RIDAX vs. RERGX
Compare and contrast key facts about The Income Fund of America Class R-1 (RIDAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973. RERGX is managed by American Funds.
Performance
RIDAX vs. RERGX - Performance Comparison
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RIDAX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIDAX The Income Fund of America Class R-1 | 1.29% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
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, RIDAX achieves a 1.29% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, RIDAX has underperformed RERGX with an annualized return of 7.35%, while RERGX has yielded a comparatively higher 7.97% annualized return.
RIDAX
- 1D
- 0.23%
- 1M
- -5.77%
- YTD
- 1.29%
- 6M
- 3.84%
- 1Y
- 13.29%
- 3Y*
- 10.98%
- 5Y*
- 7.05%
- 10Y*
- 7.35%
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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RIDAX vs. RERGX - Expense Ratio Comparison
RIDAX has a 1.36% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
RIDAX vs. RERGX — Risk / Return Rank
RIDAX
RERGX
RIDAX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Income Fund of America Class R-1 (RIDAX) 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.
| RIDAX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.38 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.01 | 1.87 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.27 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.68 | -0.10 |
Martin ratioReturn relative to average drawdown | 7.44 | 6.37 | +1.07 |
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
| RIDAX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.38 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.20 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.48 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.38 | +0.29 |
Correlation
The correlation between RIDAX and RERGX is 0.82, 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
RIDAX vs. RERGX - Dividend Comparison
RIDAX's dividend yield for the trailing twelve months is around 9.14%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIDAX The Income Fund of America Class R-1 | 9.14% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
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
RIDAX vs. RERGX - Drawdown Comparison
The maximum RIDAX drawdown since its inception was -42.37%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RIDAX and RERGX.
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Drawdown Indicators
| RIDAX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.37% | -37.30% | -5.07% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -12.52% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -16.28% | -37.30% | +21.02% |
Max Drawdown (10Y)Largest decline over 10 years | -26.22% | -37.30% | +11.08% |
Current DrawdownCurrent decline from peak | -5.77% | -10.11% | +4.34% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -9.28% | +4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.76% | 3.30% | -1.54% |
Volatility
RIDAX vs. RERGX - Volatility Comparison
The current volatility for The Income Fund of America Class R-1 (RIDAX) is 2.91%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that RIDAX 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
| RIDAX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 7.27% | -4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 5.47% | 11.54% | -6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.48% | 16.40% | -6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.46% | 16.48% | -7.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.67% | 16.80% | -6.13% |