SGOVX vs. TBGVX
Compare and contrast key facts about First Eagle Overseas Fund (SGOVX) and Tweedy, Browne International Value Fund (TBGVX).
SGOVX is managed by First Eagle. It was launched on Aug 31, 1993. TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGOVX or TBGVX.
Correlation
The correlation between SGOVX and TBGVX is 0.43, 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
SGOVX vs. TBGVX - Performance Comparison
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Key characteristics
SGOVX:
0.98
TBGVX:
-0.21
SGOVX:
1.48
TBGVX:
-0.11
SGOVX:
1.20
TBGVX:
0.98
SGOVX:
1.16
TBGVX:
-0.14
SGOVX:
3.07
TBGVX:
-0.36
SGOVX:
4.34%
TBGVX:
6.74%
SGOVX:
12.82%
TBGVX:
14.85%
SGOVX:
-48.37%
TBGVX:
-60.59%
SGOVX:
-0.69%
TBGVX:
-5.92%
Returns By Period
In the year-to-date period, SGOVX achieves a 15.41% return, which is significantly higher than TBGVX's 10.49% return. Over the past 10 years, SGOVX has outperformed TBGVX with an annualized return of 3.17%, while TBGVX has yielded a comparatively lower 1.66% annualized return.
SGOVX
15.41%
8.66%
6.89%
12.10%
7.55%
3.17%
TBGVX
10.49%
9.84%
-0.38%
-3.62%
5.59%
1.66%
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SGOVX vs. TBGVX - Expense Ratio Comparison
SGOVX has a 1.16% expense ratio, which is lower than TBGVX's 1.40% expense ratio.
Risk-Adjusted Performance
SGOVX vs. TBGVX — Risk-Adjusted Performance Rank
SGOVX
TBGVX
SGOVX vs. TBGVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Overseas Fund (SGOVX) and Tweedy, Browne International Value Fund (TBGVX). 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.
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Dividends
SGOVX vs. TBGVX - Dividend Comparison
SGOVX's dividend yield for the trailing twelve months is around 4.98%, more than TBGVX's 1.74% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOVX First Eagle Overseas Fund | 4.98% | 5.75% | 1.70% | 0.08% | 3.45% | 0.21% | 2.09% | 1.26% | 1.62% | 1.16% | 0.20% | 1.07% |
TBGVX Tweedy, Browne International Value Fund | 1.74% | 1.92% | 1.69% | 1.56% | 1.41% | 0.94% | 1.59% | 1.57% | 1.10% | 1.17% | 0.86% | 1.27% |
Drawdowns
SGOVX vs. TBGVX - Drawdown Comparison
The maximum SGOVX drawdown since its inception was -48.37%, smaller than the maximum TBGVX drawdown of -60.59%. Use the drawdown chart below to compare losses from any high point for SGOVX and TBGVX. For additional features, visit the drawdowns tool.
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Volatility
SGOVX vs. TBGVX - Volatility Comparison
First Eagle Overseas Fund (SGOVX) and Tweedy, Browne International Value Fund (TBGVX) have volatilities of 3.28% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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