AEPGX vs. RJF
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and Raymond James Financial, Inc. (RJF).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEPGX or RJF.
Correlation
The correlation between AEPGX and RJF is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AEPGX vs. RJF - Performance Comparison
Key characteristics
AEPGX:
0.09
RJF:
1.67
AEPGX:
0.21
RJF:
2.45
AEPGX:
1.03
RJF:
1.32
AEPGX:
0.05
RJF:
2.26
AEPGX:
0.35
RJF:
6.47
AEPGX:
3.39%
RJF:
6.24%
AEPGX:
13.58%
RJF:
24.23%
AEPGX:
-52.42%
RJF:
-69.68%
AEPGX:
-24.65%
RJF:
-8.85%
Returns By Period
In the year-to-date period, AEPGX achieves a -1.11% return, which is significantly lower than RJF's 40.58% return. Over the past 10 years, AEPGX has underperformed RJF with an annualized return of 2.39%, while RJF has yielded a comparatively higher 16.69% annualized return.
AEPGX
-1.11%
-5.16%
-5.77%
0.05%
0.44%
2.39%
RJF
40.58%
-4.40%
29.41%
41.76%
22.71%
16.69%
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Risk-Adjusted Performance
AEPGX vs. RJF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and Raymond James Financial, Inc. (RJF). 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. RJF - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 0.38%, less than RJF's 1.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 0.38% | 1.63% | 1.18% | 1.45% | 0.17% | 1.04% | 1.36% | 0.86% | 1.24% | 1.75% | 1.38% | 0.91% |
RJF Raymond James Financial, Inc. | 1.16% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% | 1.15% | 1.11% |
Drawdowns
AEPGX vs. RJF - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -52.42%, smaller than the maximum RJF drawdown of -69.68%. Use the drawdown chart below to compare losses from any high point for AEPGX and RJF. For additional features, visit the drawdowns tool.
Volatility
AEPGX vs. RJF - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) and Raymond James Financial, Inc. (RJF) have volatilities of 5.73% and 5.98%, 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.