DOXGX vs. RERGX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. RERGX is managed by American Funds.
Performance
DOXGX vs. RERGX - Performance Comparison
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DOXGX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -3.64% | 13.77% | 14.47% | 17.60% | -2.46% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -5.18% |
Returns By Period
In the year-to-date period, DOXGX achieves a -3.64% return, which is significantly higher than RERGX's -5.45% return.
DOXGX
- 1D
- 0.25%
- 1M
- -7.28%
- YTD
- -3.64%
- 6M
- -1.20%
- 1Y
- 5.86%
- 3Y*
- 13.28%
- 5Y*
- —
- 10Y*
- —
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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DOXGX vs. RERGX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
DOXGX vs. RERGX — Risk / Return Rank
DOXGX
RERGX
DOXGX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) 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.
| DOXGX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.10 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.52 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.22 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.27 | -0.87 |
Martin ratioReturn relative to average drawdown | 1.66 | 4.87 | -3.21 |
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
| DOXGX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.10 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.19 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.37 | +0.25 |
Correlation
The correlation between DOXGX and RERGX is 0.73, 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
DOXGX vs. RERGX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 10.20%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 10.20% | 9.96% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
DOXGX vs. RERGX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for DOXGX and RERGX.
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Drawdown Indicators
| DOXGX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -37.30% | +20.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -12.52% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.30% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.30% | — |
Current DrawdownCurrent decline from peak | -7.28% | -12.52% | +5.24% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -9.28% | +6.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.25% | -0.33% |
Volatility
DOXGX vs. RERGX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund (DOXGX) is 3.51%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that DOXGX 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
| DOXGX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 6.59% | -3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 11.23% | -2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 16.21% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 16.43% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 16.78% | -0.89% |