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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIBAX or SGENX.
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.
Performance
TIBAX vs. SGENX - Performance Comparison
Key characteristics
TIBAX:
1.98
SGENX:
1.36
TIBAX:
2.75
SGENX:
1.81
TIBAX:
1.37
SGENX:
1.25
TIBAX:
2.67
SGENX:
1.48
TIBAX:
7.96
SGENX:
4.76
TIBAX:
2.15%
SGENX:
2.76%
TIBAX:
8.63%
SGENX:
9.63%
TIBAX:
-46.73%
SGENX:
-45.72%
TIBAX:
-0.83%
SGENX:
-6.49%
Returns By Period
In the year-to-date period, TIBAX achieves a 2.70% return, which is significantly higher than SGENX's 2.10% return. Over the past 10 years, TIBAX has outperformed SGENX with an annualized return of 6.98%, while SGENX has yielded a comparatively lower 3.55% annualized return.
TIBAX
2.70%
5.69%
3.45%
15.76%
8.11%
6.98%
SGENX
2.10%
1.83%
0.27%
11.66%
4.69%
3.55%
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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.
Risk-Adjusted Performance
TIBAX vs. SGENX — Risk-Adjusted Performance Rank
TIBAX
SGENX
TIBAX vs. SGENX - Risk-Adjusted Performance 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.
Dividends
TIBAX vs. SGENX - Dividend Comparison
TIBAX's dividend yield for the trailing twelve months is around 4.45%, more than SGENX's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 4.45% | 4.57% | 4.67% | 5.62% | 5.10% | 4.11% | 4.23% | 4.49% | 4.22% | 3.83% | 4.31% | 5.20% |
SGENX First Eagle Global Fund Class A | 2.33% | 2.38% | 1.29% | 0.10% | 1.93% | 0.83% | 1.26% | 0.84% | 0.74% | 0.38% | 0.13% | 0.56% |
Drawdowns
TIBAX vs. SGENX - Drawdown Comparison
The maximum TIBAX drawdown since its inception was -46.73%, roughly equal to the maximum SGENX drawdown of -45.72%. Use the drawdown chart below to compare losses from any high point for TIBAX and SGENX. For additional features, visit the drawdowns tool.
Volatility
TIBAX vs. SGENX - Volatility Comparison
Thornburg Investment Income Builder Fund (TIBAX) has a higher volatility of 3.60% compared to First Eagle Global Fund Class A (SGENX) at 3.32%. This indicates that TIBAX's price experiences larger fluctuations and is considered to be riskier than SGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.