Capital Group Financials
| CUSEX Fund | USD 37.17 0.06 0.16% |
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 Group Fund Summary
Capital Group competes with Invesco Convertible, Calamos Dynamic, Teton Convertible, Miller Convertible, and Gabelli Convertible. 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.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US14042Y8093 |
| Business Address | Capital Group Equity |
| Mutual Fund Family | Capital Group |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 421 2166 |
| Currency | USD - US Dollar |
Capital Group Key Financial Ratios
Capital Financial Ratios 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 also is the top 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.Capital Group February 12, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Capital Group help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Capital Group Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital Group Equity 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 Group's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9702 | |||
| Information Ratio | 0.0661 | |||
| Maximum Drawdown | 11.29 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 1.27 |
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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