RERCX vs. RERGX

Last updated Jun 3, 2026

RERCX (American Funds EuroPacific Growth Fund® Class R-3) and RERGX (American Funds EuroPacific Growth Fund Class R-6) are both Foreign Large Cap Equities funds from American Funds. Over the past 10 years, RERCX returned 8.75%/yr vs 9.15%/yr for RERGX. With a 1.00 correlation, they move nearly in lockstep. RERCX charges 1.11%/yr vs 0.46%/yr for RERGX.

Performance

RERCX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with RERCX having a 11.45% return and RERGX slightly higher at 11.72%. Both investments have delivered pretty close results over the past 10 years, with RERCX having a 8.75% annualized return and RERGX not far ahead at 9.15%.

RERCX

• 1D: 0.25%
• 1M: 6.32%
• YTD: 11.45%
• 6M: 14.99%
• 1Y: 27.39%
• 3Y*: 15.39%
• 5Y*: 4.40%
• 10Y*: 8.75%

RERGX

• 1D: 0.24%
• 1M: 6.36%
• YTD: 11.72%
• 6M: 15.34%
• 1Y: 28.20%
• 3Y*: 16.15%
• 5Y*: 5.09%
• 10Y*: 9.15%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RERCX vs. RERGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RERCX American Funds EuroPacific Growth Fund® Class R-3	11.45%	28.50%	2.28%	15.34%	-23.27%	2.19%	24.43%	26.60%	-15.48%	30.33%
RERGX American Funds EuroPacific Growth Fund Class R-6	11.72%	29.34%	3.00%	16.11%	-22.77%	2.84%	25.27%	27.40%	-17.33%	31.19%

Correlation

The correlation between RERCX and RERGX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	1.00
Correlation (3Y) Calculated over the trailing 3-year period	1.00
Correlation (5Y) Calculated over the trailing 5-year period	1.00
Correlation (10Y) Calculated over the trailing 10-year period	1.00
Correlation (All Time) Calculated using the full available price history since Jan 5, 2010	1.00

The correlation between RERCX and RERGX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

Return for Risk

RERCX vs. RERGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RERCX

RERCX Risk / Return Rank: 39
RERCX Sharpe Ratio Rank: 40
RERCX Sortino Ratio Rank: 40
RERCX Omega Ratio Rank: 41
RERCX Calmar Ratio Rank: 34
RERCX Martin Ratio Rank: 39

RERGX

RERGX Risk / Return Rank: 41
RERGX Sharpe Ratio Rank: 43
RERGX Sortino Ratio Rank: 42
RERGX Omega Ratio Rank: 42
RERGX Calmar Ratio Rank: 36
RERGX Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RERCX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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	RERGX	Difference
Sharpe ratio Return per unit of total volatility	1.86	1.91	-0.05
Sortino ratio Return per unit of downside risk	2.65	2.72	-0.07
Omega ratio Gain probability vs. loss probability	1.34	1.35	-0.01
Calmar ratio Return relative to maximum drawdown	2.24	2.31	-0.07
Martin ratio Return relative to average drawdown	8.44	8.75	-0.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RERCX vs. RERGX - Sharpe Ratio Comparison

The current RERCX Sharpe Ratio is 1.86, which is comparable to the RERGX Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of RERCX and RERGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RERCX	RERGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.86	1.91	-0.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	0.31	-0.04
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	0.54	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.43	-0.02

Drawdowns

RERCX vs. RERGX - Drawdown Comparison

The maximum RERCX drawdown since its inception was -54.15%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RERCX and RERGX.

Drawdown Indicators

	RERCX	RERGX	Difference
Max Drawdown Largest peak-to-trough decline	-54.15%	-37.30%	-16.85%
Max Drawdown (1Y) Largest decline over 1 year	-12.56%	-12.52%	-0.04%
Max Drawdown (3Y) Largest decline over 3 years	-15.88%	-15.62%	-0.26%
Max Drawdown (5Y) Largest decline over 5 years	-37.73%	-37.30%	-0.43%
Max Drawdown (10Y) Largest decline over 10 years	-37.73%	-37.30%	-0.43%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-11.51%	-9.21%	-2.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.34%	3.31%	+0.03%

Volatility

RERCX vs. RERGX - Volatility Comparison

American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 5.44% and 5.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RERCX	RERGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.44%	5.43%	+0.01%
Volatility (6M) Calculated over the trailing 6-month period	12.92%	12.91%	+0.01%
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	15.41%	0.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.67%	16.67%	0.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.92%	16.93%	-0.01%

RERCX vs. RERGX - Expense Ratio Comparison

RERCX has a 1.11% expense ratio, which is higher than RERGX's 0.46% expense ratio.

Dividends

RERCX vs. RERGX - Dividend Comparison

RERCX's dividend yield for the trailing twelve months is around 12.51%, which matches RERGX's 12.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RERCX American Funds EuroPacific Growth Fund® Class R-3	12.51%	13.94%	4.37%	3.40%	1.54%	9.75%	0.00%	2.56%	6.16%	4.45%	0.95%	2.77%
RERGX American Funds EuroPacific Growth Fund Class R-6	12.49%	13.95%	4.96%	3.95%	2.02%	10.19%	0.41%	3.14%	3.17%	4.99%	1.64%	3.43%

Frequently Asked Questions

Can I hold both RERCX and RERGX in my portfolio?

With a correlation of 1.00, RERCX and RERGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, RERCX or RERGX?

RERCX has higher volatility (5.44%) compared to RERGX (5.43%). In terms of maximum drawdown, RERCX dropped -54.15% vs RERGX's -37.30%.

Which has better risk-adjusted returns?

RERGX currently has the higher Sharpe Ratio (1.91 vs 1.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.