DODFX vs. RERGX
Compare and contrast key facts about Dodge & Cox International Stock Fund (DODFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
DODFX is managed by Dodge & Cox. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODFX or RERGX.
Correlation
The correlation between DODFX 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.
Performance
DODFX vs. RERGX - Performance Comparison
Key characteristics
DODFX:
0.87
RERGX:
-0.24
DODFX:
1.26
RERGX:
-0.23
DODFX:
1.15
RERGX:
0.97
DODFX:
1.00
RERGX:
-0.15
DODFX:
2.49
RERGX:
-0.70
DODFX:
4.54%
RERGX:
5.02%
DODFX:
13.03%
RERGX:
14.51%
DODFX:
-66.85%
RERGX:
-40.72%
DODFX:
-3.37%
RERGX:
-20.41%
Returns By Period
In the year-to-date period, DODFX achieves a 10.20% return, which is significantly higher than RERGX's 3.67% return. Over the past 10 years, DODFX has outperformed RERGX with an annualized return of 4.93%, while RERGX has yielded a comparatively lower 2.52% annualized return.
DODFX
10.20%
0.57%
0.68%
11.62%
17.33%
4.93%
RERGX
3.67%
-2.14%
-6.06%
-3.24%
7.77%
2.52%
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DODFX vs. RERGX - Expense Ratio Comparison
DODFX has a 0.62% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Risk-Adjusted Performance
DODFX vs. RERGX — Risk-Adjusted Performance Rank
DODFX
RERGX
DODFX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) 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
DODFX vs. RERGX - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 2.04%, more than RERGX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 2.04% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 1.55% | 1.61% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.75% |
Drawdowns
DODFX vs. RERGX - Drawdown Comparison
The maximum DODFX drawdown since its inception was -66.85%, which is greater than RERGX's maximum drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for DODFX and RERGX. For additional features, visit the drawdowns tool.
Volatility
DODFX vs. RERGX - Volatility Comparison
The current volatility for Dodge & Cox International Stock Fund (DODFX) is 4.91%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.18%. This indicates that DODFX 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.