REREX vs. PROVX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and Provident Trust Strategy Fund (PROVX).
REREX is managed by American Funds. PROVX is managed by Provident. It was launched on Dec 30, 1986.
Performance
REREX vs. PROVX - Performance Comparison
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REREX vs. PROVX - 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% |
PROVX Provident Trust Strategy Fund | -7.57% | 13.10% | 19.73% | 17.59% | -22.62% | 31.96% | 19.47% | 25.71% | -1.31% | 29.40% |
Returns By Period
In the year-to-date period, REREX achieves a -2.91% return, which is significantly higher than PROVX's -7.57% return. Over the past 10 years, REREX has underperformed PROVX with an annualized return of 7.90%, while PROVX has yielded a comparatively higher 11.45% 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%
PROVX
- 1D
- 0.46%
- 1M
- -6.63%
- YTD
- -7.57%
- 6M
- -1.66%
- 1Y
- 8.59%
- 3Y*
- 14.04%
- 5Y*
- 6.85%
- 10Y*
- 11.45%
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REREX vs. PROVX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is lower than PROVX's 0.93% expense ratio.
Return for Risk
REREX vs. PROVX — Risk / Return Rank
REREX
PROVX
REREX vs. PROVX - 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 Provident Trust Strategy Fund (PROVX). 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 | PROVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.69 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.14 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.63 | +1.02 |
Martin ratioReturn relative to average drawdown | 6.23 | 2.43 | +3.80 |
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 | PROVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.69 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.44 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.71 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.48 | -0.08 |
Correlation
The correlation between REREX and PROVX is 0.70, 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. PROVX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 14.54%, less than PROVX's 18.17% 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% |
PROVX Provident Trust Strategy Fund | 18.17% | 16.80% | 6.94% | 4.61% | 19.17% | 0.35% | 9.04% | 4.40% | 5.80% | 1.54% | 1.92% | 7.73% |
Drawdowns
REREX vs. PROVX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, smaller than the maximum PROVX drawdown of -57.65%. Use the drawdown chart below to compare losses from any high point for REREX and PROVX.
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Drawdown Indicators
| REREX | PROVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -57.65% | +3.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -12.54% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -27.48% | -10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -27.48% | -10.06% |
Current DrawdownCurrent decline from peak | -10.14% | -12.13% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -13.23% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.23% | +0.08% |
Volatility
REREX vs. PROVX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 7.25% compared to Provident Trust Strategy Fund (PROVX) at 3.30%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than PROVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REREX | PROVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 3.30% | +3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 8.49% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 14.45% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 15.56% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 16.11% | +0.68% |