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RGAGX vs. RERGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RGAGX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Growth Fund of America Class R-6 (RGAGX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). The values are adjusted to include any dividend payments, if applicable.

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RGAGX vs. RERGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RGAGX
American Funds The Growth Fund of America Class R-6
-7.99%20.08%28.41%37.66%-30.53%19.67%38.30%29.22%-2.88%26.53%
RERGX
American Funds EuroPacific Growth Fund Class R-6
-2.84%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, RGAGX achieves a -7.99% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, RGAGX has outperformed RERGX with an annualized return of 14.74%, while RERGX has yielded a comparatively lower 7.97% annualized return.


RGAGX

1D
3.55%
1M
-6.32%
YTD
-7.99%
6M
-7.03%
1Y
17.19%
3Y*
20.63%
5Y*
9.29%
10Y*
14.74%

RERGX

1D
2.76%
1M
-8.17%
YTD
-2.84%
6M
0.96%
1Y
21.57%
3Y*
11.01%
5Y*
3.33%
10Y*
7.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RGAGX vs. RERGX - Expense Ratio Comparison

RGAGX has a 0.30% expense ratio, which is lower than RERGX's 0.46% expense ratio.


Return for Risk

RGAGX vs. RERGX — Risk / Return Rank

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

RGAGX
RGAGX Risk / Return Rank: 4545
Overall Rank
RGAGX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
RGAGX Sortino Ratio Rank: 4444
Sortino Ratio Rank
RGAGX Omega Ratio Rank: 4343
Omega Ratio Rank
RGAGX Calmar Ratio Rank: 5252
Calmar Ratio Rank
RGAGX Martin Ratio Rank: 4848
Martin Ratio Rank

RERGX
RERGX Risk / Return Rank: 7171
Overall Rank
RERGX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
RERGX Sortino Ratio Rank: 7474
Sortino Ratio Rank
RERGX Omega Ratio Rank: 6969
Omega Ratio Rank
RERGX Calmar Ratio Rank: 7070
Calmar Ratio Rank
RERGX Martin Ratio Rank: 6666
Martin Ratio Rank
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.

RGAGX vs. RERGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class R-6 (RGAGX) 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.


RGAGXRERGXDifference

Sharpe ratio

Return per unit of total volatility

0.86

1.38

-0.52

Sortino ratio

Return per unit of downside risk

1.37

1.87

-0.50

Omega ratio

Gain probability vs. loss probability

1.20

1.27

-0.07

Calmar ratio

Return relative to maximum drawdown

1.29

1.68

-0.39

Martin ratio

Return relative to average drawdown

4.90

6.37

-1.47

RGAGX vs. RERGX - Sharpe Ratio Comparison

The current RGAGX Sharpe Ratio is 0.86, which is lower than the RERGX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of RGAGX and RERGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RGAGXRERGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

1.38

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.20

+0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.48

+0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

0.38

+0.42

Correlation

The correlation between RGAGX and RERGX is 0.81, 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

RGAGX vs. RERGX - Dividend Comparison

RGAGX's dividend yield for the trailing twelve months is around 11.95%, less than RERGX's 14.36% yield.


TTM20252024202320222021202020192018201720162015
RGAGX
American Funds The Growth Fund of America Class R-6
11.95%10.99%9.29%7.70%4.44%8.49%4.57%7.93%12.36%7.34%6.95%9.22%
RERGX
American Funds EuroPacific Growth Fund Class R-6
14.36%13.95%4.96%3.95%2.02%10.19%0.41%3.14%3.17%4.99%1.64%3.43%

Drawdowns

RGAGX vs. RERGX - Drawdown Comparison

The maximum RGAGX drawdown since its inception was -36.19%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RGAGX and RERGX.


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Drawdown Indicators


RGAGXRERGXDifference

Max Drawdown

Largest peak-to-trough decline

-36.19%

-37.30%

+1.11%

Max Drawdown (1Y)

Largest decline over 1 year

-13.71%

-12.52%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-36.19%

-37.30%

+1.11%

Max Drawdown (10Y)

Largest decline over 10 years

-36.19%

-37.30%

+1.11%

Current Drawdown

Current decline from peak

-10.64%

-10.11%

-0.53%

Average Drawdown

Average peak-to-trough decline

-5.53%

-9.28%

+3.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.62%

3.30%

+0.32%

Volatility

RGAGX vs. RERGX - Volatility Comparison

The current volatility for American Funds The Growth Fund of America Class R-6 (RGAGX) is 6.74%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that RGAGX 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


RGAGXRERGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.74%

7.27%

-0.53%

Volatility (6M)

Calculated over the trailing 6-month period

12.12%

11.54%

+0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

21.00%

16.40%

+4.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.23%

16.48%

+3.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.64%

16.80%

+2.84%