GWPAX vs. RERGX
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
GWPAX is managed by American Funds. It was launched on May 18, 2012. RERGX is managed by American Funds.
Performance
GWPAX vs. RERGX - Performance Comparison
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GWPAX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
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, GWPAX achieves a -5.63% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, GWPAX has outperformed RERGX with an annualized return of 11.87%, while RERGX has yielded a comparatively lower 7.97% annualized return.
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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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GWPAX vs. RERGX - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
GWPAX vs. RERGX — Risk / Return Rank
GWPAX
RERGX
GWPAX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) 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.
| GWPAX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.38 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.87 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.68 | -0.03 |
Martin ratioReturn relative to average drawdown | 6.68 | 6.37 | +0.31 |
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
| GWPAX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.38 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.20 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.48 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.38 | +0.30 |
Correlation
The correlation between GWPAX and RERGX is 0.86, 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
GWPAX vs. RERGX - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 6.09%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
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
GWPAX vs. RERGX - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for GWPAX and RERGX.
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Drawdown Indicators
| GWPAX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -37.30% | +3.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -12.52% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -37.30% | +3.15% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -37.30% | +3.15% |
Current DrawdownCurrent decline from peak | -8.81% | -10.11% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -9.28% | +3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.30% | -0.39% |
Volatility
GWPAX vs. RERGX - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class A (GWPAX) is 6.61%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that GWPAX 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
| GWPAX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 7.27% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 11.54% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 16.40% | +2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 16.48% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 16.80% | +1.15% |