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.
Performance
DODWX vs. RERGX - Performance Comparison
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DODWX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | -1.01% | 25.23% | 4.74% | 20.26% | -5.83% | 20.57% | 6.01% | 23.87% | -12.76% | 21.51% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, DODWX achieves a -1.01% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, DODWX has outperformed RERGX with an annualized return of 11.37%, while RERGX has yielded a comparatively lower 7.97% annualized return.
DODWX
- 1D
- 2.35%
- 1M
- -6.23%
- YTD
- -1.01%
- 6M
- 2.20%
- 1Y
- 16.57%
- 3Y*
- 14.12%
- 5Y*
- 9.50%
- 10Y*
- 11.37%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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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.
Return for Risk
DODWX vs. RERGX — Risk / Return Rank
DODWX
RERGX
DODWX vs. RERGX - Risk-Adjusted Trends 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.
| DODWX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.38 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.87 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.68 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.97 | 6.37 | -0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODWX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.38 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.20 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.48 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.38 | -0.04 |
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.
Dividends
DODWX vs. RERGX - Dividend Comparison
DODWX's dividend yield for the trailing twelve months is around 8.50%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | 8.50% | 8.41% | 14.35% | 1.62% | 7.73% | 10.76% | 1.31% | 7.41% | 9.78% | 4.37% | 2.86% | 3.95% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
DODWX vs. RERGX - Drawdown Comparison
The maximum DODWX drawdown since its inception was -63.00%, 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.
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Drawdown Indicators
| DODWX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.00% | -37.30% | -25.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -12.52% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.78% | -37.30% | +15.52% |
Max Drawdown (10Y)Largest decline over 10 years | -41.17% | -37.30% | -3.87% |
Current DrawdownCurrent decline from peak | -6.85% | -10.11% | +3.26% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -9.28% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 3.30% | -0.54% |
Volatility
DODWX vs. RERGX - Volatility Comparison
The current volatility for Dodge & Cox Global Stock Fund Class I (DODWX) is 5.37%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that DODWX 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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Volatility by Period
| DODWX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 7.27% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 11.54% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 16.40% | -1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.24% | 16.48% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 16.80% | +2.83% |