Investment Competition

AIVSX Fund

USD 62.97 0.34 0.54%

Investment Of America competes with Income Fund, New World, American Mutual, American Mutual, and American Funds; as well as few others. The fund is listed under Large Blend category and is part of American Funds family. Analyzing Investment competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Investment to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Investment Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Investment competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Investment's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
61.89	62.64	63.39

Details

Intrinsic

Valuation

Low	Real	High
61.22	61.97	62.72

Details

Investment Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Investment and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Investment and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Investment Of America does not affect the price movement of the other competitor.

	AMECX	RNEBX	AMFCX	AMFFX	RNCCX	FPPPX	AMEFX	RNGGX	RNGFX	RNGHX
AMECX		0.61	0.9	0.9	0.89	-0.15	1.0	0.86	0.92	0.86	AMECX
RNEBX	0.61		0.57	0.56	0.72	0.27	0.6	0.48	0.45	0.48	RNEBX
AMFCX	0.9	0.57		1.0	0.75	-0.24	0.9	0.93	0.87	0.93	AMFCX
AMFFX	0.9	0.56	1.0		0.75	-0.25	0.9	0.93	0.87	0.93	AMFFX
RNCCX	0.89	0.72	0.75	0.75		0.27	0.89	0.64	0.71	0.64	RNCCX
FPPPX	-0.15	0.27	-0.24	-0.25	0.27		-0.15	-0.45	-0.41	-0.45	FPPPX
AMEFX	1.0	0.6	0.9	0.9	0.89	-0.15		0.86	0.92	0.86	AMEFX
RNGGX	0.86	0.48	0.93	0.93	0.64	-0.45	0.86		0.94	1.0	RNGGX
RNGFX	0.92	0.45	0.87	0.87	0.71	-0.41	0.92	0.94		0.94	RNGFX
RNGHX	0.86	0.48	0.93	0.93	0.64	-0.45	0.86	1.0	0.94		RNGHX
	AMECX	RNEBX	AMFCX	AMFFX	RNCCX	FPPPX	AMEFX	RNGGX	RNGFX	RNGHX

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High positive correlations

AMEFX	+ 1.0	AMECX
AMFFX	+ 1.0	AMFCX
RNGHX	+ 1.0	RNGGX
RNGFX	+ 0.94	RNGGX
RNGHX	+ 0.94	RNGFX
RNGGX	+ 0.93	AMFCX

High negative correlations

RNGHX	- 0.45	FPPPX
RNGGX	- 0.45	FPPPX
RNGFX	- 0.41	FPPPX
FPPPX	- 0.25	AMFFX
FPPPX	- 0.24	AMFCX
AMEFX	- 0.15	FPPPX

Risk-Adjusted Indicators

There is a big difference between Investment Mutual Fund performing well and Investment Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Investment's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AMECX	0.31	(0.02)	(0.20)	0.08	0.31	(0.34)	0.68	(0.72)	1.81
RNEBX	0.56	(0.01)	0.00	0.28	0.00	0.00	1.27	(1.32)	3.78
AMFCX	0.46	0.06	(0.11)	2.39	0.42	(0.51)	0.90	(0.88)	2.68
AMFFX	0.46	0.06	(0.11)	2.79	0.42	(0.51)	0.91	(0.86)	2.68
RNCCX	0.25	(0.02)	(0.31)	0.04	0.26	(0.27)	0.52	(0.52)	1.32
FPPPX	0.11	(0.02)	0.00	(0.35)	0.00	0.00	0.21	(0.21)	0.84
AMEFX	0.32	(0.02)	(0.20)	0.08	0.33	(0.35)	0.68	(0.73)	1.81
RNGGX	0.67	0.07	(0.04)	1.36	0.96	(0.68)	1.46	(1.96)	4.07
RNGFX	0.67	(0.04)	(0.04)	0.08	0.97	(0.68)	1.47	(1.97)	4.06
RNGHX	0.67	0.07	(0.04)	1.34	0.96	(0.68)	1.47	(1.97)	4.07

Unable to evaluate fundamental data of [AMECX, RNEBX, AMFCX, AMFFX, RNCCX, FPPPX, AMEFX, RNGGX, RNGFX, RNGHX] at this time. Please try again later

All Fundamental Data

Investment Competitive Analysis

The better you understand Investment competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Investment's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Investment's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	AIVSX	AMECX	RNEBX	AMFCX	AMFFX	RNCCX	FPPPX	AMEFX	RNGGX	RNGFX
	0.54 62.97 Investment	0.08 26.17 Income	0.54 79.02 New	0.46 58.83 American	0.47 59.62 American	0.52 13.66 American	0.11 9.40 American	0.08 26.14 Income	0.84 67.60 New	0.37 68.72 New
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	OK	Very Weak	OK	OK	Modest	Very Weak	OK	OK	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Sell	Strong Hold	Strong Hold	Hold	Cautious Hold	Strong Hold	Cautious Hold	Strong Hold
Net Asset	116.54 B	118.35 B	36.01 B	89.87 B	89.87 B	4.82 B	2.56 B	109.34 B	21.62 B	21.62 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	250	N/A	N/A
Price To Book	2.7	2.93	2.07	3.02	3.02	2.67	N/A	2.93	2.61	2.36
Five Year Return	15.2	7.73	5.36	10.06	10.83	5.9	N/A	7.95	12.25	12.2
One Year Return	32.26	20.42	12.2	24.27	25.14	15.99	N/A	20.63	32.35	32.28
Last Dividend Paid	0.16	0.17	0.05	0.11	0.2	0.07	0.01	0.18	N/A	N/A
Price To Earning	18.45	19.48	18.23	4.44	4.46	17.31	N/A	19.48	22.08	20.8
Price To Sales	1.83	2.18	1.65	2.06	2.06	1.77	N/A	2.18	1.34	1.23
Cash Position Weight	8.72	9.79	9.22	9.92	9.92	5.37	7.5	4.78	13.06	13.06
Equity Positions Weight	90.82	64.65	86.94	89.77	89.77	45.0	0.17	73.5	86.36	86.36
Three Year Return	11.53	5.7	-1.69	7.89	8.64	3.84	N/A	5.93	4.3	4.25
Annual Yield	0.0116	0.0333	0.0086	0.0121	0.018	0.0351	N/A	0.0353	0.0045	0.0041
Year To Date Return	25.05	13.64	7.28	18.76	19.49	10.31	N/A	13.88	25.5	25.43
Bond Positions Weight	N/A	3.17	3.24	N/A	N/A	7.31	7.4	20.12	N/A	N/A
Ten Year Return	11.32	8.23	5.46	9.91	10.71	N/A	N/A	8.42	14.13	14.08
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Day Typical Price	62.97	26.17	79.02	58.83	59.62	13.66	9.4	26.14	67.6	68.72
Period Momentum Indicator	0.34	(0.02)	(0.43)	(0.27)	(0.28)	0.07	(0.01)	(0.02)	(0.57)	0.25
Rate Of Daily Change	1.01	1.0	0.99	1.0	1.0	1.01	1.0	1.0	0.99	1.0
Day Median Price	62.97	26.17	79.02	58.83	59.62	13.66	9.4	26.14	67.6	68.72
Price Action Indicator	0.17	(0.01)	(0.22)	(0.14)	(0.14)	0.035	(0.01)	(0.01)	(0.29)	0.13
Coefficient Of Variation	825.5	875.64	(11,956)	818.79	792.53	1305.37	(4,760)	876.94	1082.74	1135.31
Mean Deviation	0.5334	0.3134	0.5567	0.4573	0.4577	0.2493	0.1127	0.321	0.6716	0.6702
Jensen Alpha	(0.02)	(0.02)	(0.01)	0.0569	0.0597	(0.02)	(0.02)	(0.02)	0.0692	(0.04)
Total Risk Alpha	(0.04)	(0.03)	(0.13)	(0.03)	(0.03)	(0.03)	(0.04)	(0.03)	(0.07)	(0.07)
Sortino Ratio	(0.05)	(0.20)	N/A	(0.11)	(0.11)	(0.31)	N/A	(0.20)	(0.04)	(0.04)
Downside Variance	0.6874	0.1658	N/A	0.2749	0.2738	0.1108	N/A	0.1705	1.23	1.14
Standard Deviation	0.742	0.403	0.7582	0.5719	0.5738	0.3127	0.1481	0.4095	0.9289	0.9273
Kurtosis	1.81	0.0792	0.8285	0.2516	0.2879	(0.38)	1.26	0.0021	1.25	1.29
Potential Upside	1.05	0.6778	1.27	0.8973	0.9139	0.5151	0.2123	0.6789	1.46	1.47
Treynor Ratio	0.0968	0.0818	0.2832	2.39	2.79	0.0442	(0.35)	0.0823	1.36	0.0772
Maximum Drawdown	3.71	1.81	3.78	2.68	2.68	1.32	0.842	1.81	4.07	4.06
Variance	0.5505	0.1624	0.5748	0.3271	0.3292	0.0978	0.0219	0.1677	0.8629	0.86
Market Risk Adjusted Performance	0.1068	0.0918	0.2932	2.4	2.8	0.0542	(0.34)	0.0923	1.37	0.0872
Risk Adjusted Performance	0.0923	0.0783	(0.01)	0.09	0.0931	0.0441	(0.06)	0.0785	0.0724	0.0691
Skewness	(0.28)	(0.23)	(0.21)	0.1969	0.2044	(0.23)	(0.31)	(0.22)	(0.69)	(0.70)
Semi Deviation	0.6763	0.3126	N/A	0.4221	0.4177	0.2623	N/A	0.3329	0.9635	0.9683
Information Ratio	(0.05)	(0.20)	(0.18)	(0.10)	(0.1)	(0.33)	(0.89)	(0.20)	(0.05)	(0.05)
Value At Risk	(1.35)	(0.72)	(1.32)	(0.88)	(0.86)	(0.52)	(0.21)	(0.73)	(1.96)	(1.97)
Expected Short fall	(0.55)	(0.34)	N/A	(0.51)	(0.51)	(0.27)	N/A	(0.35)	(0.68)	(0.68)
Downside Deviation	0.8291	0.4072	N/A	0.5244	0.5233	0.3329	N/A	0.4129	1.11	1.07
Semi Variance	0.4573	0.0977	N/A	0.1781	0.1745	0.0688	N/A	0.1109	0.9284	0.9377

Investment Competition Performance Charts

Five steps to successful analysis of Investment Competition

Investment's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Investment Of America in relation to its competition. Investment's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Investment in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Investment's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Investment Of America, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in Investment Mutual Fund

Investment financial ratios help investors to determine whether Investment Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Investment with respect to the benefits of owning Investment security.

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