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.
Performance
RERGX vs. MGIAX - Performance Comparison
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RERGX vs. MGIAX - 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% |
MGIAX MFS International Intrinsic Value Fund | -0.30% | 32.75% | 7.07% | 17.76% | -23.24% | 10.25% | 20.16% | 25.57% | -9.22% | 26.82% |
Returns By Period
In the year-to-date period, RERGX achieves a -2.84% return, which is significantly lower than MGIAX's -0.30% return. Over the past 10 years, RERGX has underperformed MGIAX with an annualized return of 7.97%, while MGIAX has yielded a comparatively higher 9.64% 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%
MGIAX
- 1D
- 3.13%
- 1M
- -7.33%
- YTD
- -0.30%
- 6M
- 3.29%
- 1Y
- 21.84%
- 3Y*
- 15.25%
- 5Y*
- 7.21%
- 10Y*
- 9.64%
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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.
Return for Risk
RERGX vs. MGIAX — Risk / Return Rank
RERGX
MGIAX
RERGX vs. MGIAX - 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 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.
| RERGX | MGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.39 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.86 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.69 | -0.01 |
Martin ratioReturn relative to average drawdown | 6.37 | 6.63 | -0.26 |
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 | MGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.39 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.44 | -0.23 |
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 | 0.54 | -0.16 |
Correlation
The correlation between RERGX and MGIAX 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. MGIAX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.36%, more than MGIAX's 8.31% 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% |
MGIAX MFS International Intrinsic Value Fund | 8.31% | 8.28% | 12.79% | 11.81% | 14.57% | 7.59% | 5.30% | 3.89% | 4.41% | 2.48% | 1.62% | 3.10% |
Drawdowns
RERGX vs. MGIAX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum MGIAX drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for RERGX and MGIAX.
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Drawdown Indicators
| RERGX | MGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -51.94% | +14.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.43% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -37.13% | -0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -37.13% | -0.17% |
Current DrawdownCurrent decline from peak | -10.11% | -9.15% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -8.66% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.16% | +0.14% |
Volatility
RERGX vs. MGIAX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 7.27% compared to MFS International Intrinsic Value Fund (MGIAX) at 6.84%. 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.
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Volatility by Period
| RERGX | MGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 6.84% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 10.56% | +0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 16.01% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 16.58% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 15.58% | +1.22% |