GWPCX vs. RERGX
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
GWPCX is managed by American Funds. It was launched on May 18, 2012. RERGX is managed by American Funds.
Performance
GWPCX vs. RERGX - Performance Comparison
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GWPCX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | -5.80% | 19.58% | 19.26% | 27.77% | -27.51% | 17.70% | 24.46% | 26.74% | -7.31% | 24.19% |
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, GWPCX achieves a -5.80% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, GWPCX has outperformed RERGX with an annualized return of 11.07%, while RERGX has yielded a comparatively lower 7.97% annualized return.
GWPCX
- 1D
- 3.38%
- 1M
- -6.95%
- YTD
- -5.80%
- 6M
- -3.65%
- 1Y
- 18.27%
- 3Y*
- 16.43%
- 5Y*
- 6.86%
- 10Y*
- 11.07%
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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GWPCX vs. RERGX - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
GWPCX vs. RERGX — Risk / Return Rank
GWPCX
RERGX
GWPCX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) 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.
| GWPCX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.38 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.87 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.27 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.68 | -0.12 |
Martin ratioReturn relative to average drawdown | 6.32 | 6.37 | -0.05 |
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
| GWPCX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.38 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.20 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.48 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.38 | +0.25 |
Correlation
The correlation between GWPCX 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
GWPCX vs. RERGX - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.98%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 5.98% | 5.63% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% |
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
GWPCX vs. RERGX - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for GWPCX and RERGX.
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Drawdown Indicators
| GWPCX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -37.30% | +2.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -12.52% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -37.30% | +2.71% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -37.30% | +2.71% |
Current DrawdownCurrent decline from peak | -8.90% | -10.11% | +1.21% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -9.28% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 3.30% | -0.36% |
Volatility
GWPCX vs. RERGX - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 6.58%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that GWPCX 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
| GWPCX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 7.27% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 11.54% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 16.40% | +2.44% |
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 | 17.96% | 16.80% | +1.16% |