Capital Income Financials
| CIRFX Fund | USD 72.86 0.14 0.19% |
CAPITAL |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Capital Income Fund Summary
Capital Income competes with Absolute Convertible, Lord Abbett, Putnam Convertible, Advent Claymore, and Calamos Dynamic. The fund normally will invest at least 90 percent of its assets in income-producing securities . It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the SP 500 Index.Specialization | World Allocation, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1401938899 |
| Business Address | Capitalome Builder |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
Capital Income Key Financial Ratios
CAPITAL Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Capital Income's current stock value. Our valuation model uses many indicators to compare Capital Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital Income competition to find correlations between indicators driving Capital Income's intrinsic value. More Info.Capital Income Builder is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Capital Income Builder is roughly 7.38 . 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 Income's earnings, one of the primary drivers of an investment's value.Capital Income Builder Systematic Risk
Capital Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Capital Income volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Capital Income Builder correlated with the market. If Beta is less than 0 Capital Income generally moves in the opposite direction as compared to the market. If Capital Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Capital Income Builder is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Capital Income is generally in the same direction as the market. If Beta > 1 Capital Income moves generally in the same direction as, but more than the movement of the benchmark.
Capital Income November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Capital Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Capital Income Builder. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital Income Builder based on widely used predictive technical indicators. In general, we focus on analyzing CAPITAL Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Capital Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4511 | |||
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 1.81 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.6693 |
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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