RLBGX vs. RERGX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. RERGX is managed by American Funds.
Performance
RLBGX vs. RERGX - Performance Comparison
Loading graphics...
RLBGX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | -1.07% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 14.97% |
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, RLBGX achieves a -1.07% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, RLBGX has outperformed RERGX with an annualized return of 9.52%, while RERGX has yielded a comparatively lower 7.97% annualized return.
RLBGX
- 1D
- 1.76%
- 1M
- -4.85%
- YTD
- -1.07%
- 6M
- 2.20%
- 1Y
- 17.26%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- 9.52%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RLBGX vs. RERGX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
RLBGX vs. RERGX — Risk / Return Rank
RLBGX
RERGX
RLBGX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) 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.
| RLBGX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.38 | +0.21 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.87 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.27 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.68 | +0.80 |
Martin ratioReturn relative to average drawdown | 10.39 | 6.37 | +4.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RLBGX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.38 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.20 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.48 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.38 | +0.55 |
Correlation
The correlation between RLBGX 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
RLBGX vs. RERGX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 8.69% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
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
RLBGX vs. RERGX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RLBGX and RERGX.
Loading graphics...
Drawdown Indicators
| RLBGX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -37.30% | +14.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -12.52% | +5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -37.30% | +18.71% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -37.30% | +14.97% |
Current DrawdownCurrent decline from peak | -5.34% | -10.11% | +4.77% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -9.28% | +6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 3.30% | -1.55% |
Volatility
RLBGX vs. RERGX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.86%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that RLBGX 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.
Loading graphics...
Volatility by Period
| RLBGX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 7.27% | -3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 11.54% | -4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 16.40% | -5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 16.48% | -6.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 16.80% | -6.17% |