AEPFX vs. RGAGX

Last updated Jun 24, 2026

AEPFX (American Funds EUPAC Fund Class F-2) and RGAGX (American Funds The Growth Fund of America Class R-6) are both mutual funds - AEPFX 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, AEPFX returned 9.81%/yr vs 16.70%/yr for RGAGX. Their correlation of 0.81 suggests significant overlap in exposure. AEPFX charges 0.58%/yr vs 0.30%/yr for RGAGX.

Performance

AEPFX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AEPFX achieves a 13.52% return, which is significantly higher than RGAGX's 8.89% return. Over the past 10 years, AEPFX has underperformed RGAGX with an annualized return of 9.81%, while RGAGX has yielded a comparatively higher 16.70% annualized return.

AEPFX

• 1D: 0.81%
• 1M: 4.69%
• YTD: 13.52%
• 6M: 13.56%
• 1Y: 30.84%
• 3Y*: 16.71%
• 5Y*: 5.42%
• 10Y*: 9.81%

RGAGX

• 1D: -0.52%
• 1M: 1.99%
• YTD: 8.89%
• 6M: 7.98%
• 1Y: 23.17%
• 3Y*: 24.32%
• 5Y*: 11.82%
• 10Y*: 16.70%

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

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	13.52%	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	8.89%	20.08%	28.41%	37.66%	-30.53%	19.67%	38.30%	29.22%	-2.88%	26.53%

Correlation

The correlation between AEPFX and RGAGX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.79
Correlation (3Y) Calculated over the trailing 3-year period	0.78
Correlation (5Y) Calculated over the trailing 5-year period	0.81
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	0.81

The correlation between AEPFX and RGAGX has been stable across timeframes, ranging from 0.78 to 0.81 - a consistent structural relationship.

Return for Risk

AEPFX vs. RGAGX — Risk / Return Rank

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

AEPFX

AEPFX Risk / Return Rank: 48
AEPFX Sharpe Ratio Rank: 49
AEPFX Sortino Ratio Rank: 47
AEPFX Omega Ratio Rank: 50
AEPFX Calmar Ratio Rank: 47
AEPFX Martin Ratio Rank: 47

RGAGX

RGAGX Risk / Return Rank: 30
RGAGX Sharpe Ratio Rank: 31
RGAGX Sortino Ratio Rank: 29
RGAGX Omega Ratio Rank: 31
RGAGX Calmar Ratio Rank: 26
RGAGX Martin Ratio Rank: 32

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. 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.

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.

	AEPFX	RGAGX	Difference
Sharpe ratio: Return per unit of total volatility	1.90	1.50	+0.40
Sortino ratio: Return per unit of downside risk	2.65	2.07	+0.58
Omega ratio: Gain probability vs. loss probability	1.36	1.27	+0.08
Calmar ratio: Return relative to maximum drawdown	2.50	1.79	+0.71
Martin ratio: Return relative to average drawdown	9.29	6.83	+2.46

AEPFX vs. RGAGX - Sharpe Ratio Comparison

The current AEPFX Sharpe Ratio is 1.90, which is comparable to the RGAGX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of AEPFX and RGAGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	AEPFX	RGAGX	Difference
Max Drawdown Largest 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 (3Y) Largest decline over 3 years	-15.64%	-21.54%	+5.90%
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 Drawdown Current decline from peak	0.00%	-1.55%	+1.55%
Average Drawdown Average peak-to-trough decline	-10.98%	-5.48%	-5.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.37%	3.57%	-0.20%

Volatility

AEPFX vs. RGAGX - Volatility Comparison

American Funds EUPAC Fund Class F-2 (AEPFX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 6.77% and 6.79%, 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.

Volatility by Period

	AEPFX	RGAGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.77%	6.79%	-0.02%
Volatility (6M) Calculated over the trailing 6-month period	14.28%	13.01%	+1.27%
Volatility (1Y) Calculated over the trailing 1-year period	16.49%	16.30%	+0.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.89%	20.43%	-3.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.99%	19.78%	-2.79%

AEPFX vs. RGAGX - Expense Ratio Comparison

AEPFX has a 0.58% expense ratio, which is higher than RGAGX's 0.30% expense ratio.

Dividends

AEPFX vs. RGAGX - Dividend Comparison

AEPFX's dividend yield for the trailing twelve months is around 16.16%, more than RGAGX's 10.09% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AEPFX American Funds EUPAC Fund Class F-2	16.16%	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	10.09%	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

Can I hold both AEPFX and RGAGX in my portfolio?

AEPFX and RGAGX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AEPFX or RGAGX?

RGAGX has higher volatility (6.79%) compared to AEPFX (6.77%). In terms of maximum drawdown, AEPFX dropped -48.79% vs RGAGX's -36.19%.

Which has better risk-adjusted returns?

AEPFX currently has the higher Sharpe Ratio (1.90 vs 1.50), 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.