RERCX vs. AIVSX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds Investment Company of America Class A (AIVSX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
RERCX vs. AIVSX - Performance Comparison
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RERCX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | -5.58% | 28.50% | 2.28% | 15.34% | -23.27% | 2.19% | 24.43% | 26.60% | -15.48% | 30.33% |
AIVSX American Funds Investment Company of America Class A | -7.68% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, RERCX achieves a -5.58% return, which is significantly higher than AIVSX's -7.68% return. Over the past 10 years, RERCX has underperformed AIVSX with an annualized return of 7.29%, while AIVSX has yielded a comparatively higher 12.54% annualized return.
RERCX
- 1D
- -0.16%
- 1M
- -12.24%
- YTD
- -5.58%
- 6M
- -1.28%
- 1Y
- 18.43%
- 3Y*
- 9.27%
- 5Y*
- 2.46%
- 10Y*
- 7.29%
AIVSX
- 1D
- -0.31%
- 1M
- -8.80%
- YTD
- -7.68%
- 6M
- -5.63%
- 1Y
- 14.65%
- 3Y*
- 18.86%
- 5Y*
- 12.03%
- 10Y*
- 12.54%
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RERCX vs. AIVSX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than AIVSX's 0.57% expense ratio.
Return for Risk
RERCX vs. AIVSX — Risk / Return Rank
RERCX
AIVSX
RERCX vs. AIVSX - 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 Investment Company of America Class A (AIVSX). 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 | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.87 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.35 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.18 | +0.02 |
Martin ratioReturn relative to average drawdown | 4.63 | 5.00 | -0.37 |
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
| RERCX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.87 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.76 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.76 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.67 | -0.30 |
Correlation
The correlation between RERCX and AIVSX is 0.81, 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. AIVSX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 14.77%, more than AIVSX's 11.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 14.77% | 13.94% | 4.37% | 3.40% | 1.54% | 9.75% | 0.00% | 2.56% | 6.16% | 4.45% | 0.95% | 2.77% |
AIVSX American Funds Investment Company of America Class A | 11.51% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
RERCX vs. AIVSX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, which is greater than AIVSX's maximum drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for RERCX and AIVSX.
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Drawdown Indicators
| RERCX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -50.90% | -3.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -10.76% | -1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -24.31% | -13.42% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -31.09% | -6.64% |
Current DrawdownCurrent decline from peak | -12.56% | -10.08% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -5.93% | -5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.54% | +0.72% |
Volatility
RERCX vs. AIVSX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 6.59% compared to American Funds Investment Company of America Class A (AIVSX) at 4.60%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERCX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 4.60% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 9.45% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 17.34% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 15.91% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 16.52% | +0.25% |