FPBFX vs. RERGX
Compare and contrast key facts about Fidelity Pacific Basin Fund (FPBFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FPBFX is managed by Fidelity. It was launched on Oct 1, 1986. RERGX is managed by American Funds.
Performance
FPBFX vs. RERGX - Performance Comparison
Loading graphics...
FPBFX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 4.80% | 37.15% | 9.26% | 14.07% | -23.71% | 2.28% | 32.92% | 32.21% | -18.08% | 40.06% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, FPBFX achieves a 4.80% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, FPBFX has outperformed RERGX with an annualized return of 11.36%, while RERGX has yielded a comparatively lower 7.97% annualized return.
FPBFX
- 1D
- 4.02%
- 1M
- -6.88%
- YTD
- 4.80%
- 6M
- 4.92%
- 1Y
- 38.92%
- 3Y*
- 17.67%
- 5Y*
- 6.30%
- 10Y*
- 11.36%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPBFX vs. RERGX - Expense Ratio Comparison
FPBFX has a 1.04% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
FPBFX vs. RERGX — Risk / Return Rank
FPBFX
RERGX
FPBFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Pacific Basin Fund (FPBFX) 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.
| FPBFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 1.38 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.40 | 1.87 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.27 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 1.68 | +1.19 |
Martin ratioReturn relative to average drawdown | 10.85 | 6.37 | +4.48 |
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
| FPBFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 1.38 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.20 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.48 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.38 | +0.04 |
Correlation
The correlation between FPBFX and RERGX is 0.83, 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
FPBFX vs. RERGX - Dividend Comparison
FPBFX's dividend yield for the trailing twelve months is around 7.82%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 7.82% | 8.19% | 5.99% | 5.36% | 8.76% | 14.97% | 4.45% | 0.75% | 10.88% | 4.36% | 2.38% | 3.61% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
FPBFX vs. RERGX - Drawdown Comparison
The maximum FPBFX drawdown since its inception was -69.06%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FPBFX and RERGX.
Loading graphics...
Drawdown Indicators
| FPBFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.06% | -37.30% | -31.76% |
Max Drawdown (1Y)Largest decline over 1 year | -13.21% | -12.52% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -37.97% | -37.30% | -0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -39.85% | -37.30% | -2.55% |
Current DrawdownCurrent decline from peak | -8.72% | -10.11% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -17.65% | -9.28% | -8.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 3.30% | +0.19% |
Volatility
FPBFX vs. RERGX - Volatility Comparison
Fidelity Pacific Basin Fund (FPBFX) has a higher volatility of 10.35% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 7.27%. This indicates that FPBFX'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
| FPBFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.35% | 7.27% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 11.54% | +4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 16.40% | +5.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 16.48% | +2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 16.80% | +0.70% |