FOSKX vs. EPDPX
Compare and contrast key facts about Fidelity Overseas Fund Class K (FOSKX) and EuroPac International Dividend Income Fund Class A (EPDPX).
FOSKX is managed by Fidelity. It was launched on May 9, 2008. EPDPX is managed by Euro Pacific Asset Management. It was launched on Jan 10, 2014.
Performance
FOSKX vs. EPDPX - Performance Comparison
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FOSKX vs. EPDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOSKX Fidelity Overseas Fund Class K | -5.82% | 20.90% | 5.28% | 20.70% | -24.71% | 19.43% | 15.55% | 28.58% | -14.64% | 28.33% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.90% | 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, FOSKX achieves a -5.82% return, which is significantly lower than EPDPX's 5.90% return. Over the past 10 years, FOSKX has underperformed EPDPX with an annualized return of 7.98%, while EPDPX has yielded a comparatively higher 9.56% annualized return.
FOSKX
- 1D
- 0.43%
- 1M
- -11.39%
- YTD
- -5.82%
- 6M
- -5.49%
- 1Y
- 6.91%
- 3Y*
- 9.50%
- 5Y*
- 5.04%
- 10Y*
- 7.98%
EPDPX
- 1D
- 0.14%
- 1M
- -9.40%
- YTD
- 5.90%
- 6M
- 16.78%
- 1Y
- 44.80%
- 3Y*
- 20.57%
- 5Y*
- 14.44%
- 10Y*
- 9.56%
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FOSKX vs. EPDPX - Expense Ratio Comparison
FOSKX has a 0.89% expense ratio, which is lower than EPDPX's 1.52% expense ratio.
Return for Risk
FOSKX vs. EPDPX — Risk / Return Rank
FOSKX
EPDPX
FOSKX vs. EPDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund Class K (FOSKX) 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.
| FOSKX | EPDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 2.78 | -2.46 |
Sortino ratioReturn per unit of downside risk | 0.56 | 3.30 | -2.74 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.53 | -0.45 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 4.04 | -3.64 |
Martin ratioReturn relative to average drawdown | 1.49 | 16.67 | -15.18 |
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
| FOSKX | EPDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 2.78 | -2.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 1.03 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.65 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.44 | -0.22 |
Correlation
The correlation between FOSKX and EPDPX is 0.69, 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
FOSKX vs. EPDPX - Dividend Comparison
FOSKX's dividend yield for the trailing twelve months is around 5.26%, less than EPDPX's 5.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSKX Fidelity Overseas Fund Class K | 5.26% | 4.96% | 1.84% | 1.13% | 0.88% | 4.64% | 0.62% | 1.44% | 6.08% | 0.06% | 2.09% | 1.17% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.83% | 6.55% | 3.82% | 3.08% | 2.56% | 2.07% | 1.70% | 2.43% | 2.66% | 2.69% | 2.24% | 3.58% |
Drawdowns
FOSKX vs. EPDPX - Drawdown Comparison
The maximum FOSKX drawdown since its inception was -59.28%, which is greater than EPDPX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for FOSKX and EPDPX.
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Drawdown Indicators
| FOSKX | EPDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.28% | -39.21% | -20.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -10.96% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -36.45% | -21.06% | -15.39% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | -33.34% | -3.11% |
Current DrawdownCurrent decline from peak | -11.88% | -9.40% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -14.48% | -11.30% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.66% | +0.71% |
Volatility
FOSKX vs. EPDPX - Volatility Comparison
Fidelity Overseas Fund Class K (FOSKX) has a higher volatility of 8.24% compared to EuroPac International Dividend Income Fund Class A (EPDPX) at 6.49%. This indicates that FOSKX'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
| FOSKX | EPDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 6.49% | +1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 11.41% | +0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 16.13% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 14.03% | +3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 14.86% | +2.17% |