RERGX vs. MGIAX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and MFS International Intrinsic Value Fund (MGIAX).
RERGX is managed by American Funds. MGIAX is managed by MFS. It was launched on Oct 23, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERGX or MGIAX.
Key characteristics
| RERGX | MGIAX | |
|---|---|---|
| YTD Return | 5.63% | 5.51% |
| 1Y Return | 10.89% | 11.16% |
| 3Y Return (Ann) | -2.24% | 0.77% |
| 5Y Return (Ann) | 6.01% | 6.60% |
| 10Y Return (Ann) | 5.47% | 7.53% |
| Sharpe Ratio | 0.91 | 0.61 |
| Daily Std Dev | 13.46% | 19.58% |
| Max Drawdown | -37.30% | -49.33% |
| Current Drawdown | -12.25% | -5.03% |
Correlation
The correlation between RERGX and MGIAX is 0.88, 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. MGIAX - Performance Comparison
The year-to-date returns for both stocks are quite close, with RERGX having a 5.63% return and MGIAX slightly lower at 5.51%. Over the past 10 years, RERGX has underperformed MGIAX with an annualized return of 5.47%, while MGIAX has yielded a comparatively higher 7.53% 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. MGIAX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than MGIAX's 0.96% expense ratio.
Risk-Adjusted Performance
RERGX vs. MGIAX - 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 MFS International Intrinsic Value Fund (MGIAX). 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. MGIAX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 3.74%, less than MGIAX's 11.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 3.74% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.98% | 1.63% | 3.42% | 1.74% | 1.25% |
MGIAX MFS International Intrinsic Value Fund | 11.19% | 11.81% | 14.57% | 7.59% | 5.30% | 3.89% | 4.41% | 2.48% | 1.62% | 3.10% | 5.34% | 3.68% |
Drawdowns
RERGX vs. MGIAX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum MGIAX drawdown of -49.33%. Use the drawdown chart below to compare losses from any high point for RERGX and MGIAX. For additional features, visit the drawdowns tool.
Volatility
RERGX vs. MGIAX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 3.35% compared to MFS International Intrinsic Value Fund (MGIAX) at 3.16%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than MGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.