FMAMX vs. REREX
FMAMX (Fidelity Advisor Stock Selector All Cap Fund Class A) and REREX (American Funds EuroPacific Growth Fund Class R-4) are both Large Cap Growth Equities funds. Over the past 10 years, FMAMX returned 15.05%/yr vs 9.13%/yr for REREX. A 0.79 correlation means they provide meaningful diversification when combined. FMAMX charges 0.96%/yr vs 0.81%/yr for REREX.
Performance
FMAMX vs. REREX - Performance Comparison
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Returns By Period
In the year-to-date period, FMAMX achieves a 15.69% return, which is significantly higher than REREX's 12.18% return. Over the past 10 years, FMAMX has outperformed REREX with an annualized return of 15.05%, while REREX has yielded a comparatively lower 9.13% annualized return.
FMAMX
- 1D
- 0.34%
- 1M
- 5.86%
- YTD
- 15.69%
- 6M
- 16.22%
- 1Y
- 37.00%
- 3Y*
- 22.49%
- 5Y*
- 12.82%
- 10Y*
- 15.05%
REREX
- 1D
- 0.55%
- 1M
- 6.73%
- YTD
- 12.18%
- 6M
- 14.88%
- 1Y
- 28.96%
- 3Y*
- 15.94%
- 5Y*
- 4.99%
- 10Y*
- 9.13%
FMAMX vs. REREX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMAMX Fidelity Advisor Stock Selector All Cap Fund Class A | 15.69% | 18.54% | 19.44% | 26.57% | -19.78% | 22.78% | 24.52% | 31.81% | -8.87% | 24.42% |
REREX American Funds EuroPacific Growth Fund Class R-4 | 12.18% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 30.72% |
Correlation
The correlation between FMAMX and REREX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.79 |
The correlation between FMAMX and REREX has been stable across timeframes, ranging from 0.78 to 0.81 - a consistent structural relationship.
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Return for Risk
FMAMX vs. REREX — Risk / Return Rank
FMAMX
REREX
FMAMX vs. REREX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector All Cap Fund Class A (FMAMX) and American Funds EuroPacific Growth Fund Class R-4 (REREX). 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.
| FMAMX | REREX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.34 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.11 | 2.28 | +1.83 |
| Martin ratioReturn relative to average drawdown | 19.87 | 8.58 | +11.29 |
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
| FMAMX | REREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.92 | 1.86 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.30 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.54 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.43 | +0.39 |
Drawdowns
FMAMX vs. REREX - Drawdown Comparison
The maximum FMAMX drawdown since its inception was -34.39%, smaller than the maximum REREX drawdown of -54.00%. Use the drawdown chart below to compare losses from any high point for FMAMX and REREX.
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Drawdown Indicators
| FMAMX | REREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -54.00% | +19.61% |
Max Drawdown (1Y)Largest decline over 1 year | -9.22% | -12.54% | +3.32% |
Max Drawdown (3Y)Largest decline over 3 years | -20.93% | -15.75% | -5.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.45% | -37.54% | +12.09% |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | -37.54% | +3.15% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.50% | -11.07% | +6.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 3.33% | -1.43% |
Volatility
FMAMX vs. REREX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector All Cap Fund Class A (FMAMX) is 3.37%, while American Funds EuroPacific Growth Fund Class R-4 (REREX) has a volatility of 5.39%. This indicates that FMAMX experiences smaller price fluctuations and is considered to be less risky than REREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMAMX | REREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 5.39% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 12.90% | -2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 15.36% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 16.67% | +1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 16.92% | +1.65% |
FMAMX vs. REREX - Expense Ratio Comparison
FMAMX has a 0.96% expense ratio, which is higher than REREX's 0.81% expense ratio.
Dividends
FMAMX vs. REREX - Dividend Comparison
FMAMX's dividend yield for the trailing twelve months is around 3.88%, less than REREX's 12.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMAMX Fidelity Advisor Stock Selector All Cap Fund Class A | 3.88% | 4.48% | 4.52% | 1.76% | 0.29% | 1.08% | 4.94% | 5.79% | 4.06% | 3.06% | 0.69% | 4.76% |
REREX American Funds EuroPacific Growth Fund Class R-4 | 12.58% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
Frequently Asked Questions
FMAMX and REREX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REREX has higher volatility (5.39%) compared to FMAMX (3.37%). In terms of maximum drawdown, FMAMX dropped -34.39% vs REREX's -54.00%.
FMAMX currently has the higher Sharpe Ratio (2.92 vs 1.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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