AEPGX vs. VIGAX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEPGX or VIGAX.
Correlation
The correlation between AEPGX and VIGAX is 0.73, 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. VIGAX - Performance Comparison
Key characteristics
AEPGX:
0.09
VIGAX:
2.10
AEPGX:
0.21
VIGAX:
2.72
AEPGX:
1.03
VIGAX:
1.38
AEPGX:
0.05
VIGAX:
2.81
AEPGX:
0.35
VIGAX:
10.96
AEPGX:
3.39%
VIGAX:
3.32%
AEPGX:
13.58%
VIGAX:
17.32%
AEPGX:
-52.42%
VIGAX:
-50.66%
AEPGX:
-24.65%
VIGAX:
-2.50%
Returns By Period
In the year-to-date period, AEPGX achieves a -1.11% return, which is significantly lower than VIGAX's 34.75% return. Over the past 10 years, AEPGX has underperformed VIGAX with an annualized return of 2.39%, while VIGAX has yielded a comparatively higher 15.86% annualized return.
AEPGX
-1.11%
-5.16%
-5.77%
0.05%
0.44%
2.39%
VIGAX
34.75%
3.33%
12.01%
34.89%
18.88%
15.86%
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AEPGX vs. VIGAX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
AEPGX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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. VIGAX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 0.38%, more than VIGAX's 0.32% 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% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.32% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
AEPGX vs. VIGAX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -52.42%, roughly equal to the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for AEPGX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
AEPGX vs. VIGAX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 5.73% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 4.92%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.