AMERICAN FUNDS Competition

CTSEX Fund

USD 11.40 0.01 0.09%

AMERICAN FUNDS COLLEGE competes with THE HARTFORD, THE HARTFORD, BlackRock Incm, and BlackRock Incm; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of American Funds family. Analyzing AMERICAN FUNDS competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of AMERICAN FUNDS to its intrinsic valuation because they are able to contrast its competitors on a relative basis.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of AMERICAN FUNDS competition on your existing holdings. Check out AMERICAN FUNDS Correlation with its peers.

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of AMERICAN FUNDS's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of AMERICAN FUNDS in the context of predictive analytics.

Hype

Prediction

Low	Estimated	High
11.07	11.40	11.73

Details

Intrinsic

Valuation

Low	Real	High
11.06	11.39	11.72

Details

Naive

Forecast

Low	Next	High
11.08	11.41	11.74

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
11.28	11.36	11.45

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as AMERICAN FUNDS. Your research has to be compared to or analyzed against AMERICAN FUNDS's peers to derive any actionable benefits. When done correctly, AMERICAN FUNDS's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in AMERICAN FUNDS COLLEGE.

AMERICAN FUNDS Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between AMERICAN FUNDS and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of AMERICAN and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of AMERICAN FUNDS COLLEGE does not affect the price movement of the other competitor.

Related Correlations

	HBLTX	HBLCX	BCICX	BIICX
HBLTX		1.0	0.9	0.88	HBLTX
HBLCX	1.0		0.87	0.85	HBLCX
BCICX	0.9	0.87		1.0	BCICX
BIICX	0.88	0.85	1.0		BIICX
	HBLTX	HBLCX	BCICX	BIICX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

Nowadays, there is a big difference between AMERICAN Mutual Fund performing well and AMERICAN FUNDS Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze AMERICAN FUNDS's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Information Ratio	Expected Shortfall	Potential Upside	Value At Risk	Maximum Drawdown
HBLTX	0.33	0.01	0.04	0.01	0.35	0.045	(0.40)	0.72	(0.72)	1.82	THE HARTFORD Profile THE HARTFORD Dashboard Technical analysis Backtest
HBLCX	0.33	0.01	0.04	0.00	0.36	0.0372	(0.41)	0.74	(0.75)	1.94	THE HARTFORD Profile THE HARTFORD Dashboard Technical analysis Backtest News Timeline
BCICX	0.25	0.01	0.07	0.03	0.24	0.07	(0.30)	0.53	(0.42)	1.67	BlackRock Incm Profile BlackRock Incm Dashboard Technical analysis Backtest
BIICX	0.24	0.02	0.09	0.06	0.21	0.08	(0.32)	0.53	(0.52)	1.67	BlackRock Incm Profile BlackRock Incm Dashboard Technical analysis Backtest

AMERICAN FUNDS Competitive Analysis

The better you understand AMERICAN FUNDS competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, AMERICAN FUNDS's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across AMERICAN FUNDS's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CTSEX	HBLTX	HBLCX	BCICX	BIICX
	0.09 11.40 AMERICAN	0.80 13.82 THE	0.82 13.47 THE	0.42 9.66 BlackRock	0.41 9.68 BlackRock
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Modest	Very Weak	Very Weak	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Very Small	Very Small	Very Small	Very Small	Very Small
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Hold	Strong Hold	Hold	Strong Hold
Net Asset	2.65 B	14.58 B	14.58 B	14.7 B	18.28 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	2 M
Five Year Return	4.64 %	6.08 %	5.03 %	2.32 %	3.37 %
One Year Return	7.21 %	6.90 %	5.83 %	0.51 %	1.62 %
Last Dividend Paid	0.36	0.08	0.04	0.03	0.04
Price to Sales	1.53 X	2.27 X	2.27 X	1.33 X	1.39 X
Price to Book	2.26 X	2.43 X	2.43 X	1.95 X	2.04 X
Cash Position Weight	6.35 %	2.13 %	2.13 %	2.88 %	6.90 %
Equity Positions Weight	24.02 %	44.46 %	44.46 %	37.61 %	36.84 %
Three Year Return	5.06 %	5.65 %	4.60 %	2.01 %	3.03 %
Bond Positions Weight	5.82 %	12.39 %	12.39 %	18.69 %	51.81 %
Ten Year Return	N/A	8.60 %	7.53 %	5.34 %	6.40 %
Price to Earning	16.22 X	19.00 X	19.00 X	17.12 X	17.23 X
Coefficient Of Variation	1060.32	2950.9	3812.24	1967.41	1461.42
Mean Deviation	0.2657	0.3259	0.3259	0.2451	0.2441
Jensen Alpha	0.021	0.0095	0.0066	0.0095	0.0159
Total Risk Alpha	0.0266	0.0105	0.0076	0.0112	0.0177
Sortino Ratio	0.1062	0.0444	0.0372	0.0695	0.0878
Downside Variance	0.1151	0.1766	0.1761	0.0902	0.0961
Standard Deviation	0.3333	0.415	0.4204	0.3201	0.3305
Kurtosis	(0.18)	(0.27)	(0.09)	1.02	2.01
Potential Upside	0.5305	0.7189	0.7369	0.5302	0.5297
Treynor Ratio	(0.68)	0.0109	0.0027	0.0284	0.0553
Maximum Drawdown	1.5	1.82	1.94	1.67	1.67
Variance	0.1111	0.1722	0.1767	0.1025	0.1092
Market Risk Adjusted Performance	(0.67)	0.0209	0.0127	0.0384	0.0653
Risk Adjusted Performance	0.0705	0.0192	0.0123	0.0284	0.0459
Skewness	0.1062	0.0721	0.0936	0.5874	0.8877
Semi Deviation	0.2254	0.3521	0.3574	0.2365	0.2063
Information Ratio	0.1081	0.045	0.0372	0.0652	0.0824
Value At Risk	(0.52)	(0.72)	(0.75)	(0.42)	(0.52)
Expected Short fall	(0.33)	(0.40)	(0.41)	(0.30)	(0.32)
Downside Deviation	0.3393	0.4202	0.4197	0.3003	0.31
Semi Variance	0.0508	0.124	0.1277	0.0559	0.0426

AMERICAN FUNDS Competition Performance Charts

Five steps to successful analysis of AMERICAN FUNDS Competition

AMERICAN FUNDS's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by AMERICAN FUNDS COLLEGE in relation to its competition. AMERICAN FUNDS's competition analysis typically involves several steps, including::

Identifying the key players in the market: This involves identifying the major competitors of AMERICAN FUNDS in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact AMERICAN FUNDS's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to AMERICAN FUNDS COLLEGE, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your AMERICAN FUNDS position

In addition to having AMERICAN FUNDS 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.

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Industrials ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Industrials ETFs theme has 30 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 Industrials ETFs Theme or any other thematic opportunities.

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Check out AMERICAN FUNDS Correlation with its peers. Note that the AMERICAN FUNDS COLLEGE information on this page should be used as a complementary analysis to other AMERICAN FUNDS's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

Complementary Tools for AMERICAN Mutual Fund analysis

When running AMERICAN FUNDS's price analysis, check to measure AMERICAN FUNDS's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AMERICAN FUNDS is operating at the current time. Most of AMERICAN FUNDS's value examination focuses on studying past and present price action to predict the probability of AMERICAN FUNDS's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AMERICAN FUNDS's price. Additionally, you may evaluate how the addition of AMERICAN FUNDS to your portfolios can decrease your overall portfolio volatility.

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Please note, there is a significant difference between AMERICAN FUNDS's value and its price as these two are different measures arrived at by different means. Investors typically determine if AMERICAN FUNDS is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AMERICAN FUNDS's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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AMERICAN FUNDS Competition

Specify up to 10 symbols:

AMERICAN FUNDS Competition Correlation Matrix

Related Correlations

Risk-Adjusted Indicators

AMERICAN FUNDS Competitive Analysis

AMERICAN FUNDS Competition Performance Charts

Five steps to successful analysis of AMERICAN FUNDS Competition

Complement your AMERICAN FUNDS position

Did You Try This Idea?

Run Industrials ETFs Thematic Idea Now

Industrials ETFs

Complementary Tools for AMERICAN Mutual Fund analysis

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