Capital World Competition

Mutual Funds . USA . 
Fund . Capital World Growth
RWIBX Fund  USD 66.60  0.27  0.40%   
Capital World Growth competes with Commonwealth Real, Gamco Global, Buffalo Growth, HUMANA, and Barloworld; as well as few others. The fund is listed under World Large-Stock Blend category and is part of American Funds family. Analyzing Capital World 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 World to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Capital World 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 World competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
65.8766.6067.33
Details
Intrinsic
Valuation
LowRealHigh
65.7466.4767.20
Details
Naive
Forecast
LowNextHigh
64.8065.5366.25
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
65.9867.2468.50
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Capital World. Your research has to be compared to or analyzed against Capital World's peers to derive any actionable benefits. When done correctly, Capital World'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 World Growth.

Capital World Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Capital World 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 World Growth does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.69
BUFGX
LBHIX
+ 0.69
MSTSX
SCAXF
+ 0.65
GABOX
LBHIX
+ 0.64
CNREX
MSTSX
+ 0.63
CNREX
ABHYX
+ 0.6
CNREX
  
High negative correlations   
444859BR2
- 0.75
BUFGX
BUFGX
- 0.69
GABOX
MSTSX
- 0.63
444859BR2
BRRAY
- 0.61
CNREX
LBHIX
- 0.58
444859BR2
MSTSX
- 0.51
BRRAY

Risk-Adjusted Indicators

There is a big difference between Capital Mutual Fund performing well and Capital World 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 World'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
CNREX  0.61  0.02 (0.05) 0.16  0.75 
(0.67)
 1.22 
(1.53)
 4.85 
GABOX  0.63 (0.17) 0.00 (0.38) 0.00 
 0.00 
 1.29 
(1.51)
 4.09 
BUFGX  0.66  0.08 (0.02)(1.11) 0.99 
(0.61)
 1.47 
(1.96)
 4.61 
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 
All Fundamental Data

Capital World Competitive Analysis

The better you understand Capital World competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Capital World'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 World'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
RWIBX CNREX GABOX BUFGX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX
 0.40 
 66.60 
Capital
 0.60 
 25.30 
Commonwealth
 0.51 
 11.78 
Gamco
 0.19 
 37.20 
Buffalo
 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
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Weak
Insignificant
Very Weak
OK
Very Weak
Very Weak
Very Weak
Weak
Insignificant
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Under Valued
Fairly 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 Sell
Cautious Hold
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
Net Asset
99.03 B
13.6 M
6.73 M
160.15 M
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
Price To Book
1.97
1.74
2.71
3.96
N/A
N/A
0.99
N/A
N/A
1.58
Current Valuation
N/A
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
Five Year Return
8.56
6.61
0.0793
14.03
N/A
N/A
3.98
8.13
1.68
3.31
Retained Earnings
N/A
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
One Year Return
20.16
25.32
5.51
30.17
N/A
N/A
N/A
18.78
12.1
11.68
Beta
N/A
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
Cash Position Weight
8.11
3.61
6.42
1.47
N/A
N/A
N/A
14.28
0.1
6.56
Equity Positions Weight
91.3
96.39
93.58
98.53
N/A
N/A
N/A
61.63
N/A
0.07
Number Of Employees
1
1
1
1
N/A
7
36
1
1
1
Shares Outstanding
N/A
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
Three Year Return
3.68
2.32
-10.31
6.39
N/A
N/A
N/A
5.8
-0.71
2.59
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
Annual Yield
0.0095
N/A
0.0172
N/A
N/A
N/A
0.0543
0.021
0.0041
0.0617
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
Bond Positions Weight
0.23
N/A
N/A
N/A
N/A
N/A
N/A
22.72
2.0
92.23
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
Minimum Initial Investment
N/A
200
1 K
N/A
N/A
N/A
N/A
N/A
N/A
2 K
Current Liabilities
N/A
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
Total Asset
121.53 B
N/A
4.26 M
80.03 M
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
Last Dividend Paid
0.23
0.07
0.12
N/A
N/A
N/A
4.6
N/A
0.03
0.02
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
Price To Earning
17.22
24.21
20.62
21.02
N/A
-0.22
9.18
N/A
N/A
35.48
Price To Sales
1.58
1.98
1.73
2.52
N/A
N/A
0.0285
N/A
N/A
1.23
Net Income
N/A
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
13.12
10.47
0.57
22.24
N/A
N/A
N/A
11.76
5.77
6.69
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
Ten Year Return
7.84
5.07
6.37
13.57
N/A
N/A
N/A
N/A
4.84
6.0
Working Capital
N/A
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
Day Typical Price
66.6
25.3
11.78
37.2
80.35
0.006
4.23
11.73
8.96
4.25
Period Momentum Indicator
(0.27)
0.15
0.06
(0.07)
(0.30)
N/A
N/A
0.05
0.01
0.01
Rate Of Daily Change
1.0
1.01
1.01
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
66.6
25.3
11.78
37.2
80.35
0.006
4.23
11.73
8.96
4.25
Price Action Indicator
(0.14)
0.075
0.03
(0.04)
(0.15)
N/A
N/A
0.025
0.005
0.005
Coefficient Of Variation
3737.41
1180.97
(684.63)
1087.96
(7,322)
N/A
25169.77
1576.86
2042.34
583.8
Mean Deviation
0.5505
0.6147
0.6326
0.6575
1.31
N/A
1.27
0.4856
0.1632
0.1099
Jensen Alpha
0.0125
0.0234
(0.17)
0.0838
(0.03)
N/A
(0.11)
0.0402
(0.0008)
0.0147
Total Risk Alpha
(0.09)
(0.05)
(0.24)
(0.05)
(0.38)
N/A
(0.54)
(0.05)
(0.03)
(0)
Sortino Ratio
(0.12)
(0.05)
N/A
(0.02)
N/A
N/A
N/A
(0.11)
(0.20)
(0.32)
Downside Variance
0.5931
0.6814
N/A
1.35
N/A
N/A
N/A
0.3987
0.2328
0.0625
Standard Deviation
0.7314
0.8252
0.8412
0.9453
2.57
N/A
4.2
0.6318
0.2858
0.1689
Kurtosis
1.19
1.32
0.6056
1.41
5.85
N/A
11.15
0.1097
8.76
3.69
Potential Upside
1.17
1.22
1.29
1.47
5.93
N/A
N/A
1.21
0.3382
0.2381
Treynor Ratio
(0.33)
0.1633
(0.38)
(1.11)
0.3578
N/A
0.0057
(0.30)
0.0825
0.4414
Maximum Drawdown
3.5
4.85
4.09
4.61
16.62
N/A
34.02
2.8
1.91
0.9552
Variance
0.535
0.681
0.7076
0.8937
6.6
N/A
17.65
0.3991
0.0817
0.0285
Market Risk Adjusted Performance
(0.32)
0.1733
(0.37)
(1.10)
0.3678
N/A
0.0157
(0.29)
0.0925
0.4514
Risk Adjusted Performance
0.02
0.0653
(0.11)
0.072
(0)
N/A
0.0112
0.0463
0.0207
0.0955
Skewness
(0.48)
(0.10)
(0.19)
(0.71)
1.05
N/A
0.4951
0.1403
(1.73)
1.16
Semi Deviation
0.7446
0.7528
N/A
0.9909
N/A
N/A
N/A
0.5186
0.2553
0.0
Information Ratio
(0.12)
(0.05)
(0.28)
(0.02)
(0.06)
N/A
(0.02)
(0.11)
(0.33)
(0.48)
Value At Risk
(1.37)
(1.53)
(1.51)
(1.96)
(4.50)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
Expected Short fall
(0.57)
(0.67)
N/A
(0.61)
N/A
N/A
N/A
(0.59)
(0.24)
(0.29)
Downside Deviation
0.7701
0.8254
N/A
1.16
N/A
N/A
N/A
0.6314
0.4825
0.25
Semi Variance
0.5544
0.5668
N/A
0.9819
N/A
N/A
N/A
0.2689
0.0652
(0.02)

Capital World Competition Performance Charts

Five steps to successful analysis of Capital World Competition

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

In addition to having Capital World 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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Real Estate
Real Estate Theme
Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. The Real Estate 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 Real Estate Theme or any other thematic opportunities.
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Other Information on Investing in Capital Mutual Fund

Capital World 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 World security.
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