REREX vs. ABALX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and American Funds American Balanced Fund Class A (ABALX).
REREX is managed by American Funds. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
REREX vs. ABALX - Performance Comparison
Loading graphics...
REREX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | -5.50% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 30.72% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, REREX achieves a -5.50% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, REREX has underperformed ABALX with an annualized return of 7.61%, while ABALX has yielded a comparatively higher 8.98% annualized return.
REREX
- 1D
- -0.14%
- 1M
- -12.22%
- YTD
- -5.50%
- 6M
- -1.13%
- 1Y
- 18.78%
- 3Y*
- 9.60%
- 5Y*
- 2.76%
- 10Y*
- 7.61%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
REREX vs. ABALX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
REREX vs. ABALX — Risk / Return Rank
REREX
ABALX
REREX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-4 (REREX) and American Funds American Balanced Fund Class A (ABALX). 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.
| REREX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.43 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.09 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.00 | -0.77 |
Martin ratioReturn relative to average drawdown | 4.74 | 8.51 | -3.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| REREX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.43 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.77 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.85 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.79 | -0.39 |
Correlation
The correlation between REREX and ABALX is 0.80, 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
REREX vs. ABALX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 14.94%, more than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 14.94% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
REREX vs. ABALX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for REREX and ABALX.
Loading graphics...
Drawdown Indicators
| REREX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -40.20% | -13.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -7.33% | -5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -18.76% | -18.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -22.34% | -15.20% |
Current DrawdownCurrent decline from peak | -12.54% | -7.03% | -5.51% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -3.86% | -7.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 1.73% | +1.53% |
Volatility
REREX vs. ABALX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 6.58% compared to American Funds American Balanced Fund Class A (ABALX) at 3.26%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| REREX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 3.26% | +3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.21% | 6.74% | +4.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 11.11% | +5.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 10.42% | +6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 10.61% | +6.16% |