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RERGX vs. DODFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RERGX and DODFX is 0.90, 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.


-0.50.00.51.00.9

Performance

RERGX vs. DODFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Dodge & Cox International Stock Fund (DODFX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-2.66%
0.45%
RERGX
DODFX

Key characteristics

Sharpe Ratio

RERGX:

0.48

DODFX:

0.91

Sortino Ratio

RERGX:

0.74

DODFX:

1.29

Omega Ratio

RERGX:

1.10

DODFX:

1.16

Calmar Ratio

RERGX:

0.26

DODFX:

0.98

Martin Ratio

RERGX:

1.50

DODFX:

2.57

Ulcer Index

RERGX:

4.27%

DODFX:

4.30%

Daily Std Dev

RERGX:

13.29%

DODFX:

12.12%

Max Drawdown

RERGX:

-40.72%

DODFX:

-66.85%

Current Drawdown

RERGX:

-20.08%

DODFX:

-7.21%

Returns By Period

In the year-to-date period, RERGX achieves a 4.10% return, which is significantly higher than DODFX's 3.11% return. Over the past 10 years, RERGX has underperformed DODFX with an annualized return of 3.07%, while DODFX has yielded a comparatively higher 4.70% annualized return.


RERGX

YTD

4.10%

1M

3.79%

6M

-2.66%

1Y

5.52%

5Y*

1.46%

10Y*

3.07%

DODFX

YTD

3.11%

1M

3.52%

6M

0.45%

1Y

10.40%

5Y*

6.48%

10Y*

4.70%

*Annualized

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. DODFX - Expense Ratio Comparison

RERGX has a 0.46% expense ratio, which is lower than DODFX's 0.62% expense ratio.


DODFX
Dodge & Cox International Stock Fund
Expense ratio chart for DODFX: current value at 0.62% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.62%
Expense ratio chart for RERGX: current value at 0.46% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.46%

Risk-Adjusted Performance

RERGX vs. DODFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RERGX
The Risk-Adjusted Performance Rank of RERGX is 1717
Overall Rank
The Sharpe Ratio Rank of RERGX is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of RERGX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of RERGX is 1616
Omega Ratio Rank
The Calmar Ratio Rank of RERGX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of RERGX is 1717
Martin Ratio Rank

DODFX
The Risk-Adjusted Performance Rank of DODFX is 4343
Overall Rank
The Sharpe Ratio Rank of DODFX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of DODFX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of DODFX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of DODFX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of DODFX is 3333
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RERGX vs. DODFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Dodge & Cox International Stock Fund (DODFX). 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.


Sharpe ratio
The chart of Sharpe ratio for RERGX, currently valued at 0.48, compared to the broader market-1.000.001.002.003.004.000.480.91
The chart of Sortino ratio for RERGX, currently valued at 0.74, compared to the broader market0.005.0010.000.741.29
The chart of Omega ratio for RERGX, currently valued at 1.10, compared to the broader market1.002.003.004.001.101.16
The chart of Calmar ratio for RERGX, currently valued at 0.26, compared to the broader market0.005.0010.0015.0020.000.260.98
The chart of Martin ratio for RERGX, currently valued at 1.50, compared to the broader market0.0020.0040.0060.0080.001.502.57
RERGX
DODFX

The current RERGX Sharpe Ratio is 0.48, which is lower than the DODFX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of RERGX and DODFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
0.48
0.91
RERGX
DODFX

Dividends

RERGX vs. DODFX - Dividend Comparison

RERGX's dividend yield for the trailing twelve months is around 1.55%, less than DODFX's 2.18% yield.


TTM20242023202220212020201920182017201620152014
RERGX
American Funds EuroPacific Growth Fund Class R-6
1.55%1.61%2.01%1.47%1.83%0.41%1.39%1.78%1.19%1.64%2.13%3.49%
DODFX
Dodge & Cox International Stock Fund
2.18%2.25%2.29%2.23%2.49%4.21%3.93%2.93%1.93%2.23%2.30%4.68%

Drawdowns

RERGX vs. DODFX - Drawdown Comparison

The maximum RERGX drawdown since its inception was -40.72%, smaller than the maximum DODFX drawdown of -66.85%. Use the drawdown chart below to compare losses from any high point for RERGX and DODFX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-20.08%
-7.21%
RERGX
DODFX

Volatility

RERGX vs. DODFX - Volatility Comparison

American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 5.60% compared to Dodge & Cox International Stock Fund (DODFX) at 4.14%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember2025
5.60%
4.14%
RERGX
DODFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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