GBLAX vs. RERGX
Compare and contrast key facts about American Funds Global Balanced Fund Class A (GBLAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
GBLAX is an actively managed fund by American Funds. It was launched on Feb 1, 2011. RERGX is managed by American Funds.
Performance
GBLAX vs. RERGX - Performance Comparison
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GBLAX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GBLAX American Funds Global Balanced Fund Class A | -0.20% | 17.12% | 6.56% | 13.68% | -14.25% | 9.18% | 10.47% | 17.26% | -6.13% | 13.99% |
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, GBLAX achieves a -0.20% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, GBLAX has underperformed RERGX with an annualized return of 6.62%, while RERGX has yielded a comparatively higher 7.97% annualized return.
GBLAX
- 1D
- 1.83%
- 1M
- -4.53%
- YTD
- -0.20%
- 6M
- 2.19%
- 1Y
- 14.55%
- 3Y*
- 10.81%
- 5Y*
- 5.27%
- 10Y*
- 6.62%
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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GBLAX vs. RERGX - Expense Ratio Comparison
GBLAX has a 0.80% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
GBLAX vs. RERGX — Risk / Return Rank
GBLAX
RERGX
GBLAX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Balanced Fund Class A (GBLAX) 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.
| GBLAX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.38 | +0.18 |
Sortino ratioReturn per unit of downside risk | 2.21 | 1.87 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.68 | +0.54 |
Martin ratioReturn relative to average drawdown | 9.00 | 6.37 | +2.63 |
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
| GBLAX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.38 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.20 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.48 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.38 | +0.24 |
Correlation
The correlation between GBLAX and RERGX is 0.90, 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
GBLAX vs. RERGX - Dividend Comparison
GBLAX's dividend yield for the trailing twelve months is around 6.38%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GBLAX American Funds Global Balanced Fund Class A | 6.38% | 6.34% | 5.53% | 1.61% | 1.52% | 6.02% | 1.24% | 1.87% | 2.30% | 3.15% | 2.00% | 3.28% |
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
GBLAX vs. RERGX - Drawdown Comparison
The maximum GBLAX drawdown since its inception was -23.36%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for GBLAX and RERGX.
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Drawdown Indicators
| GBLAX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.36% | -37.30% | +13.94% |
Max Drawdown (1Y)Largest decline over 1 year | -6.75% | -12.52% | +5.77% |
Max Drawdown (5Y)Largest decline over 5 years | -22.55% | -37.30% | +14.75% |
Max Drawdown (10Y)Largest decline over 10 years | -23.36% | -37.30% | +13.94% |
Current DrawdownCurrent decline from peak | -5.03% | -10.11% | +5.08% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -9.28% | +5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 3.30% | -1.64% |
Volatility
GBLAX vs. RERGX - Volatility Comparison
The current volatility for American Funds Global Balanced Fund Class A (GBLAX) is 4.16%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that GBLAX 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
| GBLAX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 7.27% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 6.34% | 11.54% | -5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.60% | 16.40% | -6.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.86% | 16.48% | -6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.42% | 16.80% | -6.38% |