FIVFX vs. EPDPX

Last updated Jul 17, 2026

FIVFX (Fidelity International Capital Appreciation Fund) and EPDPX (EuroPac International Dividend Income Fund Class A) are both Foreign Large Cap Equities funds. A 0.63 correlation means they provide meaningful diversification when combined. FIVFX charges 1.00%/yr vs 1.52%/yr for EPDPX.

Performance

FIVFX vs. EPDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity International Capital Appreciation Fund (FIVFX) and EuroPac International Dividend Income Fund Class A (EPDPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FIVFX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EPDPX

• 1D: -0.21%
• 1M: -3.79%
• 6M: 2.18%
• YTD: 6.86%
• 1Y: 33.48%
• 3Y*: 20.46%
• 5Y*: 14.04%
• 10Y*: 8.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FIVFX vs. EPDPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FIVFX Fidelity International Capital Appreciation Fund	0.00%	19.54%	8.05%	27.58%	-26.48%	12.14%	22.32%	33.05%	-12.87%	35.81%
EPDPX EuroPac International Dividend Income Fund Class A	6.86%	61.93%	0.72%	7.46%	1.27%	7.78%	8.83%	13.05%	-11.02%	15.53%

Correlation

The correlation between FIVFX and EPDPX is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.03
Correlation (3Y) Calculated over the trailing 3-year period	0.39
Correlation (5Y) Calculated over the trailing 5-year period	0.49
Correlation (10Y) Calculated over the trailing 10-year period	0.59
Correlation (All Time) Calculated using the full available price history since Jan 13, 2014	0.63

The correlation between FIVFX and EPDPX shifts across timeframes, from -0.03 (1 year) to 0.63 (all time), reflecting how their relationship changes across market environments.

Return for Risk

FIVFX vs. EPDPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIVFX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EPDPX

EPDPX Risk / Return Rank: 76
EPDPX Sharpe Ratio Rank: 86
EPDPX Sortino Ratio Rank: 79
EPDPX Omega Ratio Rank: 81
EPDPX Calmar Ratio Rank: 83
EPDPX Martin Ratio Rank: 52

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIVFX vs. EPDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Capital Appreciation Fund (FIVFX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FIVFX	EPDPX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.30	—
Sortino ratio: Return per unit of downside risk	—	2.95	—
Omega ratio: Gain probability vs. loss probability	—	1.41	—
Calmar ratio: Return relative to maximum drawdown	—	3.10	—
Martin ratio: Return relative to average drawdown	—	8.50	—

Drawdowns

Drawdown Indicators

	FIVFX	EPDPX	Difference
Max Drawdown Largest peak-to-trough decline	—	-39.21%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-10.96%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-13.15%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.06%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.34%	—
Current Drawdown Current decline from peak	—	-8.57%	—
Average Drawdown Average peak-to-trough decline	—	-11.16%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.99%	—

Volatility

Volatility by Period

	FIVFX	EPDPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.72%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.56%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.77%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	14.16%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	14.82%	—

FIVFX vs. EPDPX - Expense Ratio Comparison

FIVFX has a 1.00% expense ratio, which is lower than EPDPX's 1.52% expense ratio.

Dividends

FIVFX vs. EPDPX - Dividend Comparison

FIVFX has not paid dividends to shareholders, while EPDPX's dividend yield for the trailing twelve months is around 6.17%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EPDPX EuroPac International Dividend Income Fund Class A	6.17%	6.55%	3.82%	3.08%	2.56%	2.07%	1.70%	2.43%	2.66%	2.69%	2.24%	3.58%
FIVFX Fidelity International Capital Appreciation Fund	10.67%	10.67%	4.19%	0.38%	0.05%	9.08%	1.28%	3.29%	3.00%	2.99%	0.68%	1.57%

Frequently Asked Questions

Can I hold both FIVFX and EPDPX in my portfolio?

FIVFX and EPDPX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.