RERGX vs. REREX
RERGX (American Funds EuroPacific Growth Fund Class R-6) and REREX (American Funds EuroPacific Growth Fund Class R-4) are both mutual funds - RERGX is a Foreign Large Cap Equities fund managed by American Funds, while REREX is a Large Cap Growth Equities fund managed by American Funds. Over the past 10 years, RERGX returned 9.12%/yr vs 9.04%/yr for REREX. With a 1.00 correlation, they move nearly in lockstep. RERGX charges 0.46%/yr vs 0.81%/yr for REREX.
Performance
RERGX vs. REREX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with RERGX having a 11.44% return and REREX slightly lower at 11.28%. Both investments have delivered pretty close results over the past 10 years, with RERGX having a 9.12% annualized return and REREX not far behind at 9.04%.
RERGX
- 1D
- -0.79%
- 1M
- 5.62%
- YTD
- 11.44%
- 6M
- 13.85%
- 1Y
- 27.52%
- 3Y*
- 16.05%
- 5Y*
- 5.07%
- 10Y*
- 9.12%
REREX
- 1D
- -0.80%
- 1M
- 5.58%
- YTD
- 11.28%
- 6M
- 13.64%
- 1Y
- 27.06%
- 3Y*
- 15.63%
- 5Y*
- 4.69%
- 10Y*
- 9.04%
RERGX vs. REREX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 11.44% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
REREX American Funds EuroPacific Growth Fund Class R-4 | 11.28% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 30.72% |
Correlation
The correlation between RERGX and REREX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2010 | 1.00 |
The correlation between RERGX and REREX 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. REREX — Risk / Return Rank
RERGX
REREX
RERGX vs. REREX - 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 American Funds EuroPacific Growth Fund Class R-4 (REREX). 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 | REREX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.34 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 2.24 | +0.04 |
| Martin ratioReturn relative to average drawdown | 8.58 | 8.42 | +0.17 |
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 | REREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 1.83 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.28 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.54 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.43 | -0.01 |
Drawdowns
RERGX vs. REREX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum REREX drawdown of -54.00%. Use the drawdown chart below to compare losses from any high point for RERGX and REREX.
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Drawdown Indicators
| RERGX | REREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -54.00% | +16.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.54% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -15.62% | -15.75% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -37.54% | +0.24% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -37.54% | +0.24% |
Current DrawdownCurrent decline from peak | -0.79% | -0.80% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -11.07% | +1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.33% | -0.02% |
Volatility
RERGX vs. REREX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) and American Funds EuroPacific Growth Fund Class R-4 (REREX) have volatilities of 5.52% and 5.50%, 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 | REREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 5.50% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.93% | 12.92% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 15.37% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 16.67% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 16.92% | +0.01% |
RERGX vs. REREX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than REREX's 0.81% expense ratio.
Dividends
RERGX vs. REREX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 12.52%, less than REREX's 12.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 12.69% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 12.52% | 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 REREX 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 (5.52%) compared to REREX (5.50%). In terms of maximum drawdown, RERGX dropped -37.30% vs REREX's -54.00%.
RERGX currently has the higher Sharpe Ratio (1.85 vs 1.83), 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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