VTMNX vs. RERGX
Compare and contrast key facts about Vanguard Developed Markets Index Fund Institutional Shares (VTMNX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
VTMNX is managed by Vanguard. It was launched on Jan 4, 2001. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTMNX or RERGX.
Performance
VTMNX vs. RERGX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VTMNX having a 4.63% return and RERGX slightly higher at 4.79%. Over the past 10 years, VTMNX has outperformed RERGX with an annualized return of 5.22%, while RERGX has yielded a comparatively lower 3.04% annualized return.
VTMNX
4.63%
-3.29%
-0.79%
11.56%
5.92%
5.22%
RERGX
4.79%
-3.48%
-3.75%
8.18%
2.40%
3.04%
Key characteristics
| VTMNX | RERGX | |
|---|---|---|
| Sharpe Ratio | 0.93 | 0.65 |
| Sortino Ratio | 1.34 | 0.98 |
| Omega Ratio | 1.16 | 1.12 |
| Calmar Ratio | 1.35 | 0.32 |
| Martin Ratio | 4.25 | 2.76 |
| Ulcer Index | 2.76% | 2.96% |
| Daily Std Dev | 12.63% | 12.64% |
| Max Drawdown | -60.58% | -40.72% |
| Current Drawdown | -7.63% | -19.31% |
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VTMNX vs. RERGX - Expense Ratio Comparison
VTMNX has a 0.05% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Correlation
The correlation between VTMNX and RERGX is 0.93, 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.
Risk-Adjusted Performance
VTMNX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Developed Markets Index Fund Institutional Shares (VTMNX) 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.
Dividends
VTMNX vs. RERGX - Dividend Comparison
VTMNX's dividend yield for the trailing twelve months is around 3.05%, more than RERGX's 2.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTMNX Vanguard Developed Markets Index Fund Institutional Shares | 3.05% | 3.15% | 2.91% | 3.15% | 2.04% | 3.05% | 3.34% | 2.77% | 3.06% | 2.92% | 3.71% | 2.62% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 2.02% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
Drawdowns
VTMNX vs. RERGX - Drawdown Comparison
The maximum VTMNX drawdown since its inception was -60.58%, which is greater than RERGX's maximum drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for VTMNX and RERGX. For additional features, visit the drawdowns tool.
Volatility
VTMNX vs. RERGX - Volatility Comparison
Vanguard Developed Markets Index Fund Institutional Shares (VTMNX) has a higher volatility of 3.53% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.17%. This indicates that VTMNX's price experiences larger fluctuations and is considered to be riskier than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.