RERCX vs. FAOAX
RERCX (American Funds EuroPacific Growth Fund® Class R-3) and FAOAX (Fidelity Advisor Overseas Fund Class A) are both Foreign Large Cap Equities funds. Over the past 10 years, RERCX returned 9.13%/yr vs 8.05%/yr for FAOAX. Their correlation of 0.92 suggests significant overlap in exposure. RERCX charges 1.11%/yr vs 1.43%/yr for FAOAX.
Performance
RERCX vs. FAOAX - Performance Comparison
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Returns By Period
Over the past 10 years, RERCX has outperformed FAOAX with an annualized return of 9.13%, while FAOAX has yielded a comparatively lower 8.05% annualized return.
RERCX
- 1D
- -0.69%
- 1M
- -0.45%
- YTD
- 9.21%
- 6M
- 9.32%
- 1Y
- 23.58%
- 3Y*
- 14.67%
- 5Y*
- 3.86%
- 10Y*
- 9.13%
FAOAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- -1.73%
- 3Y*
- 8.91%
- 5Y*
- 3.05%
- 10Y*
- 8.05%
RERCX vs. FAOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 9.21% | 28.50% | 2.28% | 15.34% | -23.27% | 2.19% | 24.43% | 26.60% | -15.48% | 30.33% |
FAOAX Fidelity Advisor Overseas Fund Class A | 0.00% | 14.93% | 4.63% | 20.01% | -24.61% | 18.90% | 14.71% | 27.39% | -15.10% | 29.66% |
Correlation
The correlation between RERCX and FAOAX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since May 21, 2002 | 0.92 |
Over the past year, the correlation between RERCX and FAOAX has dropped to 0.48 - well below their long-term average of 0.92, suggesting their price drivers have been diverging.
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Return for Risk
RERCX vs. FAOAX — Risk / Return Rank
RERCX
FAOAX
RERCX vs. FAOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and Fidelity Advisor Overseas Fund Class A (FAOAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RERCX | FAOAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.68 | ||
| Sortino ratioReturn per unit of downside risk | +2.32 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.95 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.86 | -0.32 | +2.18 |
| Martin ratioReturn relative to average drawdown | 6.87 | -0.53 | +7.40 |
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Drawdowns
RERCX vs. FAOAX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, smaller than the maximum FAOAX drawdown of -60.03%. Use the drawdown chart below to compare losses from any high point for RERCX and FAOAX.
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Drawdown Indicators
| RERCX | FAOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -60.03% | +5.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -7.29% | -5.27% |
Max Drawdown (3Y)Largest decline over 3 years | -15.88% | -13.99% | -1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -36.50% | -1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -36.50% | -1.23% |
Current DrawdownCurrent decline from peak | -3.56% | -5.87% | +2.31% |
Average DrawdownAverage peak-to-trough decline | -11.48% | -14.54% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 4.18% | -0.79% |
Volatility
RERCX vs. FAOAX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 7.45% compared to Fidelity Advisor Overseas Fund Class A (FAOAX) at 0.00%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than FAOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERCX | FAOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.45% | 0.00% | +7.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.58% | 3.51% | +11.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 8.71% | +8.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 16.70% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 16.37% | +0.49% |
RERCX vs. FAOAX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is lower than FAOAX's 1.43% expense ratio.
Dividends
RERCX vs. FAOAX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 16.97%, more than FAOAX's 8.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOAX Fidelity Advisor Overseas Fund Class A | 8.54% | 8.54% | 1.33% | 0.74% | 0.38% | 2.12% | 0.00% | 1.37% | 4.64% | 3.64% | 1.75% | 0.38% |
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 16.97% | 13.94% | 4.37% | 3.40% | 1.54% | 9.75% | 0.00% | 2.56% | 6.16% | 4.45% | 0.95% | 2.77% |
Frequently Asked Questions
RERCX and FAOAX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RERCX has higher volatility (7.45%) compared to FAOAX (0.00%). In terms of maximum drawdown, RERCX dropped -54.15% vs FAOAX's -60.03%.
RERCX currently has the higher Sharpe Ratio (1.40 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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