AEPGX vs. NEWFX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds New World Fund (NEWFX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. NEWFX is managed by American Funds. It was launched on Jun 16, 1999.
Performance
AEPGX vs. NEWFX - Performance Comparison
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AEPGX vs. NEWFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
NEWFX American Funds New World Fund | -1.57% | 28.16% | 6.45% | 15.75% | -22.08% | 4.69% | 24.79% | 27.51% | -12.32% | 32.56% |
Returns By Period
In the year-to-date period, AEPGX achieves a -2.93% return, which is significantly lower than NEWFX's -1.57% return. Over the past 10 years, AEPGX has underperformed NEWFX with an annualized return of 7.45%, while NEWFX has yielded a comparatively higher 9.32% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
NEWFX
- 1D
- 2.62%
- 1M
- -8.59%
- YTD
- -1.57%
- 6M
- 1.91%
- 1Y
- 23.53%
- 3Y*
- 13.41%
- 5Y*
- 4.37%
- 10Y*
- 9.32%
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AEPGX vs. NEWFX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is lower than NEWFX's 0.96% expense ratio.
Return for Risk
AEPGX vs. NEWFX — Risk / Return Rank
AEPGX
NEWFX
AEPGX vs. NEWFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds New World Fund (NEWFX). 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.
| AEPGX | NEWFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.56 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.16 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.31 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.79 | -0.15 |
Martin ratioReturn relative to average drawdown | 6.22 | 7.45 | -1.23 |
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
| AEPGX | NEWFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.56 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.29 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.49 | +0.01 |
Correlation
The correlation between AEPGX and NEWFX is 0.92, 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
AEPGX vs. NEWFX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than NEWFX's 5.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
NEWFX American Funds New World Fund | 5.80% | 5.71% | 3.66% | 2.46% | 0.89% | 6.89% | 0.10% | 3.65% | 2.26% | 1.90% | 0.92% | 0.60% |
Drawdowns
AEPGX vs. NEWFX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, roughly equal to the maximum NEWFX drawdown of -56.71%. Use the drawdown chart below to compare losses from any high point for AEPGX and NEWFX.
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Drawdown Indicators
| AEPGX | NEWFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -56.71% | +2.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -13.03% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -33.68% | -4.54% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -33.68% | -4.82% |
Current DrawdownCurrent decline from peak | -10.16% | -10.76% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -11.80% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.14% | +0.17% |
Volatility
AEPGX vs. NEWFX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds New World Fund (NEWFX) have volatilities of 7.25% and 7.10%, 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
| AEPGX | NEWFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 7.10% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 11.01% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 15.63% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 15.17% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 15.98% | +0.84% |