Capital Group Financial Statements From 2010 to 2024

CUSEX Fund  USD 37.37  0.19  0.51%   
Capital Group financial statements provide useful quarterly and yearly information to potential Capital Group Equity investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Capital Group financial statements helps investors assess Capital Group's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Capital Group's valuation are summarized below:
Capital Group Equity does not presently have any fundamental signals for analysis.
Check Capital Group financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Capital Group's main balance sheet or income statement drivers, such as , as well as many indicators such as . Capital financial statements analysis is a perfect complement when working with Capital Group Valuation or Volatility modules.
  
This module can also supplement various Capital Group Technical models . Check out the analysis of Capital Group Correlation against competitors.

Capital Group Equity Mutual Fund Annual Yield Analysis

Capital Group's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Capital Group Annual Yield

    
  0.01 %  
Most of Capital Group's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Capital Group Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Capital Group Equity has an Annual Yield of 0.0088%. This is much higher than that of the Capital Group family and significantly higher than that of the Large Growth category. The annual yield for all United States funds is notably lower than that of the firm.

Capital Group Equity Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Capital Group's current stock value. Our valuation model uses many indicators to compare Capital Group value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital Group competition to find correlations between indicators driving Capital Group's intrinsic value. More Info.
Capital Group Equity is the top fund in price to earning among similar funds. It is second largest fund in price to book among similar funds fabricating about  0.16  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Capital Group Equity is roughly  6.08 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Capital Group's earnings, one of the primary drivers of an investment's value.

About Capital Group Financial Statements

Capital Group investors use historical fundamental indicators, such as Capital Group's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Capital Group. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks of U.S. issuers that the investment adviser believes have the potential for growth, many of which have the potential to pay dividends. Under normal market conditions, it invests at least 80 percent of its net assets in equity-type securities and at least 80 percent of its net assets in securities of issuers in the United States. Investments may include U.S. registered securities of issuers outside of the United States such as American Depository Receipts.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Capital Mutual Fund

Capital Group 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 Group security.
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