Europacific Growth Competition

RERFX Fund

USD 57.59 0.18 0.31%

Europacific Growth competes with Mesirow Financial, Valic Company, Alpine High, Virtus High, and Dunham High; as well as few others. The fund is listed under Foreign Large Growth category and is part of American Funds family. Analyzing Europacific Growth 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 Europacific Growth to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Europacific Growth 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 Europacific Growth competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
56.83	57.59	58.35

Details

Intrinsic

Valuation

Low	Real	High
56.55	57.31	58.07

Details

Naive

Forecast

Low	Next	High
56.73	57.49	58.26

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
56.41	57.79	59.18

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Europacific Growth. Your research has to be compared to or analyzed against Europacific Growth's peers to derive any actionable benefits. When done correctly, Europacific Growth'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 Europacific Growth.

Europacific Growth Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Europacific Growth 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 Europacific 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 Europacific Growth does not affect the price movement of the other competitor.

	MFHVX	VHYLX	AHYMX	PGHCX	QLMYTX	DAHYX
MFHVX		0.81	0.63	0.89	0.83	0.89	MFHVX
VHYLX	0.81		0.73	0.91	0.99	0.93	VHYLX
AHYMX	0.63	0.73		0.8	0.73	0.73	AHYMX
PGHCX	0.89	0.91	0.8		0.93	0.93	PGHCX
QLMYTX	0.83	0.99	0.73	0.93		0.92	QLMYTX
DAHYX	0.89	0.93	0.73	0.93	0.92		DAHYX
	MFHVX	VHYLX	AHYMX	PGHCX	QLMYTX	DAHYX

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Risk-Adjusted Indicators

There is a big difference between Europacific Mutual Fund performing well and Europacific Growth 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 Europacific Growth'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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MFHVX	0.11	0.00	(0.46)	0.15	(0.16)	0.24	(0.12)	0.71
VHYLX	0.12	0.01	(0.50)	0.17	(0.19)	0.28	(0.14)	0.83
AHYMX	0.10	0.02	(0.34)	(0.26)	(0.18)	0.33	(0.22)	1.09
PGHCX	0.13	0.02	(0.32)	0.38	(0.34)	0.53	(0.26)	0.80
QLMYTX	0.13	0.02	(0.39)	0.33	(0.22)	0.30	(0.15)	0.90
DAHYX	0.11	0.01	(0.62)	0.28	(0.15)	0.23	(0.23)	0.57

Unable to evaluate fundamental data of [MFHVX, VHYLX, AHYMX, PGHCX, QLMYTX, DAHYX] at this time. Please try again later

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Europacific Growth Competitive Analysis

The better you understand Europacific Growth competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Europacific Growth'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 Europacific Growth'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

	RERFX	MFHVX	VHYLX	AHYMX	PGHCX	QLMYTX	DAHYX
	0.31 57.59 Europacific	0.58 8.55 Mesirow	0.14 7.28 Valic	0.11 9.26 Alpine	0.26 3.82 Virtus	0.15 6.72 Legg	0.23 8.87 Dunham
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Good	Good	OK	Good	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	About Average	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Sell	Strong Sell	Sell	Strong Sell	Strong Sell	Strong Sell
Net Asset	162.55 B	66.73 M	611.96 M	136.28 M	45.77 M	N/A	115.38 M
Price To Book	1.73 X	N/A	N/A	N/A	4.64 X	N/A	N/A
Five Year Return	5.34 %	5.92 %	N/A	0.84 %	4.16 %	N/A	4.65 %
One Year Return	12.79 %	13.22 %	N/A	7.27 %	13.08 %	N/A	11.50 %
Last Dividend Paid	0.08	0.05	0.31	0.02	0.01	N/A	0.03
Price To Earning	17.69 X	N/A	N/A	N/A	N/A	N/A	N/A
Price To Sales	1.27 X	N/A	N/A	N/A	3.73 X	N/A	N/A
Cash Position Weight	11.24 %	4.50 %	3.82 %	4.65 %	8.17 %	N/A	4.23 %
Equity Positions Weight	88.37 %	1.17 %	0.42 %	N/A	0.41 %	N/A	1.55 %
Three Year Return	(1.75) %	3.50 %	N/A	(0.62) %	2.88 %	N/A	3.40 %
Annual Yield	0.02 %	0 %	N/A	0 %	0.01 %	N/A	0.06 %
Year To Date Return	7.18 %	9.55 %	N/A	4.78 %	8.49 %	N/A	6.78 %
Bond Positions Weight	N/A	14.01 %	92.50 %	2.28 %	11.64 %	N/A	14.35 %
Ten Year Return	6.76 %	N/A	N/A	N/A	4.89 %	N/A	4.79 %
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	57.59	8.55	7.28	9.26	3.82	6.72	8.87
Period Momentum Indicator	0.18	(0.05)	0.01	0.01	0.01	0.01	0.02
Rate Of Daily Change	1.0	0.99	1.0	1.0	1.0	1.0	1.0
Day Median Price	57.59	8.55	7.28	9.26	3.82	6.72	8.87
Price Action Indicator	0.09	(0.03)	0.005	0.005	0.005	0.005	0.01
Coefficient Of Variation	(1,793)	655.28	561.4	719.03	525.09	444.74	489.37
Mean Deviation	0.606	0.1071	0.1187	0.1034	0.1291	0.1313	0.1102
Jensen Alpha	(0.12)	0.003	0.0058	0.019	0.0182	0.0189	0.0105
Total Risk Alpha	(0.18)	(0.01)	(0.01)	(0.01)	(0)	0.0029	(0)
Sortino Ratio	N/A	(0.46)	(0.50)	(0.34)	(0.32)	(0.39)	(0.62)
Downside Variance	N/A	0.0488	0.0381	0.0896	0.0781	0.0482	0.0251
Standard Deviation	0.8101	0.1529	0.1539	0.167	0.1907	0.1734	0.1354
Kurtosis	1.19	3.85	0.3612	5.57	1.18	0.7607	(0.31)
Potential Upside	1.12	0.2364	0.2774	0.3264	0.5277	0.3049	0.2294
Treynor Ratio	(0.11)	0.1485	0.1723	(0.26)	0.3753	0.3327	0.2842
Maximum Drawdown	4.01	0.7063	0.8276	1.09	0.8029	0.9003	0.5693
Variance	0.6562	0.0234	0.0237	0.0279	0.0364	0.0301	0.0183
Market Risk Adjusted Performance	(0.1)	0.1585	0.1823	(0.25)	0.3853	0.3427	0.2942
Risk Adjusted Performance	(0.04)	0.0768	0.0967	0.0707	0.1157	0.1381	0.11
Skewness	(0.02)	(0.61)	(0.05)	(1.01)	0.8181	0.1658	0.019
Information Ratio	(0.21)	(0.67)	(0.64)	(0.61)	(0.47)	(0.50)	(0.72)
Value At Risk	(1.47)	(0.12)	(0.14)	(0.22)	(0.26)	(0.15)	(0.23)
Expected Short fall	N/A	(0.16)	(0.19)	(0.18)	(0.34)	(0.22)	(0.15)
Downside Deviation	N/A	0.2208	0.1953	0.2994	0.2794	0.2195	0.1584
Semi Variance	N/A	(0.01)	(0.01)	(0)	(0.02)	(0.02)	(0.02)

Europacific Growth Competition Performance Charts

Five steps to successful analysis of Europacific Growth Competition

Europacific Growth'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 Europacific Growth in relation to its competition. Europacific Growth's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Europacific Growth 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 Europacific Growth's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Europacific 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 Europacific Growth position

In addition to having Europacific Growth 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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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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Other Information on Investing in Europacific Mutual Fund

Europacific Growth financial ratios help investors to determine whether Europacific Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Europacific with respect to the benefits of owning Europacific Growth security.

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Europacific Growth Competition

Specify up to 10 symbols:

Europacific Growth Competition Correlation Matrix

Risk-Adjusted Indicators

Europacific Growth Competitive Analysis

Europacific Growth Competition Performance Charts

Five steps to successful analysis of Europacific Growth Competition

Complement your Europacific Growth position

Did You Try This Idea?

Run Trading Thematic Idea Now

Trading

Other Information on Investing in Europacific Mutual Fund

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