RERCX vs. PZRIX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and PIMCO RAE Global ex-US Fund (PZRIX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
RERCX vs. PZRIX - Performance Comparison
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RERCX vs. PZRIX - 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% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, RERCX achieves a -2.99% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, RERCX has underperformed PZRIX with an annualized return of 7.58%, while PZRIX has yielded a comparatively higher 10.15% 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%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
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RERCX vs. PZRIX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
RERCX vs. PZRIX — Risk / Return Rank
RERCX
PZRIX
RERCX vs. PZRIX - 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 Global ex-US Fund (PZRIX). 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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 2.67 | -1.34 |
Sortino ratioReturn per unit of downside risk | 1.81 | 3.39 | -1.59 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.52 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 3.09 | -1.48 |
Martin ratioReturn relative to average drawdown | 6.11 | 14.29 | -8.18 |
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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 2.67 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.69 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.60 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.59 | -0.22 |
Correlation
The correlation between RERCX and PZRIX is 0.85, 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. PZRIX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 14.37%, more than PZRIX's 5.96% 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% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
RERCX vs. PZRIX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -54.15%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for RERCX and PZRIX.
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Drawdown Indicators
| RERCX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -43.53% | -10.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -10.68% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -30.85% | -6.88% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -43.53% | +5.80% |
Current DrawdownCurrent decline from peak | -10.17% | -5.20% | -4.97% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -9.00% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.45% | +0.86% |
Volatility
RERCX vs. PZRIX - Volatility Comparison
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 7.26% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERCX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 5.45% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 8.92% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 14.17% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 15.85% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 17.02% | -0.23% |