LSVQX vs. AEPFX

Last updated Aug 1, 2026

LSVQX (LSV Small Cap Value Fund) and AEPFX (American Funds EUPAC Fund Class F-2) are both mutual funds - LSVQX is a Small Cap Value Equities fund managed by LSV, while AEPFX is a Foreign Large Cap Equities fund actively managed by American Funds. Over the past 10 years, LSVQX returned 9.14%/yr vs 8.53%/yr for AEPFX. Their 0.62 correlation means they have sometimes moved together and sometimes differently. LSVQX charges 0.83%/yr vs 0.58%/yr for AEPFX.

Performance

LSVQX vs. AEPFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LSV Small Cap Value Fund (LSVQX) and American Funds EUPAC Fund Class F-2 (AEPFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LSVQX achieves a 21.19% return, which is significantly higher than AEPFX's 9.52% return. Over the past 10 years, LSVQX has outperformed AEPFX with an annualized return of 9.14%, while AEPFX has yielded a comparatively lower 8.53% annualized return.

LSVQX

• 1D: -0.58%
• 1M: 2.52%
• 6M: 16.34%
• YTD: 21.19%
• 1Y: 33.57%
• 3Y*: 12.69%
• 5Y*: 10.19%
• 10Y*: 9.14%
• ALL TIME*: 9.45%

AEPFX

• 1D: 3.16%
• 1M: -0.78%
• 6M: 3.79%
• YTD: 9.52%
• 1Y: 24.52%
• 3Y*: 13.50%
• 5Y*: 4.99%
• 10Y*: 8.53%
• ALL TIME*: 5.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AEPFX American Funds EUPAC Fund Class F-2	$0.00	$0.00	$0.00
LSVQX LSV Small Cap Value Fund	$0.00	$0.00	$0.00

LSVQX vs. AEPFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LSVQX LSV Small Cap Value Fund	21.19%	7.31%	4.23%	19.02%	-6.24%	34.54%	-5.98%	20.59%	-17.41%	6.12%
AEPFX American Funds EUPAC Fund Class F-2	9.52%	29.19%	2.89%	15.98%	-22.86%	2.74%	25.12%	27.28%	-17.41%	31.04%

Correlation

The correlation between LSVQX and AEPFX is 0.49, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.49
Correlation (3Y) Balances recent behavior with more history.	0.57
Correlation (5Y) Shows whether the relationship held over a longer period.	0.63
Correlation (10Y) Provides a long-term view across more market conditions.	0.60
Correlation (All Time) Calculated using the full available price history since Mar 1, 2013	0.62

The correlation between LSVQX and AEPFX shifts across timeframes, from 0.49 (1 year) to 0.63 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

LSVQX vs. AEPFX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LSVQX

LSVQX Risk / Return Rank: 85
LSVQX Sharpe Ratio Rank: 84
LSVQX Sortino Ratio Rank: 84
LSVQX Omega Ratio Rank: 79
LSVQX Calmar Ratio Rank: 92
LSVQX Martin Ratio Rank: 86

AEPFX

AEPFX Risk / Return Rank: 48
AEPFX Sharpe Ratio Rank: 48
AEPFX Sortino Ratio Rank: 48
AEPFX Omega Ratio Rank: 49
AEPFX Calmar Ratio Rank: 48
AEPFX Martin Ratio Rank: 45

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LSVQX vs. AEPFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LSV Small Cap Value Fund (LSVQX) and American Funds EUPAC Fund Class F-2 (AEPFX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LSVQX	AEPFX	Difference
Sharpe ratio: Return per unit of total volatility	2.04	1.31	+0.73
Sortino ratio: Return per unit of downside risk	3.03	1.89	+1.15
Omega ratio: Gain probability vs. loss probability	1.36	1.24	+0.12
Calmar ratio: Return relative to maximum drawdown	3.62	1.81	+1.82
Martin ratio: Return relative to average drawdown	11.13	6.41	+4.72

LSVQX vs. AEPFX - Sharpe Ratio Comparison

The current LSVQX Sharpe Ratio is 2.04, which is higher than the AEPFX Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of LSVQX and AEPFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

LSVQX vs. AEPFX - Drawdown Comparison

The maximum LSVQX drawdown since its inception was -54.77%, which is greater than AEPFX's maximum drawdown of -48.79%. Use the drawdown chart below to compare losses from any high point for LSVQX and AEPFX.

Drawdown Indicators

	LSVQX	AEPFX	Difference
Max Drawdown Largest peak-to-trough decline	-54.77%	-48.79%	-5.98%
Max Drawdown (1Y) Largest decline over 1 year	-8.48%	-12.54%	+4.06%
Max Drawdown (3Y) Largest decline over 3 years	-25.76%	-15.64%	-10.12%
Max Drawdown (5Y) Largest decline over 5 years	-25.76%	-37.37%	+11.61%
Max Drawdown (10Y) Largest decline over 10 years	-54.77%	-37.37%	-17.40%
Current Drawdown Current decline from peak	-1.37%	-3.53%	+2.16%
Average Drawdown Average peak-to-trough decline	-7.37%	-10.94%	+3.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.76%	3.53%	-0.77%

Volatility

LSVQX vs. AEPFX - Volatility Comparison

The current volatility for LSV Small Cap Value Fund (LSVQX) is 3.49%, while American Funds EUPAC Fund Class F-2 (AEPFX) has a volatility of 5.66%. This indicates that LSVQX experiences smaller price fluctuations and is considered to be less risky than AEPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LSVQX	AEPFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.49%	5.66%	-2.17%
Volatility (6M) Calculated over the trailing 6-month period	10.12%	15.23%	-5.11%
Volatility (1Y) Calculated over the trailing 1-year period	15.17%	17.35%	-2.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.12%	17.00%	+3.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.23%	16.88%	+7.35%

LSVQX vs. AEPFX - Expense Ratio Comparison

LSVQX has a 0.83% expense ratio, which is higher than AEPFX's 0.58% expense ratio.

Dividends

LSVQX vs. AEPFX - Dividend Comparison

LSVQX's dividend yield for the trailing twelve months is around 6.70%, less than AEPFX's 16.75% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AEPFX American Funds EUPAC Fund Class F-2	16.75%	13.92%	4.86%	3.86%	1.93%	10.10%	0.34%	3.04%	3.06%	4.89%	1.54%	3.35%
LSVQX LSV Small Cap Value Fund	6.70%	8.13%	1.78%	4.73%	2.02%	1.45%	1.83%	2.04%	7.00%	4.78%	2.35%	3.59%

Frequently Asked Questions

Can I hold both LSVQX and AEPFX in my portfolio?

LSVQX and AEPFX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LSVQX or AEPFX?

AEPFX has higher volatility (5.66%) compared to LSVQX (3.49%). In terms of maximum drawdown, LSVQX dropped -54.77% vs AEPFX's -48.79%.

Which has better risk-adjusted returns?

LSVQX currently has the higher Sharpe Ratio (2.04 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.