Correlation
The correlation between FSUVX and AEPGX is 0.77, 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.
FSUVX vs. AEPGX
Compare and contrast key facts about Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and American Funds EuroPacific Growth Fund Class A (AEPGX).
FSUVX is managed by Fidelity. It was launched on May 29, 2015. AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUVX or AEPGX.
Performance
FSUVX vs. AEPGX - Performance Comparison
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Key characteristics
FSUVX:
0.99
AEPGX:
0.53
FSUVX:
1.34
AEPGX:
0.67
FSUVX:
1.19
AEPGX:
1.09
FSUVX:
1.06
AEPGX:
0.34
FSUVX:
3.97
AEPGX:
1.56
FSUVX:
3.16%
AEPGX:
4.51%
FSUVX:
13.80%
AEPGX:
16.61%
FSUVX:
-32.41%
AEPGX:
-53.35%
FSUVX:
-2.13%
AEPGX:
-3.82%
Returns By Period
In the year-to-date period, FSUVX achieves a 3.40% return, which is significantly lower than AEPGX's 11.62% return.
FSUVX
3.40%
2.78%
-2.13%
13.58%
9.81%
10.83%
N/A
AEPGX
11.62%
5.84%
7.48%
8.70%
8.20%
8.11%
5.51%
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FSUVX vs. AEPGX - Expense Ratio Comparison
FSUVX has a 0.11% expense ratio, which is lower than AEPGX's 0.80% expense ratio.
Risk-Adjusted Performance
FSUVX vs. AEPGX — Risk-Adjusted Performance Rank
FSUVX
AEPGX
FSUVX vs. AEPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and American Funds EuroPacific Growth Fund Class A (AEPGX). 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.
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Dividends
FSUVX vs. AEPGX - Dividend Comparison
FSUVX's dividend yield for the trailing twelve months is around 2.18%, less than AEPGX's 5.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 2.18% | 2.25% | 1.74% | 4.12% | 3.52% | 1.31% | 6.31% | 2.63% | 4.03% | 2.23% | 1.20% | 0.00% |
AEPGX American Funds EuroPacific Growth Fund Class A | 5.98% | 6.67% | 3.57% | 1.73% | 9.80% | 0.17% | 2.79% | 6.34% | 4.66% | 1.24% | 3.05% | 1.38% |
Drawdowns
FSUVX vs. AEPGX - Drawdown Comparison
The maximum FSUVX drawdown since its inception was -32.41%, smaller than the maximum AEPGX drawdown of -53.35%. Use the drawdown chart below to compare losses from any high point for FSUVX and AEPGX.
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Volatility
FSUVX vs. AEPGX - Volatility Comparison
Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and American Funds EuroPacific Growth Fund Class A (AEPGX) have volatilities of 3.47% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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