AEPFX vs. RERGX

Last updated Apr 2, 2026

Compare and contrast key facts about American Funds EUPAC Fund Class F-2 (AEPFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).

AEPFX is an actively managed fund by American Funds. It was launched on Aug 1, 2008. RERGX is managed by American Funds.

Performance

AEPFX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EUPAC Fund Class F-2 (AEPFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). The values are adjusted to include any dividend payments, if applicable.

AEPFX vs. RERGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AEPFX American Funds EUPAC Fund Class F-2	-2.87%	29.19%	2.89%	15.98%	-22.86%	2.74%	25.12%	27.28%	-17.41%	31.04%
RERGX American Funds EuroPacific Growth Fund Class R-6	-1.04%	29.34%	3.00%	16.11%	-22.77%	2.84%	25.27%	27.40%	-17.33%	31.19%

Returns By Period

In the year-to-date period, AEPFX achieves a -2.87% return, which is significantly lower than RERGX's -1.04% return. Both investments have delivered pretty close results over the past 10 years, with AEPFX having a 7.86% annualized return and RERGX not far ahead at 8.17%.

AEPFX

• 1D: 2.75%
• 1M: -8.19%
• YTD: -2.87%
• 6M: 0.89%
• 1Y: 21.43%
• 3Y*: 10.88%
• 5Y*: 3.22%
• 10Y*: 7.86%

RERGX

• 1D: 1.85%
• 1M: -2.85%
• YTD: -1.04%
• 6M: 2.36%
• 1Y: 23.47%
• 3Y*: 11.69%
• 5Y*: 3.71%
• 10Y*: 8.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AEPFX vs. RERGX - Expense Ratio Comparison

AEPFX has a 0.58% expense ratio, which is higher than RERGX's 0.46% expense ratio.

AEPFX

American Funds EUPAC Fund Class F-2

RERGX

American Funds EuroPacific Growth Fund Class R-6

Return for Risk

AEPFX vs. RERGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEPFX

AEPFX Risk / Return Rank: 67
AEPFX Sharpe Ratio Rank: 73
AEPFX Sortino Ratio Rank: 70
AEPFX Omega Ratio Rank: 66
AEPFX Calmar Ratio Rank: 66
AEPFX Martin Ratio Rank: 61

RERGX

RERGX Risk / Return Rank: 69
RERGX Sharpe Ratio Rank: 73
RERGX Sortino Ratio Rank: 69
RERGX Omega Ratio Rank: 65
RERGX Calmar Ratio Rank: 72
RERGX Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AEPFX vs. RERGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds EUPAC Fund Class F-2 (AEPFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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.

	AEPFX	RERGX	Difference
Sharpe ratio Return per unit of total volatility	1.37	1.46	-0.09
Sortino ratio Return per unit of downside risk	1.86	1.96	-0.11
Omega ratio Gain probability vs. loss probability	1.27	1.28	-0.02
Calmar ratio Return relative to maximum drawdown	1.67	1.97	-0.31
Martin ratio Return relative to average drawdown	6.32	7.40	-1.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AEPFX vs. RERGX - Sharpe Ratio Comparison

The current AEPFX Sharpe Ratio is 1.37, which is comparable to the RERGX Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of AEPFX and RERGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AEPFX	RERGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.37	1.46	-0.09
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	0.23	-0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.47	0.49	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.38	-0.11

Correlation

The correlation between AEPFX and RERGX is 1.00, 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

AEPFX vs. RERGX - Dividend Comparison

AEPFX's dividend yield for the trailing twelve months is around 14.33%, more than RERGX's 14.10% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AEPFX American Funds EUPAC Fund Class F-2	14.33%	13.92%	4.86%	3.86%	1.93%	10.10%	0.34%	3.04%	3.06%	4.89%	1.54%	3.35%
RERGX American Funds EuroPacific Growth Fund Class R-6	14.10%	13.95%	4.96%	3.95%	2.02%	10.19%	0.41%	3.14%	3.17%	4.99%	1.64%	3.43%

Drawdowns

AEPFX vs. RERGX - Drawdown Comparison

The maximum AEPFX drawdown since its inception was -48.79%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AEPFX and RERGX.

Drawdown Indicators

	AEPFX	RERGX	Difference
Max Drawdown Largest peak-to-trough decline	-48.79%	-37.30%	-11.49%
Max Drawdown (1Y) Largest decline over 1 year	-12.54%	-12.52%	-0.02%
Max Drawdown (5Y) Largest decline over 5 years	-37.37%	-37.30%	-0.07%
Max Drawdown (10Y) Largest decline over 10 years	-37.37%	-37.30%	-0.07%
Current Drawdown Current decline from peak	-10.13%	-8.45%	-1.68%
Average Drawdown Average peak-to-trough decline	-11.09%	-9.28%	-1.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.30%	3.34%	-0.04%

Volatility

AEPFX vs. RERGX - Volatility Comparison

American Funds EUPAC Fund Class F-2 (AEPFX) has a higher volatility of 7.25% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 6.66%. This indicates that AEPFX's price experiences larger fluctuations and is considered to be riskier than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AEPFX	RERGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.25%	6.66%	+0.59%
Volatility (6M) Calculated over the trailing 6-month period	11.54%	11.68%	-0.14%
Volatility (1Y) Calculated over the trailing 1-year period	16.40%	16.45%	-0.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.48%	16.48%	0.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.80%	16.81%	-0.01%