RERGX vs. VIEIX

Last updated Jun 13, 2026

RERGX (American Funds EUPAC Fund Class R-6) and VIEIX (Vanguard Extended Market Index Fund Institutional Shares) are both mutual funds - RERGX is a Foreign Large Cap Equities fund actively managed by American Funds, while VIEIX is a Mid Cap Blend Equities fund managed by Vanguard. Over the past 10 years, RERGX returned 9.31%/yr vs 12.24%/yr for VIEIX. A 0.75 correlation means they provide meaningful diversification when combined. RERGX charges 0.47%/yr vs 0.05%/yr for VIEIX.

Performance

RERGX vs. VIEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EUPAC Fund Class R-6 (RERGX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RERGX achieves a 9.59% return, which is significantly lower than VIEIX's 13.86% return. Over the past 10 years, RERGX has underperformed VIEIX with an annualized return of 9.31%, while VIEIX has yielded a comparatively higher 12.24% annualized return.

RERGX

• 1D: 3.38%
• 1M: 3.35%
• YTD: 9.59%
• 6M: 11.78%
• 1Y: 25.32%
• 3Y*: 14.88%
• 5Y*: 4.58%
• 10Y*: 9.31%

VIEIX

• 1D: 2.96%
• 1M: 5.63%
• YTD: 13.86%
• 6M: 11.71%
• 1Y: 29.57%
• 3Y*: 18.99%
• 5Y*: 6.07%
• 10Y*: 12.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RERGX vs. VIEIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RERGX American Funds EUPAC Fund Class R-6	9.59%	29.34%	3.00%	16.11%	-22.77%	2.84%	25.27%	27.40%	-17.33%	31.19%
VIEIX Vanguard Extended Market Index Fund Institutional Shares	13.86%	11.42%	15.49%	26.97%	-26.46%	12.46%	32.24%	28.05%	-9.36%	18.12%

Correlation

The correlation between RERGX and VIEIX is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.72
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.77
Correlation (10Y) Calculated over the trailing 10-year period	0.74
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010	0.75

The correlation between RERGX and VIEIX has been stable across timeframes, ranging from 0.72 to 0.77 - a consistent structural relationship.

Return for Risk

RERGX vs. VIEIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RERGX

RERGX Risk / Return Rank: 40
RERGX Sharpe Ratio Rank: 41
RERGX Sortino Ratio Rank: 40
RERGX Omega Ratio Rank: 43
RERGX Calmar Ratio Rank: 38
RERGX Martin Ratio Rank: 40

VIEIX

VIEIX Risk / Return Rank: 51
VIEIX Sharpe Ratio Rank: 44
VIEIX Sortino Ratio Rank: 43
VIEIX Omega Ratio Rank: 39
VIEIX Calmar Ratio Rank: 70
VIEIX Martin Ratio Rank: 58

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RERGX vs. VIEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds EUPAC Fund Class R-6 (RERGX) and Vanguard Extended Market Index Fund Institutional Shares (VIEIX). 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	VIEIX	Difference
Sharpe ratio: Return per unit of total volatility	1.47	1.53	-0.06
Sortino ratio: Return per unit of downside risk	2.09	2.16	-0.07
Omega ratio: Gain probability vs. loss probability	1.28	1.26	+0.01
Calmar ratio: Return relative to maximum drawdown	1.92	2.66	-0.73
Martin ratio: Return relative to average drawdown	7.13	9.32	-2.19

RERGX vs. VIEIX - Sharpe Ratio Comparison

The current RERGX Sharpe Ratio is 1.47, which is comparable to the VIEIX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of RERGX and VIEIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RERGX vs. VIEIX - Drawdown Comparison

The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum VIEIX drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for RERGX and VIEIX.

Drawdown Indicators

	RERGX	VIEIX	Difference
Max Drawdown Largest peak-to-trough decline	-37.30%	-58.03%	+20.73%
Max Drawdown (1Y) Largest decline over 1 year	-12.52%	-10.25%	-2.27%
Max Drawdown (3Y) Largest decline over 3 years	-15.62%	-26.84%	+11.22%
Max Drawdown (5Y) Largest decline over 5 years	-37.30%	-36.32%	-0.98%
Max Drawdown (10Y) Largest decline over 10 years	-37.30%	-41.62%	+4.32%
Current Drawdown Current decline from peak	-2.44%	-1.04%	-1.40%
Average Drawdown Average peak-to-trough decline	-9.20%	-13.82%	+4.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.37%	2.92%	+0.45%

Volatility

RERGX vs. VIEIX - Volatility Comparison

American Funds EUPAC Fund Class R-6 (RERGX) has a higher volatility of 7.18% compared to Vanguard Extended Market Index Fund Institutional Shares (VIEIX) at 6.48%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than VIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RERGX	VIEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.18%	6.48%	+0.70%
Volatility (6M) Calculated over the trailing 6-month period	14.16%	13.35%	+0.81%
Volatility (1Y) Calculated over the trailing 1-year period	16.42%	17.81%	-1.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.86%	22.43%	-5.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.01%	22.40%	-5.39%

RERGX vs. VIEIX - Expense Ratio Comparison

RERGX has a 0.47% expense ratio, which is higher than VIEIX's 0.05% expense ratio.

Dividends

RERGX vs. VIEIX - Dividend Comparison

RERGX's dividend yield for the trailing twelve months is around 10.22%, more than VIEIX's 1.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RERGX American Funds EUPAC Fund Class R-6	10.22%	13.95%	4.96%	3.95%	2.02%	10.19%	0.41%	3.14%	3.17%	4.99%	1.64%	3.43%
VIEIX Vanguard Extended Market Index Fund Institutional Shares	1.02%	1.14%	1.10%	1.26%	1.16%	1.14%	1.08%	1.31%	1.67%	1.27%	1.45%	1.37%

Frequently Asked Questions

Can I hold both RERGX and VIEIX in my portfolio?

RERGX and VIEIX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RERGX or VIEIX?

RERGX has higher volatility (7.18%) compared to VIEIX (6.48%). In terms of maximum drawdown, RERGX dropped -37.30% vs VIEIX's -58.03%.

Which has better risk-adjusted returns?

VIEIX currently has the higher Sharpe Ratio (1.53 vs 1.47), 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.