FAOCX vs. RERGX
FAOCX (Fidelity Advisor Overseas Fund Class C) and RERGX (American Funds EUPAC Fund Class R-6) are both Foreign Large Cap Equities funds. Over the past 10 years, FAOCX returned 6.54%/yr vs 8.65%/yr for RERGX. Their correlation of 0.90 means they have usually moved in the same direction. FAOCX charges 2.25%/yr vs 0.47%/yr for RERGX.
Performance
FAOCX vs. RERGX - Performance Comparison
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Returns By Period
Over the past 10 years, FAOCX has underperformed RERGX with an annualized return of 6.54%, while RERGX has yielded a comparatively higher 8.65% annualized return.
FAOCX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- -0.57%
- 3Y*
- 7.00%
- 5Y*
- 1.81%
- 10Y*
- 6.54%
- ALL TIME*
- 4.61%
RERGX
- 1D
- 3.16%
- 1M
- -0.78%
- 6M
- 3.85%
- YTD
- 9.58%
- 1Y
- 24.65%
- 3Y*
- 13.63%
- 5Y*
- 5.11%
- 10Y*
- 8.65%
- ALL TIME*
- 7.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FAOCX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAOCX Fidelity Advisor Overseas Fund Class C | 0.00% | 14.19% | 3.86% | 19.03% | -25.22% | 17.97% | 13.77% | 26.37% | -15.77% | 28.58% |
RERGX American Funds EUPAC Fund Class R-6 | 9.58% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Correlation
The correlation between FAOCX and RERGX is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.90 |
Over the past year, the correlation between FAOCX and RERGX has dropped to 0.41 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
FAOCX vs. RERGX — Risk / Return Rank
FAOCX
RERGX
FAOCX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Overseas Fund Class C (FAOCX) and American Funds EUPAC Fund Class R-6 (RERGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FAOCX | RERGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.24 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 1.82 | -2.19 |
| Martin ratioReturn relative to average drawdown | -0.56 | 6.46 | -7.03 |
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Drawdowns
FAOCX vs. RERGX - Drawdown Comparison
The maximum FAOCX drawdown since its inception was -60.45%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FAOCX and RERGX.
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Drawdown Indicators
| FAOCX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.45% | -37.30% | -23.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -12.52% | +5.19% |
Max Drawdown (3Y)Largest decline over 3 years | -14.05% | -15.62% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -36.96% | -37.30% | +0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -37.30% | +0.34% |
Current DrawdownCurrent decline from peak | -5.90% | -3.51% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -15.58% | -9.15% | -6.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 3.53% | +0.99% |
Volatility
FAOCX vs. RERGX - Volatility Comparison
The current volatility for Fidelity Advisor Overseas Fund Class C (FAOCX) is 0.00%, while American Funds EUPAC Fund Class R-6 (RERGX) has a volatility of 5.66%. This indicates that FAOCX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAOCX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 5.66% | -5.66% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 15.23% | -15.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.67% | 17.36% | -9.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.66% | 17.00% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 16.88% | -0.60% |
FAOCX vs. RERGX - Expense Ratio Comparison
FAOCX has a 2.25% expense ratio, which is higher than RERGX's 0.47% expense ratio.
Dividends
FAOCX vs. RERGX - Dividend Comparison
FAOCX's dividend yield for the trailing twelve months is around 8.26%, less than RERGX's 16.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOCX Fidelity Advisor Overseas Fund Class C | 8.26% | 8.26% | 0.40% | 0.00% | 0.00% | 2.22% | 0.00% | 0.51% | 3.72% | 3.07% | 0.12% | 0.00% |
RERGX American Funds EUPAC Fund Class R-6 | 16.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Frequently Asked Questions
FAOCX and RERGX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RERGX has higher volatility (5.66%) compared to FAOCX (0.00%). In terms of maximum drawdown, FAOCX dropped -60.45% vs RERGX's -37.30%.
RERGX currently has the higher Sharpe Ratio (1.32 vs -0.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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