REREX vs. RERGX

Last updated Jun 4, 2026

REREX (American Funds EuroPacific Growth Fund Class R-4) and RERGX (American Funds EuroPacific Growth Fund Class R-6) are both mutual funds - REREX is a Large Cap Growth Equities fund managed by American Funds, while RERGX is a Foreign Large Cap Equities fund managed by American Funds. Over the past 10 years, REREX returned 9.13%/yr vs 9.21%/yr for RERGX. With a 1.00 correlation, they move nearly in lockstep. REREX charges 0.81%/yr vs 0.46%/yr for RERGX.

Performance

REREX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EuroPacific Growth Fund Class R-4 (REREX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with REREX having a 12.18% return and RERGX slightly higher at 12.33%. Both investments have delivered pretty close results over the past 10 years, with REREX having a 9.13% annualized return and RERGX not far ahead at 9.21%.

REREX

• 1D: 0.55%
• 1M: 6.73%
• YTD: 12.18%
• 6M: 14.88%
• 1Y: 28.96%
• 3Y*: 15.94%
• 5Y*: 4.99%
• 10Y*: 9.13%

RERGX

• 1D: 0.55%
• 1M: 6.76%
• YTD: 12.33%
• 6M: 15.06%
• 1Y: 29.41%
• 3Y*: 16.36%
• 5Y*: 5.37%
• 10Y*: 9.21%

*Multi-year figures are annualized to reflect compound growth (CAGR)

REREX vs. RERGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
REREX American Funds EuroPacific Growth Fund Class R-4	12.18%	28.87%	2.59%	15.70%	-23.04%	2.49%	24.81%	26.97%	-15.23%	30.72%
RERGX American Funds EuroPacific Growth Fund Class R-6	12.33%	29.34%	3.00%	16.11%	-22.77%	2.84%	25.27%	27.40%	-17.33%	31.19%

Correlation

The correlation between REREX and RERGX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	1.00
Correlation (3Y) Calculated over the trailing 3-year period	1.00
Correlation (5Y) Calculated over the trailing 5-year period	1.00
Correlation (10Y) Calculated over the trailing 10-year period	1.00
Correlation (All Time) Calculated using the full available price history since Jan 5, 2010	1.00

The correlation between REREX and RERGX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

Return for Risk

REREX vs. RERGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

REREX

REREX Risk / Return Rank: 40
REREX Sharpe Ratio Rank: 41
REREX Sortino Ratio Rank: 41
REREX Omega Ratio Rank: 41
REREX Calmar Ratio Rank: 36
REREX Martin Ratio Rank: 40

RERGX

RERGX Risk / Return Rank: 40
RERGX Sharpe Ratio Rank: 42
RERGX Sortino Ratio Rank: 41
RERGX Omega Ratio Rank: 42
RERGX Calmar Ratio Rank: 37
RERGX Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

REREX vs. RERGX - 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 EuroPacific Growth Fund Class R-6 (RERGX). 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	RERGX	Difference
Sharpe ratio Return per unit of total volatility	1.86	1.89	-0.03
Sortino ratio Return per unit of downside risk	2.65	2.69	-0.03
Omega ratio Gain probability vs. loss probability	1.34	1.35	0.00
Calmar ratio Return relative to maximum drawdown	2.28	2.32	-0.04
Martin ratio Return relative to average drawdown	8.58	8.74	-0.16
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

REREX vs. RERGX - Sharpe Ratio Comparison

The current REREX Sharpe Ratio is 1.86, which is comparable to the RERGX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of REREX and RERGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	REREX	RERGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.86	1.89	-0.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.30	0.32	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.54	0.55	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.43	+0.01

Drawdowns

REREX vs. RERGX - Drawdown Comparison

The maximum REREX drawdown since its inception was -54.00%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for REREX and RERGX.

Drawdown Indicators

	REREX	RERGX	Difference
Max Drawdown Largest peak-to-trough decline	-54.00%	-37.30%	-16.70%
Max Drawdown (1Y) Largest decline over 1 year	-12.54%	-12.52%	-0.02%
Max Drawdown (3Y) Largest decline over 3 years	-15.75%	-15.62%	-0.13%
Max Drawdown (5Y) Largest decline over 5 years	-37.54%	-37.30%	-0.24%
Max Drawdown (10Y) Largest decline over 10 years	-37.54%	-37.30%	-0.24%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-11.07%	-9.21%	-1.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.33%	3.31%	+0.02%

Volatility

REREX vs. RERGX - Volatility Comparison

American Funds EuroPacific Growth Fund Class R-4 (REREX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 5.39% and 5.40%, 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.

Volatility by Period

	REREX	RERGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.39%	5.40%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	12.90%	12.91%	-0.01%
Volatility (1Y) Calculated over the trailing 1-year period	15.36%	15.38%	-0.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.67%	16.67%	0.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.92%	16.93%	-0.01%

REREX vs. RERGX - Expense Ratio Comparison

REREX has a 0.81% expense ratio, which is higher than RERGX's 0.46% expense ratio.

Dividends

REREX vs. RERGX - Dividend Comparison

REREX's dividend yield for the trailing twelve months is around 12.58%, more than RERGX's 12.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
REREX American Funds EuroPacific Growth Fund Class R-4	12.58%	14.12%	4.69%	3.67%	1.78%	10.03%	0.17%	2.86%	6.45%	4.75%	1.28%	3.10%
RERGX American Funds EuroPacific Growth Fund Class R-6	12.42%	13.95%	4.96%	3.95%	2.02%	10.19%	0.41%	3.14%	3.17%	4.99%	1.64%	3.43%

Frequently Asked Questions

Can I hold both REREX and RERGX in my portfolio?

With a correlation of 1.00, REREX and RERGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, REREX or RERGX?

RERGX has higher volatility (5.40%) compared to REREX (5.39%). In terms of maximum drawdown, REREX dropped -54.00% vs RERGX's -37.30%.

Which has better risk-adjusted returns?

RERGX currently has the higher Sharpe Ratio (1.89 vs 1.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.