DFCEX vs. RERGX

In the year-to-date period, DFCEX achieves a 7.54% return, which is significantly lower than RERGX's 11.00% return. Over the past 10 years, DFCEX has underperformed RERGX with an annualized return of 4.78%, while RERGX has yielded a comparatively higher 5.66% annualized return.

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DFCEX has a 0.40% expense ratio, which is lower than RERGX's 0.46% expense ratio.

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.

The current DFCEX Sharpe Ratio is 0.37, which is comparable to the RERGX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of DFCEX 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.

DFCEX's dividend yield for the trailing twelve months is around 3.23%, more than RERGX's 1.45% yield.

The maximum DFCEX drawdown since its inception was -64.72%, 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. For additional features, visit the drawdowns tool.

DFA Emerging Markets Core Equity Fund (DFCEX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 3.32% and 3.22%, 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.