Aama Equity Competition

AMFEX Fund

USD 19.78 0.32 1.59%

Aama Equity Fund competes with Eip Growth, L Mason, Crafword Dividend, Qs Growth, and Tfa Alphagen; as well as few others. The fund is listed under Large Blend category and is part of AAMA family. Analyzing Aama Equity 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 Aama Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Aama Equity Correlation with its peers.

Aama Equity vs Riverpark/next Century Correlation

Very poor diversification

The correlation between Aama Equity Fund and RPNCX is 0.83 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Aama Equity Fund and RPNCX in the same portfolio, assuming nothing else is changed.

Moving together with Aama Mutual Fund

0.88	AMFIX	Aama Income Fund	Pair Corr
0.76	VTSAX	Vanguard Total Stock	Pair Corr
0.72	VFIAX	Vanguard 500 Index	Pair Corr
0.75	VTSMX	Vanguard Total Stock	Pair Corr

Moving against Aama Mutual Fund

0.52

CISGX

Touchstone Sands Capital

Pair Corr

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Aama Equity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
18.11	19.78	21.45

Details

Intrinsic

Valuation

Low	Real	High
19.37	21.04	22.71

Details

Aama Equity Competition Correlation Matrix

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

	EIPIX	LWLAX	CDGCX	LANIX	TFAGX	AUERX	FMOKX	RPNCX
EIPIX		0.91	0.92	0.83	0.82	0.88	0.91	0.77	EIPIX
LWLAX	0.91		0.96	0.94	0.94	0.85	0.97	0.9	LWLAX
CDGCX	0.92	0.96		0.87	0.95	0.86	0.94	0.85	CDGCX
LANIX	0.83	0.94	0.87		0.87	0.85	0.97	0.92	LANIX
TFAGX	0.82	0.94	0.95	0.87		0.78	0.9	0.87	TFAGX
AUERX	0.88	0.85	0.86	0.85	0.78		0.88	0.77	AUERX
FMOKX	0.91	0.97	0.94	0.97	0.9	0.88		0.91	FMOKX
RPNCX	0.77	0.9	0.85	0.92	0.87	0.77	0.91		RPNCX
	EIPIX	LWLAX	CDGCX	LANIX	TFAGX	AUERX	FMOKX	RPNCX

Risk-Adjusted Indicators

There is a big difference between Aama Mutual Fund performing well and Aama Equity 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 Aama Equity'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	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
EIPIX	0.78	0.40	0.45	(8.32)	0.00	(1.02)	1.30	(0.86)	15.53
LWLAX	0.28	0.03	(0.06)	0.15	0.21	(0.35)	0.59	(0.53)	2.52
CDGCX	0.53	0.15	0.11	(1.17)	0.36	(0.62)	1.10	(0.96)	6.40
LANIX	0.55	(0.01)	(0.04)	0.06	0.71	(0.57)	1.05	(1.39)	3.20
TFAGX	0.87	0.13	0.05	(1.67)	0.93	(1.00)	2.16	(1.58)	10.48
AUERX	0.95	0.30	0.23	0.51	0.73	(1.15)	2.00	(1.80)	14.15
FMOKX	0.42	0.03	0.00	0.14	0.42	(0.46)	0.79	(0.86)	2.14
RPNCX	1.30	(0.02)	0.00	0.06	1.60	(1.47)	2.47	(2.85)	6.94

Aama Equity Competitive Analysis

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

	AMFEX	EIPIX	LWLAX	CDGCX	LANIX	TFAGX	AUERX	FMOKX	RPNCX
	1.59 19.78 Aama	1.44 19.08 Eip	0.44 13.72 LWLAX	0.26 15.06 Crafword	1.45 18.32 LANIX	0.08 12.06 Tfa	2.46 16.27 Auer	0.85 16.31 Oklahoma	2.44 12.41 Riverpark/next
Market Volatility (90 Days Market Risk)	Very steady	Not too volatile	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Not too volatile
Market Performance (90 Days Performance)	Solid	Solid	Good	Solid	Fair	Fair	Solid	Good	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Fair	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Under 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	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Sell	Hold	Cautious Hold	Strong Hold	Strong Sell	Strong Buy	Buy	Hold
Net Asset	391.42 M	148.81 M	127.3 M	46.54 M	943.71 M	38.55 M	66.07 M	N/A	14.11 M
Minimum Initial Investment	10 K	N/A	1 K	N/A	1000 K	250	2 K	N/A	N/A
Price To Book	N/A	N/A	2.09	3.17	2.0	N/A	1.48	N/A	N/A
Five Year Return	11.78	17.73	3.03	8.05	9.57	N/A	20.23	N/A	N/A
One Year Return	19.14	16.28	9.29	9.48	15.26	N/A	35.55	N/A	N/A
Last Dividend Paid	0.06	0.13	0.03	0.01	N/A	N/A	N/A	N/A	N/A
Price To Earning	N/A	N/A	16.53	19.8	16.55	N/A	12.47	N/A	N/A
Price To Sales	N/A	N/A	1.23	2.35	1.19	N/A	0.97	N/A	N/A
Cash Position Weight	0.99	-4.06	20.38	1.08	13.82	N/A	1.14	N/A	N/A
Equity Positions Weight	92.02	100.82	25.56	98.92	76.2	N/A	98.86	N/A	N/A
Three Year Return	17.49	17.51	8.14	9.31	15.99	N/A	20.24	N/A	N/A
Annual Yield	0.0079	0.028	0.0243	0.0019	0.0148	N/A	6.0E-4	N/A	N/A
Year To Date Return	6.17	9.42	1.62	3.0	2.71	N/A	6.85	N/A	N/A
Bond Positions Weight	6.99	N/A	49.64	N/A	8.05	N/A	N/A	N/A	N/A
Ten Year Return	N/A	7.34	4.9	8.16	7.79	N/A	1.26	N/A	N/A
Daily Balance Of Power	0	9.2 T	0	0	0	9.2 T	0	0	0
Day Typical Price	19.78	19.08	13.72	15.06	18.32	12.06	16.27	16.31	12.41
Period Momentum Indicator	(0.32)	0.27	(0.06)	(0.04)	(0.27)	0.01	(0.41)	(0.14)	(0.31)
Rate Of Daily Change	0.98	1.01	1.0	1.0	0.99	1.0	0.98	0.99	0.98
Day Median Price	19.78	19.08	13.72	15.06	18.32	12.06	16.27	16.31	12.41
Price Action Indicator	(0.16)	0.13	(0.03)	(0.02)	(0.13)	0.005	(0.21)	(0.07)	(0.16)
Coefficient Of Variation	516.82	466.7	662.55	547.68	1395.89	1038.93	494.26	662.12	1977.12
Mean Deviation	0.6601	0.7812	0.2802	0.5284	0.5485	0.8659	0.9538	0.4187	1.3
Jensen Alpha	0.2609	0.4028	0.0253	0.1486	(0.01)	0.1339	0.2998	0.0349	(0.02)
Total Risk Alpha	0.1611	0.233	0.0146	0.0685	(0.02)	0.0031	0.1936	0.025	(0.07)
Sortino Ratio	0.2954	0.4547	(0.06)	0.1086	(0.04)	0.0504	0.2331	0.0031	0.0036
Downside Variance	0.6086	0.5225	0.144	0.4081	0.6366	1.31	1.41	0.3489	3.19
Standard Deviation	1.61	1.91	0.3852	0.8221	0.7158	1.44	1.77	0.5469	1.72
Kurtosis	46.68	48.9	3.17	13.41	0.4645	14.69	26.42	0.2097	0.608
Potential Upside	0.9846	1.3	0.5895	1.1	1.05	2.16	2.0	0.7942	2.47
Treynor Ratio	0.5296	(8.32)	0.149	(1.17)	0.0566	(1.67)	0.5148	0.1364	0.0574
Maximum Drawdown	13.61	15.53	2.52	6.4	3.2	10.48	14.15	2.14	6.94
Variance	2.59	3.65	0.1484	0.6759	0.5124	2.07	3.12	0.2991	2.97
Market Risk Adjusted Performance	0.5396	(8.31)	0.159	(1.16)	0.0666	(1.66)	0.5248	0.1464	0.0674
Risk Adjusted Performance	0.1621	0.1798	0.1115	0.1484	0.0568	0.0825	0.1697	0.1178	0.0464
Skewness	6.24	6.5	0.5537	2.38	(0.30)	2.62	4.05	(0.22)	(0.24)
Semi Deviation	0.2028	0.0	0.2118	0.3623	0.7062	0.9318	0.7257	0.4206	1.6
Information Ratio	0.1433	0.172	(0.06)	0.0844	(0.04)	0.0401	0.1566	0.0034	0.0038
Value At Risk	(1.21)	(0.86)	(0.53)	(0.96)	(1.39)	(1.58)	(1.80)	(0.86)	(2.85)
Expected Short fall	(0.83)	(1.02)	(0.35)	(0.62)	(0.57)	(1.00)	(1.15)	(0.46)	(1.47)
Downside Deviation	0.7801	0.7228	0.3795	0.6389	0.7979	1.14	1.19	0.5907	1.79
Semi Variance	0.0411	(0.10)	0.0449	0.1312	0.4987	0.8683	0.5267	0.1769	2.57

Aama Equity Competition Performance Charts

Five steps to successful analysis of Aama Equity Competition

Aama Equity'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 Aama Equity Fund in relation to its competition. Aama Equity's competition analysis typically involves several steps, including:

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

In addition to having Aama Equity 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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Online Gaming

Companies that are involved in the building and marketing of online gaming-related products. The Online Gaming theme has 48 constituents at this time.

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Other Information on Investing in Aama Mutual Fund

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

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