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AMPCX vs. RERGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMPCX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds AMCAP Fund Class C (AMPCX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). The values are adjusted to include any dividend payments, if applicable.

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AMPCX vs. RERGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMPCX
American Funds AMCAP Fund Class C
-11.98%16.78%20.17%30.08%-29.17%22.77%20.52%25.37%-5.50%21.11%
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, AMPCX achieves a -11.98% return, which is significantly lower than RERGX's -5.45% return. Over the past 10 years, AMPCX has outperformed RERGX with an annualized return of 10.00%, while RERGX has yielded a comparatively lower 7.68% annualized return.


AMPCX

1D
-0.38%
1M
-10.18%
YTD
-11.98%
6M
-9.70%
1Y
10.20%
3Y*
13.51%
5Y*
5.97%
10Y*
10.00%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AMPCX vs. RERGX - Expense Ratio Comparison

AMPCX has a 1.40% expense ratio, which is higher than RERGX's 0.46% expense ratio.


Return for Risk

AMPCX vs. RERGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMPCX
AMPCX Risk / Return Rank: 2121
Overall Rank
AMPCX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
AMPCX Sortino Ratio Rank: 2222
Sortino Ratio Rank
AMPCX Omega Ratio Rank: 2222
Omega Ratio Rank
AMPCX Calmar Ratio Rank: 1818
Calmar Ratio Rank
AMPCX Martin Ratio Rank: 2121
Martin Ratio Rank

RERGX
RERGX Risk / Return Rank: 5757
Overall Rank
RERGX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
RERGX Sortino Ratio Rank: 6060
Sortino Ratio Rank
RERGX Omega Ratio Rank: 5656
Omega Ratio Rank
RERGX Calmar Ratio Rank: 5454
Calmar Ratio Rank
RERGX Martin Ratio Rank: 5050
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMPCX vs. RERGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) 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.


AMPCXRERGXDifference

Sharpe ratio

Return per unit of total volatility

0.52

1.10

-0.59

Sortino ratio

Return per unit of downside risk

0.88

1.52

-0.64

Omega ratio

Gain probability vs. loss probability

1.12

1.22

-0.09

Calmar ratio

Return relative to maximum drawdown

0.53

1.27

-0.74

Martin ratio

Return relative to average drawdown

2.15

4.87

-2.73

AMPCX vs. RERGX - Sharpe Ratio Comparison

The current AMPCX Sharpe Ratio is 0.52, which is lower than the RERGX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of AMPCX and RERGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AMPCXRERGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.52

1.10

-0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.19

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.46

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.37

+0.03

Correlation

The correlation between AMPCX 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

AMPCX vs. RERGX - Dividend Comparison

AMPCX's dividend yield for the trailing twelve months is around 12.90%, less than RERGX's 14.76% yield.


TTM20252024202320222021202020192018201720162015
AMPCX
American Funds AMCAP Fund Class C
12.90%11.35%9.83%3.32%9.21%7.09%4.32%5.06%8.25%5.61%3.77%9.83%
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

AMPCX vs. RERGX - Drawdown Comparison

The maximum AMPCX drawdown since its inception was -53.38%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for AMPCX and RERGX.


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Drawdown Indicators


AMPCXRERGXDifference

Max Drawdown

Largest peak-to-trough decline

-53.38%

-37.30%

-16.08%

Max Drawdown (1Y)

Largest decline over 1 year

-14.33%

-12.52%

-1.81%

Max Drawdown (5Y)

Largest decline over 5 years

-35.67%

-37.30%

+1.63%

Max Drawdown (10Y)

Largest decline over 10 years

-35.67%

-37.30%

+1.63%

Current Drawdown

Current decline from peak

-14.33%

-12.52%

-1.81%

Average Drawdown

Average peak-to-trough decline

-9.27%

-9.28%

+0.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.51%

3.25%

+0.26%

Volatility

AMPCX vs. RERGX - Volatility Comparison

The current volatility for American Funds AMCAP Fund Class C (AMPCX) is 5.25%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that AMPCX 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


AMPCXRERGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.25%

6.59%

-1.34%

Volatility (6M)

Calculated over the trailing 6-month period

11.05%

11.23%

-0.18%

Volatility (1Y)

Calculated over the trailing 1-year period

19.62%

16.21%

+3.41%

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

18.65%

16.78%

+1.87%