American Funds Competition

RGSFX Fund

USD 29.60 0.16 0.54%

American Funds Growth competes with Ab All, Dws Emerging, Artisan Mid, T Rowe, and Calvert Developed; as well as few others. The fund is listed under Allocation--85%+ Equity category and is part of American Funds family. Analyzing American Funds 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 American Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out American Funds Correlation with its peers.

American Funds vs Aqr Sustainable Correlation

Very weak diversification

The correlation between American Funds Growth and QNZIX is 0.54 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding American Funds Growth and QNZIX in the same portfolio, assuming nothing else is changed.

Moving together with American Mutual Fund

0.97	GWPCX	American Funds Growth	Pair Corr
0.69	GWPFX	American Funds Growth	Pair Corr
0.97	GWPAX	American Funds Growth	Pair Corr
0.97	CGRGX	American Funds Growth	Pair Corr
0.97	FPGGX	American Funds Growth	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
28.51	29.60	30.69

Details

Intrinsic

Valuation

Low	Real	High
28.07	29.16	30.25

Details

Naive

Forecast

Low	Next	High
27.72	28.81	29.90

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
27.04	28.94	30.84

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as American Funds. Your research has to be compared to or analyzed against American Funds' peers to derive any actionable benefits. When done correctly, American Funds' 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 American Funds Growth.

American Funds Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between American Funds 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 American 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 American Funds Growth does not affect the price movement of the other competitor.

	AMTOX	SEKRX	ARTQX	PAEIX	CDHIX	USMIX	EMSLX	QNZIX
AMTOX		0.87	0.81	0.96	0.95	0.89	0.84	0.93	AMTOX
SEKRX	0.87		0.65	0.86	0.87	0.74	0.68	0.9	SEKRX
ARTQX	0.81	0.65		0.91	0.89	0.97	0.9	0.77	ARTQX
PAEIX	0.96	0.86	0.91		0.99	0.95	0.89	0.92	PAEIX
CDHIX	0.95	0.87	0.89	0.99		0.94	0.86	0.9	CDHIX
USMIX	0.89	0.74	0.97	0.95	0.94		0.91	0.84	USMIX
EMSLX	0.84	0.68	0.9	0.89	0.86	0.91		0.81	EMSLX
QNZIX	0.93	0.9	0.77	0.92	0.9	0.84	0.81		QNZIX
	AMTOX	SEKRX	ARTQX	PAEIX	CDHIX	USMIX	EMSLX	QNZIX

Risk-Adjusted Indicators

There is a big difference between American Mutual Fund performing well and American Funds 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 American Funds' 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
AMTOX	0.51	0.05	0.02	0.19	0.50	(0.59)	1.04	(1.03)	2.59
SEKRX	0.72	0.13	0.07	0.54	0.69	(0.77)	2.16	(1.20)	3.90
ARTQX	0.82	0.09	0.13	0.18	0.56	(1.02)	1.86	(1.10)	10.44
PAEIX	0.58	0.04	0.02	0.14	0.61	(0.64)	1.23	(1.27)	3.38
CDHIX	0.60	0.04	0.02	0.14	0.66	(0.61)	1.27	(1.37)	2.88
USMIX	0.87	0.13	0.13	0.22	0.75	(1.02)	1.92	(1.49)	5.37
EMSLX	0.92	0.35	0.34	0.61	0.30	(1.08)	1.53	(1.63)	19.22
QNZIX	0.63	0.10	0.09	0.24	0.55	(0.70)	1.42	(1.08)	3.28

American Funds Competitive Analysis

The better you understand American Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, American Funds' 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 American Funds' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	RGSFX	AMTOX	SEKRX	ARTQX	PAEIX	CDHIX	USMIX	EMSLX	QNZIX
	0.54 29.60 American	0.29 10.40 AMTOX	0.87 24.25 Dws	0.39 15.48 Artisan	0.60 16.89 PAEIX	0.74 39.57 Calvert	0.57 22.98 Extended	1.10 20.29 Shelton	0.78 16.85 Aqr
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Fair	Good	Good	Good	Good	Good	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under 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	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Buy	Strong Hold	Strong Buy	Buy	Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	7.47 B	2.19 B	345.14 M	624.09 M	17.25 B	1.33 B	742.04 M	26.47 M	39.5 M
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	N/A	3 K	N/A	N/A
Price To Book	N/A	1.34	N/A	1.7	N/A	N/A	2.04	N/A	N/A
Five Year Return	10.67	10.07	0.61	6.08	8.45	9.38	6.76	N/A	N/A
One Year Return	22.08	22.32	35.69	2.94	35.54	36.82	15.4	N/A	N/A
Last Dividend Paid	N/A	0.27	0.32	0.09	0.01	0.35	N/A	0.04	N/A
Price To Earning	N/A	19.56	N/A	16.64	N/A	N/A	20.43	N/A	N/A
Price To Sales	N/A	1.33	N/A	0.87	N/A	N/A	1.26	N/A	N/A
Cash Position Weight	8.75	21.58	6.64	1.27	3.67	0.14	0.31	5.15	N/A
Equity Positions Weight	90.72	78.03	93.34	98.73	95.81	99.76	99.69	94.85	N/A
Three Year Return	22.12	10.23	13.0	6.52	15.02	17.62	15.93	N/A	N/A
Annual Yield	0.0054	0.0691	0.0337	0.0137	0.0178	0.0339	0.0106	0.0107	0.0107
Year To Date Return	2.81	5.07	5.56	2.43	4.0	4.15	6.75	N/A	N/A
Ten Year Return	N/A	-0.53	2.21	7.05	5.44	N/A	10.54	N/A	N/A
Day Typical Price	29.6	10.4	24.25	15.48	16.89	39.57	22.98	20.29	16.85
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.16	0.03	0.21	0.06	0.1	0.29	0.13	0.22	0.13
Rate Of Daily Change	1.01	1.0	1.01	1.0	1.01	1.01	1.01	1.01	1.01
Day Median Price	29.6	10.4	24.25	15.48	16.89	39.57	22.98	20.29	16.85
Price Action Indicator	0.08	0.015	0.11	0.03	0.05	0.14	0.065	0.11	0.065
Relative Strength Index	61.85	68.03	65.68	62.85	62.71	64.2	66.85	74.05	64.97
Coefficient Of Variation	840.93	549.69	547.26	659.46	617.23	604.57	471.01	547.68	458.3
Mean Deviation	0.7086	0.5125	0.7179	0.8242	0.5757	0.5982	0.8706	0.9243	0.6341
Jensen Alpha	0.107	0.0543	0.1308	0.0928	0.0352	0.0358	0.1283	0.3457	0.0962
Total Risk Alpha	(0.02)	0.0251	0.0411	0.0237	0.0153	0.0186	0.0844	0.1167	0.0605
Sortino Ratio	0.024	0.017	0.0727	0.1273	0.0181	0.0237	0.1257	0.3408	0.0857
Downside Variance	1.13	0.5898	0.7847	0.6927	0.6157	0.7399	1.1	0.853	0.5786
Standard Deviation	1.09	0.6436	0.9219	1.38	0.7297	0.752	1.11	2.29	0.7756
Kurtosis	8.01	(0.41)	(0.07)	21.21	(0.08)	(0.30)	0.8448	48.76	(0.53)
Potential Upside	1.28	1.04	2.16	1.86	1.23	1.27	1.92	1.53	1.42
Treynor Ratio	0.9029	0.1906	0.5383	0.1754	0.1393	0.1369	0.2178	0.6095	0.2374
Maximum Drawdown	7.31	2.59	3.9	10.44	3.38	2.88	5.37	19.22	3.28
Variance	1.19	0.4142	0.85	1.92	0.5325	0.5656	1.23	5.26	0.6016
Market Risk Adjusted Performance	0.9129	0.2006	0.5483	0.1854	0.1493	0.1469	0.2278	0.6195	0.2474
Risk Adjusted Performance	0.091	0.1329	0.1369	0.1166	0.1195	0.1223	0.1601	0.1416	0.1616
Skewness	1.51	(0.42)	0.2671	3.62	(0.31)	(0.40)	0.3046	6.47	(0.02)
Semi Deviation	0.8426	0.4989	0.6896	0.563	0.6087	0.6583	0.7469	0.3019	0.5518
Information Ratio	0.0234	0.0203	0.0699	0.0765	0.0195	0.0271	0.1187	0.1372	0.0841
Value At Risk	(1.64)	(1.03)	(1.20)	(1.10)	(1.27)	(1.37)	(1.49)	(1.63)	(1.08)
Expected Short fall	(0.76)	(0.59)	(0.77)	(1.02)	(0.64)	(0.61)	(1.02)	(1.08)	(0.70)
Downside Deviation	1.06	0.768	0.8858	0.8323	0.7847	0.8602	1.05	0.9236	0.7606
Semi Variance	0.71	0.2489	0.4755	0.317	0.3705	0.4333	0.5579	0.0912	0.3045

American Funds Competition Performance Charts

Five steps to successful analysis of American Funds Competition

American Funds' 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 American Funds Growth in relation to its competition. American Funds' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of American Funds 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 American Funds' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to American Funds Growth, 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 American Funds position

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An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system. The Dividend Beast theme has 65 constituents at this time.

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Other Information on Investing in American Mutual Fund

American Funds financial ratios help investors to determine whether American 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 American with respect to the benefits of owning American Funds security.

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American Funds Competition

American Funds vs Aqr Sustainable Correlation

Very weak diversification

Moving together with American Mutual Fund

Specify up to 10 symbols:

American Funds Competition Correlation Matrix

Risk-Adjusted Indicators

American Funds Competitive Analysis

American Funds Competition Performance Charts

Five steps to successful analysis of American Funds Competition

Complement your American Funds position

Did You Try This Idea?

Run Dividend Beast Thematic Idea Now

Dividend Beast

Other Information on Investing in American Mutual Fund

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