RERGX vs. RERCX
RERGX (American Funds EUPAC Fund Class R-6) and RERCX (American Funds EuroPacific Growth Fund® Class R-3) are both Foreign Large Cap Equities funds from American Funds. Over the past 10 years, RERGX returned 8.82%/yr vs 8.42%/yr for RERCX. Their 1.00 correlation means they have historically moved very closely together. RERGX charges 0.47%/yr vs 1.11%/yr for RERCX.
Performance
RERGX vs. RERCX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with RERGX having a 10.30% return and RERCX slightly lower at 9.90%. Both investments have delivered pretty close results over the past 10 years, with RERGX having a 8.82% annualized return and RERCX not far behind at 8.42%.
RERGX
- 1D
- 0.65%
- 1M
- -0.13%
- 6M
- 4.27%
- YTD
- 10.30%
- 1Y
- 25.47%
- 3Y*
- 14.15%
- 5Y*
- 5.25%
- 10Y*
- 8.82%
- ALL TIME*
- 7.04%
RERCX
- 1D
- 0.65%
- 1M
- -0.18%
- 6M
- 3.94%
- YTD
- 9.90%
- 1Y
- 24.67%
- 3Y*
- 13.39%
- 5Y*
- 4.56%
- 10Y*
- 8.42%
- ALL TIME*
- 7.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RERGX vs. RERCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EUPAC Fund Class R-6 | 10.30% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 9.90% | 28.50% | 2.28% | 15.34% | -23.27% | 2.19% | 24.43% | 26.60% | -15.48% | 30.33% |
Correlation
The correlation between RERGX and RERCX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 1.00 |
The correlation between RERGX and RERCX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
RERGX vs. RERCX — Risk / Return Rank
RERGX
RERCX
RERGX vs. RERCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EUPAC Fund Class R-6 (RERGX) and American Funds EuroPacific Growth Fund® Class R-3 (RERCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RERGX | RERCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.89 | +0.07 |
| Martin ratioReturn relative to average drawdown | 6.96 | 6.69 | +0.28 |
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Drawdowns
RERGX vs. RERCX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum RERCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for RERGX and RERCX.
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Drawdown Indicators
| RERGX | RERCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -54.15% | +16.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.56% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -15.62% | -15.88% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -37.73% | +0.43% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -37.73% | +0.43% |
Current DrawdownCurrent decline from peak | -2.88% | -2.95% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -9.15% | -11.45% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 3.55% | -0.02% |
Volatility
RERGX vs. RERCX - Volatility Comparison
American Funds EUPAC Fund Class R-6 (RERGX) and American Funds EuroPacific Growth Fund® Class R-3 (RERCX) have volatilities of 5.67% and 5.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | RERCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 5.66% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.25% | 15.25% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.35% | 17.35% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 17.00% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 16.86% | +0.02% |
RERGX vs. RERCX - Expense Ratio Comparison
RERGX has a 0.47% expense ratio, which is lower than RERCX's 1.11% expense ratio.
Dividends
RERGX vs. RERCX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 16.65%, less than RERCX's 16.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 16.86% | 13.94% | 4.37% | 3.40% | 1.54% | 9.75% | 0.00% | 2.56% | 6.16% | 4.45% | 0.95% | 2.77% |
RERGX American Funds EUPAC Fund Class R-6 | 16.65% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Frequently Asked Questions
With a correlation of 1.00, RERGX and RERCX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RERGX has higher volatility (5.67%) compared to RERCX (5.66%). In terms of maximum drawdown, RERGX dropped -37.30% vs RERCX's -54.15%.
RERGX currently has the higher Sharpe Ratio (1.42 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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