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.
Key characteristics
| RERGX | DODFX | |
|---|---|---|
| YTD Return | 4.61% | 2.28% |
| 1Y Return | 11.15% | 11.30% |
| 3Y Return (Ann) | -2.62% | 4.07% |
| 5Y Return (Ann) | 5.81% | 7.07% |
| 10Y Return (Ann) | 5.42% | 4.22% |
| Sharpe Ratio | 0.80 | 0.87 |
| Daily Std Dev | 13.44% | 12.85% |
| Max Drawdown | -37.30% | -63.23% |
| Current Drawdown | -13.10% | -1.12% |
Correlation
The correlation between RERGX and DODFX is 0.91, 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.
Performance
RERGX vs. DODFX - Performance Comparison
In the year-to-date period, RERGX achieves a 4.61% return, which is significantly higher than DODFX's 2.28% return. Over the past 10 years, RERGX has outperformed DODFX with an annualized return of 5.42%, while DODFX has yielded a comparatively lower 4.22% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 3.77%, more than DODFX's 2.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 3.77% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.98% | 1.63% | 3.42% | 1.74% | 1.25% |
DODFX Dodge & Cox International Stock Fund | 2.24% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% | 2.37% | 1.61% |
Drawdowns
RERGX vs. DODFX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, 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
American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Dodge & Cox International Stock Fund (DODFX) have volatilities of 3.20% and 3.24%, 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.