RERGX vs. FINVX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Fidelity Series International Value Fund (FINVX).
RERGX is managed by American Funds. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
RERGX vs. FINVX - Performance Comparison
Loading graphics...
RERGX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
FINVX Fidelity Series International Value Fund | -1.35% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Returns By Period
In the year-to-date period, RERGX achieves a -5.45% return, which is significantly lower than FINVX's -1.35% return. Over the past 10 years, RERGX has underperformed FINVX with an annualized return of 7.68%, while FINVX has yielded a comparatively higher 10.07% annualized return.
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
FINVX
- 1D
- 0.85%
- 1M
- -9.20%
- YTD
- -1.35%
- 6M
- 4.58%
- 1Y
- 26.12%
- 3Y*
- 20.18%
- 5Y*
- 13.04%
- 10Y*
- 10.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RERGX vs. FINVX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
RERGX vs. FINVX — Risk / Return Rank
RERGX
FINVX
RERGX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Fidelity Series International Value Fund (FINVX). 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.
| RERGX | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.42 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.92 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.29 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.90 | -0.63 |
Martin ratioReturn relative to average drawdown | 4.87 | 7.92 | -3.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RERGX | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.42 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.79 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.56 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.35 | +0.02 |
Correlation
The correlation between RERGX and FINVX is 0.90, 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
RERGX vs. FINVX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.76%, more than FINVX's 11.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
FINVX Fidelity Series International Value Fund | 11.35% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
RERGX vs. FINVX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for RERGX and FINVX.
Loading graphics...
Drawdown Indicators
| RERGX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -42.48% | +5.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -11.66% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -27.13% | -10.17% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -42.48% | +5.18% |
Current DrawdownCurrent decline from peak | -12.52% | -9.26% | -3.26% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -9.11% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.94% | +0.31% |
Volatility
RERGX vs. FINVX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-6 (RERGX) is 6.59%, while Fidelity Series International Value Fund (FINVX) has a volatility of 7.10%. This indicates that RERGX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RERGX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 7.10% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 10.68% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 17.52% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 16.58% | -0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 17.99% | -1.21% |