RICGX vs. RERGX
Compare and contrast key facts about The Investment Company of America Class R-6 (RICGX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
RICGX is an actively managed fund by American Funds. It was launched on Jan 1, 1934. RERGX is managed by American Funds.
Performance
RICGX vs. RERGX - Performance Comparison
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RICGX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RICGX The Investment Company of America Class R-6 | -4.81% | 20.83% | 25.28% | 28.94% | -15.24% | 25.49% | 14.48% | 24.88% | -6.69% | 19.87% |
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, RICGX achieves a -4.81% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, RICGX has outperformed RERGX with an annualized return of 13.38%, while RERGX has yielded a comparatively lower 7.97% annualized return.
RICGX
- 1D
- 3.05%
- 1M
- -5.88%
- YTD
- -4.81%
- 6M
- -3.07%
- 1Y
- 17.99%
- 3Y*
- 20.41%
- 5Y*
- 12.79%
- 10Y*
- 13.38%
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%
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RICGX vs. RERGX - Expense Ratio Comparison
RICGX has a 0.27% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
RICGX vs. RERGX — Risk / Return Rank
RICGX
RERGX
RICGX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment Company of America Class R-6 (RICGX) 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.
| RICGX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.38 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.87 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.68 | +0.07 |
Martin ratioReturn relative to average drawdown | 7.32 | 6.37 | +0.94 |
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
| RICGX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.38 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.20 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.48 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.38 | +0.47 |
Correlation
The correlation between RICGX 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
RICGX vs. RERGX - Dividend Comparison
RICGX's dividend yield for the trailing twelve months is around 11.49%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RICGX The Investment Company of America Class R-6 | 11.49% | 10.89% | 9.59% | 5.25% | 6.45% | 7.24% | 1.68% | 6.74% | 11.60% | 7.36% | 5.77% | 9.70% |
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
RICGX vs. RERGX - Drawdown Comparison
The maximum RICGX drawdown since its inception was -31.06%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RICGX and RERGX.
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Drawdown Indicators
| RICGX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.06% | -37.30% | +6.24% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.52% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | -37.30% | +13.16% |
Max Drawdown (10Y)Largest decline over 10 years | -31.06% | -37.30% | +6.24% |
Current DrawdownCurrent decline from peak | -7.28% | -10.11% | +2.83% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -9.28% | +5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 3.30% | -0.73% |
Volatility
RICGX vs. RERGX - Volatility Comparison
The current volatility for The Investment Company of America Class R-6 (RICGX) is 5.76%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that RICGX 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
| RICGX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 7.27% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 11.54% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.59% | 16.40% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 16.48% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 16.80% | -0.25% |