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.
Correlation
The correlation between RERGX and DODFX is 0.77, 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
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Key characteristics
RERGX:
0.05
DODFX:
0.75
RERGX:
0.24
DODFX:
1.17
RERGX:
1.03
DODFX:
1.16
RERGX:
0.06
DODFX:
0.89
RERGX:
0.28
DODFX:
2.57
RERGX:
5.97%
DODFX:
4.99%
RERGX:
17.20%
DODFX:
15.80%
RERGX:
-40.72%
DODFX:
-66.85%
RERGX:
-15.48%
DODFX:
-0.10%
Returns By Period
In the year-to-date period, RERGX achieves a 10.09% return, which is significantly lower than DODFX's 15.99% return. Over the past 10 years, RERGX has underperformed DODFX with an annualized return of 2.77%, while DODFX has yielded a comparatively higher 5.13% annualized return.
RERGX
10.09%
10.58%
4.25%
0.82%
6.47%
2.77%
DODFX
15.99%
10.16%
12.72%
11.70%
16.53%
5.13%
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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 Rank
RERGX
DODFX
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.
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Dividends
RERGX vs. DODFX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 1.46%, less than DODFX's 1.94% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 1.46% | 1.61% | 2.01% | 2.02% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.75% |
DODFX Dodge & Cox International Stock Fund | 1.94% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% |
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.
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Volatility
RERGX vs. DODFX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 3.60% compared to Dodge & Cox International Stock Fund (DODFX) at 3.38%. 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.
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