FSPSX vs. RERGX
Compare and contrast key facts about Fidelity International Index Fund (FSPSX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FSPSX is managed by Fidelity. It was launched on Nov 5, 1997. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPSX or RERGX.
Performance
FSPSX vs. RERGX - Performance Comparison
Returns By Period
In the year-to-date period, FSPSX achieves a 4.83% return, which is significantly lower than RERGX's 5.17% return. Over the past 10 years, FSPSX has outperformed RERGX with an annualized return of 5.07%, while RERGX has yielded a comparatively lower 3.06% annualized return.
FSPSX
4.83%
-2.87%
-2.39%
11.23%
5.86%
5.07%
RERGX
5.17%
-2.19%
-4.02%
8.58%
2.47%
3.06%
Key characteristics
| FSPSX | RERGX | |
|---|---|---|
| Sharpe Ratio | 0.90 | 0.68 |
| Sortino Ratio | 1.31 | 1.02 |
| Omega Ratio | 1.16 | 1.13 |
| Calmar Ratio | 1.27 | 0.33 |
| Martin Ratio | 3.85 | 2.87 |
| Ulcer Index | 2.92% | 2.99% |
| Daily Std Dev | 12.48% | 12.65% |
| Max Drawdown | -33.69% | -40.72% |
| Current Drawdown | -8.29% | -19.01% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSPSX vs. RERGX - Expense Ratio Comparison
FSPSX has a 0.04% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Correlation
The correlation between FSPSX and RERGX is 0.91, 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.
Risk-Adjusted Performance
FSPSX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Index Fund (FSPSX) 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.
Dividends
FSPSX vs. RERGX - Dividend Comparison
FSPSX's dividend yield for the trailing twelve months is around 3.03%, more than RERGX's 2.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPSX Fidelity International Index Fund | 3.03% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% | 2.59% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 2.01% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
Drawdowns
FSPSX vs. RERGX - Drawdown Comparison
The maximum FSPSX drawdown since its inception was -33.69%, smaller than the maximum RERGX drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for FSPSX and RERGX. For additional features, visit the drawdowns tool.
Volatility
FSPSX vs. RERGX - Volatility Comparison
Fidelity International Index Fund (FSPSX) has a higher volatility of 3.71% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.18%. This indicates that FSPSX'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.