FIGRX vs. RERGX
Compare and contrast key facts about Fidelity International Discovery Fund (FIGRX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FIGRX is managed by Fidelity. It was launched on Dec 31, 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: FIGRX or RERGX.
Correlation
The correlation between FIGRX and RERGX is 0.94, 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.
Performance
FIGRX vs. RERGX - Performance Comparison
Key characteristics
FIGRX:
0.92
RERGX:
0.41
FIGRX:
1.33
RERGX:
0.65
FIGRX:
1.16
RERGX:
1.08
FIGRX:
0.49
RERGX:
0.20
FIGRX:
3.91
RERGX:
1.58
FIGRX:
3.20%
RERGX:
3.29%
FIGRX:
13.61%
RERGX:
12.78%
FIGRX:
-60.02%
RERGX:
-40.72%
FIGRX:
-15.23%
RERGX:
-19.95%
Returns By Period
In the year-to-date period, FIGRX achieves a 11.23% return, which is significantly higher than RERGX's 3.96% return. Over the past 10 years, FIGRX has outperformed RERGX with an annualized return of 3.81%, while RERGX has yielded a comparatively lower 3.39% annualized return.
FIGRX
11.23%
-1.29%
-1.01%
12.37%
2.95%
3.81%
RERGX
3.96%
-1.15%
-1.31%
5.17%
1.69%
3.39%
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FIGRX vs. RERGX - Expense Ratio Comparison
FIGRX has a 0.99% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Risk-Adjusted Performance
FIGRX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Discovery Fund (FIGRX) 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
FIGRX vs. RERGX - Dividend Comparison
FIGRX's dividend yield for the trailing twelve months is around 2.87%, less than RERGX's 4.92% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity International Discovery Fund | 2.87% | 1.91% | 0.35% | 2.90% | 0.47% | 1.72% | 1.35% | 1.10% | 1.68% | 1.05% | 0.68% | 3.10% |
American Funds EuroPacific Growth Fund Class R-6 | 4.92% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
Drawdowns
FIGRX vs. RERGX - Drawdown Comparison
The maximum FIGRX drawdown since its inception was -60.02%, which is greater than RERGX's maximum drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for FIGRX and RERGX. For additional features, visit the drawdowns tool.
Volatility
FIGRX vs. RERGX - Volatility Comparison
Fidelity International Discovery Fund (FIGRX) has a higher volatility of 3.74% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.42%. This indicates that FIGRX'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.