Smallcap World Competition

SCWFX Fund

USD 75.92 0.39 0.51%

Smallcap World competes with Smallcap World, Smallcap World, Smallcap World, American Mutual, and American Mutual; as well as few others. The fund is listed under World Small/Mid Stock category and is part of Capital Group family. Analyzing Smallcap 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 Smallcap World to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Smallcap World Correlation with its peers.

Smallcap World vs New World Correlation

Almost no diversification

The correlation between Smallcap World Fund and NWFFX is 0.96 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Smallcap World Fund and NWFFX in the same portfolio, assuming nothing else is changed.

Moving together with Smallcap Mutual Fund

0.92	AMECX	Income Fund	Pair Corr
0.94	AMFCX	American Mutual	Pair Corr
0.94	AMFFX	American Mutual	Pair Corr
0.92	CUSEX	Capital Group Equity	Pair Corr
0.79	AMHIX	American High Income	Pair Corr

Moving against Smallcap Mutual Fund

0.59

AMRMX

American Mutual

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
75.42	76.51	77.60

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Intrinsic

Valuation

Low	Real	High
68.68	81.12	82.21

Details

Naive

Forecast

Low	Next	High
75.08	76.17	77.27

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
66.46	72.05	77.65

Details

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

Smallcap World Competition Correlation Matrix

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

	SMCWX	RLLGX	RSLAX	RMFGX	AMFFX	FNCFX	NFFFX	RNWGX	NEWFX	NWFFX
SMCWX		0.98	0.97	0.89	0.92	0.92	0.95	0.95	0.96	0.95	SMCWX
RLLGX	0.98		1.0	0.92	0.94	0.93	0.96	0.96	0.95	0.96	RLLGX
RSLAX	0.97	1.0		0.91	0.94	0.92	0.97	0.97	0.95	0.97	RSLAX
RMFGX	0.89	0.92	0.91		0.85	0.93	0.84	0.84	0.81	0.84	RMFGX
AMFFX	0.92	0.94	0.94	0.85		0.9	0.92	0.92	0.89	0.92	AMFFX
FNCFX	0.92	0.93	0.92	0.93	0.9		0.87	0.87	0.85	0.87	FNCFX
NFFFX	0.95	0.96	0.97	0.84	0.92	0.87		1.0	0.98	1.0	NFFFX
RNWGX	0.95	0.96	0.97	0.84	0.92	0.87	1.0		0.98	1.0	RNWGX
NEWFX	0.96	0.95	0.95	0.81	0.89	0.85	0.98	0.98		0.98	NEWFX
NWFFX	0.95	0.96	0.97	0.84	0.92	0.87	1.0	1.0	0.98		NWFFX
	SMCWX	RLLGX	RSLAX	RMFGX	AMFFX	FNCFX	NFFFX	RNWGX	NEWFX	NWFFX

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Risk-Adjusted Indicators

There is a big difference between Smallcap Mutual Fund performing well and Smallcap 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 Smallcap 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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SMCWX	0.77	0.15	0.11	0.63	0.55	(0.90)	1.46	(1.22)	6.57
RLLGX	0.77	0.10	0.12	0.20	0.56	(0.88)	1.46	(1.21)	6.37
RSLAX	0.79	0.11	0.13	0.21	0.54	(0.91)	1.46	(1.24)	7.47
RMFGX	0.50	(0.02)	(0.07)	0.06	0.61	(0.49)	0.85	(1.02)	3.20
AMFFX	0.57	0.09	0.06	0.25	0.50	(0.63)	0.87	(1.03)	7.65
FNCFX	0.34	0.04	(0.04)	0.22	0.16	(0.54)	0.83	(0.41)	2.43
NFFFX	0.64	0.12	0.14	0.27	0.34	(0.75)	1.46	(1.02)	7.09
RNWGX	0.64	0.12	0.14	0.27	0.34	(0.75)	1.47	(1.02)	7.06
NEWFX	0.65	0.15	0.13	0.77	0.37	(0.76)	1.47	(1.03)	7.07
NWFFX	0.64	0.12	0.14	0.27	0.33	(0.75)	1.47	(1.03)	7.09

Smallcap World Competitive Analysis

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

	SCWFX	SMCWX	RLLGX	RSLAX	RMFGX	AMFFX	FNCFX	NFFFX	RNWGX	NEWFX
	0.51 75.92 Smallcap	0.54 77.64 Smallcap	0.51 80.43 Smallcap	0.51 64.43 Smallcap	0.18 60.55 American	0.18 60.13 American	0.40 2.54 Franklin	0.40 97.68 New	0.40 97.99 New	0.65 97.68 New
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Good	Good	Weak	Fair	Good	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Fairly 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	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Hold	Buy	Buy	Hold	Strong Hold	Cautious Hold	Strong Buy	Strong Buy	Strong Hold
Net Asset	82.43 B	82.43 B	43.88 B	43.88 B	52.62 B	112.04 B	76.54 B	36.01 B	36.01 B	75.45 B
Price To Book	2.39	2.39	2.39	2.39	3.02	3.02	1.71	2.07	2.07	2.07
Five Year Return	1.83	1.86	1.96	0.46	11.69	11.58	8.05	5.98	5.21	5.66
One Year Return	18.84	18.91	21.86	16.08	14.82	14.19	13.77	32.94	31.13	32.57
Last Dividend Paid	N/A	N/A	N/A	N/A	0.24	0.2	0.01	N/A	N/A	N/A
Price To Earning	23.35	23.35	23.35	23.35	4.48	4.46	3.56	18.23	18.23	18.23
Price To Sales	1.56	1.56	1.56	1.56	2.06	2.06	1.14	1.65	1.65	1.65
Cash Position Weight	12.55	12.55	12.55	12.55	9.92	9.92	2.92	9.22	9.22	9.22
Equity Positions Weight	85.84	85.84	85.84	85.84	89.77	89.77	26.03	86.94	86.94	86.94
Three Year Return	10.77	10.82	10.89	9.46	13.72	13.65	8.83	15.89	15.46	15.54
Annual Yield	0.0067	0.007	0.0102	0.0023	0.0185	0.0151	0.0543	0.0135	0.0144	0.0108
Year To Date Return	5.15	5.16	4.18	3.81	0.72	1.62	2.08	4.13	3.07	4.12
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	6.32	3.24	3.24	3.24
Ten Year Return	10.58	10.59	11.01	9.77	11.12	10.71	6.2	6.15	6.26	5.85
Daily Balance Of Power	0	9.2 T	0	0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	75.92	77.64	80.43	64.43	60.55	60.13	2.54	97.68	97.99	97.68
Period Momentum Indicator	(0.39)	0.42	(0.41)	(0.33)	0.11	0.11	0.01	0.39	0.39	0.63
Rate Of Daily Change	0.99	1.01	0.99	0.99	1.0	1.0	1.0	1.0	1.0	1.01
Day Median Price	75.92	77.64	80.43	64.43	60.55	60.13	2.54	97.68	97.99	97.68
Price Action Indicator	(0.20)	0.21	(0.20)	(0.16)	0.055	0.055	0.005	0.2	0.2	0.32
Coefficient Of Variation	525.4	555.74	522.66	533.02	1152.38	628.87	541.29	508.68	506.89	543.23
Mean Deviation	0.7738	0.7723	0.7705	0.7889	0.4967	0.5698	0.337	0.6434	0.643	0.6461
Jensen Alpha	0.1017	0.153	0.0995	0.1107	(0.02)	0.0851	0.041	0.1232	0.1232	0.1542
Total Risk Alpha	0.0569	0.0455	0.0568	0.058	(0.04)	0.0194	0.015	0.06	0.0605	0.0473
Sortino Ratio	0.1185	0.1085	0.1156	0.1295	(0.07)	0.0605	(0.04)	0.1414	0.1417	0.126
Downside Variance	0.6859	0.6252	0.6863	0.6928	0.5054	0.5141	0.296	0.4483	0.4485	0.4208
Standard Deviation	1.06	1.05	1.04	1.13	0.6216	0.9268	0.4361	1.01	1.01	1.01
Kurtosis	7.46	7.32	6.33	11.23	0.5185	19.27	0.5268	16.71	16.49	16.64
Potential Upside	1.46	1.46	1.46	1.46	0.847	0.87	0.8299	1.46	1.47	1.47
Treynor Ratio	0.1998	0.6315	0.1976	0.2083	0.0643	0.2472	0.2247	0.2708	0.2705	0.7658
Maximum Drawdown	6.63	6.57	6.37	7.47	3.2	7.65	2.43	7.09	7.06	7.07
Variance	1.13	1.11	1.09	1.27	0.3864	0.8589	0.1902	1.02	1.02	1.02
Market Risk Adjusted Performance	0.2098	0.6415	0.2076	0.2183	0.0743	0.2572	0.2347	0.2808	0.2805	0.7758
Risk Adjusted Performance	0.1436	0.1359	0.1442	0.142	0.0622	0.1195	0.1295	0.1479	0.1484	0.1386
Skewness	1.64	1.66	1.46	2.21	(0.69)	3.05	0.0092	3.01	2.98	3.02
Semi Deviation	0.5559	0.5453	0.5582	0.5397	0.6069	0.5004	0.1605	0.3378	0.3379	0.3713
Information Ratio	0.0924	0.0813	0.0917	0.0955	(0.08)	0.0468	(0.05)	0.0937	0.0941	0.081
Value At Risk	(1.21)	(1.22)	(1.21)	(1.24)	(1.02)	(1.03)	(0.41)	(1.02)	(1.02)	(1.03)
Expected Short fall	(0.89)	(0.90)	(0.88)	(0.91)	(0.49)	(0.63)	(0.54)	(0.75)	(0.75)	(0.76)
Downside Deviation	0.8282	0.7907	0.8284	0.8323	0.7109	0.717	0.5441	0.6696	0.6697	0.6487
Semi Variance	0.309	0.2973	0.3116	0.2913	0.3683	0.2504	0.0258	0.1141	0.1142	0.1379

Smallcap World Competition Performance Charts

Five steps to successful analysis of Smallcap World Competition

Smallcap 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 Smallcap World in relation to its competition. Smallcap World's competition analysis typically involves several steps, including:

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

In addition to having Smallcap 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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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Sovereign ETFs theme has 17 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 Sovereign ETFs Theme or any other thematic opportunities.

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Other Information on Investing in Smallcap Mutual Fund

Smallcap World financial ratios help investors to determine whether Smallcap 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 Smallcap with respect to the benefits of owning Smallcap World security.

	Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities
	Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes

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Smallcap World Competition

Smallcap World vs New World Correlation

Almost no diversification

Moving together with Smallcap Mutual Fund

Moving against Smallcap Mutual Fund

Specify up to 10 symbols:

Smallcap World Competition Correlation Matrix

Risk-Adjusted Indicators

Smallcap World Competitive Analysis

Smallcap World Competition Performance Charts

Five steps to successful analysis of Smallcap World Competition

Complement your Smallcap World position

Did You Try This Idea?

Run Sovereign ETFs Thematic Idea Now

Sovereign ETFs

Other Information on Investing in Smallcap Mutual Fund

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