Capital Group Equity Fund Manager Performance Evaluation
| CUSEX Fund | USD 37.16 0.07 0.19% |
The fund shows a Beta (market volatility) of 0.77, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Group is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Group Equity are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Capital Group may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreCapital |
Capital Group Relative Risk vs. Return Landscape
If you would invest 3,391 in Capital Group Equity on October 26, 2025 and sell it today you would earn a total of 325.00 from holding Capital Group Equity or generate 9.58% return on investment over 90 days. Capital Group Equity is currently producing 0.1596% returns and takes up 1.4111% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Capital, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital Group Current Valuation
Overvalued
Today
Please note that Capital Group's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Capital Group Equity shows a prevailing Real Value of $33.75 per share. The current price of the fund is $37.16. We determine the value of Capital Group Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Capital Group is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Capital Mutual Fund. However, Capital Group's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 37.16 | Real 33.75 | Hype 37.16 | Naive 36.85 |
The intrinsic value of Capital Group's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Capital Group's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Capital Group Equity helps investors to forecast how Capital mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Capital Group more accurately as focusing exclusively on Capital Group's fundamentals will not take into account other important factors: Capital Group Fundamentals Growth
Capital Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Capital Group, and Capital Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Capital Mutual Fund performance.
| Price To Earning | 20.44 X | ||||
| Price To Book | 3.36 X | ||||
| Price To Sales | 1.91 X | ||||
| Total Asset | 349.04 M | ||||
About Capital Group Performance
Evaluating Capital Group's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Group has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Capital Group has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Capital Group Equity performance evaluation
Checking the ongoing alerts about Capital Group for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Capital Group Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 96.67% of its assets under management (AUM) in equities |
- Analyzing Capital Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Capital Group's stock is overvalued or undervalued compared to its peers.
- Examining Capital Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Capital Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Group's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Capital Group's mutual fund. These opinions can provide insight into Capital Group's potential for growth and whether the stock is currently undervalued or overvalued.
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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