AEGFX vs. RGAGX
AEGFX (American Funds EuroPacific Growth Fund Class F-1) and RGAGX (American Funds The Growth Fund of America Class R-6) are both mutual funds - AEGFX is a Foreign Large Cap Equities fund actively managed by American Funds, while RGAGX is a Large Cap Growth Equities fund actively managed by American Funds. Both are actively managed. Over the past 10 years, AEGFX returned 8.38%/yr vs 15.61%/yr for RGAGX. Their correlation of 0.82 suggests significant overlap in exposure. AEGFX charges 0.86%/yr vs 0.30%/yr for RGAGX.
Performance
AEGFX vs. RGAGX - Performance Comparison
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Returns By Period
In the year-to-date period, AEGFX achieves a 8.94% return, which is significantly higher than RGAGX's 4.85% return. Over the past 10 years, AEGFX has underperformed RGAGX with an annualized return of 8.38%, while RGAGX has yielded a comparatively higher 15.61% annualized return.
AEGFX
- 1D
- -0.34%
- 1M
- -0.35%
- 6M
- 3.03%
- YTD
- 8.94%
- 1Y
- 18.63%
- 3Y*
- 13.64%
- 5Y*
- 4.37%
- 10Y*
- 8.38%
- ALL TIME*
- 6.90%
RGAGX
- 1D
- -1.37%
- 1M
- -1.79%
- 6M
- 3.48%
- YTD
- 4.85%
- 1Y
- 11.30%
- 3Y*
- 20.81%
- 5Y*
- 10.37%
- 10Y*
- 15.61%
- ALL TIME*
- 15.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AEGFX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEGFX American Funds EuroPacific Growth Fund Class F-1 | 8.94% | 28.82% | 2.61% | 15.63% | -23.06% | 2.46% | 24.77% | 26.94% | -17.66% | 30.70% |
RGAGX American Funds The Growth Fund of America Class R-6 | 4.85% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Correlation
The correlation between AEGFX and RGAGX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since May 1, 2009 | 0.82 |
The correlation between AEGFX and RGAGX has been stable across timeframes, ranging from 0.79 to 0.82 - a consistent structural relationship.
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Return for Risk
AEGFX vs. RGAGX — Risk / Return Rank
AEGFX
RGAGX
AEGFX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class F-1 (AEGFX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AEGFX | RGAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 0.83 | +0.63 |
| Martin ratioReturn relative to average drawdown | 5.22 | 3.08 | +2.14 |
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Drawdowns
AEGFX vs. RGAGX - Drawdown Comparison
The maximum AEGFX drawdown since its inception was -53.98%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AEGFX and RGAGX.
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Drawdown Indicators
| AEGFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -36.19% | -17.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -13.71% | +1.15% |
Max Drawdown (3Y)Largest decline over 3 years | -15.76% | -21.54% | +5.78% |
Max Drawdown (5Y)Largest decline over 5 years | -37.56% | -36.19% | -1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -37.56% | -36.19% | -1.37% |
Current DrawdownCurrent decline from peak | -3.90% | -5.20% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -11.83% | -5.47% | -6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.68% | -0.17% |
Volatility
AEGFX vs. RGAGX - Volatility Comparison
American Funds EuroPacific Growth Fund Class F-1 (AEGFX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 4.63% and 4.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEGFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 4.47% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 14.93% | 13.38% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 16.72% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 20.49% | -3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.84% | 19.75% | -2.91% |
AEGFX vs. RGAGX - Expense Ratio Comparison
AEGFX has a 0.86% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Dividends
AEGFX vs. RGAGX - Dividend Comparison
AEGFX's dividend yield for the trailing twelve months is around 16.69%, more than RGAGX's 10.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEGFX American Funds EuroPacific Growth Fund Class F-1 | 16.69% | 13.75% | 4.55% | 3.56% | 1.71% | 9.79% | 0.15% | 2.77% | 2.68% | 4.64% | 1.21% | 3.02% |
RGAGX American Funds The Growth Fund of America Class R-6 | 10.48% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Frequently Asked Questions
AEGFX and RGAGX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AEGFX has higher volatility (4.63%) compared to RGAGX (4.47%). In terms of maximum drawdown, AEGFX dropped -53.98% vs RGAGX's -36.19%.
AEGFX currently has the higher Sharpe Ratio (1.07 vs 0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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