RERCX vs. ANWPX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds New Perspective Fund Class A (ANWPX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
RERCX vs. ANWPX - Performance Comparison
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RERCX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | -1.90% | 28.50% | 2.28% | 15.34% | -23.27% | 2.19% | 24.43% | 26.60% | -15.48% | 30.33% |
ANWPX American Funds New Perspective Fund Class A | -4.43% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, RERCX achieves a -1.90% return, which is significantly higher than ANWPX's -4.43% return. Over the past 10 years, RERCX has underperformed ANWPX with an annualized return of 7.68%, while ANWPX has yielded a comparatively higher 12.42% annualized return.
RERCX
- 1D
- -0.71%
- 1M
- -4.00%
- YTD
- -1.90%
- 6M
- 0.46%
- 1Y
- 25.32%
- 3Y*
- 10.50%
- 5Y*
- 2.88%
- 10Y*
- 7.68%
ANWPX
- 1D
- -0.50%
- 1M
- -4.58%
- YTD
- -4.43%
- 6M
- -3.13%
- 1Y
- 21.74%
- 3Y*
- 15.18%
- 5Y*
- 7.25%
- 10Y*
- 12.42%
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RERCX vs. ANWPX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than ANWPX's 0.72% expense ratio.
Return for Risk
RERCX vs. ANWPX — Risk / Return Rank
RERCX
ANWPX
RERCX vs. ANWPX - 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 New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.99 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.52 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.50 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.51 | 5.92 | +0.59 |
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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.99 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.42 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.66 | -0.28 |
Correlation
The correlation between RERCX and ANWPX is 0.93, 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. ANWPX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 14.21%, more than ANWPX's 6.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 14.21% | 13.94% | 4.37% | 3.40% | 1.54% | 9.75% | 0.00% | 2.56% | 6.16% | 4.45% | 0.95% | 2.77% |
ANWPX American Funds New Perspective Fund Class A | 6.88% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
RERCX vs. ANWPX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, roughly equal to the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for RERCX and ANWPX.
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Drawdown Indicators
| RERCX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -52.34% | -1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.48% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -34.45% | -3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -34.45% | -3.28% |
Current DrawdownCurrent decline from peak | -9.16% | -7.90% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -8.13% | -3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 2.97% | +0.43% |
Volatility
RERCX vs. ANWPX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 6.65% compared to American Funds New Perspective Fund Class A (ANWPX) at 6.09%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERCX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 6.09% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 10.40% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 17.07% | -0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 17.14% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 17.77% | -0.98% |