SGOIX
SGOIX Risk / Return Rank: 5151
Overall Rank
SGOIX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
SGOIX Sortino Ratio Rank: 5353
Sortino Ratio Rank
SGOIX Omega Ratio Rank: 6262
Omega Ratio Rank
SGOIX Calmar Ratio Rank: 4343
Calmar Ratio Rank
SGOIX Martin Ratio Rank: 3636
Martin Ratio Rank
TLGUX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SGOIX vs. TLGUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund Class I (SGOIX) and Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

SGOIXTLGUXDifference
Sharpe ratioReturn per unit of total volatility
2.13

—

—

Sortino ratioReturn per unit of downside risk
2.80

—

—

Omega ratioGain probability vs. loss probability

1.40

—

—

Calmar ratioReturn relative to maximum drawdown

2.38

—

—

Martin ratioReturn relative to average drawdown

7.67

—

—

SGOIX vs. TLGUX - Sharpe Ratio Comparison

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Drawdowns

SGOIX vs. TLGUX - Drawdown Comparison

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Drawdown Indicators

SGOIXTLGUXDifference

Max Drawdown

Largest peak-to-trough decline

-35.54%

—

—

Max Drawdown (1Y)

Largest decline over 1 year

-11.35%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-11.35%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-20.21%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-24.79%

—

—

Current Drawdown

Current decline from peak

-5.41%

—

—

Average Drawdown

Average peak-to-trough decline

-4.57%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.52%

—

—

Volatility

SGOIX vs. TLGUX - Volatility Comparison

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Volatility by Period

SGOIXTLGUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.15%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

10.90%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.72%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.00%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.46%

—

—

SGOIX vs. TLGUX - Expense Ratio Comparison

SGOIX has a 0.88% expense ratio, which is higher than TLGUX's 0.47% expense ratio.

Dividends

SGOIX vs. TLGUX - Dividend Comparison

SGOIX's dividend yield for the trailing twelve months is around 7.84%, while TLGUX has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
SGOIX
First Eagle Overseas Fund Class I		7.84%8.45%8.49%2.45%3.81%5.92%0.47%5.70%3.36%3.59%3.80%1.58%
TLGUX
Morgan Stanley Pathway Funds Large Cap Equity Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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