CBFAX vs. RERGX
Compare and contrast key facts about American Funds Global Balanced Fund (CBFAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
CBFAX is managed by American Funds. It was launched on Jan 31, 2011. RERGX is managed by American Funds.
Performance
CBFAX vs. RERGX - Performance Comparison
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CBFAX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | -0.21% | 17.10% | 6.50% | 13.69% | -14.29% | 9.14% | 10.45% | 17.22% | -6.18% | 13.96% |
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, CBFAX achieves a -0.21% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, CBFAX has underperformed RERGX with an annualized return of 6.57%, while RERGX has yielded a comparatively higher 7.97% annualized return.
CBFAX
- 1D
- 1.83%
- 1M
- -4.52%
- YTD
- -0.21%
- 6M
- 2.21%
- 1Y
- 14.53%
- 3Y*
- 10.78%
- 5Y*
- 5.24%
- 10Y*
- 6.57%
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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CBFAX vs. RERGX - Expense Ratio Comparison
CBFAX has a 0.84% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
CBFAX vs. RERGX — Risk / Return Rank
CBFAX
RERGX
CBFAX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Balanced Fund (CBFAX) 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.
| CBFAX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.38 | +0.18 |
Sortino ratioReturn per unit of downside risk | 2.21 | 1.87 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.68 | +0.54 |
Martin ratioReturn relative to average drawdown | 9.00 | 6.37 | +2.62 |
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
| CBFAX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.38 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.20 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.48 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.38 | +0.24 |
Correlation
The correlation between CBFAX and RERGX is 0.90, 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
CBFAX vs. RERGX - Dividend Comparison
CBFAX's dividend yield for the trailing twelve months is around 6.36%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFAX American Funds Global Balanced Fund | 6.36% | 6.32% | 5.50% | 1.58% | 1.49% | 6.01% | 1.21% | 1.83% | 2.25% | 3.11% | 1.93% | 3.20% |
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
CBFAX vs. RERGX - Drawdown Comparison
The maximum CBFAX drawdown since its inception was -23.35%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for CBFAX and RERGX.
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Drawdown Indicators
| CBFAX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.35% | -37.30% | +13.95% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -12.52% | +5.79% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -37.30% | +14.74% |
Max Drawdown (10Y)Largest decline over 10 years | -23.35% | -37.30% | +13.95% |
Current DrawdownCurrent decline from peak | -5.02% | -10.11% | +5.09% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -9.28% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 3.30% | -1.64% |
Volatility
CBFAX vs. RERGX - Volatility Comparison
The current volatility for American Funds Global Balanced Fund (CBFAX) is 4.13%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that CBFAX 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
| CBFAX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 7.27% | -3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 11.54% | -5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.58% | 16.40% | -6.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.86% | 16.48% | -6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.42% | 16.80% | -6.38% |