AGVHX vs. RERGX
Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AGVHX is managed by American Funds. It was launched on Mar 31, 2011. RERGX is managed by American Funds.
Performance
AGVHX vs. RERGX - Performance Comparison
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AGVHX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | -3.56% | 22.87% | 10.44% | 18.56% | -15.20% | 13.88% | 16.00% | 4.16% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 4.85% |
Returns By Period
In the year-to-date period, AGVHX achieves a -3.56% return, which is significantly lower than RERGX's -2.84% return.
AGVHX
- 1D
- 2.97%
- 1M
- -6.65%
- YTD
- -3.56%
- 6M
- -1.26%
- 1Y
- 16.95%
- 3Y*
- 13.03%
- 5Y*
- 7.43%
- 10Y*
- —
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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AGVHX vs. RERGX - Expense Ratio Comparison
AGVHX has a 0.47% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
AGVHX vs. RERGX — Risk / Return Rank
AGVHX
RERGX
AGVHX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and American Funds EuroPacific Growth 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.
| AGVHX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.38 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.87 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.68 | -0.04 |
Martin ratioReturn relative to average drawdown | 6.91 | 6.37 | +0.54 |
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
| AGVHX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.38 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.20 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.38 | +0.19 |
Correlation
The correlation between AGVHX and RERGX is 0.91, 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
AGVHX vs. RERGX - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.22%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.22% | 1.18% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AGVHX vs. RERGX - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AGVHX and RERGX.
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Drawdown Indicators
| AGVHX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.73% | -37.30% | +7.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -12.52% | +1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -37.30% | +11.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.30% | — |
Current DrawdownCurrent decline from peak | -7.90% | -10.11% | +2.21% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -9.28% | +4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.30% | -0.79% |
Volatility
AGVHX vs. RERGX - Volatility Comparison
The current volatility for American Funds Global Insight Fund (AGVHX) is 6.20%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that AGVHX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGVHX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 7.27% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 11.54% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 16.40% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 16.48% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 16.80% | +0.37% |