FCFWX vs. RERGX
Compare and contrast key facts about American Funds Retirement Income Portfolio Enhanced Class F-1 (FCFWX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FCFWX is an actively managed fund by American Funds. It was launched on Aug 28, 2015. RERGX is managed by American Funds.
Performance
FCFWX vs. RERGX - Performance Comparison
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FCFWX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCFWX American Funds Retirement Income Portfolio Enhanced Class F-1 | -1.65% | 17.19% | 11.58% | 11.90% | -11.04% | 15.09% | 7.03% | 17.72% | -5.01% | 13.67% |
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, FCFWX achieves a -1.65% return, which is significantly higher than RERGX's -2.84% return. Both investments have delivered pretty close results over the past 10 years, with FCFWX having a 7.74% annualized return and RERGX not far ahead at 7.97%.
FCFWX
- 1D
- 0.07%
- 1M
- -6.17%
- YTD
- -1.65%
- 6M
- 1.13%
- 1Y
- 13.02%
- 3Y*
- 11.83%
- 5Y*
- 7.16%
- 10Y*
- 7.74%
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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FCFWX vs. RERGX - Expense Ratio Comparison
FCFWX has a 0.67% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
FCFWX vs. RERGX — Risk / Return Rank
FCFWX
RERGX
FCFWX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio Enhanced Class F-1 (FCFWX) 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.
| FCFWX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.38 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.87 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.68 | -0.02 |
Martin ratioReturn relative to average drawdown | 7.60 | 6.37 | +1.23 |
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
| FCFWX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.38 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.20 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.48 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.38 | +0.41 |
Correlation
The correlation between FCFWX and RERGX is 0.84, 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
FCFWX vs. RERGX - Dividend Comparison
FCFWX's dividend yield for the trailing twelve months is around 5.82%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFWX American Funds Retirement Income Portfolio Enhanced Class F-1 | 5.82% | 5.71% | 2.99% | 3.26% | 5.52% | 4.22% | 2.85% | 3.99% | 4.26% | 2.64% | 2.85% | 0.00% |
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
FCFWX vs. RERGX - Drawdown Comparison
The maximum FCFWX drawdown since its inception was -23.62%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FCFWX and RERGX.
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Drawdown Indicators
| FCFWX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -37.30% | +13.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.52% | -12.52% | +5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -37.30% | +18.84% |
Max Drawdown (10Y)Largest decline over 10 years | -23.62% | -37.30% | +13.68% |
Current DrawdownCurrent decline from peak | -6.23% | -10.11% | +3.88% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -9.28% | +6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 3.30% | -1.66% |
Volatility
FCFWX vs. RERGX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio Enhanced Class F-1 (FCFWX) is 3.04%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that FCFWX 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
| FCFWX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 7.27% | -4.23% |
Volatility (6M)Calculated over the trailing 6-month period | 5.70% | 11.54% | -5.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.67% | 16.40% | -6.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.42% | 16.48% | -7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.17% | 16.80% | -6.63% |