American Mutual Fund Fundamentals
| AMFFX Fund | USD 60.24 0.21 0.35% |
American Mutual Fund fundamentals help investors to digest information that contributes to American Mutual's financial success or failures. It also enables traders to predict the movement of American Mutual Fund. The fundamental analysis module provides a way to measure American Mutual's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to American Mutual mutual fund.
American |
American Mutual Fund Mutual Fund Year To Date Return Analysis
American Mutual's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current American Mutual Year To Date Return | 19.49 % |
Most of American Mutual's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, American Mutual Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, American Mutual Fund has a Year To Date Return of 19.4879%. This is much higher than that of the American Funds family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
American Mutual Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining American Mutual's current stock value. Our valuation model uses many indicators to compare American Mutual value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Mutual competition to find correlations between indicators driving American Mutual's intrinsic value. More Info.American Mutual Fund 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 0.68 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for American Mutual Fund is roughly 1.48 . 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 American Mutual's earnings, one of the primary drivers of an investment's value.American Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses American Mutual's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of American Mutual could also be used in its relative valuation, which is a method of valuing American Mutual by comparing valuation metrics of similar companies.American Mutual is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for American Mutual
The fund consists of 89.77% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides American Mutual's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
American Fundamentals
| Price To Earning | 4.46 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 2.06 X | ||||
| Total Asset | 1.2 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 19.49 % | ||||
| One Year Return | 25.14 % | ||||
| Three Year Return | 8.64 % | ||||
| Five Year Return | 10.83 % | ||||
| Ten Year Return | 10.71 % | ||||
| Net Asset | 89.87 B | ||||
| Last Dividend Paid | 0.2 | ||||
| Cash Position Weight | 9.92 % | ||||
| Equity Positions Weight | 89.77 % |
About American Mutual Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze American Mutual Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Mutual using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Mutual Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. It invests primarily in securities of issuers domiciled in the United States and Canada. The fund may also invest in bonds and other debt securities, including those issued by the U.S. government and by federal agencies and instrumentalities.
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American Mutual financial ratios help investors to determine whether American 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 American with respect to the benefits of owning American Mutual security.
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