AEPGX vs. FSUVX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and Fidelity SAI U.S. Low Volatility Index Fund (FSUVX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. FSUVX is managed by Fidelity. It was launched on May 29, 2015.
Performance
AEPGX vs. FSUVX - Performance Comparison
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AEPGX vs. FSUVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | -1.62% | 11.03% | 17.40% | 14.80% | -10.93% | 21.51% | 9.86% | 27.73% | 1.35% | 17.68% |
Returns By Period
In the year-to-date period, AEPGX achieves a -2.93% return, which is significantly lower than FSUVX's -1.62% return. Over the past 10 years, AEPGX has underperformed FSUVX with an annualized return of 7.45%, while FSUVX has yielded a comparatively higher 10.73% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
FSUVX
- 1D
- 1.63%
- 1M
- -5.56%
- YTD
- -1.62%
- 6M
- -1.39%
- 1Y
- 6.69%
- 3Y*
- 12.70%
- 5Y*
- 8.98%
- 10Y*
- 10.73%
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AEPGX vs. FSUVX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than FSUVX's 0.11% expense ratio.
Return for Risk
AEPGX vs. FSUVX — Risk / Return Rank
AEPGX
FSUVX
AEPGX vs. FSUVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and Fidelity SAI U.S. Low Volatility Index Fund (FSUVX). 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.
| AEPGX | FSUVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.52 | +0.83 |
Sortino ratioReturn per unit of downside risk | 1.83 | 0.83 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.12 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.71 | +0.93 |
Martin ratioReturn relative to average drawdown | 6.22 | 3.26 | +2.96 |
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
| AEPGX | FSUVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.52 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.70 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.71 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.72 | -0.22 |
Correlation
The correlation between AEPGX and FSUVX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AEPGX vs. FSUVX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than FSUVX's 4.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 4.53% | 4.45% | 2.25% | 1.74% | 4.12% | 3.52% | 1.31% | 3.80% | 2.63% | 2.94% | 2.23% | 1.17% |
Drawdowns
AEPGX vs. FSUVX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, which is greater than FSUVX's maximum drawdown of -32.41%. Use the drawdown chart below to compare losses from any high point for AEPGX and FSUVX.
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Drawdown Indicators
| AEPGX | FSUVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -32.41% | -21.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -9.27% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -19.48% | -18.74% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -32.41% | -6.09% |
Current DrawdownCurrent decline from peak | -10.16% | -5.56% | -4.60% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -3.31% | -8.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.02% | +1.29% |
Volatility
AEPGX vs. FSUVX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 7.25% compared to Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) at 3.59%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than FSUVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEPGX | FSUVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 3.59% | +3.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 6.39% | +5.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 12.94% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 13.00% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 15.18% | +1.64% |