RERCX vs. RERGX
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERCX or RERGX.
Performance
RERCX vs. RERGX - Performance Comparison
Returns By Period
In the year-to-date period, RERCX achieves a 3.53% return, which is significantly lower than RERGX's 4.16% return. Over the past 10 years, RERCX has underperformed RERGX with an annualized return of 2.35%, while RERGX has yielded a comparatively higher 3.07% annualized return.
RERCX
3.53%
-3.99%
-5.58%
8.26%
1.51%
2.35%
RERGX
4.16%
-3.95%
-5.23%
9.07%
2.25%
3.07%
Key characteristics
| RERCX | RERGX | |
|---|---|---|
| Sharpe Ratio | 0.62 | 0.68 |
| Sortino Ratio | 0.94 | 1.03 |
| Omega Ratio | 1.12 | 1.13 |
| Calmar Ratio | 0.28 | 0.33 |
| Martin Ratio | 2.69 | 3.05 |
| Ulcer Index | 2.93% | 2.85% |
| Daily Std Dev | 12.71% | 12.70% |
| Max Drawdown | -52.70% | -40.72% |
| Current Drawdown | -21.96% | -19.79% |
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RERCX vs. RERGX - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Correlation
The correlation between RERCX and RERGX is 1.00, 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.
Risk-Adjusted Performance
RERCX vs. RERGX - Risk-Adjusted Performance 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.
Dividends
RERCX vs. RERGX - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 1.44%, less than RERGX's 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 1.44% | 1.41% | 0.98% | 1.18% | 0.00% | 0.77% | 1.08% | 0.58% | 0.95% | 1.44% | 1.06% | 0.66% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 2.03% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
Drawdowns
RERCX vs. RERGX - Drawdown Comparison
The maximum RERCX drawdown since its inception was -52.70%, which is greater than RERGX's maximum drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for RERCX and RERGX. For additional features, visit the drawdowns tool.
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 3.34% and 3.34%, 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.