RERCX vs. AMCPX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds AMCAP Fund Class A (AMCPX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
RERCX vs. AMCPX - Performance Comparison
Loading graphics...
RERCX vs. AMCPX - 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% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, RERCX achieves a -5.58% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, RERCX has underperformed AMCPX with an annualized return of 7.29%, while AMCPX has yielded a comparatively higher 10.59% 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%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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. AMCPX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
RERCX vs. AMCPX — Risk / Return Rank
RERCX
AMCPX
RERCX vs. AMCPX - 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 AMCAP Fund Class A (AMCPX). 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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.56 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.46 | 0.94 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 0.59 | +0.61 |
Martin ratioReturn relative to average drawdown | 4.63 | 2.42 | +2.21 |
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 | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.56 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.33 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.57 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.57 | -0.20 |
Correlation
The correlation between RERCX and AMCPX is 0.78, 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. AMCPX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 14.77%, more than AMCPX's 9.90% 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% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
RERCX vs. AMCPX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for RERCX and AMCPX.
Loading graphics...
Drawdown Indicators
| RERCX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -62.37% | +8.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -14.18% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -36.90% | -0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -36.90% | -0.83% |
Current DrawdownCurrent decline from peak | -12.56% | -14.18% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -9.60% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 3.47% | -0.21% |
Volatility
RERCX vs. AMCPX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 6.59% compared to American Funds AMCAP Fund Class A (AMCPX) at 5.26%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RERCX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 5.26% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 11.06% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 19.60% | -3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 19.12% | -2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 18.63% | -1.86% |