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FOSFX vs RERFX
FOSFX vs RERFX Comparison
Open Charts FOSFX vs RERFX
Fidelity Overseas
Price$67.42
Change+$0.48 (+0.72%)
VolumeN/A
Net Assets6.51B
American Funds Europacific Growth R5
Price$55.62
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets124.35B
FOSFX vs RERFX Comparison Chart
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FOSFX vs. RERFX 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 RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 124B vs. FOSFX (6.51B). RERFX pays higher dividends than FOSFX: RERFX (1.43) vs FOSFX (1.30). FOSFX was incepted earlier than RERFX: FOSFX (40 years) vs RERFX (23 years). FOSFX (0.68) is less costly to investors than RERFX (0.52). FOSFX is a more actively managed with annual turnover of: 35.00 vs. RERFX (30.00). FOSFX has a lower initial minimum investment than RERFX: FOSFX (0) vs RERFX (250). FOSFX annual gain was more profitable for investors over the last year : 5.57 vs. RERFX (-3.31). FOSFX return over 5 years is better than : 75.36 vs. RERFX (42.25).
| FOSFX | RERFX | FOSFX / RERFX | |
| Total Expense Ratio | 0.68 | 0.52 | 131% |
| Annual Report Gross Expense Ratio | 0.68 | 0.52 | 131% |
| Fund Existence | 40 years | 23 years | - |
| Gain YTD | 6.933 | 3.653 | 190% |
| 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 | 1.43 | 91% |
| Returns for 1 year | 5.57 | -3.31 | -169% |
| Returns for 3 years | 16.62 | 0.42 | 3,946% |
| Returns for 5 years | 75.36 | 42.25 | 178% |
| Returns for 10 years | 67.69 | 16.76 | 404% |
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