FHCIX vs. RERGX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. RERGX is managed by American Funds.
Performance
FHCIX vs. RERGX - Performance Comparison
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FHCIX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | -9.59% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, FHCIX achieves a -9.59% return, which is significantly lower than RERGX's -5.45% return. Over the past 10 years, FHCIX has outperformed RERGX with an annualized return of 8.60%, while RERGX has yielded a comparatively lower 7.68% annualized return.
FHCIX
- 1D
- -0.71%
- 1M
- -9.50%
- YTD
- -9.59%
- 6M
- 0.23%
- 1Y
- 4.53%
- 3Y*
- 3.73%
- 5Y*
- 1.47%
- 10Y*
- 8.60%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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FHCIX vs. RERGX - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
FHCIX vs. RERGX — Risk / Return Rank
FHCIX
RERGX
FHCIX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and American Funds EuroPacific Growth 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.
| FHCIX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 1.10 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.44 | 1.52 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.22 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.27 | -1.04 |
Martin ratioReturn relative to average drawdown | 0.69 | 4.87 | -4.18 |
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
| FHCIX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 1.10 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.19 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.46 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.37 | +0.20 |
Correlation
The correlation between FHCIX and RERGX is 0.64, 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
FHCIX vs. RERGX - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 12.78%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 12.78% | 11.56% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
FHCIX vs. RERGX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.75%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FHCIX and RERGX.
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Drawdown Indicators
| FHCIX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.75% | -37.30% | -7.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -12.52% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -37.30% | +8.06% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -37.30% | +8.06% |
Current DrawdownCurrent decline from peak | -13.37% | -12.52% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -9.28% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 3.25% | +1.14% |
Volatility
FHCIX vs. RERGX - Volatility Comparison
The current volatility for Fidelity Advisor Health Care Fund Class I (FHCIX) is 5.59%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that FHCIX 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
| FHCIX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 6.59% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 11.23% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 16.21% | +2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 16.43% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 16.78% | +1.97% |