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FOSFX vs RERCX
FOSFX vs RERCX Comparison
Open Charts FOSFX vs RERCX
Fidelity Overseas
Price$67.42
Change+$0.48 (+0.72%)
VolumeN/A
Net Assets6.51B
American Funds Europacific Growth R3
Price$53.99
Change+$0.16 (+0.30%)
VolumeN/A
Net Assets124.35B
FOSFX vs RERCX Comparison Chart
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FOSFX vs. RERCX commentary
Apr 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FOSFX is a Hold and RERCX is a Buy.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 124B vs. FOSFX (6.51B). FOSFX pays higher dividends than RERCX: FOSFX (1.30) vs RERCX (0.85). FOSFX was incepted earlier than RERCX: FOSFX (40 years) vs RERCX (23 years). RERCX (1.12) is less costly to investors than FOSFX (0.68). FOSFX is a more actively managed with annual turnover of: 35.00 vs. RERCX (30.00). FOSFX has a lower initial minimum investment than RERCX: FOSFX (0) vs RERCX (250). FOSFX annual gain was more profitable for investors over the last year : 5.57 vs. RERCX (-4.01). FOSFX return over 5 years is better than : 75.36 vs. RERCX (38.60).
| FOSFX | RERCX | FOSFX / RERCX | |
| Total Expense Ratio | 0.68 | 1.12 | 61% |
| Annual Report Gross Expense Ratio | 0.68 | 1.12 | 61% |
| Fund Existence | 40 years | 23 years | - |
| Gain YTD | 6.933 | 3.508 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.51B | 124B | 5% |
| Annual Yield % from dividends | 1.30 | 0.85 | 154% |
| Returns for 1 year | 5.57 | -4.01 | -139% |
| Returns for 3 years | 16.62 | -1.15 | -1,448% |
| Returns for 5 years | 75.36 | 38.60 | 195% |
| Returns for 10 years | 67.69 | 13.19 | 513% |