Capital Income Net Asset vs. One Year Return
| CIREX Fund | USD 72.90 0.13 0.18% |
For Capital Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Capital Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Capital Income Builder utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Capital Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Capital Income Builder over time as well as its relative position and ranking within its peers.
Capital |
Capital Income Builder One Year Return vs. Net Asset Fundamental Analysis
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. Capital Income Builder is the top fund in net asset among similar funds. It also is the top fund in one year return among similar funds . The ratio of Net Asset to One Year Return for Capital Income Builder is about 5,742,871,005 . 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 One Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Capital Income |
| = | 104.49 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Capital Income |
| = | 18.20 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Capital One Year Return Comparison
Capital Income is currently under evaluation in one year return among similar funds.
Capital Income Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Capital Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Capital Income will eventually generate negative long term returns. The profitability progress is the general direction of Capital Income's change in net profit over the period of time. It can combine multiple indicators of Capital Income, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Capital Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Capital Income. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Capital Income position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Capital Income's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Capital Income without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Sectors Now
SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
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Use Investing Themes to Complement your Capital Income position
In addition to having Capital Income 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.Did You Try This Idea?
Run Sports Thematic Idea Now
Sports
Companies in sporting activities arena as well as manufacturers of sporting goods and sport retailers. The Sports theme has 25 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 Sports Theme or any other thematic opportunities.
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Other Information on Investing in Capital Mutual Fund
To fully project Capital Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Capital Income Builder at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Capital Income's income statement, its balance sheet, and the statement of cash flows.
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