REREX vs. SICNX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and Schwab International Core Equity Fund (SICNX).
REREX is managed by American Funds. SICNX is managed by Charles Schwab. It was launched on May 30, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REREX or SICNX.
Correlation
The correlation between REREX and SICNX is 0.92, 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.
Performance
REREX vs. SICNX - Performance Comparison
Key characteristics
REREX:
0.36
SICNX:
1.11
REREX:
0.57
SICNX:
1.58
REREX:
1.07
SICNX:
1.19
REREX:
0.18
SICNX:
1.61
REREX:
1.10
SICNX:
3.91
REREX:
4.32%
SICNX:
3.59%
REREX:
13.21%
SICNX:
12.67%
REREX:
-52.44%
SICNX:
-55.95%
REREX:
-23.03%
SICNX:
-5.94%
Returns By Period
In the year-to-date period, REREX achieves a 2.01% return, which is significantly higher than SICNX's 1.82% return. Over the past 10 years, REREX has underperformed SICNX with an annualized return of 2.57%, while SICNX has yielded a comparatively higher 5.29% annualized return.
REREX
2.01%
-2.65%
-4.40%
3.80%
0.31%
2.57%
SICNX
1.82%
1.47%
-0.43%
13.10%
5.28%
5.29%
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REREX vs. SICNX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is lower than SICNX's 0.86% expense ratio.
Risk-Adjusted Performance
REREX vs. SICNX — Risk-Adjusted Performance Rank
REREX
SICNX
REREX vs. SICNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-4 (REREX) and Schwab International Core Equity Fund (SICNX). 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.
Dividends
REREX vs. SICNX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 1.22%, less than SICNX's 2.57% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | 1.22% | 1.25% | 1.69% | 1.22% | 1.47% | 0.17% | 1.07% | 1.37% | 0.87% | 1.28% | 1.78% | 2.79% |
Schwab International Core Equity Fund | 2.57% | 2.61% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.33% | 2.49% | 2.04% | 1.66% |
Drawdowns
REREX vs. SICNX - Drawdown Comparison
The maximum REREX drawdown since its inception was -52.44%, smaller than the maximum SICNX drawdown of -55.95%. Use the drawdown chart below to compare losses from any high point for REREX and SICNX. For additional features, visit the drawdowns tool.
Volatility
REREX vs. SICNX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 5.19% compared to Schwab International Core Equity Fund (SICNX) at 3.51%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than SICNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.