RERCX vs. FSPSX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and Fidelity International Index Fund (FSPSX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERCX or FSPSX.
Performance
RERCX vs. FSPSX - Performance Comparison
Returns By Period
In the year-to-date period, RERCX achieves a 3.53% return, which is significantly lower than FSPSX's 4.20% return. Over the past 10 years, RERCX has underperformed FSPSX with an annualized return of 2.35%, while FSPSX has yielded a comparatively higher 5.16% annualized return.
RERCX
3.53%
-3.99%
-5.58%
8.26%
1.51%
2.35%
FSPSX
4.20%
-5.93%
-3.74%
10.82%
5.58%
5.16%
Key characteristics
| RERCX | FSPSX | |
|---|---|---|
| Sharpe Ratio | 0.62 | 0.97 |
| Sortino Ratio | 0.94 | 1.40 |
| Omega Ratio | 1.12 | 1.17 |
| Calmar Ratio | 0.28 | 1.37 |
| Martin Ratio | 2.69 | 4.54 |
| Ulcer Index | 2.93% | 2.66% |
| Daily Std Dev | 12.71% | 12.53% |
| Max Drawdown | -52.70% | -33.69% |
| Current Drawdown | -21.96% | -8.84% |
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RERCX vs. FSPSX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Correlation
The correlation between RERCX and FSPSX 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
RERCX vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and Fidelity International Index Fund (FSPSX). 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
RERCX vs. FSPSX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 1.44%, less than FSPSX's 3.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 1.44% | 1.41% | 0.98% | 1.18% | 0.00% | 0.77% | 1.08% | 0.58% | 0.95% | 1.44% | 1.06% | 0.66% |
FSPSX Fidelity International Index Fund | 3.05% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% | 2.59% |
Drawdowns
RERCX vs. FSPSX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -52.70%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for RERCX and FSPSX. For additional features, visit the drawdowns tool.
Volatility
RERCX vs. FSPSX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) is 3.34%, while Fidelity International Index Fund (FSPSX) has a volatility of 3.83%. This indicates that RERCX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.