RERGX vs. ANWPX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and American Funds New Perspective Fund Class A (ANWPX).
RERGX is managed by American Funds. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
RERGX vs. ANWPX - Performance Comparison
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RERGX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, RERGX achieves a -2.84% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, RERGX has underperformed ANWPX with an annualized return of 7.97%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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RERGX vs. ANWPX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
RERGX vs. ANWPX — Risk / Return Rank
RERGX
ANWPX
RERGX vs. ANWPX - 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 New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.01 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.55 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.42 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.37 | 5.78 | +0.59 |
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
| RERGX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.01 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.41 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.70 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.65 | -0.28 |
Correlation
The correlation between RERGX and ANWPX is 0.92, 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. ANWPX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.36%, more than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
RERGX vs. ANWPX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for RERGX and ANWPX.
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Drawdown Indicators
| RERGX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -52.34% | +15.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -11.75% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -34.45% | -2.85% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -34.45% | -2.85% |
Current DrawdownCurrent decline from peak | -10.11% | -8.73% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -8.13% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.89% | +0.41% |
Volatility
RERGX vs. ANWPX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 7.27% compared to American Funds New Perspective Fund Class A (ANWPX) at 6.24%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 6.24% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 10.32% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 17.02% | -0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 17.15% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 17.77% | -0.97% |