RERGX vs. FTIHX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Fidelity Total International Index Fund (FTIHX).
RERGX is managed by American Funds. FTIHX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI (All Country World Index) ex USA Investable Market Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERGX or FTIHX.
Performance
RERGX vs. FTIHX - Performance Comparison
Returns By Period
In the year-to-date period, RERGX achieves a 4.60% return, which is significantly lower than FTIHX's 6.16% return.
RERGX
4.60%
-3.90%
-4.26%
7.99%
2.37%
3.08%
FTIHX
6.16%
-4.32%
-0.57%
12.43%
5.29%
N/A
Key characteristics
| RERGX | FTIHX | |
|---|---|---|
| Sharpe Ratio | 0.60 | 0.92 |
| Sortino Ratio | 0.91 | 1.37 |
| Omega Ratio | 1.11 | 1.17 |
| Calmar Ratio | 0.30 | 1.04 |
| Martin Ratio | 2.59 | 4.62 |
| Ulcer Index | 2.94% | 2.61% |
| Daily Std Dev | 12.65% | 13.12% |
| Max Drawdown | -40.72% | -35.75% |
| Current Drawdown | -19.45% | -7.37% |
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RERGX vs. FTIHX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is higher than FTIHX's 0.06% expense ratio.
Correlation
The correlation between RERGX and FTIHX is 0.94, 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
RERGX vs. FTIHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Fidelity Total International Index Fund (FTIHX). 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
RERGX vs. FTIHX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 2.02%, less than FTIHX's 2.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 2.02% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
FTIHX Fidelity Total International Index Fund | 2.62% | 2.78% | 2.51% | 2.55% | 1.62% | 2.61% | 2.21% | 1.36% | 0.40% | 0.00% | 0.00% | 0.00% |
Drawdowns
RERGX vs. FTIHX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -40.72%, which is greater than FTIHX's maximum drawdown of -35.75%. Use the drawdown chart below to compare losses from any high point for RERGX and FTIHX. For additional features, visit the drawdowns tool.
Volatility
RERGX vs. FTIHX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-6 (RERGX) is 3.27%, while Fidelity Total International Index Fund (FTIHX) has a volatility of 3.67%. This indicates that RERGX experiences smaller price fluctuations and is considered to be less risky than FTIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.