Capital World Financials
| CWIFX Fund | USD 68.69 0.51 0.75% |
Capital |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Capital World Fund Summary
Capital World competes with Deutsche Real, Virtus Real, Amg Managers, Simt Real, and Columbia Real. The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.Specialization | World Large-Stock Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1405438854 |
| Business Address | Capital World Growthome |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
Capital World Key Financial Ratios
Capital Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Capital World's current stock value. Our valuation model uses many indicators to compare Capital World value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital World competition to find correlations between indicators driving Capital World's intrinsic value. More Info.Capital World Growth is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Capital World Growth is roughly 8.74 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Capital World's earnings, one of the primary drivers of an investment's value.Capital World Growth Systematic Risk
Capital World's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Capital World volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Capital World Growth correlated with the market. If Beta is less than 0 Capital World generally moves in the opposite direction as compared to the market. If Capital World Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Capital World Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Capital World is generally in the same direction as the market. If Beta > 1 Capital World moves generally in the same direction as, but more than the movement of the benchmark.
Capital World December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Capital World help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Capital World Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Capital World Growth based on widely used predictive technical indicators. In general, we focus on analyzing Capital Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Capital World's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7781 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 3.19 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.17 |
Other Information on Investing in Capital Mutual Fund
Capital World financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital World security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Stocks Directory Find actively traded stocks across global markets | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |