DFCEX vs. RERGX
Compare and contrast key facts about DFA Emerging Markets Core Equity Fund (DFCEX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
DFCEX is managed by Dimensional. It was launched on Apr 4, 2005. RERGX is managed by American Funds.
Performance
DFCEX vs. RERGX - Performance Comparison
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DFCEX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFCEX DFA Emerging Markets Core Equity Fund | 0.90% | 28.79% | 7.31% | 15.45% | -16.44% | 5.82% | 13.86% | 16.03% | -15.25% | 36.55% |
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, DFCEX achieves a 0.90% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, DFCEX has outperformed RERGX with an annualized return of 8.62%, while RERGX has yielded a comparatively lower 7.68% annualized return.
DFCEX
- 1D
- -0.97%
- 1M
- -11.43%
- YTD
- 0.90%
- 6M
- 4.73%
- 1Y
- 28.56%
- 3Y*
- 15.10%
- 5Y*
- 6.21%
- 10Y*
- 8.62%
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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DFCEX vs. RERGX - Expense Ratio Comparison
DFCEX has a 0.40% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
DFCEX vs. RERGX — Risk / Return Rank
DFCEX
RERGX
DFCEX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Emerging Markets Core Equity Fund (DFCEX) 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.
| DFCEX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 1.10 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.52 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.22 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.27 | +0.85 |
Martin ratioReturn relative to average drawdown | 8.20 | 4.87 | +3.32 |
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
| DFCEX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 1.10 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.19 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.46 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.37 | +0.02 |
Correlation
The correlation between DFCEX and RERGX is 0.84, 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
DFCEX vs. RERGX - Dividend Comparison
DFCEX's dividend yield for the trailing twelve months is around 2.91%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFCEX DFA Emerging Markets Core Equity Fund | 2.91% | 2.90% | 3.43% | 3.53% | 3.78% | 2.59% | 1.70% | 2.42% | 2.33% | 1.92% | 1.99% | 2.28% |
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
DFCEX vs. RERGX - Drawdown Comparison
The maximum DFCEX drawdown since its inception was -64.58%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for DFCEX and RERGX.
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Drawdown Indicators
| DFCEX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.58% | -37.30% | -27.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.52% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -30.05% | -37.30% | +7.25% |
Max Drawdown (10Y)Largest decline over 10 years | -42.33% | -37.30% | -5.03% |
Current DrawdownCurrent decline from peak | -12.12% | -12.52% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -12.70% | -9.28% | -3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.25% | -0.11% |
Volatility
DFCEX vs. RERGX - Volatility Comparison
DFA Emerging Markets Core Equity Fund (DFCEX) has a higher volatility of 7.12% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 6.59%. This indicates that DFCEX's price experiences larger fluctuations and is considered to be riskier 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
| DFCEX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 6.59% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.75% | 11.23% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 16.21% | -1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.32% | 16.43% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.76% | 16.78% | -1.02% |