AMCFX vs. RERGX
Compare and contrast key facts about American Funds AMCAP Fund Class F-2 (AMCFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
AMCFX is an actively managed fund by American Funds. It was launched on May 1, 1967. RERGX is managed by American Funds.
Performance
AMCFX vs. RERGX - Performance Comparison
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AMCFX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCFX American Funds AMCAP Fund Class F-2 | -11.77% | 17.94% | 21.38% | 31.35% | -28.53% | 23.97% | 21.71% | 26.61% | -4.21% | 22.29% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 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, AMCFX achieves a -11.77% return, which is significantly lower than RERGX's -5.45% return. Over the past 10 years, AMCFX has outperformed RERGX with an annualized return of 11.12%, while RERGX has yielded a comparatively lower 7.68% annualized return.
AMCFX
- 1D
- -0.36%
- 1M
- -10.09%
- YTD
- -11.77%
- 6M
- -9.24%
- 1Y
- 11.30%
- 3Y*
- 14.63%
- 5Y*
- 7.01%
- 10Y*
- 11.12%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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AMCFX vs. RERGX - Expense Ratio Comparison
AMCFX has a 0.43% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
AMCFX vs. RERGX — Risk / Return Rank
AMCFX
RERGX
AMCFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class F-2 (AMCFX) 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.
| AMCFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.10 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.52 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.27 | -0.65 |
Martin ratioReturn relative to average drawdown | 2.50 | 4.87 | -2.38 |
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
| AMCFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.10 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.19 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.46 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.37 | +0.20 |
Correlation
The correlation between AMCFX and RERGX is 0.80, 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
AMCFX vs. RERGX - Dividend Comparison
AMCFX's dividend yield for the trailing twelve months is around 9.72%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCFX American Funds AMCAP Fund Class F-2 | 9.72% | 8.57% | 8.25% | 3.59% | 7.43% | 5.87% | 4.02% | 5.04% | 7.99% | 5.50% | 4.02% | 8.82% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
AMCFX vs. RERGX - Drawdown Comparison
The maximum AMCFX drawdown since its inception was -43.83%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AMCFX and RERGX.
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Drawdown Indicators
| AMCFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -37.30% | -6.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.14% | -12.52% | -1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -37.30% | +2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -35.12% | -37.30% | +2.18% |
Current DrawdownCurrent decline from peak | -14.14% | -12.52% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -9.28% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.25% | +0.21% |
Volatility
AMCFX vs. RERGX - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class F-2 (AMCFX) is 5.25%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that AMCFX 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
| AMCFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 6.59% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 11.23% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.59% | 16.21% | +3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 16.43% | +2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.64% | 16.78% | +1.86% |