RERCX vs. PTSIX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and PIMCO RAE PLUS International Fund (PTSIX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. PTSIX is managed by PIMCO. It was launched on Sep 29, 2011.
Performance
RERCX vs. PTSIX - Performance Comparison
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RERCX vs. PTSIX - 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% |
PTSIX PIMCO RAE PLUS International Fund | 7.77% | 35.74% | 2.54% | 18.35% | -11.35% | -56.03% | 0.48% | 18.29% | -16.33% | 28.37% |
Returns By Period
In the year-to-date period, RERCX achieves a -5.58% return, which is significantly lower than PTSIX's 7.77% return. Over the past 10 years, RERCX has outperformed PTSIX with an annualized return of 7.29%, while PTSIX has yielded a comparatively lower 0.25% 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%
PTSIX
- 1D
- 0.52%
- 1M
- -7.19%
- YTD
- 7.77%
- 6M
- 16.86%
- 1Y
- 36.40%
- 3Y*
- 18.32%
- 5Y*
- -8.79%
- 10Y*
- 0.25%
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RERCX vs. PTSIX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than PTSIX's 0.82% expense ratio.
Return for Risk
RERCX vs. PTSIX — Risk / Return Rank
RERCX
PTSIX
RERCX vs. PTSIX - 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 PIMCO RAE PLUS International Fund (PTSIX). 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 | PTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 2.25 | -1.19 |
Sortino ratioReturn per unit of downside risk | 1.46 | 2.77 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.44 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 2.53 | -1.33 |
Martin ratioReturn relative to average drawdown | 4.63 | 11.73 | -7.10 |
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 | PTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.25 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | -0.29 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.01 | +0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.10 | +0.27 |
Correlation
The correlation between RERCX and PTSIX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RERCX vs. PTSIX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 14.77%, more than PTSIX's 4.33% 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% |
PTSIX PIMCO RAE PLUS International Fund | 4.33% | 3.62% | 7.01% | 3.18% | 67.07% | 64.36% | 7.45% | 3.49% | 29.39% | 7.86% | 0.84% | 3.54% |
Drawdowns
RERCX vs. PTSIX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, smaller than the maximum PTSIX drawdown of -72.38%. Use the drawdown chart below to compare losses from any high point for RERCX and PTSIX.
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Drawdown Indicators
| RERCX | PTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -72.38% | +18.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -11.66% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -72.38% | +34.65% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -72.38% | +34.65% |
Current DrawdownCurrent decline from peak | -12.56% | -42.10% | +29.54% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -25.01% | +13.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.77% | +0.49% |
Volatility
RERCX vs. PTSIX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 6.59% compared to PIMCO RAE PLUS International Fund (PTSIX) at 5.66%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than PTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERCX | PTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 5.66% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 9.03% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 15.17% | +1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 30.91% | -14.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 25.08% | -8.31% |