RERFX vs. RERGX
Compare and contrast key facts about American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
RERFX is managed by American Funds. It was launched on Mar 31, 2023. RERGX is managed by American Funds.
Performance
RERFX vs. RERGX - Performance Comparison
Loading graphics...
RERFX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
The year-to-date returns for both investments are quite close, with RERFX having a -5.46% return and RERGX slightly higher at -5.45%. Both investments have delivered pretty close results over the past 10 years, with RERFX having a 7.63% annualized return and RERGX not far ahead at 7.68%.
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%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RERFX vs. RERGX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
RERFX vs. RERGX — Risk / Return Rank
RERFX
RERGX
RERFX vs. RERGX - 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 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.
| RERFX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.10 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.52 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.27 | -0.01 |
Martin ratioReturn relative to average drawdown | 4.85 | 4.87 | -0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RERFX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.10 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.19 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.46 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.37 | +0.03 |
Correlation
The correlation between RERFX and RERGX is 1.00, 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. RERGX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 14.74%, which matches RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
RERFX vs. RERGX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RERFX and RERGX.
Loading graphics...
Drawdown Indicators
| RERFX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -37.30% | -16.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -12.52% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -37.30% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -37.30% | -0.02% |
Current DrawdownCurrent decline from peak | -12.53% | -12.52% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -9.28% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.25% | 0.00% |
Volatility
RERFX vs. RERGX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 6.60% and 6.59%, 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.
Loading graphics...
Volatility by Period
| RERFX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 6.59% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 11.23% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 16.21% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 16.43% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 16.78% | +0.01% |