REREX vs. AMRGX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and American Growth Fund Series One (AMRGX).
REREX is managed by American Funds. AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Performance
REREX vs. AMRGX - Performance Comparison
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REREX vs. AMRGX - 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% |
AMRGX American Growth Fund Series One | 1.60% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Returns By Period
In the year-to-date period, REREX achieves a -2.91% return, which is significantly lower than AMRGX's 1.60% return. Over the past 10 years, REREX has underperformed AMRGX with an annualized return of 7.90%, while AMRGX has yielded a comparatively higher 10.73% 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%
AMRGX
- 1D
- 2.95%
- 1M
- -8.89%
- YTD
- 1.60%
- 6M
- 10.24%
- 1Y
- 18.83%
- 3Y*
- 15.12%
- 5Y*
- 7.66%
- 10Y*
- 10.73%
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REREX vs. AMRGX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Return for Risk
REREX vs. AMRGX — Risk / Return Rank
REREX
AMRGX
REREX vs. AMRGX - 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 Growth Fund Series One (AMRGX). 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 | AMRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.71 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.25 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.20 | +0.44 |
Martin ratioReturn relative to average drawdown | 6.23 | 2.91 | +3.32 |
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 | AMRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.71 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.35 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.51 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.10 | +0.30 |
Correlation
The correlation between REREX and AMRGX is 0.71, 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. AMRGX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 14.54%, less than AMRGX's 17.54% 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% |
AMRGX American Growth Fund Series One | 17.54% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
REREX vs. AMRGX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for REREX and AMRGX.
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Drawdown Indicators
| REREX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -80.32% | +26.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -13.98% | +1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -35.42% | -2.12% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -35.42% | -2.12% |
Current DrawdownCurrent decline from peak | -10.14% | -11.44% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -40.45% | +29.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 5.78% | -2.47% |
Volatility
REREX vs. AMRGX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) and American Growth Fund Series One (AMRGX) have volatilities of 7.25% and 7.00%, 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.
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Volatility by Period
| REREX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 7.00% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 23.66% | -12.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 28.35% | -11.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 21.88% | -5.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 21.32% | -4.53% |