RERGX vs. VTMNX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Vanguard Developed Markets Index Fund Institutional Shares (VTMNX).
RERGX is managed by American Funds. VTMNX is managed by Vanguard. It was launched on Jan 4, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RERGX or VTMNX.
Performance
RERGX vs. VTMNX - Performance Comparison
Returns By Period
In the year-to-date period, RERGX achieves a 4.60% return, which is significantly higher than VTMNX's 4.30% return. Over the past 10 years, RERGX has underperformed VTMNX with an annualized return of 3.08%, while VTMNX has yielded a comparatively higher 5.24% annualized return.
RERGX
4.60%
-3.90%
-4.26%
7.99%
2.37%
3.08%
VTMNX
4.30%
-4.12%
-1.65%
11.36%
5.86%
5.24%
Key characteristics
| RERGX | VTMNX | |
|---|---|---|
| Sharpe Ratio | 0.60 | 0.86 |
| Sortino Ratio | 0.91 | 1.25 |
| Omega Ratio | 1.11 | 1.15 |
| Calmar Ratio | 0.30 | 1.23 |
| Martin Ratio | 2.59 | 3.99 |
| Ulcer Index | 2.94% | 2.72% |
| Daily Std Dev | 12.65% | 12.63% |
| Max Drawdown | -40.72% | -60.58% |
| Current Drawdown | -19.45% | -7.92% |
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RERGX vs. VTMNX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is higher than VTMNX's 0.05% expense ratio.
Correlation
The correlation between RERGX and VTMNX is 0.93, 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.
Risk-Adjusted Performance
RERGX vs. VTMNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Vanguard Developed Markets Index Fund Institutional Shares (VTMNX). 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.
Dividends
RERGX vs. VTMNX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 2.02%, less than VTMNX's 3.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 2.02% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
VTMNX Vanguard Developed Markets Index Fund Institutional Shares | 3.06% | 3.15% | 2.91% | 3.15% | 2.04% | 3.05% | 3.34% | 2.77% | 3.06% | 2.92% | 3.71% | 2.62% |
Drawdowns
RERGX vs. VTMNX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -40.72%, smaller than the maximum VTMNX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for RERGX and VTMNX. For additional features, visit the drawdowns tool.
Volatility
RERGX vs. VTMNX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-6 (RERGX) is 3.27%, while Vanguard Developed Markets Index Fund Institutional Shares (VTMNX) has a volatility of 3.59%. This indicates that RERGX experiences smaller price fluctuations and is considered to be less risky than VTMNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.