TLGUX vs. SGOIX

Last updated Apr 1, 2026

Compare and contrast key facts about Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and First Eagle Overseas Fund Class I (SGOIX).

TLGUX is managed by Morgan Stanley. It was launched on Nov 18, 1991. SGOIX is managed by First Eagle.

Performance

TLGUX vs. SGOIX - Performance Comparison

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

TLGUX vs. SGOIX - Yearly Performance Comparison

	2026 (YTD)	2025
TLGUX Morgan Stanley Pathway Funds Large Cap Equity Fund	0.00%	0.00%
SGOIX First Eagle Overseas Fund Class I	1.44%	21.74%

Returns By Period

TLGUX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SGOIX

• 1D: 0.19%
• 1M: -10.98%
• YTD: 1.44%
• 6M: 7.39%
• 1Y: 27.04%
• 3Y*: 15.87%
• 5Y*: 9.77%
• 10Y*: 8.06%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TLGUX vs. SGOIX - Expense Ratio Comparison

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

SGOIX

First Eagle Overseas Fund Class I

TLGUX

Morgan Stanley Pathway Funds Large Cap Equity Fund

Return for Risk

TLGUX vs. SGOIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SGOIX

SGOIX Risk / Return Rank: 89
SGOIX Sharpe Ratio Rank: 92
SGOIX Sortino Ratio Rank: 90
SGOIX Omega Ratio Rank: 89
SGOIX Calmar Ratio Rank: 87
SGOIX Martin Ratio Rank: 88

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.

TLGUX vs. SGOIX - Risk-Adjusted Trends Comparison

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

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

Sharpe Ratios by Period

	TLGUX	SGOIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.97	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.84	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.71	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.87	—

Dividends

TLGUX vs. SGOIX - Dividend Comparison

TLGUX has not paid dividends to shareholders, while SGOIX's dividend yield for the trailing twelve months is around 8.33%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SGOIX First Eagle Overseas Fund Class I	8.33%	8.45%	8.49%	2.45%	3.81%	5.92%	0.47%	5.70%	3.36%	3.59%	3.80%	1.58%

Drawdowns

Drawdown Indicators

	TLGUX	SGOIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-35.54%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-11.35%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.39%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-24.79%	—
Current Drawdown Current decline from peak	—	-10.98%	—
Average Drawdown Average peak-to-trough decline	—	-4.57%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.68%	—

Volatility

Volatility by Period

	TLGUX	SGOIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.81%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.60%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.48%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	11.73%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	11.34%	—