DODWX vs. RERGX
Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
DODWX is a passively managed fund by Dodge & Cox that tracks the performance of the MSCI All Country World Index. It was launched on May 1, 2008. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODWX or RERGX.
Correlation
The correlation between DODWX and RERGX is 0.87, 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
DODWX vs. RERGX - Performance Comparison
Key characteristics
DODWX:
-0.35
RERGX:
0.10
DODWX:
-0.30
RERGX:
0.24
DODWX:
0.94
RERGX:
1.03
DODWX:
-0.31
RERGX:
0.08
DODWX:
-0.80
RERGX:
0.37
DODWX:
8.70%
RERGX:
4.37%
DODWX:
19.84%
RERGX:
16.45%
DODWX:
-62.73%
RERGX:
-37.30%
DODWX:
-17.44%
RERGX:
-12.70%
Returns By Period
In the year-to-date period, DODWX achieves a 0.66% return, which is significantly higher than RERGX's 0.07% return. Over the past 10 years, DODWX has underperformed RERGX with an annualized return of 2.78%, while RERGX has yielded a comparatively higher 4.73% annualized return.
DODWX
0.66%
-7.13%
-16.51%
-7.62%
10.11%
2.78%
RERGX
0.07%
-6.46%
-6.03%
2.45%
8.12%
4.73%
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DODWX vs. RERGX - Expense Ratio Comparison
DODWX has a 0.62% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Risk-Adjusted Performance
DODWX vs. RERGX — Risk-Adjusted Performance Rank
DODWX
RERGX
DODWX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Stock Fund Class I (DODWX) 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
DODWX vs. RERGX - Dividend Comparison
DODWX's dividend yield for the trailing twelve months is around 2.08%, less than RERGX's 7.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | 2.08% | 2.09% | 1.62% | 1.69% | 1.89% | 1.31% | 2.67% | 2.30% | 0.96% | 1.18% | 1.78% | 1.30% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 7.07% | 7.08% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.99% | 1.64% | 3.43% | 1.75% |
Drawdowns
DODWX vs. RERGX - Drawdown Comparison
The maximum DODWX drawdown since its inception was -62.73%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for DODWX and RERGX. For additional features, visit the drawdowns tool.
Volatility
DODWX vs. RERGX - Volatility Comparison
Dodge & Cox Global Stock Fund Class I (DODWX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 10.19% and 9.78%, 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.