RERGX vs. ABALX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and American Funds American Balanced Fund Class A (ABALX).
RERGX is managed by American Funds. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
RERGX vs. ABALX - Performance Comparison
Loading graphics...
RERGX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, RERGX achieves a -5.45% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, RERGX has underperformed ABALX with an annualized return of 7.68%, while ABALX has yielded a comparatively higher 8.98% annualized return.
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%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RERGX vs. ABALX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
RERGX vs. ABALX — Risk / Return Rank
RERGX
ABALX
RERGX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and American Funds American Balanced Fund Class A (ABALX). 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.
| RERGX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.43 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.09 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.29 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.00 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.87 | 8.51 | -3.64 |
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
| RERGX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.43 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.77 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.85 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.79 | -0.42 |
Correlation
The correlation between RERGX and ABALX is 0.81, 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
RERGX vs. ABALX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.76%, more than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
RERGX vs. ABALX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for RERGX and ABALX.
Loading graphics...
Drawdown Indicators
| RERGX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -40.20% | +2.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -7.33% | -5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -18.76% | -18.54% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -22.34% | -14.96% |
Current DrawdownCurrent decline from peak | -12.52% | -7.03% | -5.49% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -3.86% | -5.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.73% | +1.52% |
Volatility
RERGX vs. ABALX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 6.59% compared to American Funds American Balanced Fund Class A (ABALX) at 3.26%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RERGX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 3.26% | +3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 6.74% | +4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 11.11% | +5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 10.42% | +6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 10.61% | +6.17% |