RERCX vs. VXUS
Compare and contrast key facts about American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and Vanguard Total International Stock ETF (VXUS).
RERCX is managed by American Funds. It was launched on Apr 16, 1984. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERCX or VXUS.
Performance
RERCX vs. VXUS - Performance Comparison
Returns By Period
In the year-to-date period, RERCX achieves a 3.53% return, which is significantly lower than VXUS's 5.91% return. Over the past 10 years, RERCX has underperformed VXUS with an annualized return of 2.35%, while VXUS has yielded a comparatively higher 4.79% annualized return.
RERCX
3.53%
-3.99%
-5.58%
8.26%
1.51%
2.35%
VXUS
5.91%
-4.79%
-1.70%
13.39%
5.25%
4.79%
Key characteristics
| RERCX | VXUS | |
|---|---|---|
| Sharpe Ratio | 0.62 | 1.01 |
| Sortino Ratio | 0.94 | 1.47 |
| Omega Ratio | 1.12 | 1.18 |
| Calmar Ratio | 0.28 | 1.07 |
| Martin Ratio | 2.69 | 5.43 |
| Ulcer Index | 2.93% | 2.38% |
| Daily Std Dev | 12.71% | 12.73% |
| Max Drawdown | -52.70% | -35.97% |
| Current Drawdown | -21.96% | -7.59% |
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RERCX vs. VXUS - Expense Ratio Comparison
RERCX has a 1.11% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Correlation
The correlation between RERCX and VXUS is 0.92, 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. VXUS - 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 Vanguard Total International Stock ETF (VXUS). 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. VXUS - Dividend Comparison
RERCX's dividend yield for the trailing twelve months is around 1.44%, less than VXUS's 3.02% 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% |
VXUS Vanguard Total International Stock ETF | 3.02% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% | 2.70% |
Drawdowns
RERCX vs. VXUS - Drawdown Comparison
The maximum RERCX drawdown since its inception was -52.70%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for RERCX and VXUS. For additional features, visit the drawdowns tool.
Volatility
RERCX vs. VXUS - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) is 3.34%, while Vanguard Total International Stock ETF (VXUS) has a volatility of 3.90%. This indicates that RERCX experiences smaller price fluctuations and is considered to be less risky than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.