RERFX vs. AMCPX
Compare and contrast key facts about American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds AMCAP Fund Class A (AMCPX).
RERFX is managed by American Funds. It was launched on Mar 31, 2023. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
RERFX vs. AMCPX - Performance Comparison
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RERFX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | -5.46% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 31.10% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, RERFX achieves a -5.46% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, RERFX has underperformed AMCPX with an annualized return of 7.63%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
RERFX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.46%
- 6M
- -1.00%
- 1Y
- 19.11%
- 3Y*
- 9.95%
- 5Y*
- 3.08%
- 10Y*
- 7.63%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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RERFX vs. AMCPX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
RERFX vs. AMCPX — Risk / Return Rank
RERFX
AMCPX
RERFX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| RERFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.56 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.51 | 0.94 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.13 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.59 | +0.67 |
Martin ratioReturn relative to average drawdown | 4.85 | 2.42 | +2.44 |
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
| RERFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.56 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.33 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.57 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.57 | -0.17 |
Correlation
The correlation between RERFX and AMCPX is 0.78, 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
RERFX vs. AMCPX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 14.74%, more than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | 14.74% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
RERFX vs. AMCPX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for RERFX and AMCPX.
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Drawdown Indicators
| RERFX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -62.37% | +8.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -14.18% | +1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -36.90% | -0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -36.90% | -0.42% |
Current DrawdownCurrent decline from peak | -12.53% | -14.18% | +1.65% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -9.60% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.47% | -0.22% |
Volatility
RERFX vs. AMCPX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) has a higher volatility of 6.60% compared to American Funds AMCAP Fund Class A (AMCPX) at 5.26%. This indicates that RERFX's price experiences larger fluctuations and is considered to be riskier than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERFX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 5.26% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 11.06% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 19.60% | -3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 19.12% | -2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 18.63% | -1.84% |