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.
Correlation
The correlation between FSUVX and AEPGX is 0.66, 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.
Performance
FSUVX vs. AEPGX - Performance Comparison
Key characteristics
FSUVX:
1.83
AEPGX:
0.33
FSUVX:
2.49
AEPGX:
0.53
FSUVX:
1.34
AEPGX:
1.07
FSUVX:
2.47
AEPGX:
0.18
FSUVX:
7.62
AEPGX:
0.95
FSUVX:
2.19%
AEPGX:
4.61%
FSUVX:
9.13%
AEPGX:
13.42%
FSUVX:
-32.41%
AEPGX:
-52.42%
FSUVX:
-1.78%
AEPGX:
-19.65%
Returns By Period
In the year-to-date period, FSUVX achieves a 3.78% return, which is significantly lower than AEPGX's 6.16% return.
FSUVX
3.78%
5.35%
7.34%
16.50%
8.86%
N/A
AEPGX
6.16%
5.94%
0.66%
3.62%
1.52%
2.81%
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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.
Dividends
FSUVX vs. AEPGX - Dividend Comparison
FSUVX's dividend yield for the trailing twelve months is around 1.79%, more than AEPGX's 1.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUVX Fidelity SAI U.S. Low Volatility Index Fund | 1.79% | 1.86% | 1.74% | 2.10% | 1.74% | 1.31% | 4.11% | 1.58% | 1.09% | 2.23% | 1.17% | 0.00% |
AEPGX American Funds EuroPacific Growth Fund Class A | 1.13% | 1.20% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 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 -52.42%. Use the drawdown chart below to compare losses from any high point for FSUVX and AEPGX. For additional features, visit the drawdowns tool.
Volatility
FSUVX vs. AEPGX - Volatility Comparison
The current volatility for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) is 2.07%, while American Funds EuroPacific Growth Fund Class A (AEPGX) has a volatility of 3.78%. This indicates that FSUVX experiences smaller price fluctuations and is considered to be less risky than AEPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.