REREX vs. FBALX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and Fidelity Balanced Fund (FBALX).
REREX is managed by American Funds. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
REREX vs. FBALX - Performance Comparison
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REREX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | -2.91% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 30.72% |
FBALX Fidelity Balanced Fund | -1.74% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, REREX achieves a -2.91% return, which is significantly lower than FBALX's -1.74% return. Over the past 10 years, REREX has underperformed FBALX with an annualized return of 7.90%, while FBALX has yielded a comparatively higher 10.73% annualized return.
REREX
- 1D
- 2.74%
- 1M
- -8.20%
- YTD
- -2.91%
- 6M
- 0.78%
- 1Y
- 21.15%
- 3Y*
- 10.60%
- 5Y*
- 2.96%
- 10Y*
- 7.90%
FBALX
- 1D
- 2.04%
- 1M
- -3.87%
- YTD
- -1.74%
- 6M
- 0.80%
- 1Y
- 15.76%
- 3Y*
- 13.67%
- 5Y*
- 7.65%
- 10Y*
- 10.73%
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REREX vs. FBALX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Return for Risk
REREX vs. FBALX — Risk / Return Rank
REREX
FBALX
REREX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-4 (REREX) and Fidelity Balanced Fund (FBALX). 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.
| REREX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.37 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.99 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.30 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.05 | -0.41 |
Martin ratioReturn relative to average drawdown | 6.23 | 9.47 | -3.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| REREX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.37 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.63 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.84 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.79 | -0.39 |
Correlation
The correlation between REREX and FBALX is 0.80, 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.
Dividends
REREX vs. FBALX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 14.54%, more than FBALX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 14.54% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
FBALX Fidelity Balanced Fund | 5.79% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
REREX vs. FBALX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, which is greater than FBALX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for REREX and FBALX.
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Drawdown Indicators
| REREX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -43.57% | -10.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -8.14% | -4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -22.89% | -14.65% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -26.68% | -10.86% |
Current DrawdownCurrent decline from peak | -10.14% | -4.56% | -5.58% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -4.39% | -6.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.76% | +1.55% |
Volatility
REREX vs. FBALX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 7.25% compared to Fidelity Balanced Fund (FBALX) at 4.19%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REREX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 4.19% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 6.77% | +4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 11.94% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 12.18% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 12.75% | +4.04% |