AEPGX vs. BRGNX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and iShares Russell 1000 Large-Cap Index Fund (BRGNX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. BRGNX is managed by Blackrock. It was launched on Mar 31, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEPGX or BRGNX.
Correlation
The correlation between AEPGX and BRGNX is 0.78, 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.
Performance
AEPGX vs. BRGNX - Performance Comparison
Key characteristics
AEPGX:
0.45
BRGNX:
2.16
AEPGX:
0.70
BRGNX:
2.87
AEPGX:
1.09
BRGNX:
1.40
AEPGX:
0.24
BRGNX:
3.32
AEPGX:
1.40
BRGNX:
13.33
AEPGX:
4.32%
BRGNX:
2.11%
AEPGX:
13.28%
BRGNX:
12.97%
AEPGX:
-52.42%
BRGNX:
-34.59%
AEPGX:
-21.23%
BRGNX:
-0.81%
Returns By Period
In the year-to-date period, AEPGX achieves a 4.08% return, which is significantly higher than BRGNX's 3.27% return. Over the past 10 years, AEPGX has underperformed BRGNX with an annualized return of 2.70%, while BRGNX has yielded a comparatively higher 12.17% annualized return.
AEPGX
4.08%
3.73%
-2.84%
5.12%
1.09%
2.70%
BRGNX
3.27%
2.37%
10.13%
26.19%
13.95%
12.17%
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AEPGX vs. BRGNX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than BRGNX's 0.12% expense ratio.
Risk-Adjusted Performance
AEPGX vs. BRGNX — Risk-Adjusted Performance Rank
AEPGX
BRGNX
AEPGX vs. BRGNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and iShares Russell 1000 Large-Cap Index Fund (BRGNX). 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.
Dividends
AEPGX vs. BRGNX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 1.16%, more than BRGNX's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 1.16% | 1.20% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 2.75% |
BRGNX iShares Russell 1000 Large-Cap Index Fund | 1.11% | 1.15% | 1.43% | 1.45% | 1.19% | 1.35% | 1.84% | 2.01% | 1.95% | 2.16% | 2.05% | 1.71% |
Drawdowns
AEPGX vs. BRGNX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -52.42%, which is greater than BRGNX's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AEPGX and BRGNX. For additional features, visit the drawdowns tool.
Volatility
AEPGX vs. BRGNX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 5.58% compared to iShares Russell 1000 Large-Cap Index Fund (BRGNX) at 5.23%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than BRGNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.