RERCX vs. AMECX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds The Income Fund of America Class A (AMECX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
RERCX vs. AMECX - Performance Comparison
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RERCX vs. AMECX - 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% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, RERCX achieves a -5.58% return, which is significantly lower than AMECX's 1.48% return. Over the past 10 years, RERCX has underperformed AMECX with an annualized return of 7.29%, while AMECX has yielded a comparatively higher 8.21% 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%
AMECX
- 1D
- 0.23%
- 1M
- -5.74%
- YTD
- 1.48%
- 6M
- 4.22%
- 1Y
- 14.19%
- 3Y*
- 11.95%
- 5Y*
- 7.95%
- 10Y*
- 8.21%
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RERCX vs. AMECX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
RERCX vs. AMECX — Risk / Return Rank
RERCX
AMECX
RERCX vs. AMECX - 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 The Income Fund of America Class A (AMECX). 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 | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.55 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.46 | 2.13 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.71 | -0.50 |
Martin ratioReturn relative to average drawdown | 4.63 | 8.01 | -3.38 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.55 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.85 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.77 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.72 | -0.35 |
Correlation
The correlation between RERCX and AMECX is 0.83, 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. AMECX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 14.77%, more than AMECX's 9.86% 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% |
AMECX American Funds The Income Fund of America Class A | 9.86% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
RERCX vs. AMECX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, which is greater than AMECX's maximum drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for RERCX and AMECX.
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Drawdown Indicators
| RERCX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -41.92% | -12.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -8.19% | -4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -15.78% | -21.95% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -26.13% | -11.60% |
Current DrawdownCurrent decline from peak | -12.56% | -5.74% | -6.82% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -4.46% | -7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 1.74% | +1.52% |
Volatility
RERCX vs. AMECX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 6.59% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERCX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 2.94% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 5.49% | +5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 9.48% | +6.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 9.44% | +7.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 10.66% | +6.11% |