FAOSX vs. FEUPX
Compare and contrast key facts about Fidelity Advisor Overseas Fund Class Z (FAOSX) and American Funds EuroPacific Growth Fund Class F-3 (FEUPX).
FAOSX is managed by Fidelity. It was launched on Feb 1, 2017. FEUPX is managed by American Funds. It was launched on Apr 16, 1984.
Performance
FAOSX vs. FEUPX - Performance Comparison
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Returns By Period
FAOSX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -5.28%
- 1Y
- 9.56%
- 3Y*
- 9.81%
- 5Y*
- 5.02%
- 10Y*
- —
FEUPX
- 1D
- -0.72%
- 1M
- -3.96%
- YTD
- -1.75%
- 6M
- 0.77%
- 1Y
- 26.12%
- 3Y*
- 11.24%
- 5Y*
- 3.56%
- 10Y*
- —
FAOSX vs. FEUPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAOSX Fidelity Advisor Overseas Fund Class Z | 0.00% | 15.36% | 5.06% | 20.52% | -24.31% | 19.42% | 15.17% | 27.96% | -14.73% | 26.25% |
FEUPX American Funds EuroPacific Growth Fund Class F-3 | -1.75% | 29.34% | 3.00% | 16.12% | -22.78% | 2.86% | 25.24% | 27.42% | -17.33% | 22.64% |
Correlation
The correlation between FAOSX and FEUPX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
FAOSX vs. FEUPX - Expense Ratio Comparison
FAOSX has a 1.02% expense ratio, which is higher than FEUPX's 0.46% expense ratio.
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Return for Risk
FAOSX vs. FEUPX — Risk / Return Rank
FAOSX
FEUPX
FAOSX vs. FEUPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Overseas Fund Class Z (FAOSX) and American Funds EuroPacific Growth Fund Class F-3 (FEUPX). 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.
| FAOSX | FEUPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.38 | -0.86 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.87 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.27 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.83 | -1.40 |
Martin ratioReturn relative to average drawdown | 1.55 | 6.77 | -5.21 |
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
| FAOSX | FEUPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.38 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.22 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.45 | +0.06 |
Drawdowns
FAOSX vs. FEUPX - Drawdown Comparison
The maximum FAOSX drawdown since its inception was -36.24%, roughly equal to the maximum FEUPX drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for FAOSX and FEUPX.
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Drawdown Indicators
| FAOSX | FEUPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.24% | -37.31% | +1.07% |
Max Drawdown (1Y)Largest decline over 1 year | -7.26% | -12.52% | +5.26% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -37.31% | +1.07% |
Current DrawdownCurrent decline from peak | -5.86% | -9.10% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -7.96% | -10.82% | +2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 3.39% | +0.54% |
Volatility
FAOSX vs. FEUPX - Volatility Comparison
The current volatility for Fidelity Advisor Overseas Fund Class Z (FAOSX) is 0.00%, while American Funds EuroPacific Growth Fund Class F-3 (FEUPX) has a volatility of 6.65%. This indicates that FAOSX experiences smaller price fluctuations and is considered to be less risky than FEUPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAOSX | FEUPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 6.65% | -6.65% |
Volatility (6M)Calculated over the trailing 6-month period | 5.98% | 11.68% | -5.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.15% | 16.46% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 16.47% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 17.01% | -0.21% |
Dividends
FAOSX vs. FEUPX - Dividend Comparison
FAOSX's dividend yield for the trailing twelve months is around 8.67%, less than FEUPX's 14.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAOSX Fidelity Advisor Overseas Fund Class Z | 8.67% | 8.67% | 1.80% | 1.12% | 0.85% | 2.07% | 0.00% | 1.70% | 5.30% | 3.93% |
FEUPX American Funds EuroPacific Growth Fund Class F-3 | 14.18% | 13.94% | 4.96% | 3.94% | 2.02% | 10.18% | 0.40% | 3.14% | 3.17% | 3.28% |