DCCIX vs. RERGX
Compare and contrast key facts about Delaware Small Cap Core Fund (DCCIX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
DCCIX is managed by Delaware Funds. It was launched on Dec 29, 1998. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCCIX or RERGX.
Correlation
The correlation between DCCIX and RERGX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DCCIX vs. RERGX - Performance Comparison
Key characteristics
DCCIX:
0.86
RERGX:
0.52
DCCIX:
1.36
RERGX:
0.79
DCCIX:
1.16
RERGX:
1.10
DCCIX:
0.65
RERGX:
0.30
DCCIX:
4.05
RERGX:
1.54
DCCIX:
3.88%
RERGX:
4.59%
DCCIX:
18.16%
RERGX:
13.41%
DCCIX:
-61.10%
RERGX:
-40.72%
DCCIX:
-9.22%
RERGX:
-16.45%
Returns By Period
In the year-to-date period, DCCIX achieves a 2.70% return, which is significantly lower than RERGX's 8.82% return. Over the past 10 years, DCCIX has outperformed RERGX with an annualized return of 4.52%, while RERGX has yielded a comparatively lower 3.23% annualized return.
DCCIX
2.70%
-1.01%
7.02%
13.76%
5.66%
4.52%
RERGX
8.82%
6.66%
0.31%
5.41%
2.55%
3.23%
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DCCIX vs. RERGX - Expense Ratio Comparison
DCCIX has a 0.81% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Risk-Adjusted Performance
DCCIX vs. RERGX — Risk-Adjusted Performance Rank
DCCIX
RERGX
DCCIX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Core Fund (DCCIX) 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.
Dividends
DCCIX vs. RERGX - Dividend Comparison
DCCIX's dividend yield for the trailing twelve months is around 0.58%, less than RERGX's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 0.58% | 0.60% | 0.58% | 0.50% | 0.20% | 0.20% | 0.41% | 0.47% | 0.10% | 0.07% | 0.00% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 1.48% | 1.61% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% |
Drawdowns
DCCIX vs. RERGX - Drawdown Comparison
The maximum DCCIX drawdown since its inception was -61.10%, which is greater than RERGX's maximum drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for DCCIX and RERGX. For additional features, visit the drawdowns tool.
Volatility
DCCIX vs. RERGX - Volatility Comparison
Delaware Small Cap Core Fund (DCCIX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 3.88% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.