Capital Income Competition

RIRHX Fund

USD 72.78 0.14 0.19%

Capital Income Builder competes with Rational/pier, Advent Claymore, Putnam Convertible, Calamos Dynamic, and Absolute Convertible; as well as few others. The fund is listed under World Allocation category and is part of American Funds family. Analyzing Capital Income 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 Income to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Capital Income 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 Capital Income competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
72.35	72.78	73.21

Details

Intrinsic

Valuation

Low	Real	High
72.29	72.72	73.15

Details

Naive

Forecast

Low	Next	High
72.57	73.00	73.42

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
71.67	72.57	73.46

Details

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

Capital Income Competition Correlation Matrix

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

	PBXIX	AVK	PRCCX	CCD	ARBOX	XNCVX	LCFYX
PBXIX		0.35	0.81	0.48	0.73	0.66	0.77	PBXIX
AVK	0.35		0.47	-0.23	0.33	0.63	0.62	AVK
PRCCX	0.81	0.47		0.27	0.89	0.85	0.97	PRCCX
CCD	0.48	-0.23	0.27		0.26	0.03	0.14	CCD
ARBOX	0.73	0.33	0.89	0.26		0.89	0.85	ARBOX
XNCVX	0.66	0.63	0.85	0.03	0.89		0.88	XNCVX
LCFYX	0.77	0.62	0.97	0.14	0.85	0.88		LCFYX
	PBXIX	AVK	PRCCX	CCD	ARBOX	XNCVX	LCFYX

Click cells to compare fundamentals

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High positive correlations

LCFYX	+ 0.97	PRCCX
ARBOX	+ 0.89	PRCCX
XNCVX	+ 0.89	ARBOX
LCFYX	+ 0.88	XNCVX
XNCVX	+ 0.85	PRCCX
LCFYX	+ 0.85	ARBOX

High negative correlations

CCD

- 0.23

AVK

Risk-Adjusted Indicators

There is a big difference between Capital Mutual Fund performing well and Capital Income 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 Income'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
PBXIX	0.31	0.05	(0.06)	0.23	0.00	(0.41)	0.87	(0.55)	1.94
AVK	0.64	0.01	(0.08)	0.13	0.81	(0.77)	1.43	(1.03)	5.25
PRCCX	0.39	0.13	0.01	6.77	0.18	(0.48)	0.98	(0.70)	1.94
CCD	0.75	(0.03)	(0.10)	0.06	0.92	(0.83)	1.88	(1.68)	4.88
ARBOX	0.04	0.02	0.00	3.78	0.00	0.00	0.09	0.00	0.26
XNCVX	0.48	0.07	0.03	0.24	0.41	(0.63)	1.08	(0.80)	2.41
LCFYX	0.38	0.14	0.05	5.86	0.00	(0.47)	1.01	(0.69)	2.22

Unable to evaluate fundamental data of [PBXIX, AVK, PRCCX, CCD, ARBOX, XNCVX, LCFYX] at this time. Please try again later

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Capital Income Competitive Analysis

The better you understand Capital Income competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Capital Income'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 Income'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

	RIRHX	PBXIX	AVK	PRCCX	CCD	ARBOX	XNCVX	LCFYX
	0.19 72.78 Capital	0.26 11.69 Rational/pier	0.50 12.06 Advent	0.04 26.15 Putnam	1.38 23.56 Calamos	0.09 11.49 Absolute	0.75 4.05 Allianzgi	0.07 14.86 Lord
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Weak	Solid	Modest	Solid	Weak	Excellent	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	About Average	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Under Valued	Under Valued	Under Valued	Under 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
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Sell	Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Cautious Hold
Net Asset	104.49 B	99.14 M	N/A	628.15 M	N/A	984.69 M	N/A	964.47 M
Price To Book	N/A	N/A	0.74 X	2.23 X	N/A	N/A	N/A	1.59 X
Five Year Return	6.92 %	N/A	5.86 %	9.34 %	10.51 %	N/A	N/A	10.83 %
One Year Return	18.56 %	16.03 %	21.38 %	23.67 %	24.48 %	N/A	N/A	24.50 %
Last Dividend Paid	0.43	0.04	1.41	0.03	2.34	N/A	0.0425	0.04
Price To Earning	N/A	N/A	10.66 X	1.71 X	2.31 X	N/A	N/A	14.95 X
Beta	N/A	N/A	1.28	N/A	1.3	N/A	N/A	N/A
Price To Sales	N/A	N/A	15.81 X	1.80 X	N/A	N/A	N/A	1.71 X
Cash Position Weight	4.87 %	4.03 %	N/A	5.86 %	N/A	45.81 %	N/A	N/A
Equity Positions Weight	71.56 %	22.96 %	N/A	6.44 %	N/A	(34.50) %	N/A	5.31 %
Three Year Return	5.61 %	1.30 %	(1.71) %	0.06 %	(3.56) %	N/A	N/A	(2.15) %
Annual Yield	0.03 %	0.02 %	0.01 %	0.01 %	0.01 %	0.03 %	N/A	0.02 %
Year To Date Return	12.10 %	11.98 %	9.80 %	15.81 %	13.96 %	N/A	N/A	17.44 %
Bond Positions Weight	0.80 %	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	6.75 %	N/A	N/A	8.54 %	N/A	N/A	N/A	9.93 %
Day Typical Price	72.78	11.69	12.04	26.15	23.71	11.49	4.05	14.86
Accumulation Distribution	N/A	N/A	0.0107	N/A	0.0229	N/A	N/A	N/A
Market Facilitation Index	N/A	N/A	0.13	N/A	0.55	N/A	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	0.4615	(9,223,372,036,855)	(0.60)	9.2 T	9.2 T	(9,223,372,036,855)
Period Momentum Indicator	(0.14)	0.03	0.06	(0.01)	(0.33)	0.01	0.03	(0.01)
Rate Of Daily Change	1.0	1.0	1.01	1.0	0.99	1.0	1.01	1.0
Day Median Price	72.78	11.69	12.04	26.15	23.79	11.49	4.05	14.86
Price Action Indicator	(0.07)	0.015	0.055	(0.01)	(0.39)	0.005	0.015	(0.01)
Relative Strength Index	51.73	70.88	65.97	71.55	44.48	89.5	74.65	76.65
Coefficient Of Variation	3859.79	380.04	1506.71	366.88	2988.25	170.24	416.65	328.64
Mean Deviation	0.3418	0.3107	0.6384	0.3903	0.7491	0.0437	0.4811	0.3757
Jensen Alpha	0.0014	0.0454	0.0052	0.1251	(0.03)	0.0187	0.0704	0.1396
Total Risk Alpha	(0.07)	0.0329	(0.09)	0.048	(0.13)	0.0114	0.043	0.0636
Sortino Ratio	(0.26)	(0.06)	(0.08)	0.0144	(0.1)	N/A	0.0294	0.0496
Downside Variance	0.2154	0.1674	0.811	0.2328	0.9596	N/A	0.657	0.1979
Standard Deviation	0.4254	0.4062	0.9176	0.5039	1.0	0.0499	0.6425	0.5011
Kurtosis	(0.18)	0.4529	3.4	0.3474	0.3577	0.0418	0.8067	0.8444
Potential Upside	0.6564	0.8734	1.43	0.9769	1.88	0.0885	1.08	1.01
Treynor Ratio	(0.35)	0.2266	0.134	6.77	0.056	3.78	0.2353	5.86
Maximum Drawdown	1.83	1.94	5.25	1.94	4.88	0.2638	2.41	2.22
Variance	0.1809	0.165	0.842	0.2539	1.0	0.0025	0.4128	0.2511
Market Risk Adjusted Performance	(0.34)	0.2366	0.144	6.78	0.066	3.79	0.2453	5.87
Risk Adjusted Performance	0.0118	0.1923	0.0524	0.2032	0.0279	0.3058	0.1816	0.2274
Skewness	(0.40)	0.2687	(0.22)	(0.16)	0.0613	0.4326	(0.38)	0.2044
Semi Deviation	0.428	0.0	0.808	0.1793	0.9168	N/A	0.4113	0.0
Information Ratio	(0.28)	(0.06)	(0.08)	0.0138	(0.1)	(2.03)	0.037	0.044
Value At Risk	(0.81)	(0.55)	(1.03)	(0.70)	(1.68)	N/A	(0.80)	(0.69)
Expected Short fall	(0.35)	(0.41)	(0.77)	(0.48)	(0.83)	N/A	(0.63)	(0.47)
Downside Deviation	0.4641	0.4092	0.9005	0.4825	0.9796	N/A	0.8105	0.4448
Semi Variance	0.1832	(0.02)	0.6529	0.0321	0.8404	N/A	0.1691	(0.03)

Capital Income Competition Performance Charts

Five steps to successful analysis of Capital Income Competition

Capital Income'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 Income Builder in relation to its competition. Capital Income's competition analysis typically involves several steps, including:

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

In addition to having Capital Income 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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Computers

Companies that manufacture and distribute personal and business computers. The Computers theme has 38 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 Computers Theme or any other thematic opportunities.

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Other Information on Investing in Capital Mutual Fund

Capital Income 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 Income security.

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Capital Income Competition

Specify up to 10 symbols:

Capital Income Competition Correlation Matrix

Risk-Adjusted Indicators

Capital Income Competitive Analysis

Capital Income Competition Performance Charts

Five steps to successful analysis of Capital Income Competition

Complement your Capital Income position

Did You Try This Idea?

Run Computers Thematic Idea Now

Computers

Other Information on Investing in Capital Mutual Fund

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