AICFX vs. RERGX
Compare and contrast key facts about The Investment Company of America Class F-1 (AICFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AICFX is an actively managed fund by American Funds. It was launched on Jan 2, 1934. RERGX is managed by American Funds.
Performance
AICFX vs. RERGX - Performance Comparison
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AICFX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AICFX The Investment Company of America Class F-1 | -4.89% | 20.40% | 24.82% | 28.47% | -15.55% | 25.02% | 14.41% | 23.99% | -7.03% | 19.40% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, AICFX achieves a -4.89% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, AICFX has outperformed RERGX with an annualized return of 12.95%, while RERGX has yielded a comparatively lower 7.97% annualized return.
AICFX
- 1D
- 3.06%
- 1M
- -5.90%
- YTD
- -4.89%
- 6M
- -3.23%
- 1Y
- 17.57%
- 3Y*
- 19.97%
- 5Y*
- 12.38%
- 10Y*
- 12.95%
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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AICFX vs. RERGX - Expense Ratio Comparison
AICFX has a 0.63% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
AICFX vs. RERGX — Risk / Return Rank
AICFX
RERGX
AICFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment Company of America Class F-1 (AICFX) 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.
| AICFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.38 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.87 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.68 | +0.03 |
Martin ratioReturn relative to average drawdown | 7.11 | 6.37 | +0.74 |
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
| AICFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.38 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.20 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.48 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.38 | +0.17 |
Correlation
The correlation between AICFX and RERGX is 0.81, 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
AICFX vs. RERGX - Dividend Comparison
AICFX's dividend yield for the trailing twelve months is around 11.14%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AICFX The Investment Company of America Class F-1 | 11.14% | 10.58% | 9.26% | 4.92% | 6.06% | 6.89% | 1.60% | 6.10% | 11.19% | 7.00% | 5.40% | 8.90% |
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
AICFX vs. RERGX - Drawdown Comparison
The maximum AICFX drawdown since its inception was -50.91%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AICFX and RERGX.
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Drawdown Indicators
| AICFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.91% | -37.30% | -13.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.52% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.36% | -37.30% | +12.94% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -37.30% | +6.21% |
Current DrawdownCurrent decline from peak | -7.34% | -10.11% | +2.77% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -9.28% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.30% | -0.71% |
Volatility
AICFX vs. RERGX - Volatility Comparison
The current volatility for The Investment Company of America Class F-1 (AICFX) is 5.75%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that AICFX 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
| AICFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 7.27% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 11.54% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 16.40% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 16.48% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 16.80% | -0.26% |