RFFTX vs. RERGX
Compare and contrast key facts about American Funds 2035 Target Date Retirement Fund Class R6 (RFFTX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
RFFTX is an actively managed fund by American Funds. It was launched on Feb 1, 2007. RERGX is managed by American Funds.
Performance
RFFTX vs. RERGX - Performance Comparison
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RFFTX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFFTX American Funds 2035 Target Date Retirement Fund Class R6 | -3.67% | 17.18% | 12.73% | 16.91% | -16.23% | 15.59% | 17.56% | 23.26% | -5.13% | 21.04% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, RFFTX achieves a -3.67% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, RFFTX has outperformed RERGX with an annualized return of 9.89%, while RERGX has yielded a comparatively lower 7.68% annualized return.
RFFTX
- 1D
- -0.05%
- 1M
- -6.82%
- YTD
- -3.67%
- 6M
- -1.18%
- 1Y
- 12.53%
- 3Y*
- 12.29%
- 5Y*
- 6.82%
- 10Y*
- 9.89%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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RFFTX vs. RERGX - Expense Ratio Comparison
RFFTX has a 0.34% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
RFFTX vs. RERGX — Risk / Return Rank
RFFTX
RERGX
RFFTX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2035 Target Date Retirement Fund Class R6 (RFFTX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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.
| RFFTX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.10 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.52 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.27 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.78 | 4.87 | +1.90 |
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
| RFFTX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.10 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.19 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.46 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.37 | +0.38 |
Correlation
The correlation between RFFTX and RERGX is 0.89, 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
RFFTX vs. RERGX - Dividend Comparison
RFFTX's dividend yield for the trailing twelve months is around 6.50%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFFTX American Funds 2035 Target Date Retirement Fund Class R6 | 6.50% | 6.26% | 4.56% | 2.91% | 5.75% | 5.53% | 3.81% | 4.51% | 5.15% | 2.66% | 3.82% | 5.94% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
RFFTX vs. RERGX - Drawdown Comparison
The maximum RFFTX drawdown since its inception was -26.62%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RFFTX and RERGX.
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Drawdown Indicators
| RFFTX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.62% | -37.30% | +10.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -12.52% | +4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -23.06% | -37.30% | +14.24% |
Max Drawdown (10Y)Largest decline over 10 years | -26.62% | -37.30% | +10.68% |
Current DrawdownCurrent decline from peak | -6.95% | -12.52% | +5.57% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -9.28% | +5.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 3.25% | -1.54% |
Volatility
RFFTX vs. RERGX - Volatility Comparison
The current volatility for American Funds 2035 Target Date Retirement Fund Class R6 (RFFTX) is 3.36%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that RFFTX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFFTX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 6.59% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.32% | 11.23% | -4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.67% | 16.21% | -5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.36% | 16.43% | -5.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.68% | 16.78% | -4.10% |