AEPGX vs. RERGX
AEPGX (American Funds EuroPacific Growth Fund Class A) and RERGX (American Funds EUPAC Fund Class R-6) are both Foreign Large Cap Equities funds from American Funds. Over the past 10 years, AEPGX returned 8.13%/yr vs 8.65%/yr for RERGX. Their 1.00 correlation means they have historically moved very closely together. AEPGX charges 0.80%/yr vs 0.47%/yr for RERGX.
Performance
AEPGX vs. RERGX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with AEPGX having a 9.37% return and RERGX slightly higher at 9.58%. Over the past 10 years, AEPGX has underperformed RERGX with an annualized return of 8.13%, while RERGX has yielded a comparatively higher 8.65% annualized return.
AEPGX
- 1D
- 3.17%
- 1M
- -0.81%
- 6M
- 3.68%
- YTD
- 9.37%
- 1Y
- 24.22%
- 3Y*
- 13.22%
- 5Y*
- 4.73%
- 10Y*
- 8.13%
- ALL TIME*
- 8.45%
RERGX
- 1D
- 3.16%
- 1M
- -0.78%
- 6M
- 3.85%
- YTD
- 9.58%
- 1Y
- 24.65%
- 3Y*
- 13.63%
- 5Y*
- 5.11%
- 10Y*
- 8.65%
- ALL TIME*
- 7.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AEPGX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 9.37% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
RERGX American Funds EUPAC Fund Class R-6 | 9.58% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Correlation
The correlation between AEPGX and RERGX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 1.00 |
The correlation between AEPGX and RERGX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
AEPGX vs. RERGX — Risk / Return Rank
AEPGX
RERGX
AEPGX vs. RERGX - 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 EUPAC 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.
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.
| AEPGX | RERGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.82 | -0.04 |
| Martin ratioReturn relative to average drawdown | 6.31 | 6.46 | -0.15 |
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Drawdowns
AEPGX vs. RERGX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AEPGX and RERGX.
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Drawdown Indicators
| AEPGX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -37.30% | -16.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -12.52% | -0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -15.75% | -15.62% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -37.30% | -0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -37.30% | -1.20% |
Current DrawdownCurrent decline from peak | -3.55% | -3.51% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -11.44% | -9.15% | -2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 3.53% | +0.01% |
Volatility
AEPGX vs. RERGX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) and American Funds EUPAC Fund Class R-6 (RERGX) have volatilities of 5.66% and 5.66%, 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 | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 5.66% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 15.23% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.36% | 17.36% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 17.00% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.89% | 16.88% | +0.01% |
AEPGX vs. RERGX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than RERGX's 0.47% expense ratio.
Dividends
AEPGX vs. RERGX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 16.55%, less than RERGX's 16.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 16.55% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
RERGX American Funds EUPAC Fund Class R-6 | 16.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Frequently Asked Questions
With a correlation of 1.00, AEPGX and RERGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RERGX has higher volatility (5.66%) compared to AEPGX (5.66%). In terms of maximum drawdown, AEPGX dropped -53.98% vs RERGX's -37.30%.
RERGX currently has the higher Sharpe Ratio (1.32 vs 1.29), 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.
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