FIATX vs. RERGX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FIATX is managed by Fidelity. It was launched on Nov 3, 1997. RERGX is managed by American Funds.
Performance
FIATX vs. RERGX - Performance Comparison
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FIATX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIATX Fidelity Advisor International Capital Appreciation Fund Class M | -5.00% | 18.07% | 7.49% | 27.01% | -26.94% | 11.67% | 21.60% | 32.08% | -13.28% | 35.11% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 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, FIATX achieves a -5.00% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, FIATX has outperformed RERGX with an annualized return of 8.54%, while RERGX has yielded a comparatively lower 7.97% annualized return.
FIATX
- 1D
- 3.57%
- 1M
- -9.08%
- YTD
- -5.00%
- 6M
- -5.60%
- 1Y
- 9.16%
- 3Y*
- 10.46%
- 5Y*
- 4.21%
- 10Y*
- 8.54%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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FIATX vs. RERGX - Expense Ratio Comparison
FIATX has a 1.49% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
FIATX vs. RERGX — Risk / Return Rank
FIATX
RERGX
FIATX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) 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.
| FIATX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.38 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.87 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.27 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.68 | -1.08 |
Martin ratioReturn relative to average drawdown | 2.36 | 6.37 | -4.01 |
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
| FIATX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.38 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.20 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.48 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.38 | -0.04 |
Correlation
The correlation between FIATX and RERGX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FIATX vs. RERGX - Dividend Comparison
FIATX's dividend yield for the trailing twelve months is around 5.96%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIATX Fidelity Advisor International Capital Appreciation Fund Class M | 5.96% | 5.66% | 0.35% | 0.00% | 0.00% | 3.67% | 0.00% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
FIATX vs. RERGX - Drawdown Comparison
The maximum FIATX drawdown since its inception was -68.05%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FIATX and RERGX.
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Drawdown Indicators
| FIATX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -37.30% | -30.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.52% | -12.52% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -37.30% | -0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -37.53% | -37.30% | -0.23% |
Current DrawdownCurrent decline from peak | -11.46% | -10.11% | -1.35% |
Average DrawdownAverage peak-to-trough decline | -16.56% | -9.28% | -7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.30% | +0.41% |
Volatility
FIATX vs. RERGX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) has a higher volatility of 8.80% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 7.27%. This indicates that FIATX's price experiences larger fluctuations and is considered to be riskier 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
| FIATX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.80% | 7.27% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 11.54% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.75% | 16.40% | +3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.54% | 16.48% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 16.80% | +1.04% |