REREX vs. SWLGX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
REREX is managed by American Funds. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
REREX vs. SWLGX - Performance Comparison
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REREX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | -5.50% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 0.85% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, REREX achieves a -5.50% return, which is significantly higher than SWLGX's -13.06% return.
REREX
- 1D
- -0.14%
- 1M
- -12.22%
- YTD
- -5.50%
- 6M
- -1.13%
- 1Y
- 18.78%
- 3Y*
- 9.60%
- 5Y*
- 2.76%
- 10Y*
- 7.61%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
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REREX vs. SWLGX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
REREX vs. SWLGX — Risk / Return Rank
REREX
SWLGX
REREX vs. SWLGX - 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 Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.66 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.10 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.15 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.72 | +0.52 |
Martin ratioReturn relative to average drawdown | 4.74 | 2.51 | +2.24 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.66 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.56 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.68 | -0.28 |
Correlation
The correlation between REREX and SWLGX is 0.74, 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. SWLGX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 14.94%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 14.94% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
REREX vs. SWLGX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for REREX and SWLGX.
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Drawdown Indicators
| REREX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -32.69% | -21.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -16.16% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -32.69% | -4.85% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | — | — |
Current DrawdownCurrent decline from peak | -12.54% | -16.16% | +3.62% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -7.13% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 4.62% | -1.36% |
Volatility
REREX vs. SWLGX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 6.58% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REREX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 5.38% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.21% | 11.82% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 22.31% | -6.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 21.47% | -5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 22.78% | -6.01% |