RERGX vs. FSOSX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Fidelity Series Overseas Fund (FSOSX).
RERGX is managed by American Funds. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Performance
RERGX vs. FSOSX - Performance Comparison
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RERGX vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 8.34% |
FSOSX Fidelity Series Overseas Fund | -5.69% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Returns By Period
The year-to-date returns for both stocks are quite close, with RERGX having a -5.45% return and FSOSX slightly lower at -5.69%.
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%
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
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RERGX vs. FSOSX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Return for Risk
RERGX vs. FSOSX — Risk / Return Rank
RERGX
FSOSX
RERGX vs. FSOSX - 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 Overseas Fund (FSOSX). 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 | FSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.34 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.52 | 0.58 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.08 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.40 | +0.86 |
Martin ratioReturn relative to average drawdown | 4.87 | 1.51 | +3.36 |
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 | FSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.34 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.34 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.43 | -0.06 |
Correlation
The correlation between RERGX and FSOSX is 0.92, 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. FSOSX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.76%, more than FSOSX's 9.70% 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% |
FSOSX Fidelity Series Overseas Fund | 9.70% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RERGX vs. FSOSX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, which is greater than FSOSX's maximum drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for RERGX and FSOSX.
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Drawdown Indicators
| RERGX | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -35.36% | -1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.39% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -35.36% | -1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | — | — |
Current DrawdownCurrent decline from peak | -12.52% | -11.89% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -7.90% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.31% | -0.06% |
Volatility
RERGX vs. FSOSX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-6 (RERGX) is 6.59%, while Fidelity Series Overseas Fund (FSOSX) has a volatility of 8.28%. This indicates that RERGX experiences smaller price fluctuations and is considered to be less risky than FSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | FSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 8.28% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 11.94% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 18.25% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 17.35% | -0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 18.93% | -2.15% |