VWNFX vs. SGIIX

In the year-to-date period, VWNFX achieves a 2.96% return, which is significantly lower than SGIIX's 11.23% return. Over the past 10 years, VWNFX has outperformed SGIIX with an annualized return of 10.37%, while SGIIX has yielded a comparatively lower 4.31% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VWNFX has a 0.34% expense ratio, which is lower than SGIIX's 0.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Investor Shares (VWNFX) and First Eagle Global Fund Class I (SGIIX). 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.

The current VWNFX Sharpe Ratio is 0.37, which is lower than the SGIIX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of VWNFX and SGIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWNFX's dividend yield for the trailing twelve months is around 1.63%, less than SGIIX's 2.35% yield.

The maximum VWNFX drawdown since its inception was -57.57%, which is greater than SGIIX's maximum drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for VWNFX and SGIIX. For additional features, visit the drawdowns tool.

Vanguard Windsor II Fund Investor Shares (VWNFX) has a higher volatility of 4.81% compared to First Eagle Global Fund Class I (SGIIX) at 2.78%. This indicates that VWNFX's price experiences larger fluctuations and is considered to be riskier than SGIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.