American Funds Competition

RBEEX Fund  USD 16.19  0.02  0.12%   
American Funds 2030 competes with State Farm, Income Fund, American Mutual, American Mutual, and American Funds; as well as few others. The fund is listed under Target-Date 2030 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. Check out American Funds 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 American Funds competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of American Funds' 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
LowEstimatedHigh
15.6516.1916.73
Details
Intrinsic
Valuation
LowRealHigh
15.5616.1016.64
Details
Naive
Forecast
LowNextHigh
15.5516.0916.63
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.8416.0216.19
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' peers to derive any actionable benefits. When done correctly, American Funds' 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 2030.

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 2030 does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
AMEFXAMECX
AMFFXAMFCX
TEBCXAMHIX
AMHIXAMECX
AMHIXAMEFX
TEBCXAMECX
  
High negative correlations   
FPPPXSTFGX
TEBCXSTFGX

Risk-Adjusted Indicators

There is a big difference between American Mutual Fund performing well and American Funds 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 American Funds' 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.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
STFGX  0.56 (0.12)(0.05) 0.06  1.29 
 1.22 
 8.18 
AMECX  0.36 (0.03)(0.15) 0.11  0.39 
 0.88 
 2.74 
AMFCX  0.37  0.00 (0.11) 0.16  0.36 
 0.84 
 2.24 
AMFFX  0.37  0.00 (0.10) 0.16  0.37 
 0.83 
 2.22 
RNCCX  0.29 (0.02)(0.16) 0.11  0.40 
 0.64 
 3.07 
FPPPX  0.16 (0.01)(0.61) 0.03  0.15 
 0.32 
 1.28 
AMEFX  0.36 (0.03)(0.15) 0.11  0.40 
 0.88 
 2.75 
RNGGX  0.63  0.03 (0.02) 0.19  0.72 
 1.30 
 3.75 
AMHIX  0.18  0.05 (0.31) 0.53  0.00 
 0.47 
 1.76 
TEBCX  0.15  0.03 (0.49) 0.69  0.00 
 0.33 
 1.38 

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' 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' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
RBEEXSTFGXAMECXAMFCXAMFFXRNCCXFPPPXAMEFXRNGGXAMHIX
 0.12 
 16.19 
American
 0.01 
 112.51 
State
 0.17 
 23.62 
Income
 0.19 
 51.93 
American
 0.19 
 52.62 
American
 0.24 
 12.76 
American
 0.11 
 9.36 
American
 0.17 
 23.59 
Income
 0.17 
 58.44 
New
 0.13 
 15.02 
American
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
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)
Net Asset
Minimum Initial Investment
Price To Book
Five Year Return
One Year Return
Last Dividend Paid
Price To Earning
Price To Sales
Cash Position Weight
Equity Positions Weight
Three Year Return
Annual Yield
Year To Date Return
Bond Positions Weight
Ten Year Return
Day Typical Price
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

American Funds Competition Performance Charts

Five steps to successful analysis of American Funds Competition

American Funds' 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 2030 in relation to its competition. American Funds' 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' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to American Funds 2030, 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.

Did You Try This Idea?

Run Small Cap ETFs Thematic Idea Now

Small Cap ETFs
Small Cap ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Small Cap ETFs theme has 149 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 Small Cap ETFs Theme or any other thematic opportunities.
View All  Next Launch
Check out American Funds Correlation with its peers.
Note that the American Funds 2030 information on this page should be used as a complementary analysis to other American Funds' 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 Transaction History module to view history of all your transactions and understand their impact on performance.

Complementary Tools for American Mutual Fund analysis

When running American Funds' price analysis, check to measure American Funds' 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' value examination focuses on studying past and present price action to predict the probability of American Funds' 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' price. Additionally, you may evaluate how the addition of American Funds to your portfolios can decrease your overall portfolio volatility.
CEOs Directory
Screen CEOs from public companies around the world
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Transaction History
View history of all your transactions and understand their impact on performance
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Please note, there is a significant difference between American Funds' 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' 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.