Capital World Competition

Mutual Funds . USA . 
Fund . Capital World Growth
CWIAX Fund  USD 62.31  0.17  0.27%   
Capital World Growth competes with Commonwealth Real, Gamco Global, HUMANA, Thrivent High, and Via Renewables; as well as few others. The fund is listed under World Large-Stock Blend category and is part of American Funds family. Analyzing Capital World 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 Capital World to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Capital World Correlation with its peers.
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 Capital World competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Capital World'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.
Hype
Prediction
LowEstimatedHigh
61.6662.3162.96
Details
Intrinsic
Valuation
LowRealHigh
61.6162.2662.91
Details
Naive
Forecast
LowNextHigh
60.9661.6162.26
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
62.3963.8965.38
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Capital World. Your research has to be compared to or analyzed against Capital World's peers to derive any actionable benefits. When done correctly, Capital World'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 Capital World Growth.

Capital World Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Capital World 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 Capital 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 Capital World Growth does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.95
CNREX
GBEMX
+ 0.93
RRTLX
GABOX
+ 0.87
CNREX
GBEMX
+ 0.85
AQUI
RRTLX
+ 0.84
VIASP
GBEMX
+ 0.82
CNREX
  
High negative correlations   
VIASP
- 0.28
444859BR2
GBEMX
- 0.16
444859BR2
444859BR2
- 0.15
GABOX
AQUI
- 0.12
444859BR2
RRTLX
- 0.09
444859BR2
444859BR2
- 0.07
CNREX

Risk-Adjusted Indicators

There is a big difference between Capital Mutual Fund performing well and Capital World Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Capital World's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Capital World Competitive Analysis

The better you understand Capital World competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Capital World'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 Capital World'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
CWIAX CNREX GABOX 444859BR2 AQUI LBHIX SCAXF VIASP RRTLX GBEMX
 0.27 
 62.31 
Capital
 0.60 
 21.68 
Commonwealth
 0.34 
 11.76 
Gamco
 8.12 
 84.12 
HUMANA
 0.00 
 0.01 
Aquagold
 0.49 
 4.09 
Thrivent
 0.00 
 0.01 
Sparta
 2.60 
 19.50 
Via
 0.43 
 11.68 
RRTLX
 0.21 
 18.94 
Victory
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Out of control
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
Weak
Insignificant
Good
Very Weak
Very Weak
OK
Modest
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Below Average
Low
Low
Average
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Strong Hold
Strong Sell
Cautious Hold
Cautious Hold
Not Rated
Strong Buy
Strong Hold
Strong Hold
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.62
3.49
N/A
N/A
Net Asset
99.03 B
13.6 M
6.73 M
N/A
3.19 K
674.44 M
3.06 M
355.28 M
1.46 B
397.89 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
-0.1
0.0094
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
(21.53 K)
33.09 M
N/A
N/A
Price To Book
1.97
1.74
2.71
N/A
N/A
1.58
34.42
N/A
2.13
1.61
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
5.73 M
535.95 M
N/A
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
-0.15
-0.14
N/A
N/A
Five Year Return
8.55
6.17
1.07
N/A
N/A
2.38
N/A
8.97
0.0406
1.14
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
17.36
18.36
-5.28
N/A
N/A
6.23
N/A
N/A
0.067
6.94
Beta
N/A
N/A
N/A
N/A
7.05
N/A
1.75
1.16
N/A
N/A
Cash Position Weight
8.11
3.61
6.42
N/A
N/A
6.56
N/A
N/A
7.22
1.02
Equity Positions Weight
91.3
96.39
93.58
N/A
N/A
0.07
N/A
N/A
38.52
98.98
Number Of Employees
1
1
1
N/A
7
1
8
169
1
1
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
233.95 M
N/A
N/A
N/A
Three Year Return
3.28
3.94
-9.03
N/A
N/A
0.88
N/A
N/A
0.0491
-8.01
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
210.37 K
12.7 M
N/A
N/A
Annual Yield
0.0167
N/A
0.0171
N/A
N/A
0.0582
N/A
0.0972
0.0219
0.0216
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
125 K
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
N/A
Bond Positions Weight
0.23
N/A
N/A
N/A
N/A
92.23
N/A
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
N/A
-0.21
-0.11
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
-0.002
3.66
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
N/A
200
1 K
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
121.53 B
N/A
4.26 M
N/A
3.19 K
347.66 M
3.06 M
355.28 M
1.03 B
38.26 M
Last Dividend Paid
0.34
0.07
0.12
N/A
N/A
0.02
N/A
0.73
0.14
0.04
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
101.0
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
N/A
7.72 M
N/A
N/A
N/A
Price To Earning
17.22
24.21
20.62
N/A
-0.22
35.48
19.55
26.83
18.25
10.86
Price To Sales
1.58
1.98
1.73
N/A
N/A
1.23
0.63
N/A
1.57
1.07
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
(609.44 K)
5.2 M
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
N/A
-0.003
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
N/A
Year To Date Return
4.7
0.0447
0.0819
N/A
N/A
0.74
N/A
N/A
-0.0211
1.89
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
5.19 M
393.49 M
N/A
N/A
Ten Year Return
8.58
5.07
6.37
N/A
N/A
6.0
N/A
N/A
5.76
1.66
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
N/A
909.32 K
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
3.68 M
74.67 M
N/A
N/A
Day Typical Price
62.31
21.68
11.76
84.12
0.006
4.09
0.0121
19.87
11.68
18.94
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0534
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.1
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
9.2 T
0.0
(9,223,372,036,855)
0.0
(0.47)
(9,223,372,036,855)
9.2 T
Period Momentum Indicator
(0.17)
(0.13)
0.04
6.32
N/A
(0.02)
N/A
(0.52)
(0.05)
0.04
Rate Of Daily Change
1.0
0.99
1.0
1.08
1.0
1.0
1.0
0.97
1.0
1.0
Day Median Price
62.31
21.68
11.76
84.12
0.006
4.09
0.0121
20.05
11.68
18.94
Price Action Indicator
(0.09)
(0.07)
0.02
3.16
N/A
(0.01)
N/A
(0.81)
(0.03)
0.02
Relative Strength Index
46.55
40.47
43.1
52.3
100.0
37.47
N/A
51.08
43.33
47.72
Coefficient Of Variation
958.26
(14,567)
(3,237)
12790.2
573.64
(2,416)
N/A
1219.5
1788.45
1184.3
Mean Deviation
0.5161
0.7343
0.534
0.618
1.32
0.1911
N/A
1.55
0.2619
0.5906
Jensen Alpha
0.0174
(0.08)
(0.07)
0.0162
0.6398
(0.02)
N/A
0.1399
(0.01)
0.0173
Total Risk Alpha
0.0116
(0.09)
(0.09)
(0.1)
0.3897
(0.04)
N/A
0.0121
(0.02)
(0.0005)
Sortino Ratio
0.0221
N/A
N/A
(0.04)
N/A
N/A
N/A
0.0508
(0.09)
0.0105
Downside Variance
0.4395
N/A
N/A
1.57
N/A
N/A
N/A
6.39
0.1584
0.8239
Standard Deviation
0.672
0.9591
0.7395
1.36
3.91
0.2595
N/A
2.24
0.3368
0.7697
Kurtosis
0.1489
1.5
1.65
17.87
32.12
0.0348
N/A
2.48
(0.10)
0.476
Potential Upside
1.03
1.37
1.11
0.9566
N/A
0.4808
N/A
3.6
0.5076
1.22
Treynor Ratio
0.0639
(0.01)
(0.04)
(0)
0.9556
(0.41)
N/A
0.2329
0.0174
0.0664
Maximum Drawdown
3.38
4.86
3.97
10.29
25.0
1.21
N/A
13.41
1.46
3.92
Variance
0.4516
0.9198
0.5468
1.85
15.3
0.0673
N/A
5.03
0.1134
0.5925
Market Risk Adjusted Performance
0.0739
(0)
(0.03)
0.0082
0.9656
(0.40)
N/A
0.2429
0.0274
0.0764
Risk Adjusted Performance
0.0664
(0.0009)
(0.02)
0.0103
0.1183
(0.04)
N/A
0.0589
0.0265
0.055
Skewness
0.0353
(0.92)
(0.81)
1.05
5.72
(0.29)
N/A
(0.55)
(0.41)
(0.52)
Semi Deviation
0.5108
N/A
N/A
1.19
N/A
N/A
N/A
2.31
0.3095
0.7841
Information Ratio
0.0218
(0.06)
(0.11)
(0.03)
0.1601
(0.26)
N/A
0.0573
(0.11)
0.0124
Value At Risk
(1.02)
(1.39)
(1.51)
(1.04)
N/A
(0.48)
N/A
(3.74)
(0.59)
(1.46)
Expected Short fall
(0.55)
N/A
N/A
(0.67)
N/A
N/A
N/A
(1.56)
(0.29)
(0.59)
Downside Deviation
0.663
N/A
N/A
1.25
N/A
N/A
N/A
2.53
0.398
0.9077
Semi Variance
0.2609
N/A
N/A
1.42
N/A
N/A
N/A
5.35
0.0958
0.6147

Capital World Competition Performance Charts

Five steps to successful analysis of Capital World Competition

Capital World'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 Capital World Growth in relation to its competition. Capital World's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Capital World 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 Capital World's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Capital World Growth, 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 Capital World position

In addition to having Capital World 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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Trading
Trading Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 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 Trading Theme or any other thematic opportunities.
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Check out Capital World Correlation with its peers.
Note that the Capital World Growth information on this page should be used as a complementary analysis to other Capital World'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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Capital World's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital World is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital World'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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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