AEPFX vs. FSGGX
Compare and contrast key facts about American Funds EUPAC Fund Class F-2 (AEPFX) and Fidelity Global ex U.S. Index Fund (FSGGX).
AEPFX is an actively managed fund by American Funds. It was launched on Aug 1, 2008. FSGGX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI (All Country World Index) ex USA Index. It was launched on Aug 9, 2011.
Performance
AEPFX vs. FSGGX - Performance Comparison
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AEPFX vs. FSGGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPFX American Funds EUPAC Fund Class F-2 | -5.47% | 29.19% | 2.89% | 15.98% | -22.86% | 2.74% | 25.12% | 27.28% | -17.41% | 31.04% |
FSGGX Fidelity Global ex U.S. Index Fund | -1.18% | 32.93% | 5.30% | 15.57% | -15.75% | 7.74% | 10.73% | 21.36% | -13.93% | 24.73% |
Returns By Period
In the year-to-date period, AEPFX achieves a -5.47% return, which is significantly lower than FSGGX's -1.18% return. Over the past 10 years, AEPFX has underperformed FSGGX with an annualized return of 7.56%, while FSGGX has yielded a comparatively higher 8.09% annualized return.
AEPFX
- 1D
- -0.16%
- 1M
- -12.22%
- YTD
- -5.47%
- 6M
- -1.03%
- 1Y
- 19.04%
- 3Y*
- 9.88%
- 5Y*
- 3.02%
- 10Y*
- 7.56%
FSGGX
- 1D
- -0.05%
- 1M
- -11.05%
- YTD
- -1.18%
- 6M
- 3.57%
- 1Y
- 23.73%
- 3Y*
- 14.32%
- 5Y*
- 6.96%
- 10Y*
- 8.09%
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AEPFX vs. FSGGX - Expense Ratio Comparison
AEPFX has a 0.58% expense ratio, which is higher than FSGGX's 0.06% expense ratio.
Return for Risk
AEPFX vs. FSGGX — Risk / Return Rank
AEPFX
FSGGX
AEPFX vs. FSGGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EUPAC Fund Class F-2 (AEPFX) and Fidelity Global ex U.S. Index Fund (FSGGX). 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.
| AEPFX | FSGGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.42 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.93 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.89 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.83 | 7.45 | -2.63 |
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
| AEPFX | FSGGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.42 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.46 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.50 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.43 | -0.17 |
Correlation
The correlation between AEPFX and FSGGX is 0.95, 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
AEPFX vs. FSGGX - Dividend Comparison
AEPFX's dividend yield for the trailing twelve months is around 14.73%, more than FSGGX's 2.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPFX American Funds EUPAC Fund Class F-2 | 14.73% | 13.92% | 4.86% | 3.86% | 1.93% | 10.10% | 0.34% | 3.04% | 3.06% | 4.89% | 1.54% | 3.35% |
FSGGX Fidelity Global ex U.S. Index Fund | 2.73% | 2.70% | 2.91% | 2.95% | 2.64% | 2.60% | 1.71% | 2.85% | 2.66% | 0.22% | 0.05% | 2.44% |
Drawdowns
AEPFX vs. FSGGX - Drawdown Comparison
The maximum AEPFX drawdown since its inception was -48.79%, which is greater than FSGGX's maximum drawdown of -34.76%. Use the drawdown chart below to compare losses from any high point for AEPFX and FSGGX.
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Drawdown Indicators
| AEPFX | FSGGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.79% | -34.76% | -14.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -11.26% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -37.37% | -29.70% | -7.67% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -34.76% | -2.61% |
Current DrawdownCurrent decline from peak | -12.54% | -11.26% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -11.09% | -7.41% | -3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.85% | +0.41% |
Volatility
AEPFX vs. FSGGX - Volatility Comparison
The current volatility for American Funds EUPAC Fund Class F-2 (AEPFX) is 6.58%, while Fidelity Global ex U.S. Index Fund (FSGGX) has a volatility of 7.25%. This indicates that AEPFX experiences smaller price fluctuations and is considered to be less risky than FSGGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEPFX | FSGGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 7.25% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 11.22% | 10.84% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 16.10% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 15.10% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 16.09% | +0.69% |