RERCX vs. AWSHX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
RERCX vs. AWSHX - Performance Comparison
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RERCX vs. AWSHX - 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.16% | 20.03% |
Returns By Period
In the year-to-date period, RERCX achieves a -2.99% return, which is significantly higher than AWSHX's -3.17% return. Over the past 10 years, RERCX has underperformed AWSHX with an annualized return of 7.58%, while AWSHX has yielded a comparatively higher 12.07% 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%
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
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RERCX vs. AWSHX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Return for Risk
RERCX vs. AWSHX — Risk / Return Rank
RERCX
AWSHX
RERCX vs. AWSHX - 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 Washington Mutual Investors Fund Class A (AWSHX). 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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.86 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.34 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.35 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.11 | 6.00 | +0.11 |
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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.86 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.80 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.74 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.62 | -0.24 |
Correlation
The correlation between RERCX and AWSHX is 0.76, 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. AWSHX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 14.37%, more than AWSHX's 10.44% 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
RERCX vs. AWSHX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, roughly equal to the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for RERCX and AWSHX.
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Drawdown Indicators
| RERCX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -53.95% | -0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -10.37% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -18.64% | -19.09% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -34.65% | -3.08% |
Current DrawdownCurrent decline from peak | -10.17% | -6.35% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -6.43% | -5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.32% | +0.99% |
Volatility
RERCX vs. AWSHX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 7.26% compared to American Funds Washington Mutual Investors Fund Class A (AWSHX) at 4.41%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERCX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 4.41% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 8.28% | +3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 15.30% | +1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 14.12% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 16.33% | +0.46% |