FINFX vs. RERGX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. RERGX is managed by American Funds.
Performance
FINFX vs. RERGX - Performance Comparison
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FINFX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | -3.31% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
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, FINFX achieves a -3.31% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, FINFX has outperformed RERGX with an annualized return of 13.48%, while RERGX has yielded a comparatively lower 7.97% annualized return.
FINFX
- 1D
- 2.96%
- 1M
- -7.03%
- YTD
- -3.31%
- 6M
- 0.22%
- 1Y
- 23.48%
- 3Y*
- 20.76%
- 5Y*
- 12.13%
- 10Y*
- 13.48%
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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FINFX vs. RERGX - Expense Ratio Comparison
FINFX has a 0.39% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
FINFX vs. RERGX — Risk / Return Rank
FINFX
RERGX
FINFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) 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.
| FINFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.38 | -0.04 |
Sortino ratioReturn per unit of downside risk | 2.01 | 1.87 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 1.68 | +0.47 |
Martin ratioReturn relative to average drawdown | 9.46 | 6.37 | +3.08 |
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
| FINFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.38 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.20 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.48 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.38 | +0.19 |
Correlation
The correlation between FINFX 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
FINFX vs. RERGX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.05%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 9.05% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
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
FINFX vs. RERGX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FINFX and RERGX.
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Drawdown Indicators
| FINFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -37.30% | -9.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.52% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -37.30% | +12.35% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -37.30% | +3.39% |
Current DrawdownCurrent decline from peak | -8.00% | -10.11% | +2.11% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -9.28% | +3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 3.30% | -0.72% |
Volatility
FINFX vs. RERGX - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-2 (FINFX) is 6.04%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that FINFX 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
| FINFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 7.27% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 11.54% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 16.40% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 16.48% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.67% | 16.80% | +0.87% |