CGIAX vs. RERGX
Compare and contrast key facts about American Funds International Growth and Income Fund (CGIAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
CGIAX is managed by American Funds. It was launched on Oct 1, 2008. RERGX is managed by American Funds.
Performance
CGIAX vs. RERGX - Performance Comparison
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CGIAX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 1.57% | 35.04% | 3.26% | 15.22% | -15.49% | 9.79% | 7.73% | 27.06% | -14.45% | 26.00% |
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, CGIAX achieves a 1.57% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, CGIAX has outperformed RERGX with an annualized return of 8.73%, while RERGX has yielded a comparatively lower 7.97% annualized return.
CGIAX
- 1D
- 2.34%
- 1M
- -7.31%
- YTD
- 1.57%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.93%
- 5Y*
- 7.41%
- 10Y*
- 8.73%
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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CGIAX vs. RERGX - Expense Ratio Comparison
CGIAX has a 0.93% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
CGIAX vs. RERGX — Risk / Return Rank
CGIAX
RERGX
CGIAX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund (CGIAX) 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.
| CGIAX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 1.38 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.87 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.27 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.68 | +0.76 |
Martin ratioReturn relative to average drawdown | 9.52 | 6.37 | +3.14 |
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
| CGIAX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 1.38 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.20 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.48 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.38 | +0.06 |
Correlation
The correlation between CGIAX and RERGX is 0.96, 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
CGIAX vs. RERGX - Dividend Comparison
CGIAX's dividend yield for the trailing twelve months is around 8.11%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 8.11% | 8.13% | 3.34% | 2.27% | 3.99% | 6.90% | 1.35% | 2.36% | 2.74% | 1.80% | 2.29% | 3.17% |
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
CGIAX vs. RERGX - Drawdown Comparison
The maximum CGIAX drawdown since its inception was -35.78%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for CGIAX and RERGX.
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Drawdown Indicators
| CGIAX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.78% | -37.30% | +1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.90% | -12.52% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -37.30% | +6.70% |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | -37.30% | +1.52% |
Current DrawdownCurrent decline from peak | -8.82% | -10.11% | +1.29% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -9.28% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.30% | -0.50% |
Volatility
CGIAX vs. RERGX - Volatility Comparison
The current volatility for American Funds International Growth and Income Fund (CGIAX) is 6.31%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that CGIAX 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
| CGIAX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 7.27% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 11.54% | -1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.56% | 16.40% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.43% | 16.48% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.83% | 16.80% | -0.97% |