DODWX vs. RERGX

In the year-to-date period, DODWX achieves a 10.58% return, which is significantly lower than RERGX's 11.78% return. Over the past 10 years, DODWX has outperformed RERGX with an annualized return of 7.32%, while RERGX has yielded a comparatively lower 5.89% annualized return.

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DODWX has a 0.62% expense ratio, which is higher than RERGX's 0.46% expense ratio.

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.

The current DODWX Sharpe Ratio is -0.13, which is lower than the RERGX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of DODWX and RERGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DODWX's dividend yield for the trailing twelve months is around 12.97%, more than RERGX's 6.33% yield.

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.

Dodge & Cox Global Stock Fund Class I (DODWX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 3.46% and 3.40%, 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.