FEUPX vs. RERGX
FEUPX (American Funds EuroPacific Growth Fund Class F-3) and RERGX (American Funds EuroPacific Growth Fund Class R-6) are both Foreign Large Cap Equities funds from American Funds. Over the past 5 years, FEUPX returned 5.37%/yr vs 5.37%/yr for RERGX. With a 1.00 correlation, they move nearly in lockstep. Both charge a 0.46% expense ratio.
Performance
FEUPX vs. RERGX - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FEUPX at 12.33% and RERGX at 12.33%.
FEUPX
- 1D
- 0.55%
- 1M
- 6.77%
- YTD
- 12.33%
- 6M
- 15.08%
- 1Y
- 29.41%
- 3Y*
- 16.37%
- 5Y*
- 5.37%
- 10Y*
- —
RERGX
- 1D
- 0.55%
- 1M
- 6.76%
- YTD
- 12.33%
- 6M
- 15.06%
- 1Y
- 29.41%
- 3Y*
- 16.36%
- 5Y*
- 5.37%
- 10Y*
- 9.21%
FEUPX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEUPX American Funds EuroPacific Growth Fund Class F-3 | 12.33% | 29.34% | 3.00% | 16.12% | -22.78% | 2.86% | 25.24% | 27.42% | -17.33% | 22.64% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 12.33% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 24.95% |
Correlation
The correlation between FEUPX and RERGX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2017 | 1.00 |
The correlation between FEUPX and RERGX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
FEUPX vs. RERGX — Risk / Return Rank
FEUPX
RERGX
FEUPX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class F-3 (FEUPX) 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.
| FEUPX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 1.89 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.69 | 2.69 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.35 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 2.32 | 0.00 |
Martin ratioReturn relative to average drawdown | 8.73 | 8.74 | -0.01 |
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
| FEUPX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 1.89 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.32 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.43 | +0.10 |
Drawdowns
FEUPX vs. RERGX - Drawdown Comparison
The maximum FEUPX drawdown since its inception was -37.31%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FEUPX and RERGX.
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Drawdown Indicators
| FEUPX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.31% | -37.30% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.52% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -15.62% | -15.62% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -37.31% | -37.30% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.30% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -9.21% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 3.31% | +0.01% |
Volatility
FEUPX vs. RERGX - Volatility Comparison
American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 5.41% and 5.40%, 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.
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Volatility by Period
| FEUPX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 5.40% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.93% | 12.91% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.40% | 15.38% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 16.67% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 16.93% | +0.14% |
FEUPX vs. RERGX - Expense Ratio Comparison
Both FEUPX and RERGX have an expense ratio of 0.46%.
Dividends
FEUPX vs. RERGX - Dividend Comparison
FEUPX's dividend yield for the trailing twelve months is around 12.41%, which matches RERGX's 12.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEUPX American Funds EuroPacific Growth Fund Class F-3 | 12.41% | 13.94% | 4.96% | 3.94% | 2.02% | 10.18% | 0.40% | 3.14% | 3.17% | 3.28% | 0.00% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 12.42% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Frequently Asked Questions
With a correlation of 1.00, FEUPX and RERGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FEUPX has higher volatility (5.41%) compared to RERGX (5.40%). In terms of maximum drawdown, FEUPX dropped -37.31% vs RERGX's -37.30%.
RERGX currently has the higher Sharpe Ratio (1.89 vs 1.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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