TBGVX vs. SGOVX
Compare and contrast key facts about Tweedy, Browne International Value Fund (TBGVX) and First Eagle Overseas Fund (SGOVX).
TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993. SGOVX is managed by First Eagle. It was launched on Aug 31, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBGVX or SGOVX.
Correlation
The correlation between TBGVX and SGOVX 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
TBGVX vs. SGOVX - Performance Comparison
Key characteristics
TBGVX:
-0.16
SGOVX:
1.17
TBGVX:
-0.11
SGOVX:
1.63
TBGVX:
0.98
SGOVX:
1.23
TBGVX:
-0.14
SGOVX:
1.30
TBGVX:
-0.36
SGOVX:
3.44
TBGVX:
6.64%
SGOVX:
4.34%
TBGVX:
14.89%
SGOVX:
12.80%
TBGVX:
-60.59%
SGOVX:
-48.37%
TBGVX:
-8.91%
SGOVX:
0.00%
Returns By Period
In the year-to-date period, TBGVX achieves a 6.97% return, which is significantly lower than SGOVX's 13.40% return. Over the past 10 years, TBGVX has underperformed SGOVX with an annualized return of 1.15%, while SGOVX has yielded a comparatively higher 2.98% annualized return.
TBGVX
6.97%
-1.90%
-4.25%
-3.39%
5.19%
1.15%
SGOVX
13.40%
1.20%
4.67%
14.21%
7.52%
2.98%
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TBGVX vs. SGOVX - Expense Ratio Comparison
TBGVX has a 1.40% expense ratio, which is higher than SGOVX's 1.16% expense ratio.
Risk-Adjusted Performance
TBGVX vs. SGOVX — Risk-Adjusted Performance Rank
TBGVX
SGOVX
TBGVX vs. SGOVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) and First Eagle Overseas Fund (SGOVX). 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
TBGVX vs. SGOVX - Dividend Comparison
TBGVX's dividend yield for the trailing twelve months is around 9.30%, more than SGOVX's 5.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 9.30% | 9.95% | 4.55% | 5.68% | 8.89% | 0.94% | 1.88% | 6.74% | 1.45% | 3.16% | 4.94% | 3.79% |
SGOVX First Eagle Overseas Fund | 5.07% | 5.75% | 1.70% | 0.08% | 3.45% | 0.21% | 2.09% | 1.26% | 1.62% | 1.16% | 0.20% | 1.07% |
Drawdowns
TBGVX vs. SGOVX - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -60.59%, which is greater than SGOVX's maximum drawdown of -48.37%. Use the drawdown chart below to compare losses from any high point for TBGVX and SGOVX. For additional features, visit the drawdowns tool.
Volatility
TBGVX vs. SGOVX - Volatility Comparison
Tweedy, Browne International Value Fund (TBGVX) has a higher volatility of 8.75% compared to First Eagle Overseas Fund (SGOVX) at 7.96%. This indicates that TBGVX's price experiences larger fluctuations and is considered to be riskier than SGOVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.