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RERCX vs. RGAGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RERCX vs. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RERCX achieves a 11.14% return, which is significantly higher than RGAGX's 9.36% return. Over the past 10 years, RERCX has underperformed RGAGX with an annualized return of 8.72%, while RGAGX has yielded a comparatively higher 16.30% annualized return.


RERCX

1D
-0.79%
1M
5.56%
YTD
11.14%
6M
13.47%
1Y
26.69%
3Y*
15.28%
5Y*
4.38%
10Y*
8.72%

RGAGX

1D
-0.80%
1M
5.24%
YTD
9.36%
6M
8.89%
1Y
25.11%
3Y*
25.20%
5Y*
12.43%
10Y*
16.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RERCX vs. RGAGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RERCX
American Funds EuroPacific Growth Fund® Class R-3
11.14%28.50%2.28%15.34%-23.27%2.19%24.43%26.60%-15.48%30.33%
RGAGX
American Funds The Growth Fund of America Class R-6
9.36%20.08%28.41%37.66%-30.53%19.67%38.30%29.22%-2.88%26.53%

Correlation

The correlation between RERCX and RGAGX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.79

Correlation (3Y)
Calculated over the trailing 3-year period

0.78

Correlation (5Y)
Calculated over the trailing 5-year period

0.81

Correlation (10Y)
Calculated over the trailing 10-year period

0.79

Correlation (All Time)
Calculated using the full available price history since May 4, 2009

0.82

The correlation between RERCX and RGAGX has been stable across timeframes, ranging from 0.78 to 0.82 - a consistent structural relationship.

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Return for Risk

RERCX vs. RGAGX — Risk / Return Rank

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

RERCX
RERCX Risk / Return Rank: 3838
Overall Rank
RERCX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
RERCX Sortino Ratio Rank: 3939
Sortino Ratio Rank
RERCX Omega Ratio Rank: 3939
Omega Ratio Rank
RERCX Calmar Ratio Rank: 3535
Calmar Ratio Rank
RERCX Martin Ratio Rank: 3939
Martin Ratio Rank

RGAGX
RGAGX Risk / Return Rank: 3131
Overall Rank
RGAGX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
RGAGX Sortino Ratio Rank: 3131
Sortino Ratio Rank
RGAGX Omega Ratio Rank: 3333
Omega Ratio Rank
RGAGX Calmar Ratio Rank: 2626
Calmar Ratio Rank
RGAGX Martin Ratio Rank: 3232
Martin Ratio Rank
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. RGAGX - 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 The Growth Fund of America Class R-6 (RGAGX). 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.


RERCXRGAGXDifference
Sharpe ratioReturn per unit of total volatility

+0.11

Sortino ratioReturn per unit of downside risk

+0.23

Omega ratioGain probability vs. loss probability

1.33

1.30

+0.03

Calmar ratioReturn relative to maximum drawdown

2.20

1.87

+0.33

Martin ratioReturn relative to average drawdown

8.28

7.32

+0.96

RERCX vs. RGAGX - Sharpe Ratio Comparison

The current RERCX Sharpe Ratio is 1.80, which is comparable to the RGAGX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of RERCX and RGAGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RERCXRGAGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

1.69

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

0.62

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.83

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.85

-0.45

Drawdowns

RERCX vs. RGAGX - Drawdown Comparison

The maximum RERCX drawdown since its inception was -54.15%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for RERCX and RGAGX.


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Drawdown Indicators


RERCXRGAGXDifference

Max Drawdown

Largest peak-to-trough decline

-54.15%

-36.19%

-17.96%

Max Drawdown (1Y)

Largest decline over 1 year

-12.56%

-13.71%

+1.15%

Max Drawdown (3Y)

Largest decline over 3 years

-15.88%

-21.54%

+5.66%

Max Drawdown (5Y)

Largest decline over 5 years

-37.73%

-36.19%

-1.54%

Max Drawdown (10Y)

Largest decline over 10 years

-37.73%

-36.19%

-1.54%

Current Drawdown

Current decline from peak

-0.79%

-1.12%

+0.33%

Average Drawdown

Average peak-to-trough decline

-11.50%

-5.49%

-6.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.34%

3.50%

-0.16%

Volatility

RERCX vs. RGAGX - Volatility Comparison

American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 5.53% compared to American Funds The Growth Fund of America Class R-6 (RGAGX) at 3.86%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RERCXRGAGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.53%

3.86%

+1.67%

Volatility (6M)

Calculated over the trailing 6-month period

12.93%

11.66%

+1.27%

Volatility (1Y)

Calculated over the trailing 1-year period

15.39%

15.16%

+0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

20.24%

-3.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.92%

19.69%

-2.77%

RERCX vs. RGAGX - Expense Ratio Comparison

RERCX has a 1.11% expense ratio, which is higher than RGAGX's 0.30% expense ratio.


Dividends

RERCX vs. RGAGX - Dividend Comparison

RERCX's dividend yield for the trailing twelve months is around 12.54%, more than RGAGX's 10.05% yield.


PositionTTM20252024202320222021202020192018201720162015
RERCX
American Funds EuroPacific Growth Fund® Class R-3
12.54%13.94%4.37%3.40%1.54%9.75%0.00%2.56%6.16%4.45%0.95%2.77%
RGAGX
American Funds The Growth Fund of America Class R-6
10.05%10.99%9.29%7.70%4.44%8.49%4.57%7.93%12.36%7.34%6.95%9.22%

Frequently Asked Questions


RERCX and RGAGX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RERCX has higher volatility (5.53%) compared to RGAGX (3.86%). In terms of maximum drawdown, RERCX dropped -54.15% vs RGAGX's -36.19%.

RERCX currently has the higher Sharpe Ratio (1.80 vs 1.69), 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.

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