Invesco Comstock Competition

ACSHX Fund

USD 30.32 0.40 1.34%

Invesco Comstock competes with Catholic Responsible, T Rowe, Calvert Short, Transamerica Short-term, and Rbc Short; as well as few others. The fund is listed under Large Value category and is part of Invesco family. Analyzing Invesco Comstock 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 Invesco Comstock to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Comstock 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 Invesco Comstock competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
29.13	30.33	31.53

Details

Intrinsic

Valuation

Low	Real	High
29.16	30.36	31.56

Details

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

Invesco Comstock Competition Correlation Matrix

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

	CRDSX	TRSTX	CDICX	TASTX	RSDIX	TSDCX	BDMKX	OWSBX
CRDSX		0.91	0.97	0.97	0.96	0.9	0.96	0.98	CRDSX
TRSTX	0.91		0.91	0.94	0.96	0.98	0.91	0.88	TRSTX
CDICX	0.97	0.91		0.99	0.98	0.92	0.92	0.98	CDICX
TASTX	0.97	0.94	0.99		0.99	0.94	0.93	0.96	TASTX
RSDIX	0.96	0.96	0.98	0.99		0.96	0.93	0.96	RSDIX
TSDCX	0.9	0.98	0.92	0.94	0.96		0.92	0.88	TSDCX
BDMKX	0.96	0.91	0.92	0.93	0.93	0.92		0.93	BDMKX
OWSBX	0.98	0.88	0.98	0.96	0.96	0.88	0.93		OWSBX
	CRDSX	TRSTX	CDICX	TASTX	RSDIX	TSDCX	BDMKX	OWSBX

Click cells to compare fundamentals

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Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Comstock 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 Invesco Comstock'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
CRDSX	0.08	0.01	0.28	0.61	(0.14)	0.21	(0.10)	0.52
TRSTX	0.06	0.01	0.00	(0.82)	0.00	0.20	0.00	0.80
CDICX	0.09	0.02	0.33	0.73	(0.13)	0.26	(0.13)	0.65
TASTX	0.08	0.02	0.31	2.07	(0.17)	0.21	(0.10)	0.72
RSDIX	0.09	0.02	0.34	1.01	(0.16)	0.21	(0.10)	0.73
TSDCX	0.05	0.01	0.00	3.11	0.00	0.11	(0.11)	0.66
BDMKX	0.07	0.03	0.42	4.60	(0.12)	0.11	(0.11)	0.33
OWSBX	0.07	0.02	0.31	0.43	(0.14)	0.20	(0.10)	0.50

Unable to evaluate fundamental data of [CRDSX, TRSTX, CDICX, TASTX, RSDIX, TSDCX, BDMKX, OWSBX] at this time. Please try again later

All Fundamental Data

Invesco Comstock Competitive Analysis

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

	ACSHX	CRDSX	TRSTX	CDICX	TASTX	RSDIX	TSDCX	BDMKX	OWSBX
	1.34 30.32 Invesco	0.10 9.70 Catholic	0.00 5.08 TRSTX	0.13 15.67 Calvert	0.10 9.86 Transamerica	0.10 9.79 Rbc	0.11 9.25 Touchstone	0.11 9.17 Blackrock	0.20 10.22 Old
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Good	Good	Good	Good	Good	Good	Very Strong	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued
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
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Sell	Sell	Strong Sell	Cautious Hold	Strong Sell	Cautious Hold	Cautious Hold	Strong Sell
Net Asset	13.08 B	N/A	2.02 B	2.1 B	2.94 B	61.37 M	498.19 M	3.82 B	N/A
Minimum Initial Investment	N/A	N/A	500 K	1 K	N/A	10 K	N/A	N/A	N/A
Price To Book	1.39	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Five Year Return	13.55	N/A	3.16	1.76	2.21	2.24	2.25	3.62	N/A
One Year Return	18.83	5.87	6.12	5.25	5.98	6.25	5.58	9.16	N/A
Last Dividend Paid	0.13	N/A	N/A	0.01	0.01	0.01	N/A	0.4	N/A
Price To Earning	14.91	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Price To Sales	1.36	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Cash Position Weight	4.71	N/A	22.14	1.83	1.3	2.2	7.38	18.05	N/A
Equity Positions Weight	95.29	N/A	1.09	N/A	N/A	N/A	N/A	3.16	N/A
Three Year Return	10.52	2.98	4.53	2.52	3.24	3.55	3.84	4.28	N/A
Annual Yield	0.0183	9.0E-4	0.052	0.0011	2.0E-4	0.001	0.0016	0.0716	N/A
Year To Date Return	5.75	1.15	0.97	0.76	1.24	1.3	0.64	2.0	N/A
Bond Positions Weight	N/A	N/A	71.53	93.55	16.66	94.16	8.8	9.45	N/A
Ten Year Return	8.93	N/A	N/A	1.33	2.91	N/A	0.71	N/A	N/A
Day Typical Price	30.32	9.7	5.08	15.67	9.86	9.79	9.25	9.17	10.22
Daily Balance Of Power	9.2 T	9.2 T	0.0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.4	0.01	N/A	0.02	0.01	0.01	0.01	0.01	0.02
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	30.32	9.7	5.08	15.67	9.86	9.79	9.25	9.17	10.22
Price Action Indicator	0.2	0.005	N/A	0.01	0.005	0.005	0.005	0.005	0.01
Relative Strength Index	43.55	71.02	73.84	67.97	71.48	68.29	74.24	87.87	75.43
Coefficient Of Variation	(1,038)	427.16	490.66	415.14	433.81	425.11	505.84	198.48	367.24
Mean Deviation	0.6326	0.078	0.0611	0.0854	0.0833	0.0919	0.0516	0.0657	0.0749
Jensen Alpha	(0.11)	0.0142	0.0137	0.019	0.0182	0.0202	0.0116	0.0287	0.0179
Total Risk Alpha	(0.09)	0.0168	0.0178	0.0221	0.0218	0.0237	0.0149	0.0309	0.0201
Sortino Ratio	N/A	0.2809	N/A	0.3285	0.313	0.3387	N/A	0.4235	0.3097
Downside Variance	N/A	0.017	N/A	0.0159	0.0171	0.0159	N/A	0.0148	0.0167
Standard Deviation	1.2	0.1011	0.1184	0.1178	0.1214	0.1266	0.1088	0.0765	0.0991
Kurtosis	27.59	0.4106	10.56	1.82	4.37	3.42	16.48	(0.19)	0.8612
Potential Upside	0.9818	0.2073	0.1988	0.2602	0.2066	0.2083	0.1088	0.1117	0.1984
Treynor Ratio	(0.26)	0.6128	(0.82)	0.7263	2.07	1.01	3.11	4.6	0.4319
Maximum Drawdown	7.77	0.5188	0.7984	0.6477	0.7208	0.726	0.6574	0.332	0.497
Variance	1.44	0.0102	0.014	0.0139	0.0147	0.016	0.0118	0.0058	0.0098
Market Risk Adjusted Performance	(0.25)	0.6228	(0.81)	0.7363	2.08	1.02	3.12	4.61	0.4419
Risk Adjusted Performance	(0.07)	0.1095	0.0979	0.1249	0.1191	0.125	0.0879	0.2847	0.1362
Skewness	(4.50)	0.2501	2.7	0.5494	1.53	1.3	3.85	(0.01)	0.4708
Information Ratio	(0.09)	0.3626	0.3135	0.3511	0.3375	0.3378	0.3171	0.6737	0.4034
Value At Risk	(1.31)	(0.10)	N/A	(0.13)	(0.10)	(0.10)	(0.11)	(0.11)	(0.1)
Expected Short fall	N/A	(0.14)	N/A	(0.13)	(0.17)	(0.16)	N/A	(0.12)	(0.14)
Downside Deviation	N/A	0.1305	N/A	0.1259	0.1309	0.1263	N/A	0.1216	0.129
Semi Variance	N/A	(0.02)	N/A	(0.02)	(0.02)	(0.03)	N/A	(0.04)	(0.02)

Invesco Comstock Competition Performance Charts

Five steps to successful analysis of Invesco Comstock Competition

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

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

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Other Information on Investing in Invesco Mutual Fund

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

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