Capital Group Competition

Etfs . USA . 
Etf . Capital Group Core
CGBL Etf   35.67  0.26  0.72%   
Capital Group Core competes with Morningstar Unconstrained, High-yield Municipal, Thrivent High, Via Renewables, and T Rowe; as well as few others. Analyzing Capital Group 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 Capital Group to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Capital Group Correlation with its peers.

Capital Group vs Ab Small Correlation

Almost no diversification

The correlation between Capital Group Core and QUAYX is 0.91 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Capital Group Core and QUAYX in the same portfolio, assuming nothing else is changed.

Moving together with Capital Etf

  0.95HF DGA Core Plus Earnings Call This WeekPairCorr
  0.97OCIO ClearShares OCIO ETFPairCorr
  0.84MFUL Collaborative InvestmentPairCorr
  0.86MPRO Northern LightsPairCorr
  0.84RULE Collaborative InvestmentPairCorr

Moving against Capital Etf

  0.8MPAY Exchange Traded ConceptsPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
35.3835.9336.48
Details
Intrinsic
Valuation
LowRealHigh
35.1835.7336.28
Details
Naive
Forecast
LowNextHigh
35.0035.5536.10
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
34.3635.5736.78
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Capital Group. Your research has to be compared to or analyzed against Capital Group's peers to derive any actionable benefits. When done correctly, Capital Group's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Capital Group Core.

Capital Group Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Capital Group and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Capital 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 Capital Group Core does not affect the price movement of the other competitor.

High positive correlations

RRTLX
+ 0.97
MSTSX
RRTLX
+ 0.91
VIASP
VIASP
+ 0.9
MSTSX
RRTLX
+ 0.83
LBHIX
QUAYX
+ 0.81
LBHIX
QUAYX
+ 0.81
RRTLX
  

High negative correlations

WQTM
- 0.62
SCAXF
SCAXF
- 0.51
ABHYX
VIASP
- 0.49
SCAXF
SCAXF
- 0.38
MSTSX
AMPL
- 0.35
WQTM
RRTLX
- 0.35
SCAXF

Capital Group Constituents Risk-Adjusted Indicators

There is a big difference between Capital Etf performing well and Capital Group ETF 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 Capital Group'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
MSTSX  0.64  0.15  0.15  0.69  0.43 
(0.81)
 0.93 
(1.09)
 12.28 
ABHYX  0.09  0.01 (0.18) 0.59  0.00 
(0.19)
 0.23 
(0.12)
 0.92 
LBHIX  0.17  0.06  0.06  0.57  0.00 
(0.33)
 0.24 
(0.23)
 2.38 
SCAXF  12.02  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 466.19 
VIASP  0.27  0.04 (0.03) 3.85  0.22 
(0.32)
 0.64 
(0.59)
 2.04 
RRTLX  0.26  0.04  0.02  0.18  0.13 
(0.33)
 0.57 
(0.49)
 3.30 
WQTM  1.74 (0.13) 0.00 (0.65) 0.00 
 0.00 
 3.21 
(3.63)
 8.51 
OSHDF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
AMPL  3.61  0.23  0.03 (0.21) 3.57 
(5.17)
 10.26 
(6.50)
 32.12 
QUAYX  1.13 (0.05)(0.02) 0.02  1.67 
(1.04)
 2.03 
(2.41)
 6.54 

Capital Group Competitive Analysis

The better you understand Capital Group competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Capital Group'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 Capital Group'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
CGBL MSTSX ABHYX LBHIX SCAXF VIASP RRTLX WQTM OSHDF AMPL
 0.72 
 35.67 
Capital
 0.27 
 11.22 
Morningstar
 0.11 
 8.77 
High-yield
 0.12 
 17.18 
Thrivent
 30.00 
 0 
Sparta
 0.39 
 25.55 
Via
 0.39 
 12.82 
RRTLX
 6.55 
 25.27 
WisdomTree
 0.00 
 0.04 
Oshidori
 10.62 
 1.01 
AMPL
Market Volatility
(90 Days Market Risk)
Very steady
Not too volatile
Very steady
Very steady
Out of control
Very steady
Very steady
Very steady
Very steady
Very risky
Market Performance
(90 Days Performance)
Good
Good
Fair
Good
Fair
Good
Good
Weakest
Weakest
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Average
Low
Fair
High
Small
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Over Valued
Over Valued
Fairly Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Over 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 Buy
Strong Sell
Strong Sell
Strong Sell
Strong Buy
Strong Hold
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
0.62
3.49
N/A
N/A
N/A
N/A
Net Asset
N/A
116.1 M
558 M
788.44 M
3.06 M
355.28 M
1.46 B
N/A
6.31 B
N/A
Profit Margin
N/A
N/A
N/A
N/A
-0.1
0.0094
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
N/A
(3.49 B)
N/A
Price To Book
N/A
N/A
N/A
1.58
34.42
N/A
2.13
N/A
0.005
N/A
Operating Margin
N/A
N/A
N/A
N/A
-0.15
-0.14
N/A
N/A
1.04
N/A
Current Valuation
N/A
N/A
N/A
N/A
5.73 M
535.95 M
N/A
N/A
103.84 M
N/A
Five Year Return
N/A
9.05
0.91
4.0
N/A
8.97
0.0406
N/A
N/A
N/A
One Year Return
14.3
17.14
3.55
7.95
N/A
N/A
0.067
N/A
N/A
N/A
Beta
N/A
N/A
N/A
N/A
1.75
1.16
N/A
N/A
0.67
N/A
Cash Position Weight
N/A
14.28
0.1
6.56
N/A
N/A
7.22
N/A
N/A
N/A
Equity Positions Weight
N/A
61.63
N/A
0.07
N/A
N/A
38.52
N/A
N/A
N/A
Number Of Employees
N/A
1
1
1
8
169
1
N/A
31
N/A
Shares Outstanding
N/A
N/A
N/A
N/A
233.95 M
N/A
N/A
N/A
6.11 B
N/A
Three Year Return
N/A
12.9
3.59
8.04
N/A
N/A
0.0491
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
210.37 K
12.7 M
N/A
N/A
499.26 M
N/A
Annual Yield
N/A
0.0223
0.0041
0.062
N/A
0.0972
0.0288
N/A
N/A
N/A
Total Debt
N/A
N/A
N/A
N/A
125 K
135 M
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.017
N/A
N/A
-0.5
N/A
Bond Positions Weight
N/A
22.72
2.0
92.23
N/A
N/A
14.43
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
37.6
1.0
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-0.21
-0.11
N/A
N/A
-0.46
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
-0.002
3.66
N/A
N/A
0.89
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
215.11 M
218.83 M
481.72 M
3.06 M
355.28 M
1.03 B
N/A
6.31 B
N/A
Last Dividend Paid
N/A
N/A
0.03
0.02
N/A
0.73
0.14
N/A
N/A
N/A
Debt To Equity
N/A
N/A
N/A
N/A
101.0
0.69
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
N/A
Market Capitalization
N/A
50.36 M
N/A
N/A
7.72 M
N/A
N/A
N/A
233.49 M
87.66 K
Price To Earning
N/A
N/A
N/A
35.48
19.55
26.83
18.25
N/A
N/A
N/A
Price To Sales
N/A
N/A
N/A
1.23
0.63
N/A
1.57
N/A
N/A
N/A
Net Income
N/A
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
N/A
(3.15 B)
N/A
Earnings Per Share
N/A
N/A
N/A
N/A
-0.003
1.17
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
9.51
N/A
N/A
N/A
30.28
N/A
Year To Date Return
N/A
2.37
0.41
0.59
N/A
N/A
-0.0211
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
5.19 M
393.49 M
N/A
N/A
(3.1 B)
N/A
Ten Year Return
N/A
N/A
4.84
6.0
N/A
N/A
5.76
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
909.32 K
51.31 M
N/A
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
3.68 M
74.67 M
N/A
N/A
(4.09 B)
N/A
Day Typical Price
35.67
11.22
8.77
17.18
0.0013
25.55
12.82
25.8
0.036
1.01
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
2.47
N/A
2680.29
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
1.0E-4
N/A
0.0
N/A
N/A
Daily Balance Of Power
0
9.2 T
9.2 T
0
9.2 T
(1.67)
0
(1.12)
0.0
0
Period Momentum Indicator
(0.26)
0.03
0.01
(0.02)
3.0E-4
(0.10)
(0.05)
(1.77)
N/A
(0.12)
Rate Of Daily Change
0.99
1.0
1.0
1.0
1.3
1.0
1.0
0.93
1.0
0.89
Day Median Price
35.67
11.22
8.77
17.18
0.0013
25.55
12.82
26.06
0.036
1.01
Price Action Indicator
(0.13)
0.015
0.005
(0.01)
1.0E-4
(0.05)
(0.03)
(1.68)
N/A
(0.06)
Coefficient Of Variation
943.93
856.55
758.81
508.94
999.4
700.56
594.25
(2,003)
N/A
2644.27
Mean Deviation
0.4209
0.6432
0.0875
0.1709
12.02
0.2691
0.2617
1.74
N/A
3.61
Jensen Alpha
0.0135
0.1487
0.0084
0.0577
N/A
0.0417
0.0429
(0.13)
N/A
0.2344
Total Risk Alpha
0.0071
0.0526
(0)
0.036
1.23
0.0152
0.0303
(0.28)
N/A
(0.20)
Sortino Ratio
(0.01)
0.148
(0.18)
0.0638
N/A
(0.03)
0.0201
N/A
N/A
0.0343
Downside Variance
0.3343
0.5225
0.0625
0.0212
N/A
0.144
0.1401
N/A
N/A
14.78
Standard Deviation
0.5365
1.47
0.1459
0.3756
47.88
0.3667
0.428
2.21
N/A
5.2
Kurtosis
(0.11)
44.16
4.41
23.25
58.21
1.37
15.74
0.1617
N/A
4.14
Potential Upside
0.8638
0.9259
0.2302
0.2405
N/A
0.6405
0.5728
3.21
N/A
10.26
Treynor Ratio
0.0767
0.6874
0.5917
0.5666
N/A
3.85
0.1773
(0.65)
N/A
(0.21)
Maximum Drawdown
2.29
12.28
0.9196
2.38
466.19
2.04
3.3
8.51
N/A
32.12
Variance
0.2878
2.16
0.0213
0.1411
2292.38
0.1345
0.1832
4.87
N/A
27.0
Market Risk Adjusted Performance
0.0867
0.6974
0.6017
0.5766
N/A
3.86
0.1873
(0.64)
N/A
(0.20)
Risk Adjusted Performance
0.0742
0.0909
0.0565
0.1349
0.0834
0.0949
0.1166
(0.03)
N/A
0.0364
Skewness
(0.43)
6.04
(0.02)
4.64
7.28
(0.19)
2.67
(0.33)
N/A
1.43
Semi Deviation
0.4823
0.4274
0.0
0.0
N/A
0.2218
0.1266
N/A
N/A
3.57
Information Ratio
(0.01)
0.0728
(0.31)
0.0247
0.0987
(0.03)
0.0176
(0.08)
N/A
0.0254
Value At Risk
(1.10)
(1.09)
(0.12)
(0.23)
N/A
(0.59)
(0.49)
(3.63)
N/A
(6.50)
Expected Short fall
(0.44)
(0.81)
(0.19)
(0.33)
N/A
(0.32)
(0.33)
N/A
N/A
(5.17)
Downside Deviation
0.5781
0.7228
0.25
0.1457
N/A
0.3795
0.3743
N/A
N/A
3.84
Semi Variance
0.2326
0.1827
(0.01)
(0.07)
N/A
0.0492
0.016
N/A
N/A
12.77

Capital Group Competition Performance Charts

Five steps to successful analysis of Capital Group Competition

Capital Group'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 Capital Group Core in relation to its competition. Capital Group's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Capital Group 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 Capital Group's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Capital Group Core, 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.

Complement your Capital Group position

In addition to having Capital Group in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Chemicals Makers Thematic Idea Now

Chemicals Makers
Chemicals Makers Theme
Companies developing chemicals for crops, soil as well as human, and animals. The Chemicals Makers theme has 15 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Chemicals Makers Theme or any other thematic opportunities.
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When determining whether Capital Group Core is a strong investment it is important to analyze Capital Group's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Capital Group's future performance. For an informed investment choice regarding Capital Etf, refer to the following important reports:
How To Invest In Capital
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ETF Directory
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Largest Size And Style ETFs Companies
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Largest Broad Equity ETFs Companies
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Check out Capital Group Correlation with its peers.
You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
Capital Group Core's market price often diverges from its book value, the accounting figure shown on Capital's balance sheet. Smart investors calculate Capital Group's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Since Capital Group's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
It's important to distinguish between Capital Group's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Capital Group should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Capital Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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