Capital Group Competition

CUSEX Fund

USD 37.11 0.12 0.32%

Capital Group Equity competes with Angel Oak, Shelton Emerging, Commodities Strategy, T Rowe, and Ab Bond; as well as few others. The fund is listed under Large Blend category and is part of Capital Group family. 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 Arrow Managed Correlation

Very poor diversification

The correlation between Capital Group Equity and MFTFX is 0.84 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Capital Group Equity and MFTFX in the same portfolio, assuming nothing else is changed.

Moving together with Capital Mutual Fund

0.93	AMECX	Income Fund	Pair Corr
0.94	AMFCX	American Mutual	Pair Corr
0.94	AMFFX	American Mutual	Pair Corr
0.65	AMHIX	American High Income	Pair Corr

Moving against Capital Mutual Fund

0.68

AMRMX

American Mutual

Pair Corr

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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 Capital Group'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
35.68	37.11	38.54

Details

Intrinsic

Valuation

Low	Real	High
33.40	39.49	40.92

Details

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 funds. 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 Equity does not affect the price movement of the other competitor.

	ANGCX	EMSLX	RYMBX	TMSSX	ABNTX	VASGX	MFTFX
ANGCX		0.92	0.74	-0.16	0.82	0.9	0.9	ANGCX
EMSLX	0.92		0.7	-0.01	0.69	0.92	0.9	EMSLX
RYMBX	0.74	0.7		-0.37	0.8	0.79	0.83	RYMBX
TMSSX	-0.16	-0.01	-0.37		-0.47	-0.04	-0.1	TMSSX
ABNTX	0.82	0.69	0.8	-0.47		0.76	0.78	ABNTX
VASGX	0.9	0.92	0.79	-0.04	0.76		0.94	VASGX
MFTFX	0.9	0.9	0.83	-0.1	0.78	0.94		MFTFX
	ANGCX	EMSLX	RYMBX	TMSSX	ABNTX	VASGX	MFTFX

High positive correlations

MFTFX	+ 0.94	VASGX
EMSLX	+ 0.92	ANGCX
VASGX	+ 0.92	EMSLX
VASGX	+ 0.9	ANGCX
MFTFX	+ 0.9	ANGCX
MFTFX	+ 0.9	EMSLX

High negative correlations

ABNTX	- 0.47	TMSSX
TMSSX	- 0.37	RYMBX
TMSSX	- 0.16	ANGCX
MFTFX	- 0.1	TMSSX
VASGX	- 0.04	TMSSX
TMSSX	- 0.01	EMSLX

Risk-Adjusted Indicators

There is a big difference between Capital Mutual Fund performing well and Capital Group 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 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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ANGCX	0.07	0.01	(0.60)	0.85	0.00	(0.15)	0.12	(0.12)	0.58
EMSLX	1.01	0.44	0.37	0.99	0.39	(1.16)	2.05	(1.66)	19.48
RYMBX	0.91	0.11	0.03	1.76	1.01	(1.07)	1.82	(1.59)	6.05
TMSSX	0.14	(0.03)	0.00	(0.64)	0.00	0.00	0.23	(0.23)	2.21
ABNTX	0.08	0.00	(0.64)	0.21	0.00	(0.11)	0.10	(0.10)	0.39
VASGX	0.46	0.03	(0.01)	0.13	0.47	(0.52)	0.92	(0.94)	2.57
MFTFX	1.08	0.30	0.15	4.57	1.15	(1.17)	2.06	(2.15)	6.76

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

	CUSEX	ANGCX	EMSLX	RYMBX	TMSSX	ABNTX	VASGX	MFTFX
	0.32 37.11 Capital	0.12 8.68 Angel	0.90 21.31 Shelton	0.39 166.63 Commodities	0.00 8.45 TMSSX	0.1 10.34 ABNTX	0.04 52.80 VANGUARD	1.94 6.83 Arrow
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile
Market Performance (90 Days Performance)	Fair	Solid	Solid	Fair	Weakest	Fair	Fair	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Over Valued	Under Valued	Over Valued	Fairly Valued	Over Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Hold	Strong Buy	Strong Hold	Buy	Hold	Strong Buy	Strong Hold
Net Asset	239.36 M	2.64 B	26.47 M	5.91 M	60.86 M	625.25 M	25.6 B	223.83 M
Minimum Initial Investment	25 K	N/A	N/A	N/A	500 K	5 M	3 K	N/A
Price To Book	3.36 X	0.47 X	N/A	N/A	N/A	N/A	1.97 X	N/A
Five Year Return	13.80 %	1.17 %	N/A	12.11 %	1.32 %	2.40 %	8.76 %	12.60 %
One Year Return	15.60 %	6.78 %	N/A	10.44 %	2.50 %	6.04 %	19.45 %	17.88 %
Last Dividend Paid	0.07	0.03	0.04	24.01	0.09	0.06	0.09	0.01
Price To Earning	20.44 X	N/A	N/A	N/A	N/A	N/A	17.56 X	N/A
Price To Sales	1.91 X	0.07 X	N/A	N/A	N/A	N/A	1.38 X	N/A
Cash Position Weight	3.05 %	5.66 %	5.15 %	86.16 %	38.88 %	42.81 %	4.64 %	14.27 %
Equity Positions Weight	96.67 %	0.31 %	94.85 %	N/A	21.06 %	N/A	76.55 %	N/A
Three Year Return	18.63 %	5.58 %	N/A	6.11 %	4.48 %	5.02 %	15.93 %	7.19 %
Annual Yield	0.01 %	0.05 %	0.01 %	N/A	0.09 %	0.04 %	0.02 %	0.02 %
Year To Date Return	1.59 %	0.36 %	N/A	8.66 %	0.47 %	0.58 %	3.35 %	10.95 %
Bond Positions Weight	0.28 %	2.06 %	N/A	0.54 %	31.82 %	53.01 %	18.48 %	1.00 %
Ten Year Return	N/A	N/A	N/A	(10.40) %	N/A	2.91 %	8.76 %	(0.73) %
Daily Balance Of Power	0	9.2 T	9.2 T	0	0.0	9.2 T	0	9.2 T
Day Typical Price	37.11	8.68	21.31	166.63	8.45	10.34	52.8	6.83
Period Momentum Indicator	(0.12)	0.01	0.19	(0.66)	N/A	0.01	(0.02)	0.13
Rate Of Daily Change	1.0	1.0	1.01	1.0	1.0	1.0	1.0	1.02
Day Median Price	37.11	8.68	21.31	166.63	8.45	10.34	52.8	6.83
Price Action Indicator	(0.06)	0.005	0.095	(0.33)	N/A	0.005	(0.01)	0.065
Coefficient Of Variation	778.43	521.7	477.18	897.99	(1,772)	701.68	685.34	433.7
Mean Deviation	0.7754	0.0704	1.01	0.9145	0.1377	0.075	0.4573	1.08
Jensen Alpha	0.1086	0.0085	0.4395	0.1107	(0.03)	0.002	0.0266	0.3033
Total Risk Alpha	0.025	(0)	0.2384	(0.0008)	(0.05)	(0.01)	0.0155	0.1661
Sortino Ratio	0.0881	(0.60)	0.3693	0.03	N/A	(0.64)	(0.01)	0.1456
Downside Variance	0.9386	0.0147	1.16	1.25	N/A	0.0153	0.4014	2.42
Standard Deviation	1.39	0.1011	2.34	1.13	0.2776	0.0932	0.5968	1.38
Kurtosis	25.51	4.82	44.35	1.43	30.05	(0.46)	0.4458	0.0504
Potential Upside	1.27	0.1168	2.05	1.82	0.2347	0.0976	0.9181	2.06
Treynor Ratio	0.2339	0.8524	0.9897	1.76	(0.64)	0.2136	0.1263	4.57
Maximum Drawdown	11.29	0.5825	19.48	6.05	2.21	0.3895	2.57	6.76
Variance	1.92	0.0102	5.46	1.28	0.0771	0.0087	0.3561	1.91
Market Risk Adjusted Performance	0.2439	0.8624	0.9997	1.77	(0.63)	0.2236	0.1363	4.58
Risk Adjusted Performance	0.1071	0.0843	0.1744	0.0921	(0.06)	0.0382	0.1134	0.1888
Skewness	3.96	1.41	6.03	(0.60)	(4.65)	(0.28)	(0.23)	(0.46)
Semi Deviation	0.7276	0.0	0.3906	1.01	N/A	0.0	0.4733	1.15
Information Ratio	0.0616	(0.72)	0.1699	0.0296	(0.39)	(0.85)	(0.01)	0.1636
Value At Risk	(1.47)	(0.12)	(1.66)	(1.59)	(0.23)	(0.1)	(0.94)	(2.15)
Expected Short fall	(0.88)	(0.15)	(1.16)	(1.07)	N/A	(0.11)	(0.52)	(1.17)
Downside Deviation	0.9688	0.1213	1.07	1.12	N/A	0.1239	0.6335	1.55
Semi Variance	0.5294	(0.02)	0.1526	1.01	N/A	(0.01)	0.224	1.32

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 Equity 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 Equity, 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.

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Government Funds

Funds or Etfs that invest in fixed income securities issued by national government to finance government spending or to facilitate Federal Reserve monetary policies. The Government Funds theme has 42 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 Government Funds Theme or any other thematic opportunities.

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Other Information on Investing in Capital Mutual Fund

Capital Group financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Group security.

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