HAINX vs. RERGX
Compare and contrast key facts about Harbor International Fund (HAINX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
HAINX is managed by Harbor. It was launched on Dec 29, 1987. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAINX or RERGX.
Correlation
The correlation between HAINX and RERGX is 0.79, 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.
Performance
HAINX vs. RERGX - Performance Comparison
Key characteristics
HAINX:
0.55
RERGX:
0.27
HAINX:
0.86
RERGX:
0.47
HAINX:
1.12
RERGX:
1.06
HAINX:
0.31
RERGX:
0.22
HAINX:
1.93
RERGX:
1.00
HAINX:
4.85%
RERGX:
4.46%
HAINX:
17.03%
RERGX:
16.58%
HAINX:
-62.61%
RERGX:
-37.30%
HAINX:
-20.68%
RERGX:
-8.89%
Returns By Period
In the year-to-date period, HAINX achieves a 9.20% return, which is significantly higher than RERGX's 4.45% return. Over the past 10 years, HAINX has underperformed RERGX with an annualized return of -1.54%, while RERGX has yielded a comparatively higher 5.24% annualized return.
HAINX
9.20%
0.77%
5.45%
9.57%
11.80%
-1.54%
RERGX
4.45%
0.59%
-0.13%
3.84%
8.65%
5.24%
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HAINX vs. RERGX - Expense Ratio Comparison
HAINX has a 0.77% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Risk-Adjusted Performance
HAINX vs. RERGX — Risk-Adjusted Performance Rank
HAINX
RERGX
HAINX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Fund (HAINX) 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.
Dividends
HAINX vs. RERGX - Dividend Comparison
HAINX's dividend yield for the trailing twelve months is around 3.54%, less than RERGX's 6.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAINX Harbor International Fund | 3.54% | 3.86% | 3.55% | 3.32% | 2.15% | 1.05% | 3.12% | 2.46% | 1.84% | 1.99% | 1.82% | 2.19% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 6.78% | 7.08% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.99% | 1.64% | 3.43% | 1.75% |
Drawdowns
HAINX vs. RERGX - Drawdown Comparison
The maximum HAINX drawdown since its inception was -62.61%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for HAINX and RERGX. For additional features, visit the drawdowns tool.
Volatility
HAINX vs. RERGX - Volatility Comparison
Harbor International Fund (HAINX) has a higher volatility of 10.80% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 10.11%. This indicates that HAINX's price experiences larger fluctuations and is considered to be riskier than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.