RERCX vs. ABALX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds American Balanced Fund Class A (ABALX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
RERCX vs. ABALX - Performance Comparison
Loading graphics...
RERCX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | -2.99% | 28.50% | 2.28% | 15.34% | -23.27% | 2.19% | 24.43% | 26.60% | -15.48% | 30.33% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, RERCX achieves a -2.99% return, which is significantly lower than ABALX's -1.12% return. Over the past 10 years, RERCX has underperformed ABALX with an annualized return of 7.58%, while ABALX has yielded a comparatively higher 9.17% annualized return.
RERCX
- 1D
- 2.74%
- 1M
- -8.24%
- YTD
- -2.99%
- 6M
- 0.62%
- 1Y
- 20.79%
- 3Y*
- 10.26%
- 5Y*
- 2.65%
- 10Y*
- 7.58%
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RERCX vs. ABALX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
RERCX vs. ABALX — Risk / Return Rank
RERCX
ABALX
RERCX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds American Balanced Fund Class A (ABALX). 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.
| RERCX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.56 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.28 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.43 | -0.82 |
Martin ratioReturn relative to average drawdown | 6.11 | 10.15 | -4.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RERCX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.56 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.79 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.87 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.79 | -0.41 |
Correlation
The correlation between RERCX and ABALX is 0.80, 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
RERCX vs. ABALX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 14.37%, more than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 14.37% | 13.94% | 4.37% | 3.40% | 1.54% | 9.75% | 0.00% | 2.56% | 6.16% | 4.45% | 0.95% | 2.77% |
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
RERCX vs. ABALX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for RERCX and ABALX.
Loading graphics...
Drawdown Indicators
| RERCX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -40.20% | -13.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -7.33% | -5.23% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -18.76% | -18.97% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -22.34% | -15.39% |
Current DrawdownCurrent decline from peak | -10.17% | -5.37% | -4.80% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -3.86% | -7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.76% | +1.55% |
Volatility
RERCX vs. ABALX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 7.26% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RERCX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 3.89% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 6.96% | +4.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 11.22% | +5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 10.45% | +6.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 10.63% | +6.16% |