FNITX vs. AEPGX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class M (FNITX) and American Funds EuroPacific Growth Fund Class A (AEPGX).
FNITX is managed by Fidelity. It was launched on Jul 31, 2003. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Performance
FNITX vs. AEPGX - Performance Comparison
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FNITX vs. AEPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNITX Fidelity Advisor New Insights Fund Class M | -4.19% | 22.36% | 34.61% | 35.61% | -26.67% | 24.10% | 23.30% | 28.81% | -4.89% | 27.76% |
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
Returns By Period
In the year-to-date period, FNITX achieves a -4.19% return, which is significantly lower than AEPGX's -2.93% return. Over the past 10 years, FNITX has outperformed AEPGX with an annualized return of 14.86%, while AEPGX has yielded a comparatively lower 7.45% annualized return.
FNITX
- 1D
- 3.64%
- 1M
- -5.86%
- YTD
- -4.19%
- 6M
- -0.68%
- 1Y
- 23.27%
- 3Y*
- 24.83%
- 5Y*
- 13.29%
- 10Y*
- 14.86%
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
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FNITX vs. AEPGX - Expense Ratio Comparison
FNITX has a 1.18% expense ratio, which is higher than AEPGX's 0.80% expense ratio.
Return for Risk
FNITX vs. AEPGX — Risk / Return Rank
FNITX
AEPGX
FNITX vs. AEPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class M (FNITX) and American Funds EuroPacific Growth Fund Class A (AEPGX). 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.
| FNITX | AEPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.35 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.83 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.64 | +0.59 |
Martin ratioReturn relative to average drawdown | 8.90 | 6.22 | +2.68 |
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
| FNITX | AEPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.35 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.13 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.44 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.50 | +0.09 |
Correlation
The correlation between FNITX and AEPGX is 0.78, 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.
Dividends
FNITX vs. AEPGX - Dividend Comparison
FNITX's dividend yield for the trailing twelve months is around 10.68%, less than AEPGX's 14.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNITX Fidelity Advisor New Insights Fund Class M | 10.68% | 11.08% | 6.33% | 6.43% | 18.00% | 13.42% | 8.54% | 6.62% | 14.33% | 7.86% | 4.99% | 4.45% |
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
Drawdowns
FNITX vs. AEPGX - Drawdown Comparison
The maximum FNITX drawdown since its inception was -49.84%, smaller than the maximum AEPGX drawdown of -53.98%. Use the drawdown chart below to compare losses from any high point for FNITX and AEPGX.
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Drawdown Indicators
| FNITX | AEPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.84% | -53.98% | +4.14% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -12.56% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -32.06% | -38.22% | +6.16% |
Max Drawdown (10Y)Largest decline over 10 years | -32.06% | -38.50% | +6.44% |
Current DrawdownCurrent decline from peak | -7.19% | -10.16% | +2.97% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -11.52% | +4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.31% | -0.59% |
Volatility
FNITX vs. AEPGX - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class M (FNITX) is 6.65%, while American Funds EuroPacific Growth Fund Class A (AEPGX) has a volatility of 7.25%. This indicates that FNITX experiences smaller price fluctuations and is considered to be less risky than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNITX | AEPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 7.25% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 11.54% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 16.40% | +3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 16.55% | +2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 16.82% | +2.43% |