PGGAX vs. RERGX
Compare and contrast key facts about American Funds Global Growth Portfolio Class A (PGGAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
PGGAX is an actively managed fund by American Funds. It was launched on May 18, 2012. RERGX is managed by American Funds.
Performance
PGGAX vs. RERGX - Performance Comparison
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PGGAX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGGAX American Funds Global Growth Portfolio Class A | -3.99% | 23.05% | 14.85% | 24.09% | -25.77% | 12.98% | 27.38% | 27.93% | -8.97% | 28.63% |
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, PGGAX achieves a -3.99% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, PGGAX has outperformed RERGX with an annualized return of 10.97%, while RERGX has yielded a comparatively lower 7.97% annualized return.
PGGAX
- 1D
- 3.14%
- 1M
- -7.33%
- YTD
- -3.99%
- 6M
- -0.98%
- 1Y
- 20.98%
- 3Y*
- 15.64%
- 5Y*
- 6.36%
- 10Y*
- 10.97%
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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PGGAX vs. RERGX - Expense Ratio Comparison
PGGAX has a 0.78% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
PGGAX vs. RERGX — Risk / Return Rank
PGGAX
RERGX
PGGAX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Portfolio Class A (PGGAX) 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.
| PGGAX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.38 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.87 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.68 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.59 | 6.37 | +1.22 |
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
| PGGAX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.38 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.20 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.48 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.38 | +0.30 |
Correlation
The correlation between PGGAX and RERGX is 0.92, 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
PGGAX vs. RERGX - Dividend Comparison
PGGAX's dividend yield for the trailing twelve months is around 5.84%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGGAX American Funds Global Growth Portfolio Class A | 5.84% | 5.61% | 4.31% | 0.95% | 7.97% | 3.34% | 0.78% | 4.90% | 5.69% | 6.22% | 3.70% | 3.98% |
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
PGGAX vs. RERGX - Drawdown Comparison
The maximum PGGAX drawdown since its inception was -34.41%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for PGGAX and RERGX.
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Drawdown Indicators
| PGGAX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.41% | -37.30% | +2.89% |
Max Drawdown (1Y)Largest decline over 1 year | -11.49% | -12.52% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -37.30% | +2.89% |
Max Drawdown (10Y)Largest decline over 10 years | -34.41% | -37.30% | +2.89% |
Current DrawdownCurrent decline from peak | -8.51% | -10.11% | +1.60% |
Average DrawdownAverage peak-to-trough decline | -5.97% | -9.28% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 3.30% | -0.53% |
Volatility
PGGAX vs. RERGX - Volatility Comparison
The current volatility for American Funds Global Growth Portfolio Class A (PGGAX) is 6.67%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that PGGAX 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
| PGGAX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 7.27% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 11.54% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 16.40% | +0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 16.48% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 16.80% | +0.39% |