FEUPX vs. IVFIX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
FEUPX is managed by American Funds. It was launched on Apr 16, 1984. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
FEUPX vs. IVFIX - Performance Comparison
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FEUPX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEUPX American Funds EuroPacific Growth Fund Class F-3 | -5.44% | 29.34% | 3.00% | 16.12% | -22.78% | 2.86% | 25.24% | 27.42% | -17.33% | 22.64% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 5.22% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 12.60% |
Returns By Period
In the year-to-date period, FEUPX achieves a -5.44% return, which is significantly lower than IVFIX's 5.22% return.
FEUPX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.44%
- 6M
- -0.97%
- 1Y
- 19.18%
- 3Y*
- 10.01%
- 5Y*
- 3.14%
- 10Y*
- —
IVFIX
- 1D
- 0.21%
- 1M
- -6.40%
- YTD
- 5.22%
- 6M
- 10.50%
- 1Y
- 23.17%
- 3Y*
- 13.89%
- 5Y*
- 10.28%
- 10Y*
- 7.06%
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FEUPX vs. IVFIX - Expense Ratio Comparison
FEUPX has a 0.46% expense ratio, which is lower than IVFIX's 0.86% expense ratio.
Return for Risk
FEUPX vs. IVFIX — Risk / Return Rank
FEUPX
IVFIX
FEUPX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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.
| FEUPX | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.98 | -0.87 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.58 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.41 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 4.08 | -2.81 |
Martin ratioReturn relative to average drawdown | 4.88 | 17.43 | -12.55 |
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
| FEUPX | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.98 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.83 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.21 | +0.21 |
Correlation
The correlation between FEUPX and IVFIX is 0.66, 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
FEUPX vs. IVFIX - Dividend Comparison
FEUPX's dividend yield for the trailing twelve months is around 14.74%, more than IVFIX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEUPX American Funds EuroPacific Growth Fund Class F-3 | 14.74% | 13.94% | 4.96% | 3.94% | 2.02% | 10.18% | 0.40% | 3.14% | 3.17% | 3.28% | 0.00% | 0.00% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.14% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
FEUPX vs. IVFIX - Drawdown Comparison
The maximum FEUPX drawdown since its inception was -37.31%, smaller than the maximum IVFIX drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for FEUPX and IVFIX.
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Drawdown Indicators
| FEUPX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.31% | -51.49% | +14.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -8.47% | -4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -37.31% | -21.29% | -16.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -12.52% | -6.58% | -5.94% |
Average DrawdownAverage peak-to-trough decline | -10.82% | -11.69% | +0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.98% | +1.27% |
Volatility
FEUPX vs. IVFIX - Volatility Comparison
American Funds EuroPacific Growth Fund Class F-3 (FEUPX) has a higher volatility of 6.59% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.54%. This indicates that FEUPX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEUPX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 4.54% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 8.10% | +3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 14.63% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 12.96% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 14.74% | +2.25% |