RNWGX vs. RERGX

In the year-to-date period, RNWGX achieves a 9.74% return, which is significantly lower than RERGX's 11.78% return. Over the past 10 years, RNWGX has outperformed RERGX with an annualized return of 7.11%, while RERGX has yielded a comparatively lower 5.89% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

RNWGX has a 0.57% expense ratio, which is higher than RERGX's 0.46% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund® Class R-6 (RNWGX) 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.

The current RNWGX Sharpe Ratio is 0.70, which is comparable to the RERGX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of RNWGX 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.

RNWGX's dividend yield for the trailing twelve months is around 3.75%, less than RERGX's 6.33% yield.

The maximum RNWGX drawdown since its inception was -33.40%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RNWGX and RERGX.

The current volatility for American Funds New World Fund® Class R-6 (RNWGX) is 3.22%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 3.40%. This indicates that RNWGX 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.