FIEUX vs. RERGX
Compare and contrast key facts about Fidelity Europe Fund (FIEUX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FIEUX is managed by Fidelity. It was launched on Oct 1, 1986. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIEUX or RERGX.
Performance
FIEUX vs. RERGX - Performance Comparison
Returns By Period
In the year-to-date period, FIEUX achieves a 3.32% return, which is significantly lower than RERGX's 4.16% return. Over the past 10 years, FIEUX has outperformed RERGX with an annualized return of 4.37%, while RERGX has yielded a comparatively lower 3.07% annualized return.
FIEUX
3.32%
-5.79%
-5.94%
11.33%
4.33%
4.37%
RERGX
4.16%
-3.95%
-5.23%
9.07%
2.25%
3.07%
Key characteristics
| FIEUX | RERGX | |
|---|---|---|
| Sharpe Ratio | 0.85 | 0.68 |
| Sortino Ratio | 1.26 | 1.03 |
| Omega Ratio | 1.14 | 1.13 |
| Calmar Ratio | 0.50 | 0.33 |
| Martin Ratio | 3.83 | 3.05 |
| Ulcer Index | 2.82% | 2.85% |
| Daily Std Dev | 12.73% | 12.70% |
| Max Drawdown | -59.38% | -40.72% |
| Current Drawdown | -12.54% | -19.79% |
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FIEUX vs. RERGX - Expense Ratio Comparison
FIEUX has a 1.06% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Correlation
The correlation between FIEUX and RERGX is 0.88, 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.
Risk-Adjusted Performance
FIEUX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Europe Fund (FIEUX) 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.
Dividends
FIEUX vs. RERGX - Dividend Comparison
FIEUX's dividend yield for the trailing twelve months is around 1.57%, less than RERGX's 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIEUX Fidelity Europe Fund | 1.57% | 1.62% | 0.00% | 2.87% | 1.15% | 4.44% | 1.01% | 0.97% | 1.14% | 2.78% | 2.59% | 1.40% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 2.03% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
Drawdowns
FIEUX vs. RERGX - Drawdown Comparison
The maximum FIEUX drawdown since its inception was -59.38%, which is greater than RERGX's maximum drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for FIEUX and RERGX. For additional features, visit the drawdowns tool.
Volatility
FIEUX vs. RERGX - Volatility Comparison
Fidelity Europe Fund (FIEUX) has a higher volatility of 3.85% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.34%. This indicates that FIEUX'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.