GWPFX vs. RERGX
Compare and contrast key facts about American Funds Global Growth Fund Class R-6 (GWPFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
GWPFX is managed by American Funds. It was launched on May 18, 2009. RERGX is managed by American Funds.
Performance
GWPFX vs. RERGX - Performance Comparison
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GWPFX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | -5.63% | 20.46% | 20.08% | 28.78% | -26.99% | 18.56% | 25.39% | 27.19% | -6.61% | 25.09% |
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, GWPFX achieves a -5.63% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, GWPFX has outperformed RERGX with an annualized return of 11.85%, while RERGX has yielded a comparatively lower 7.97% annualized return.
GWPFX
- 1D
- 3.37%
- 1M
- -6.88%
- YTD
- -5.63%
- 6M
- -3.29%
- 1Y
- 19.12%
- 3Y*
- 17.27%
- 5Y*
- 7.64%
- 10Y*
- 11.85%
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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GWPFX vs. RERGX - Expense Ratio Comparison
GWPFX has a 0.47% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
GWPFX vs. RERGX — Risk / Return Rank
GWPFX
RERGX
GWPFX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Fund Class R-6 (GWPFX) 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.
| GWPFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.38 | -0.33 |
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 | 6.67 | 6.37 | +0.29 |
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
| GWPFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.38 | -0.33 |
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 | 0.29 | 0.48 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.38 | -0.07 |
Correlation
The correlation between GWPFX 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
GWPFX vs. RERGX - Dividend Comparison
GWPFX's dividend yield for the trailing twelve months is around 6.10%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | 6.10% | 5.75% | 5.81% | 1.60% | 9.84% | 3.39% | 3.41% | 5.77% | 6.18% | 3.35% | 4.30% | 4.75% |
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
GWPFX vs. RERGX - Drawdown Comparison
The maximum GWPFX drawdown since its inception was -52.51%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for GWPFX and RERGX.
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Drawdown Indicators
| GWPFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.51% | -37.30% | -15.21% |
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 | -52.51% | -37.30% | -15.21% |
Current DrawdownCurrent decline from peak | -8.81% | -10.11% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -9.28% | +3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.30% | -0.39% |
Volatility
GWPFX vs. RERGX - Volatility Comparison
The current volatility for American Funds Global Growth Fund Class R-6 (GWPFX) is 6.57%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that GWPFX 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
| GWPFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 7.27% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.27% | 11.54% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 16.40% | +2.47% |
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 | 41.60% | 16.80% | +24.80% |