RERGX vs. DODFX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Dodge & Cox International Stock Fund (DODFX).
RERGX is managed by American Funds. DODFX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERGX or DODFX.
Performance
RERGX vs. DODFX - Performance Comparison
Returns By Period
In the year-to-date period, RERGX achieves a 4.60% return, which is significantly lower than DODFX's 6.79% return. Over the past 10 years, RERGX has underperformed DODFX with an annualized return of 3.08%, while DODFX has yielded a comparatively higher 4.50% annualized return.
RERGX
4.60%
-3.90%
-4.26%
7.99%
2.37%
3.08%
DODFX
6.79%
-3.95%
-0.74%
12.82%
7.35%
4.50%
Key characteristics
| RERGX | DODFX | |
|---|---|---|
| Sharpe Ratio | 0.60 | 0.97 |
| Sortino Ratio | 0.91 | 1.42 |
| Omega Ratio | 1.11 | 1.17 |
| Calmar Ratio | 0.30 | 1.60 |
| Martin Ratio | 2.59 | 4.08 |
| Ulcer Index | 2.94% | 3.04% |
| Daily Std Dev | 12.65% | 12.72% |
| Max Drawdown | -40.72% | -63.23% |
| Current Drawdown | -19.45% | -7.36% |
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RERGX vs. DODFX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than DODFX's 0.62% expense ratio.
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.
Risk-Adjusted Performance
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.
Dividends
RERGX vs. DODFX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 2.02%, less than DODFX's 2.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 2.02% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
DODFX Dodge & Cox International Stock Fund | 2.14% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% | 1.61% |
Drawdowns
RERGX vs. DODFX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -40.72%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for RERGX and DODFX. For additional features, visit the drawdowns tool.
Volatility
RERGX vs. DODFX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-6 (RERGX) is 3.27%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 3.51%. This indicates that RERGX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.