Correlation
The correlation between REREX and SICNX is 0.79, 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.
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.
Performance
REREX vs. SICNX - Performance Comparison
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Key characteristics
REREX:
0.53
SICNX:
0.93
REREX:
0.67
SICNX:
1.28
REREX:
1.09
SICNX:
1.18
REREX:
0.34
SICNX:
1.08
REREX:
1.56
SICNX:
3.59
REREX:
4.51%
SICNX:
4.06%
REREX:
16.64%
SICNX:
16.71%
REREX:
-53.36%
SICNX:
-55.95%
REREX:
-3.74%
SICNX:
-0.58%
Returns By Period
In the year-to-date period, REREX achieves a 11.62% return, which is significantly lower than SICNX's 17.82% return. Both investments have delivered pretty close results over the past 10 years, with REREX having a 5.52% annualized return and SICNX not far ahead at 5.68%.
REREX
11.62%
6.01%
7.50%
8.18%
8.23%
8.13%
5.52%
SICNX
17.82%
4.77%
14.66%
14.28%
13.96%
12.55%
5.68%
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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.
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Dividends
REREX vs. SICNX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 6.15%, more than SICNX's 2.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 6.15% | 6.86% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.74% | 1.28% | 3.10% | 1.40% |
SICNX Schwab International Core Equity Fund | 2.22% | 2.61% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.62% | 2.49% | 2.04% | 3.71% |
Drawdowns
REREX vs. SICNX - Drawdown Comparison
The maximum REREX drawdown since its inception was -53.36%, roughly equal to the maximum SICNX drawdown of -55.95%. Use the drawdown chart below to compare losses from any high point for REREX and SICNX.
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Volatility
REREX vs. SICNX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) and Schwab International Core Equity Fund (SICNX) have volatilities of 3.41% and 3.26%, 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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