RERGX vs. MINIX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and MFS International Intrinsic Value Fund Class I (MINIX).
RERGX is managed by American Funds. MINIX is managed by MFS.
Performance
RERGX vs. MINIX - Performance Comparison
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RERGX vs. MINIX - 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% |
MINIX MFS International Intrinsic Value Fund Class I | -0.23% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Returns By Period
In the year-to-date period, RERGX achieves a -2.84% return, which is significantly lower than MINIX's -0.23% return. Over the past 10 years, RERGX has underperformed MINIX with an annualized return of 7.97%, while MINIX has yielded a comparatively higher 9.91% 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%
MINIX
- 1D
- 3.14%
- 1M
- -7.31%
- YTD
- -0.23%
- 6M
- 3.41%
- 1Y
- 22.15%
- 3Y*
- 15.54%
- 5Y*
- 7.48%
- 10Y*
- 9.91%
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RERGX vs. MINIX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
RERGX vs. MINIX — Risk / Return Rank
RERGX
MINIX
RERGX vs. MINIX - 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 Class I (MINIX). 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 | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.41 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.89 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.71 | -0.03 |
Martin ratioReturn relative to average drawdown | 6.37 | 6.74 | -0.37 |
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 | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.41 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.46 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.64 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.55 | -0.18 |
Correlation
The correlation between RERGX and MINIX 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. MINIX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.36%, more than MINIX's 7.79% 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% |
MINIX MFS International Intrinsic Value Fund Class I | 7.79% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
RERGX vs. MINIX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for RERGX and MINIX.
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Drawdown Indicators
| RERGX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -51.72% | +14.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.42% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -36.78% | -0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -36.78% | -0.52% |
Current DrawdownCurrent decline from peak | -10.11% | -9.13% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -8.64% | -0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.15% | +0.15% |
Volatility
RERGX vs. MINIX - 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 Class I (MINIX) at 6.84%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | MINIX | 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% | 10.57% | +0.97% |
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% | 16.51% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 15.55% | +1.25% |