FIGSX vs. EPDPX
Compare and contrast key facts about Fidelity Series International Growth Fund (FIGSX) and EuroPac International Dividend Income Fund Class A (EPDPX).
FIGSX is managed by Fidelity. It was launched on Dec 3, 2009. EPDPX is managed by Euro Pacific Asset Management. It was launched on Jan 10, 2014.
Performance
FIGSX vs. EPDPX - Performance Comparison
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FIGSX vs. EPDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | -1.99% | 19.12% | 5.93% | 21.74% | -22.87% | 16.61% | 18.52% | 35.59% | -10.97% | 30.21% |
EPDPX EuroPac International Dividend Income Fund Class A | 8.52% | 61.93% | 0.72% | 7.46% | 1.27% | 7.78% | 8.83% | 13.05% | -11.02% | 15.53% |
Returns By Period
In the year-to-date period, FIGSX achieves a -1.99% return, which is significantly lower than EPDPX's 8.52% return. Both investments have delivered pretty close results over the past 10 years, with FIGSX having a 9.60% annualized return and EPDPX not far ahead at 9.83%.
FIGSX
- 1D
- 3.82%
- 1M
- -8.68%
- YTD
- -1.99%
- 6M
- -1.59%
- 1Y
- 13.63%
- 3Y*
- 10.79%
- 5Y*
- 5.70%
- 10Y*
- 9.60%
EPDPX
- 1D
- 2.47%
- 1M
- -6.52%
- YTD
- 8.52%
- 6M
- 18.76%
- 1Y
- 47.83%
- 3Y*
- 21.55%
- 5Y*
- 14.82%
- 10Y*
- 9.83%
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FIGSX vs. EPDPX - Expense Ratio Comparison
FIGSX has a 0.01% expense ratio, which is lower than EPDPX's 1.52% expense ratio.
Return for Risk
FIGSX vs. EPDPX — Risk / Return Rank
FIGSX
EPDPX
FIGSX vs. EPDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Growth Fund (FIGSX) and EuroPac International Dividend Income Fund Class A (EPDPX). 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.
| FIGSX | EPDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 2.99 | -2.25 |
Sortino ratioReturn per unit of downside risk | 1.16 | 3.53 | -2.37 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.57 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 4.39 | -3.41 |
Martin ratioReturn relative to average drawdown | 3.83 | 17.85 | -14.02 |
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
| FIGSX | EPDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 2.99 | -2.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 1.06 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.66 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.45 | +0.03 |
Correlation
The correlation between FIGSX and EPDPX is 0.68, 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
FIGSX vs. EPDPX - Dividend Comparison
FIGSX's dividend yield for the trailing twelve months is around 8.85%, more than EPDPX's 5.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 8.85% | 8.67% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 3.54% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.68% | 6.55% | 3.82% | 3.08% | 2.56% | 2.07% | 1.70% | 2.43% | 2.66% | 2.69% | 2.24% | 3.58% |
Drawdowns
FIGSX vs. EPDPX - Drawdown Comparison
The maximum FIGSX drawdown since its inception was -34.47%, smaller than the maximum EPDPX drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for FIGSX and EPDPX.
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Drawdown Indicators
| FIGSX | EPDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.47% | -39.21% | +4.74% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -10.96% | -2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -34.47% | -21.06% | -13.41% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -33.34% | -1.13% |
Current DrawdownCurrent decline from peak | -10.60% | -7.16% | -3.44% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -11.30% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.70% | +0.85% |
Volatility
FIGSX vs. EPDPX - Volatility Comparison
Fidelity Series International Growth Fund (FIGSX) has a higher volatility of 9.09% compared to EuroPac International Dividend Income Fund Class A (EPDPX) at 7.11%. This indicates that FIGSX's price experiences larger fluctuations and is considered to be riskier than EPDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIGSX | EPDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.09% | 7.11% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 11.64% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.24% | 16.26% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.61% | 14.07% | +3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 14.88% | +2.66% |