AEPFX vs. RGAGX
Compare and contrast key facts about American Funds EUPAC Fund Class F-2 (AEPFX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
AEPFX is an actively managed fund by American Funds. It was launched on Aug 1, 2008. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
AEPFX vs. RGAGX - Performance Comparison
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AEPFX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, AEPFX achieves a -2.87% return, which is significantly higher than RGAGX's -7.99% return. Over the past 10 years, AEPFX has underperformed RGAGX with an annualized return of 7.86%, while RGAGX has yielded a comparatively higher 14.74% annualized return.
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%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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AEPFX vs. RGAGX - Expense Ratio Comparison
AEPFX has a 0.58% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Return for Risk
AEPFX vs. RGAGX — Risk / Return Rank
AEPFX
RGAGX
AEPFX vs. RGAGX - 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 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.
| AEPFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.86 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.37 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.29 | +0.37 |
Martin ratioReturn relative to average drawdown | 6.32 | 4.90 | +1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AEPFX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.86 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.46 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.75 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.80 | -0.53 |
Correlation
The correlation between AEPFX and RGAGX is 0.81, 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. RGAGX - Dividend Comparison
AEPFX's dividend yield for the trailing twelve months is around 14.33%, more than RGAGX's 11.95% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
AEPFX vs. RGAGX - Drawdown Comparison
The maximum AEPFX drawdown since its inception was -48.79%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for AEPFX and RGAGX.
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Drawdown Indicators
| AEPFX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.79% | -36.19% | -12.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -13.71% | +1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -37.37% | -36.19% | -1.18% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -36.19% | -1.18% |
Current DrawdownCurrent decline from peak | -10.13% | -10.64% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -11.09% | -5.53% | -5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.62% | -0.32% |
Volatility
AEPFX vs. RGAGX - Volatility Comparison
American Funds EUPAC Fund Class F-2 (AEPFX) has a higher volatility of 7.25% compared to American Funds The Growth Fund of America Class R-6 (RGAGX) at 6.74%. This indicates that AEPFX's price experiences larger fluctuations and is considered to be riskier than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEPFX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 6.74% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 12.12% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 21.00% | -4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 20.23% | -3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 19.64% | -2.84% |