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RMFGX vs. RERGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RMFGX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Mutual Fund Class R-6 (RMFGX) 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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RMFGX vs. RERGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RMFGX
American Mutual Fund Class R-6
-1.26%16.43%15.28%9.78%-4.19%25.28%5.15%21.92%-2.00%17.86%
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, RMFGX achieves a -1.26% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, RMFGX has outperformed RERGX with an annualized return of 10.95%, while RERGX has yielded a comparatively lower 7.97% annualized return.


RMFGX

1D
1.86%
1M
-6.03%
YTD
-1.26%
6M
-0.03%
1Y
12.01%
3Y*
13.01%
5Y*
9.93%
10Y*
10.95%

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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RMFGX vs. RERGX - Expense Ratio Comparison

RMFGX has a 0.27% expense ratio, which is lower than RERGX's 0.46% expense ratio.


Return for Risk

RMFGX vs. RERGX — Risk / Return Rank

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

RMFGX
RMFGX Risk / Return Rank: 4242
Overall Rank
RMFGX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
RMFGX Sortino Ratio Rank: 3838
Sortino Ratio Rank
RMFGX Omega Ratio Rank: 3939
Omega Ratio Rank
RMFGX Calmar Ratio Rank: 4646
Calmar Ratio Rank
RMFGX Martin Ratio Rank: 5252
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.

RMFGX vs. RERGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Mutual Fund Class R-6 (RMFGX) 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.


RMFGXRERGXDifference

Sharpe ratio

Return per unit of total volatility

0.88

1.38

-0.50

Sortino ratio

Return per unit of downside risk

1.31

1.87

-0.55

Omega ratio

Gain probability vs. loss probability

1.19

1.27

-0.07

Calmar ratio

Return relative to maximum drawdown

1.28

1.68

-0.40

Martin ratio

Return relative to average drawdown

5.52

6.37

-0.86

RMFGX vs. RERGX - Sharpe Ratio Comparison

The current RMFGX Sharpe Ratio is 0.88, which is lower than the RERGX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of RMFGX 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


RMFGXRERGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.88

1.38

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.20

+0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

0.48

+0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

0.38

+0.42

Correlation

The correlation between RMFGX and RERGX is 0.75, 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

RMFGX vs. RERGX - Dividend Comparison

RMFGX's dividend yield for the trailing twelve months is around 7.99%, less than RERGX's 14.36% yield.


TTM20252024202320222021202020192018201720162015
RMFGX
American Mutual Fund Class R-6
7.99%7.85%6.59%4.06%5.20%4.88%2.30%4.89%6.75%6.23%4.54%6.84%
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

RMFGX vs. RERGX - Drawdown Comparison

The maximum RMFGX drawdown since its inception was -29.79%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RMFGX and RERGX.


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Drawdown Indicators


RMFGXRERGXDifference

Max Drawdown

Largest peak-to-trough decline

-29.79%

-37.30%

+7.51%

Max Drawdown (1Y)

Largest decline over 1 year

-10.22%

-12.52%

+2.30%

Max Drawdown (5Y)

Largest decline over 5 years

-15.17%

-37.30%

+22.13%

Max Drawdown (10Y)

Largest decline over 10 years

-29.79%

-37.30%

+7.51%

Current Drawdown

Current decline from peak

-6.18%

-10.11%

+3.93%

Average Drawdown

Average peak-to-trough decline

-2.73%

-9.28%

+6.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.37%

3.30%

-0.93%

Volatility

RMFGX vs. RERGX - Volatility Comparison

The current volatility for American Mutual Fund Class R-6 (RMFGX) is 4.04%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that RMFGX 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


RMFGXRERGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.04%

7.27%

-3.23%

Volatility (6M)

Calculated over the trailing 6-month period

7.56%

11.54%

-3.98%

Volatility (1Y)

Calculated over the trailing 1-year period

13.91%

16.40%

-2.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.50%

16.48%

-3.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.11%

16.80%

-2.69%