Growth Fund Competition

RGAEX Fund  USD 70.76  0.33  0.46%   
Growth Fund competes with Equity Income, Laudus Large, Harbor International, HUMANA, and Barloworld; as well as few others. The fund is listed under Large Growth category and is part of American Funds family. Analyzing Growth Fund 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 Growth Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Growth Fund 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 Growth Fund competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Growth Fund'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
69.9070.7671.62
Details
Intrinsic
Valuation
LowRealHigh
69.3770.2371.09
Details
Naive
Forecast
LowNextHigh
69.4170.2771.14
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
66.4469.2171.98
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Growth Fund. Your research has to be compared to or analyzed against Growth Fund's peers to derive any actionable benefits. When done correctly, Growth Fund'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 Growth Fund.

Growth Fund Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Growth Fund 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 Growth 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 Growth Fund does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
HIINXPQIAX
MSTSXHIINX
MSTSXPQIAX
LBHIXABHYX
HIINXLGILX
LBHIXHIINX
  
High negative correlations   
MSTSX444859BR2
444859BR2HIINX
444859BR2PQIAX
VIASP444859BR2
BRRAY444859BR2
444859BR2LGILX

Risk-Adjusted Indicators

There is a big difference between Growth Mutual Fund performing well and Growth Fund 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 Growth Fund'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.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PQIAX  0.48  0.02  0.02  0.08  0.57 
 0.98 
 3.09 
LGILX  0.80  0.02  0.04  0.08  0.77 
 1.76 
 5.95 
HIINX  0.52  0.00  0.01  0.07  0.50 
 1.26 
 3.05 
444859BR2  0.70  0.15  0.06  1.59  1.06 
 1.73 
 8.02 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
BRRAY  0.97  0.19  0.00 (1.75) 0.00 
 0.00 
 35.79 
ABHYX  0.14  0.00 (0.22) 0.05  0.15 
 0.34 
 1.14 
MSTSX  0.43  0.03  0.03  0.10  0.51 
 1.03 
 3.20 
LBHIX  0.17 (0.01)(0.19) 0.04  0.12 
 0.48 
 0.98 
VIASP  1.32  0.26  0.14  0.22  1.72 
 3.96 
 13.41 

Growth Fund Competitive Analysis

The better you understand Growth Fund competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Growth Fund'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 Growth Fund'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
RGAEX PQIAX LGILX HIINX 444859BR2 AQUI BRRAY ABHYX MSTSX LBHIX
 0.46 
 70.76 
Growth
 0.27 
 40.44 
Equity
 0.41 
 24.55 
Laudus
 0.99 
 46.93 
Harbor
 6.19 
 84.12 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.34 
Barloworld
 0.23 
 8.77 
High
 0.09 
 11.15 
Morningstar
 0.24 
 4.15 
Thrivent
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)
Current Ratio
Net Asset
Profit Margin
EBITDA
Price To Book
Current Valuation
Operating Margin
Five Year Return
Retained Earnings
Current Asset
One Year Return
Beta
Cash Position Weight
Equity Positions Weight
Number Of Employees
Shares Outstanding
Three Year Return
Cash Flow From Operations
Annual Yield
Total Debt
Return On Equity
Bond Positions Weight
Z Score
Holdings Turnover
Return On Asset
Book Value Per Share
Number Of Shares Shorted
Minimum Initial Investment
Current Liabilities
Total Asset
Last Dividend Paid
Debt To Equity
Target Price
Short Ratio
Market Capitalization
Price To Earning
Price To Sales
Net Income
Earnings Per Share
Year To Date Return
Revenue
Ten Year Return
Working Capital
Cash And Equivalents
Cash Per Share
Gross Profit
Day Typical Price
Accumulation Distribution
Market Facilitation Index
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

Growth Fund Competition Performance Charts

Five steps to successful analysis of Growth Fund Competition

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

In addition to having Growth Fund 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 Heavy Metals Thematic Idea Now

Heavy Metals
Heavy Metals Theme
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 41 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 Heavy Metals Theme or any other thematic opportunities.
View All  Next Launch
Check out Growth Fund Correlation with its peers.
Note that the Growth Fund information on this page should be used as a complementary analysis to other Growth Fund'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 Commodity Directory module to find actively traded commodities issued by global exchanges.
Please note, there is a significant difference between Growth Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Growth Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Growth Fund'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.