Correlation
The correlation between DODFX and RERGX is 0.77, 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.
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.
Performance
DODFX vs. RERGX - Performance Comparison
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Key characteristics
DODFX:
1.00
RERGX:
0.55
DODFX:
1.31
RERGX:
0.71
DODFX:
1.18
RERGX:
1.10
DODFX:
1.01
RERGX:
0.37
DODFX:
3.00
RERGX:
1.67
DODFX:
4.83%
RERGX:
4.44%
DODFX:
15.73%
RERGX:
16.62%
DODFX:
-66.85%
RERGX:
-37.30%
DODFX:
-0.57%
RERGX:
-2.49%
Returns By Period
In the year-to-date period, DODFX achieves a 18.48% return, which is significantly higher than RERGX's 11.78% return. Over the past 10 years, DODFX has underperformed RERGX with an annualized return of 5.55%, while RERGX has yielded a comparatively higher 5.89% annualized return.
DODFX
18.48%
6.03%
14.37%
14.50%
10.68%
14.98%
5.55%
RERGX
11.78%
6.04%
7.67%
8.56%
8.60%
8.50%
5.89%
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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.
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Dividends
DODFX vs. RERGX - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 1.90%, less than RERGX's 6.33% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 1.90% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% | 2.37% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 6.33% | 7.08% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.99% | 1.64% | 3.44% | 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 -37.30%. Use the drawdown chart below to compare losses from any high point for DODFX and RERGX.
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Volatility
DODFX vs. RERGX - Volatility Comparison
The current volatility for Dodge & Cox International Stock Fund (DODFX) is 2.93%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 3.40%. 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.
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