RERGX vs. GTMIX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and GMO Tax-Managed International Equities Fund (GTMIX).
RERGX is managed by American Funds. GTMIX is managed by GMO. It was launched on Jul 28, 1998.
Performance
RERGX vs. GTMIX - Performance Comparison
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RERGX vs. GTMIX - 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% |
GTMIX GMO Tax-Managed International Equities Fund | 8.42% | 46.17% | 1.54% | 14.96% | -10.13% | 10.71% | 7.50% | 23.35% | -21.23% | 28.45% |
Returns By Period
In the year-to-date period, RERGX achieves a -2.84% return, which is significantly lower than GTMIX's 8.42% return. Over the past 10 years, RERGX has underperformed GTMIX with an annualized return of 7.97%, while GTMIX has yielded a comparatively higher 9.87% 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%
GTMIX
- 1D
- 2.48%
- 1M
- -3.58%
- YTD
- 8.42%
- 6M
- 17.91%
- 1Y
- 41.17%
- 3Y*
- 20.26%
- 5Y*
- 11.29%
- 10Y*
- 9.87%
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RERGX vs. GTMIX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than GTMIX's 0.68% expense ratio.
Return for Risk
RERGX vs. GTMIX — Risk / Return Rank
RERGX
GTMIX
RERGX vs. GTMIX - 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 GMO Tax-Managed International Equities Fund (GTMIX). 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 | GTMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 2.67 | -1.29 |
Sortino ratioReturn per unit of downside risk | 1.87 | 3.40 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.52 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 3.54 | -1.86 |
Martin ratioReturn relative to average drawdown | 6.37 | 16.76 | -10.39 |
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 | GTMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 2.67 | -1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.76 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.62 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.40 | -0.02 |
Correlation
The correlation between RERGX and GTMIX is 0.89, 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. GTMIX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.36%, less than GTMIX's 20.69% 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% |
GTMIX GMO Tax-Managed International Equities Fund | 20.69% | 22.43% | 5.94% | 0.36% | 5.44% | 16.55% | 2.25% | 4.13% | 7.25% | 2.96% | 4.05% | 3.26% |
Drawdowns
RERGX vs. GTMIX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum GTMIX drawdown of -58.31%. Use the drawdown chart below to compare losses from any high point for RERGX and GTMIX.
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Drawdown Indicators
| RERGX | GTMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -58.31% | +21.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -11.24% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -28.81% | -8.49% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -40.32% | +3.02% |
Current DrawdownCurrent decline from peak | -10.11% | -4.51% | -5.60% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -12.75% | +3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.38% | +0.92% |
Volatility
RERGX vs. GTMIX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 7.27% compared to GMO Tax-Managed International Equities Fund (GTMIX) at 5.97%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than GTMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | GTMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 5.97% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 9.56% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 15.56% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 14.91% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 16.06% | +0.74% |