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.
Key characteristics
| FSPSX | RERGX | |
|---|---|---|
| YTD Return | 4.73% | 6.20% |
| 1Y Return | 12.02% | 12.27% |
| 3Y Return (Ann) | 3.75% | -1.27% |
| 5Y Return (Ann) | 6.60% | 5.85% |
| 10Y Return (Ann) | 4.67% | 5.50% |
| Sharpe Ratio | 0.97 | 0.91 |
| Daily Std Dev | 12.00% | 13.49% |
| Max Drawdown | -33.69% | -37.30% |
| Current Drawdown | -1.26% | -11.78% |
Correlation
The correlation between FSPSX and RERGX is 0.92, 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.
Performance
FSPSX vs. RERGX - Performance Comparison
In the year-to-date period, FSPSX achieves a 4.73% return, which is significantly lower than RERGX's 6.20% return. Over the past 10 years, FSPSX has underperformed RERGX with an annualized return of 4.67%, while RERGX has yielded a comparatively higher 5.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSPSX vs. RERGX - Expense Ratio Comparison
FSPSX has a 0.04% expense ratio, which is lower than RERGX's 0.46% expense ratio.
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 3.04%, less than RERGX's 3.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPSX Fidelity International Index Fund | 3.04% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% | 3.53% | 2.59% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 3.72% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.98% | 1.63% | 3.42% | 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 -37.30%. 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 3.84% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.64%. 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.