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 0.91, 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
Key characteristics
DODFX:
0.24
RERGX:
0.24
DODFX:
0.40
RERGX:
0.40
DODFX:
1.05
RERGX:
1.05
DODFX:
0.24
RERGX:
0.16
DODFX:
0.83
RERGX:
1.03
DODFX:
3.66%
RERGX:
3.12%
DODFX:
12.67%
RERGX:
13.55%
DODFX:
-63.23%
RERGX:
-37.30%
DODFX:
-12.30%
RERGX:
-16.22%
Returns By Period
In the year-to-date period, DODFX achieves a 1.10% return, which is significantly higher than RERGX's 0.86% return. Both investments have delivered pretty close results over the past 10 years, with DODFX having a 4.29% annualized return and RERGX not far behind at 4.18%.
DODFX
1.10%
-5.33%
-2.32%
1.80%
5.19%
4.29%
RERGX
0.86%
-5.42%
-5.89%
2.06%
3.26%
4.18%
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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 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 has not paid dividends to shareholders, while RERGX's dividend yield for the trailing twelve months is around 2.58%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dodge & Cox International Stock Fund | 0.00% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% | 1.61% |
American Funds EuroPacific Growth Fund Class R-6 | 2.58% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 1.78% | 1.19% | 1.64% | 2.13% | 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 5.08%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 5.99%. 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.