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GAFFX vs. RERGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GAFFX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Growth Fund of Amer F3 (GAFFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). The values are adjusted to include any dividend payments, if applicable.

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GAFFX vs. RERGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GAFFX
American Funds Growth Fund of Amer F3
-11.16%20.09%28.41%37.68%-30.54%19.67%38.31%28.57%-2.89%20.76%
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, GAFFX achieves a -11.16% return, which is significantly lower than RERGX's -5.45% return.


GAFFX

1D
-0.47%
1M
-9.63%
YTD
-11.16%
6M
-9.74%
1Y
13.93%
3Y*
19.23%
5Y*
8.86%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GAFFX vs. RERGX - Expense Ratio Comparison

GAFFX has a 0.30% expense ratio, which is lower than RERGX's 0.46% expense ratio.


Return for Risk

GAFFX vs. RERGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GAFFX
GAFFX Risk / Return Rank: 3030
Overall Rank
GAFFX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
GAFFX Sortino Ratio Rank: 3232
Sortino Ratio Rank
GAFFX Omega Ratio Rank: 3232
Omega Ratio Rank
GAFFX Calmar Ratio Rank: 2828
Calmar Ratio Rank
GAFFX Martin Ratio Rank: 2828
Martin Ratio Rank

RERGX
RERGX Risk / Return Rank: 5757
Overall Rank
RERGX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
RERGX Sortino Ratio Rank: 6060
Sortino Ratio Rank
RERGX Omega Ratio Rank: 5656
Omega Ratio Rank
RERGX Calmar Ratio Rank: 5454
Calmar Ratio Rank
RERGX Martin Ratio Rank: 5050
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GAFFX vs. RERGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Fund of Amer F3 (GAFFX) 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.


GAFFXRERGXDifference

Sharpe ratio

Return per unit of total volatility

0.66

1.10

-0.44

Sortino ratio

Return per unit of downside risk

1.09

1.52

-0.43

Omega ratio

Gain probability vs. loss probability

1.16

1.22

-0.06

Calmar ratio

Return relative to maximum drawdown

0.79

1.27

-0.48

Martin ratio

Return relative to average drawdown

3.04

4.87

-1.84

GAFFX vs. RERGX - Sharpe Ratio Comparison

The current GAFFX Sharpe Ratio is 0.66, which is lower than the RERGX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of GAFFX and RERGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GAFFXRERGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.66

1.10

-0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.19

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.37

+0.32

Correlation

The correlation between GAFFX and RERGX is 0.80, 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

GAFFX vs. RERGX - Dividend Comparison

GAFFX's dividend yield for the trailing twelve months is around 12.39%, less than RERGX's 14.76% yield.


TTM20252024202320222021202020192018201720162015
GAFFX
American Funds Growth Fund of Amer F3
12.39%11.00%9.30%7.71%4.45%8.50%4.58%7.47%12.37%7.36%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

GAFFX vs. RERGX - Drawdown Comparison

The maximum GAFFX drawdown since its inception was -36.19%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for GAFFX and RERGX.


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Drawdown Indicators


GAFFXRERGXDifference

Max Drawdown

Largest peak-to-trough decline

-36.19%

-37.30%

+1.11%

Max Drawdown (1Y)

Largest decline over 1 year

-13.71%

-12.52%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-36.19%

-37.30%

+1.11%

Max Drawdown (10Y)

Largest decline over 10 years

-37.30%

Current Drawdown

Current decline from peak

-13.71%

-12.52%

-1.19%

Average Drawdown

Average peak-to-trough decline

-7.51%

-9.28%

+1.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.55%

3.25%

+0.30%

Volatility

GAFFX vs. RERGX - Volatility Comparison

The current volatility for American Funds Growth Fund of Amer F3 (GAFFX) is 5.47%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that GAFFX 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


GAFFXRERGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

6.59%

-1.12%

Volatility (6M)

Calculated over the trailing 6-month period

11.61%

11.23%

+0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

20.76%

16.21%

+4.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.17%

16.43%

+3.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.19%

16.78%

+3.41%