REREX vs. ADX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and Adams Diversified Equity Fund, Inc. (ADX).
REREX is managed by American Funds. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
REREX vs. ADX - Performance Comparison
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REREX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | -2.91% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 30.72% |
ADX Adams Diversified Equity Fund, Inc. | -2.00% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, REREX achieves a -2.91% return, which is significantly lower than ADX's -2.00% return. Over the past 10 years, REREX has underperformed ADX with an annualized return of 7.90%, while ADX has yielded a comparatively higher 16.68% annualized return.
REREX
- 1D
- 2.74%
- 1M
- -8.20%
- YTD
- -2.91%
- 6M
- 0.78%
- 1Y
- 21.15%
- 3Y*
- 10.60%
- 5Y*
- 2.96%
- 10Y*
- 7.90%
ADX
- 1D
- 2.33%
- 1M
- -3.70%
- YTD
- -2.00%
- 6M
- 3.99%
- 1Y
- 27.40%
- 3Y*
- 24.77%
- 5Y*
- 15.18%
- 10Y*
- 16.68%
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REREX vs. ADX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
REREX vs. ADX — Risk / Return Rank
REREX
ADX
REREX vs. ADX - 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 Adams Diversified Equity Fund, Inc. (ADX). 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 | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.47 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.18 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.56 | -0.92 |
Martin ratioReturn relative to average drawdown | 6.23 | 11.81 | -5.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| REREX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.47 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.89 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.93 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.09 | +0.31 |
Correlation
The correlation between REREX and ADX is 0.74, 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. ADX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 14.54%, more than ADX's 8.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 14.54% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
ADX Adams Diversified Equity Fund, Inc. | 8.26% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
REREX vs. ADX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for REREX and ADX.
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Drawdown Indicators
| REREX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -71.60% | +17.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -11.12% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -25.07% | -12.47% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -37.17% | -0.37% |
Current DrawdownCurrent decline from peak | -10.14% | -4.36% | -5.78% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -23.22% | +12.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.41% | +0.90% |
Volatility
REREX vs. ADX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 7.25% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.64%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REREX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 6.64% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 10.77% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 18.76% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 17.23% | -0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 17.96% | -1.17% |