Investment Competition

CICAX Fund

USD 57.17 0.16 0.28%

Investment Of America competes with Columbia Real, Vy Clarion, Real Estate, Deutsche Real, and Nexpoint Real; as well as few others. The fund is listed under Large Blend category and is part of American Funds family. Analyzing Investment 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 Investment to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Investment 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 Investment competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
55.93	57.17	58.41

Details

Intrinsic

Valuation

Low	Real	High
56.81	58.05	59.29

Details

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

Investment Competition Correlation Matrix

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

	CREYX	IVRSX	REPIX	RRRZX	NRSCX	PHRAX	PNDIX
CREYX		0.75	0.78	0.81	0.13	0.97	-0.21	CREYX
IVRSX	0.75		0.98	0.97	0.49	0.7	-0.58	IVRSX
REPIX	0.78	0.98		0.97	0.45	0.72	-0.58	REPIX
RRRZX	0.81	0.97	0.97		0.3	0.77	-0.41	RRRZX
NRSCX	0.13	0.49	0.45	0.3		0.05	-0.78	NRSCX
PHRAX	0.97	0.7	0.72	0.77	0.05		-0.07	PHRAX
PNDIX	-0.21	-0.58	-0.58	-0.41	-0.78	-0.07		PNDIX
	CREYX	IVRSX	REPIX	RRRZX	NRSCX	PHRAX	PNDIX

Click cells to compare fundamentals

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High positive correlations

REPIX	+ 0.98	IVRSX
PHRAX	+ 0.97	CREYX
RRRZX	+ 0.97	IVRSX
RRRZX	+ 0.97	REPIX
RRRZX	+ 0.81	CREYX
REPIX	+ 0.78	CREYX

High negative correlations

PNDIX	- 0.78	NRSCX
PNDIX	- 0.58	REPIX
PNDIX	- 0.58	IVRSX
PNDIX	- 0.41	RRRZX
PNDIX	- 0.21	CREYX
PNDIX	- 0.07	PHRAX

Risk-Adjusted Indicators

There is a big difference between Investment Mutual Fund performing well and Investment 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 Investment'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	Treynor Ratio	Potential Upside	Value @Risk	Maximum Drawdown
CREYX	0.71	(0.15)	(0.33)	1.22	(1.47)	5.49
IVRSX	0.68	(0.14)	(0.84)	1.16	(1.50)	3.20
REPIX	1.16	(0.24)	(0.65)	1.86	(2.96)	6.08
RRRZX	0.75	(0.16)	(0.74)	1.23	(1.62)	3.61
NRSCX	0.26	(0.06)	(1.17)	0.43	(0.43)	3.21
PHRAX	0.69	(0.12)	(0.28)	1.22	(1.86)	5.47
PNDIX	0.05	0.01	(2.16)	0.10	0.00	0.70

Unable to evaluate fundamental data of [CREYX, IVRSX, REPIX, RRRZX, NRSCX, PHRAX, PNDIX] at this time. Please try again later

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Investment Competitive Analysis

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

	CICAX	CREYX	IVRSX	REPIX	RRRZX	NRSCX	PHRAX	PNDIX
	0.28 57.17 Investment	1.41 9.77 Columbia	3.88 28.24 IVRSX	5.95 40.92 Real	5.24 21.54 Deutsche	0.43 16.36 Nexpoint	4.00 19.93 Virtus	0.1 10.08 Pender
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	About Average
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Hold	Cautious Hold
Net Asset	98.59 B	321.38 M	368 M	4.65 M	1.27 B	N/A	388.18 M	N/A
Minimum Initial Investment	N/A	N/A	N/A	15 K	N/A	N/A	N/A	N/A
Price To Book	2.70 X	N/A	2.51 X	2.69 X	2.55 X	N/A	2.98 X	N/A
Five Year Return	15.30 %	6.77 %	5.72 %	0.51 %	4.98 %	3.00 %	6.60 %	N/A
One Year Return	30.94 %	14.71 %	10.83 %	9.25 %	13.41 %	0.67 %	15.18 %	N/A
Last Dividend Paid	0.15	0.07	0.67	0.4	0.1	0.11	0.08	N/A
Price To Earning	18.45 X	N/A	31.56 X	32.84 X	29.26 X	N/A	32.15 X	N/A
Price To Sales	1.83 X	N/A	7.75 X	6.29 X	7.60 X	N/A	8.45 X	N/A
Cash Position Weight	8.72 %	0.93 %	0.41 %	23.78 %	0.81 %	N/A	0.43 %	N/A
Equity Positions Weight	90.82 %	99.07 %	99.60 %	75.18 %	99.19 %	N/A	99.57 %	N/A
Three Year Return	12.41 %	0.64 %	(2.20) %	(8.05) %	(1.61) %	(0.04) %	(0.85) %	N/A
Annual Yield	0.01 %	0.01 %	0.02 %	0.02 %	0.02 %	0 %	0.02 %	N/A
Year To Date Return	28.25 %	12.08 %	8.03 %	7.63 %	10.95 %	0.11 %	14.24 %	N/A
Ten Year Return	11.22 %	8.17 %	7.51 %	9.16 %	9.29 %	N/A	8.27 %	N/A
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Day Typical Price	57.17	9.77	28.24	40.92	21.54	16.36	19.93	10.08
Period Momentum Indicator	(0.16)	(0.14)	(1.14)	(2.59)	(1.19)	(0.07)	(0.83)	0.01
Rate Of Daily Change	1.0	0.99	0.96	0.94	0.95	1.0	0.96	1.0
Day Median Price	57.17	9.77	28.24	40.92	21.54	16.36	19.93	10.08
Price Action Indicator	(0.08)	(0.07)	(0.57)	(1.29)	(0.60)	(0.04)	(0.42)	0.005
Coefficient Of Variation	(2,798)	(734.34)	(729.58)	(692.38)	(752.76)	(911.10)	(989.28)	452.53
Mean Deviation	0.667	0.7133	0.6843	1.16	0.7548	0.2571	0.6917	0.0461
Jensen Alpha	(0.08)	(0.15)	(0.14)	(0.24)	(0.16)	(0.06)	(0.12)	0.0098
Total Risk Alpha	(0.09)	(0.17)	(0.16)	(0.28)	(0.18)	(0.07)	(0.13)	0.0071
Standard Deviation	1.24	0.9568	0.9174	1.53	1.07	0.4551	0.9515	0.0892
Kurtosis	24.95	2.81	3.08	2.1	6.82	22.05	3.22	35.05
Potential Upside	0.9807	1.22	1.16	1.86	1.23	0.4289	1.22	0.1002
Treynor Ratio	(0.06)	(0.33)	(0.84)	(0.65)	(0.74)	(1.17)	(0.28)	(2.16)
Maximum Drawdown	10.24	5.49	3.2	6.08	3.61	3.21	5.47	0.6952
Variance	1.53	0.9155	0.8416	2.35	1.14	0.2071	0.9054	0.008
Market Risk Adjusted Performance	(0.05)	(0.32)	(0.83)	(0.64)	(0.73)	(1.16)	(0.27)	(2.15)
Risk Adjusted Performance	(0.02)	(0.11)	(0.11)	(0.11)	(0.10)	(0.09)	(0.08)	0.0964
Skewness	(4.10)	(1.03)	(1.10)	(1.00)	(1.72)	(3.56)	(1.16)	(4.98)
Information Ratio	(0.06)	(0.17)	(0.17)	(0.17)	(0.16)	(0.18)	(0.14)	(0.15)
Value At Risk	(1.35)	(1.47)	(1.50)	(2.96)	(1.62)	(0.43)	(1.86)	N/A

Investment Competition Performance Charts

Five steps to successful analysis of Investment Competition

Investment'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 Investment Of America in relation to its competition. Investment's competition analysis typically involves several steps, including:

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

In addition to having Investment 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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Office Supplies

Companies producing and selling office supplies, and accessories. The Office Supplies theme has 43 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 Office Supplies Theme or any other thematic opportunities.

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Other Information on Investing in Investment Mutual Fund

Investment financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment security.

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