RERGX vs. PZRIX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and PIMCO RAE Global ex-US Fund (PZRIX).
RERGX is managed by American Funds. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
RERGX vs. PZRIX - Performance Comparison
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RERGX vs. PZRIX - 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% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, RERGX achieves a -2.84% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, RERGX has underperformed PZRIX with an annualized return of 7.97%, while PZRIX has yielded a comparatively higher 10.15% 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%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
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RERGX vs. PZRIX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
RERGX vs. PZRIX — Risk / Return Rank
RERGX
PZRIX
RERGX vs. PZRIX - 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 PIMCO RAE Global ex-US Fund (PZRIX). 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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 2.67 | -1.29 |
Sortino ratioReturn per unit of downside risk | 1.87 | 3.39 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.52 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 3.09 | -1.41 |
Martin ratioReturn relative to average drawdown | 6.37 | 14.29 | -7.91 |
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 | PZRIX | 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 | 0.69 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.60 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.59 | -0.22 |
Correlation
The correlation between RERGX and PZRIX is 0.85, 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. PZRIX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.36%, more than PZRIX's 5.96% 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% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
RERGX vs. PZRIX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum PZRIX drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for RERGX and PZRIX.
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Drawdown Indicators
| RERGX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -43.53% | +6.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -10.68% | -1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -30.85% | -6.45% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -43.53% | +6.23% |
Current DrawdownCurrent decline from peak | -10.11% | -5.20% | -4.91% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -9.00% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.45% | +0.85% |
Volatility
RERGX vs. PZRIX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 7.27% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 5.45% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 8.92% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 14.17% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 15.85% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 17.02% | -0.22% |