TIBAX vs. SGENX
Compare and contrast key facts about Thornburg Investment Income Builder Fund (TIBAX) and First Eagle Global Fund Class A (SGENX).
TIBAX is managed by Thornburg. It was launched on Dec 23, 2002. SGENX is managed by First Eagle. It was launched on Jan 1, 1979.
Performance
TIBAX vs. SGENX - Performance Comparison
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TIBAX vs. SGENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 9.81% | 36.62% | 13.23% | 18.01% | -7.95% | 20.08% | -0.67% | 17.72% | -4.54% | 14.83% |
SGENX First Eagle Global Fund Class A | 1.73% | 31.62% | 11.78% | 12.77% | -6.46% | 12.20% | 8.33% | 20.16% | -8.46% | 13.48% |
Returns By Period
In the year-to-date period, TIBAX achieves a 9.81% return, which is significantly higher than SGENX's 1.73% return. Over the past 10 years, TIBAX has outperformed SGENX with an annualized return of 11.89%, while SGENX has yielded a comparatively lower 9.90% annualized return.
TIBAX
- 1D
- 1.70%
- 1M
- -2.45%
- YTD
- 9.81%
- 6M
- 16.81%
- 1Y
- 37.83%
- 3Y*
- 23.93%
- 5Y*
- 15.19%
- 10Y*
- 11.89%
SGENX
- 1D
- 2.24%
- 1M
- -7.74%
- YTD
- 1.73%
- 6M
- 7.02%
- 1Y
- 25.05%
- 3Y*
- 16.79%
- 5Y*
- 10.96%
- 10Y*
- 9.90%
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TIBAX vs. SGENX - Expense Ratio Comparison
TIBAX has a 1.14% expense ratio, which is higher than SGENX's 1.11% expense ratio.
Return for Risk
TIBAX vs. SGENX — Risk / Return Rank
TIBAX
SGENX
TIBAX vs. SGENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Investment Income Builder Fund (TIBAX) and First Eagle Global Fund Class A (SGENX). 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.
| TIBAX | SGENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.55 | 1.87 | +1.68 |
Sortino ratioReturn per unit of downside risk | 4.51 | 2.52 | +1.99 |
Omega ratioGain probability vs. loss probability | 1.79 | 1.37 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 4.40 | 2.41 | +1.99 |
Martin ratioReturn relative to average drawdown | 21.51 | 9.92 | +11.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TIBAX | SGENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.55 | 1.87 | +1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.38 | 0.93 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | 0.80 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.97 | -0.19 |
Correlation
The correlation between TIBAX and SGENX is 0.81, 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.
Dividends
TIBAX vs. SGENX - Dividend Comparison
TIBAX's dividend yield for the trailing twelve months is around 5.21%, less than SGENX's 9.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 5.21% | 5.64% | 5.44% | 4.67% | 5.62% | 5.10% | 4.11% | 4.23% | 4.49% | 4.22% | 3.83% | 4.31% |
SGENX First Eagle Global Fund Class A | 9.29% | 9.45% | 5.46% | 3.52% | 4.17% | 6.27% | 2.38% | 5.48% | 6.35% | 4.23% | 4.72% | 1.16% |
Drawdowns
TIBAX vs. SGENX - Drawdown Comparison
The maximum TIBAX drawdown since its inception was -49.12%, which is greater than SGENX's maximum drawdown of -37.60%. Use the drawdown chart below to compare losses from any high point for TIBAX and SGENX.
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Drawdown Indicators
| TIBAX | SGENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.12% | -37.60% | -11.52% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -10.53% | +1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -20.94% | -19.57% | -1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -27.68% | -7.17% |
Current DrawdownCurrent decline from peak | -3.52% | -8.40% | +4.88% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -3.42% | -2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.56% | -0.81% |
Volatility
TIBAX vs. SGENX - Volatility Comparison
The current volatility for Thornburg Investment Income Builder Fund (TIBAX) is 3.65%, while First Eagle Global Fund Class A (SGENX) has a volatility of 5.41%. This indicates that TIBAX experiences smaller price fluctuations and is considered to be less risky than SGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIBAX | SGENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 5.41% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 9.10% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 13.55% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.07% | 11.91% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.44% | 12.46% | +0.98% |