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.
Key characteristics
| DODFX | RERGX | |
|---|---|---|
| YTD Return | 8.42% | 9.42% |
| 1Y Return | 12.25% | 16.23% |
| 3Y Return (Ann) | 5.84% | -2.63% |
| 5Y Return (Ann) | 8.29% | 6.53% |
| 10Y Return (Ann) | 4.31% | 5.67% |
| Sharpe Ratio | 1.03 | 1.32 |
| Daily Std Dev | 12.81% | 12.90% |
| Max Drawdown | -63.23% | -37.30% |
| Current Drawdown | -1.04% | -9.11% |
Correlation
The correlation between DODFX and RERGX is 0.91, 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
In the year-to-date period, DODFX achieves a 8.42% return, which is significantly lower than RERGX's 9.42% return. Over the past 10 years, DODFX has underperformed RERGX with an annualized return of 4.31%, while RERGX has yielded a comparatively higher 5.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 2.11%, less than RERGX's 5.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 2.11% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% | 2.37% | 1.61% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 5.73% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.98% | 1.63% | 3.42% | 1.74% | 1.25% |
Drawdowns
DODFX vs. RERGX - Drawdown Comparison
The maximum DODFX drawdown since its inception was -63.23%, which is greater than RERGX's maximum drawdown of -37.30%. 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 3.75%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 4.41%. 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.