FOCSX vs. RERGX
Compare and contrast key facts about Fidelity Small Cap Growth K6 Fund (FOCSX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FOCSX is managed by Fidelity. It was launched on May 25, 2017. RERGX is managed by American Funds.
Performance
FOCSX vs. RERGX - Performance Comparison
Loading graphics...
FOCSX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | -5.28% | 11.33% | 21.04% | 19.62% | -25.01% | 10.50% | 37.44% | 36.25% | -4.60% | 16.21% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 12.36% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FOCSX having a -5.28% return and RERGX slightly lower at -5.45%.
FOCSX
- 1D
- -2.50%
- 1M
- -9.99%
- YTD
- -5.28%
- 6M
- -2.43%
- 1Y
- 18.34%
- 3Y*
- 12.51%
- 5Y*
- 3.81%
- 10Y*
- —
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FOCSX vs. RERGX - Expense Ratio Comparison
FOCSX has a 0.60% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
FOCSX vs. RERGX — Risk / Return Rank
FOCSX
RERGX
FOCSX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth K6 Fund (FOCSX) 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.
| FOCSX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.10 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.52 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.27 | -0.28 |
Martin ratioReturn relative to average drawdown | 3.83 | 4.87 | -1.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FOCSX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.10 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.19 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.37 | +0.13 |
Correlation
The correlation between FOCSX and RERGX is 0.73, 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
FOCSX vs. RERGX - Dividend Comparison
FOCSX's dividend yield for the trailing twelve months is around 2.90%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | 2.90% | 2.74% | 2.26% | 0.23% | 0.05% | 31.03% | 2.78% | 0.00% | 2.47% | 0.09% | 0.00% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
FOCSX vs. RERGX - Drawdown Comparison
The maximum FOCSX drawdown since its inception was -38.79%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FOCSX and RERGX.
Loading graphics...
Drawdown Indicators
| FOCSX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -37.30% | -1.49% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -12.52% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -38.79% | -37.30% | -1.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.30% | — |
Current DrawdownCurrent decline from peak | -12.98% | -12.52% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -9.28% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 3.25% | +0.50% |
Volatility
FOCSX vs. RERGX - Volatility Comparison
Fidelity Small Cap Growth K6 Fund (FOCSX) has a higher volatility of 8.43% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 6.59%. This indicates that FOCSX'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.
Loading graphics...
Volatility by Period
| FOCSX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 6.59% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 16.21% | 11.23% | +4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.71% | 16.21% | +8.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.33% | 16.43% | +6.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.56% | 16.78% | +6.78% |