RERGX vs. FOCSX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Fidelity Small Cap Growth K6 Fund (FOCSX).
RERGX is managed by American Funds. FOCSX is managed by Fidelity. It was launched on May 25, 2017.
Performance
RERGX vs. FOCSX - Performance Comparison
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RERGX vs. FOCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 12.36% |
FOCSX Fidelity Small Cap Growth K6 Fund | -0.57% | 11.33% | 21.04% | 19.62% | -25.01% | 10.50% | 37.44% | 36.25% | -4.60% | 16.21% |
Returns By Period
In the year-to-date period, RERGX achieves a -2.84% return, which is significantly lower than FOCSX's -0.57% return.
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
FOCSX
- 1D
- 4.97%
- 1M
- -6.38%
- YTD
- -0.57%
- 6M
- 2.36%
- 1Y
- 24.30%
- 3Y*
- 14.35%
- 5Y*
- 4.50%
- 10Y*
- —
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RERGX vs. FOCSX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than FOCSX's 0.60% expense ratio.
Return for Risk
RERGX vs. FOCSX — Risk / Return Rank
RERGX
FOCSX
RERGX vs. FOCSX - 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 Small Cap Growth K6 Fund (FOCSX). 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 | FOCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.97 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.48 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.52 | +0.16 |
Martin ratioReturn relative to average drawdown | 6.37 | 5.74 | +0.64 |
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
| RERGX | FOCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.97 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.19 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.52 | -0.14 |
Correlation
The correlation between RERGX and FOCSX is 0.73, 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. FOCSX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.36%, more than FOCSX's 2.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
FOCSX Fidelity Small Cap Growth K6 Fund | 2.76% | 2.74% | 2.26% | 0.23% | 0.05% | 31.03% | 2.78% | 0.00% | 2.47% | 0.09% | 0.00% | 0.00% |
Drawdowns
RERGX vs. FOCSX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, roughly equal to the maximum FOCSX drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for RERGX and FOCSX.
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Drawdown Indicators
| RERGX | FOCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -38.79% | +1.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -13.80% | +1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -38.79% | +1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | — | — |
Current DrawdownCurrent decline from peak | -10.11% | -8.65% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -11.13% | +1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.66% | -0.36% |
Volatility
RERGX vs. FOCSX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-6 (RERGX) is 7.27%, while Fidelity Small Cap Growth K6 Fund (FOCSX) has a volatility of 9.91%. This indicates that RERGX experiences smaller price fluctuations and is considered to be less risky than FOCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | FOCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 9.91% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 16.86% | -5.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 25.14% | -8.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 23.42% | -6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 23.61% | -6.81% |