FUNFX vs. RERGX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-3 (FUNFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
FUNFX is managed by American Funds. It was launched on Aug 1, 2008. RERGX is managed by American Funds.
Performance
FUNFX vs. RERGX - Performance Comparison
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FUNFX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUNFX American Funds Fundamental Investors® Class F-3 | -6.06% | 24.57% | 23.13% | 26.25% | -16.38% | 22.81% | 15.28% | 27.47% | -7.87% | 19.59% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 24.95% |
Returns By Period
In the year-to-date period, FUNFX achieves a -6.06% return, which is significantly lower than RERGX's -5.45% return.
FUNFX
- 1D
- -0.62%
- 1M
- -9.87%
- YTD
- -6.06%
- 6M
- -1.95%
- 1Y
- 20.82%
- 3Y*
- 19.72%
- 5Y*
- 11.92%
- 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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FUNFX vs. RERGX - Expense Ratio Comparison
FUNFX has a 0.28% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
FUNFX vs. RERGX — Risk / Return Rank
FUNFX
RERGX
FUNFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-3 (FUNFX) 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.
| FUNFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.10 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.52 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.27 | +0.37 |
Martin ratioReturn relative to average drawdown | 7.35 | 4.87 | +2.48 |
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
| FUNFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.10 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.19 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.37 | +0.34 |
Correlation
The correlation between FUNFX and RERGX is 0.83, 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
FUNFX vs. RERGX - Dividend Comparison
FUNFX's dividend yield for the trailing twelve months is around 9.43%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUNFX American Funds Fundamental Investors® Class F-3 | 9.43% | 8.83% | 9.21% | 6.10% | 5.33% | 11.29% | 2.90% | 7.21% | 9.65% | 7.57% | 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
FUNFX vs. RERGX - Drawdown Comparison
The maximum FUNFX drawdown since its inception was -33.92%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FUNFX and RERGX.
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Drawdown Indicators
| FUNFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -37.30% | +3.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.52% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.88% | -37.30% | +12.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.30% | — |
Current DrawdownCurrent decline from peak | -10.62% | -12.52% | +1.90% |
Average DrawdownAverage peak-to-trough decline | -4.77% | -9.28% | +4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.25% | -0.72% |
Volatility
FUNFX vs. RERGX - Volatility Comparison
The current volatility for American Funds Fundamental Investors® Class F-3 (FUNFX) is 4.98%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that FUNFX 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
| FUNFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 6.59% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 11.23% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 16.21% | +1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 16.43% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.15% | 16.78% | +1.37% |