Growth Fund Competition

Mutual Funds . USA . 
Fund . Growth Fund Of
RGEBX Fund  USD 77.87  0.07  0.09%   
Growth Fund competes with HUMANA, Barloworld, Morningstar Unconstrained, High-yield Municipal, and Thrivent High; as well as few others. The fund is listed under Large Growth category and is part of American Funds family. Analyzing Growth Fund 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 Growth Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Growth Fund 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 Growth Fund competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
76.9477.8778.80
Details
Intrinsic
Valuation
LowRealHigh
69.1570.0885.66
Details
Naive
Forecast
LowNextHigh
75.7476.6777.60
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
73.7676.7279.68
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Growth Fund. Your research has to be compared to or analyzed against Growth Fund's peers to derive any actionable benefits. When done correctly, Growth Fund'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 Growth Fund.

Growth Fund Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Growth Fund 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 GROWTH 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 Growth Fund does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.88
MSTSX
AAEVX
+ 0.86
MSTSX
RRTLX
+ 0.84
AAEVX
RRTLX
+ 0.71
LBHIX
LBHIX
+ 0.69
MSTSX
AAEVX
+ 0.68
LBHIX
  
High negative correlations   
VIASP
- 0.75
SCAXF
AAEVX
- 0.73
444859BR2
MSTSX
- 0.63
444859BR2
LBHIX
- 0.58
444859BR2
MSTSX
- 0.51
BRRAY
RRTLX
- 0.5
BRRAY

Risk-Adjusted Indicators

There is a big difference between GROWTH Mutual Fund performing well and Growth Fund 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 Growth Fund'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
444859BR2  1.31 (0.03) 0.00  0.36  0.00 
 0.00 
 5.93 
(4.50)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.11) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49  0.04 (0.11)(0.30) 0.52 
(0.59)
 1.21 
(1.02)
 2.80 
ABHYX  0.16  0.00 (0.20) 0.08  0.26 
(0.24)
 0.34 
(0.33)
 1.91 
LBHIX  0.11  0.01 (0.32) 0.44  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.11  0.01 (3.65) 1.04 
(0.83)
 2.28 
(1.15)
 7.18 
AAEVX  0.51  0.06 (0.07)(0.73) 0.55 
(0.61)
 1.07 
(0.77)
 3.24 
RRTLX  0.24  0.00 (0.27) 0.99  0.26 
(0.27)
 0.56 
(0.56)
 1.37 
All Fundamental Data

Growth Fund Competitive Analysis

The better you understand Growth Fund competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Growth Fund'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 Growth Fund'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
RGEBX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF VIASP AAEVX
 0.09 
 77.87 
GROWTH
 0.37 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.43 
 11.73 
Morningstar
 0.11 
 8.96 
High-yield
 0.24 
 4.25 
Thrivent
 23.47 
 0.01 
Sparta
 0.54 
 22.46 
Via
 0.61 
 11.48 
American
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
Very Weak
Very Weak
Weak
Insignificant
Good
Very Weak
OK
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Average
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over 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 Buy
Hold
Strong Sell
Buy
Hold
Strong Hold
Strong Sell
Strong Sell
Hold
Hold
Current Ratio
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
N/A
Net Asset
199.41 B
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
355.28 M
5.82 M
Profit Margin
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
N/A
EBITDA
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
Price To Book
3.24
N/A
N/A
0.99
N/A
N/A
1.58
34.42
N/A
N/A
Current Valuation
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
N/A
Operating Margin
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
N/A
Five Year Return
15.08
N/A
N/A
3.98
8.13
1.68
3.31
N/A
8.97
N/A
Retained Earnings
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
36.08
N/A
N/A
N/A
18.78
12.1
11.68
N/A
N/A
N/A
Beta
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
N/A
Cash Position Weight
6.77
N/A
N/A
N/A
14.28
0.1
6.56
N/A
N/A
2.21
Equity Positions Weight
92.6
N/A
N/A
N/A
61.63
N/A
0.07
N/A
N/A
87.86
Number Of Employees
1
N/A
7
36
1
1
1
8
169
1
Shares Outstanding
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
N/A
Three Year Return
4.61
N/A
N/A
N/A
5.8
-0.71
2.59
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
N/A
Annual Yield
0.0015
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
0.0972
0.0176
Total Debt
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
N/A
Return On Equity
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
22.72
2.0
92.23
N/A
N/A
2.26
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
N/A
Book Value Per Share
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
278.46 B
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
355.28 M
2.16 M
Debt To Equity
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
N/A
Target Price
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
4.6
N/A
0.03
0.02
N/A
0.73
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Market Capitalization
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
N/A
Price To Earning
2.38
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
26.83
N/A
Price To Sales
1.91
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
N/A
N/A
Net Income
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
Earnings Per Share
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
Year To Date Return
25.96
N/A
N/A
N/A
11.76
5.77
6.69
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
N/A
Ten Year Return
13.28
N/A
N/A
N/A
N/A
4.84
6.0
N/A
N/A
N/A
Working Capital
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
N/A
Cash Per Share
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
N/A
Gross Profit
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
N/A
Day Typical Price
77.87
80.35
0.006
4.23
11.73
8.96
4.25
0.015
22.4
11.48
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
123.25
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
0.6316
(9,223,372,036,855)
Period Momentum Indicator
0.07
(0.30)
N/A
N/A
0.05
0.01
0.01
(0)
0.12
(0.07)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
0.77
1.01
0.99
Day Median Price
77.87
80.35
0.006
4.23
11.73
8.96
4.25
0.015
22.37
11.48
Price Action Indicator
0.035
(0.15)
N/A
N/A
0.025
0.005
0.005
(0)
0.16
(0.04)
Coefficient Of Variation
810.15
(7,322)
N/A
25169.77
1576.86
2042.34
583.8
(812.40)
957.02
1009.62
Mean Deviation
0.6781
1.31
N/A
1.27
0.4856
0.1632
0.1099
0.7004
0.736
0.5092
Jensen Alpha
0.0077
(0.03)
N/A
(0.11)
0.0402
(0.0008)
0.0147
(0.40)
0.1138
0.063
Total Risk Alpha
(0.02)
(0.38)
N/A
(0.54)
(0.05)
(0.03)
(0)
(0.74)
(0.04)
(0.03)
Sortino Ratio
0.0061
N/A
N/A
N/A
(0.11)
(0.20)
(0.32)
N/A
0.009
(0.07)
Downside Variance
1.09
N/A
N/A
N/A
0.3987
0.2328
0.0625
N/A
1.57
0.4507
Standard Deviation
0.9382
2.57
N/A
4.2
0.6318
0.2858
0.1689
2.89
1.16
0.6614
Kurtosis
1.48
5.85
N/A
11.15
0.1097
8.76
3.69
66.0
5.62
0.6653
Potential Upside
1.34
5.93
N/A
N/A
1.21
0.3382
0.2381
N/A
2.28
1.07
Treynor Ratio
0.1073
0.3578
N/A
0.0057
(0.30)
0.0825
0.4414
(1.01)
(3.65)
(0.73)
Maximum Drawdown
4.41
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
7.18
3.24
Variance
0.8802
6.6
N/A
17.65
0.3991
0.0817
0.0285
8.35
1.34
0.4375
Market Risk Adjusted Performance
0.1173
0.3678
N/A
0.0157
(0.29)
0.0925
0.4514
(1.00)
(3.64)
(0.72)
Risk Adjusted Performance
0.096
(0)
N/A
0.0112
0.0463
0.0207
0.0955
(0.09)
0.0831
0.074
Skewness
(0.43)
1.05
N/A
0.4951
0.1403
(1.73)
1.16
(8.12)
(0.92)
(0.16)
Semi Deviation
0.9042
N/A
N/A
N/A
0.5186
0.2553
0.0
N/A
1.04
0.5511
Information Ratio
0.0067
(0.06)
N/A
(0.02)
(0.11)
(0.33)
(0.48)
(0.16)
0.0097
(0.07)
Value At Risk
(1.64)
(4.50)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
(1.15)
(0.77)
Expected Short fall
(0.69)
N/A
N/A
N/A
(0.59)
(0.24)
(0.29)
N/A
(0.83)
(0.61)
Downside Deviation
1.04
N/A
N/A
N/A
0.6314
0.4825
0.25
N/A
1.25
0.6713
Semi Variance
0.8176
N/A
N/A
N/A
0.2689
0.0652
(0.02)
N/A
1.09
0.3037

Growth Fund Competition Performance Charts

Five steps to successful analysis of Growth Fund Competition

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

In addition to having Growth Fund 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 Large Value Funds Thematic Idea Now

Large Value Funds
Large Value Funds Theme
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 43 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 Large Value Funds Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in GROWTH Mutual Fund

Growth Fund financial ratios help investors to determine whether GROWTH 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 GROWTH with respect to the benefits of owning Growth Fund security.
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
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
 
Feedback Blog
Made with optimal in San Francisco
2024 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY