Ultra-small Company Competition

Mutual Funds . USA . 
Fund . Ultra Small Pany Market
BRSIX Fund  USD 16.43  0.17  1.05%   
Ultra-small Company competes with Bogle Small, Catalyst Dynamic, Royce International, Sentinel International, and Riskproreg; Tactical; as well as few others. The fund is listed under Small Value category and is part of Bridgeway family. Analyzing Ultra-small Company 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 Ultra-small Company to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ultra-small Company Correlation with its peers.

Ultra-small Company vs Nuveen Select Correlation

Significant diversification

The correlation between Ultra Small Pany Market and NIM is 0.04 (i.e., Significant diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Ultra Small Pany Market and NIM in the same portfolio, assuming nothing else is changed.

Moving together with Ultra-small Mutual Fund

  0.81BRAGX Aggressive InvestorsPairCorr
  0.74BRGOX Bridgeway Global OppPairCorr
  0.98BRSVX Small Cap ValuePairCorr
  0.9BRUSX Ultra-small CompanyPairCorr

Moving against Ultra-small Mutual Fund

  0.53GABFX Gmo Asset AllocationPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
14.8816.2817.68
Details
Intrinsic
Valuation
LowRealHigh
14.6116.0117.41
Details
Naive
Forecast
LowNextHigh
15.2816.6718.07
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.0415.9016.75
Details

Ultra-small Company Competition Correlation Matrix

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

High positive correlations

SWFCX
+ 0.93
CPEAX
PFTEX
+ 0.89
BOGIX
SWFCX
+ 0.88
BOGIX
PFTEX
+ 0.87
SWFCX
CPEAX
+ 0.85
BOGIX
PFTEX
+ 0.83
CPEAX
  

High negative correlations

TPZ
- 0.66
CPEAX
TPZ
- 0.61
SWFCX
TPZ
- 0.47
BOGIX
TPZ
- 0.4
PFTEX
VFL
- 0.31
TPZ
NIM
- 0.1
RYIPX

Risk-Adjusted Indicators

There is a big difference between Ultra-small Mutual Fund performing well and Ultra-small Company 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 Ultra-small Company'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.

Ultra-small Company Competitive Analysis

The better you understand Ultra-small Company competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ultra-small Company'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 Ultra-small Company'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
BRSIX BOGIX WIGTX CPEAX RYIPX SWFCX PFTEX TPZ VFL NIM
 1.05 
 16.43 
Ultra-small
 0.28 
 32.04 
Bogle
 0.00 
 12.30 
Wasatch
 0.48 
 23.06 
Catalyst
 1.08 
 15.96 
Royce
 2.23 
 19.71 
Sentinel
 0.46 
 10.92 
Riskproreg;
 1.45 
 20.97 
Tortoise
 0.29 
 10.22 
Delaware
 0.54 
 9.32 
Nuveen
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Good
Fair
Weakest
Fair
Soft
Strong
Mild
Weakest
Soft
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Hazard
Low
Low
Low
Small
Low
Small
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Over 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
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Hold
Not Rated
Strong Sell
Hold
Strong Buy
Strong Hold
Hold
Hold
Cautious Hold
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.89
1.76
Net Asset
127.04 M
115.36 M
97.24 M
115.99 M
87.02 M
146.85 M
124.39 M
159.22 M
239.33 M
N/A
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.41
-72.68
EBITDA
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
31.29 M
N/A
Price To Book
1.18
1.49
N/A
3.46
2.96
1.84
N/A
N/A
0.9
0.86
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.89
81.91
Current Valuation
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
217.36 M
110.14 M
Five Year Return
5.58
6.64
2.59
8.73
-3.14
9.94
6.86
8.2
4.38
1.43
Retained Earnings
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(41.14 M)
N/A
One Year Return
30.63
10.65
-6.56
10.63
14.79
56.09
11.54
30.82
N/A
4.95
Beta
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.78
0.8
0.23
Cash Position Weight
0.08
1.02
7.09
0.74
5.48
9.86
17.08
N/A
N/A
N/A
Equity Positions Weight
99.87
98.98
91.78
99.26
94.52
90.14
57.67
N/A
N/A
N/A
Shares Outstanding
N/A
N/A
N/A
N/A
N/A
N/A
N/A
6.53 M
12.28 M
12.45 M
Three Year Return
14.99
11.67
-9.02
16.69
1.64
18.03
12.65
18.08
N/A
3.19
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
7.12 M
N/A
Annual Yield
0.0103
0.0039
N/A
N/A
0.0079
0.0299
0.0082
0.0398
0.0587
0.045
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
100.49 M
19.24 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.0353
-2.31
Bond Positions Weight
0.03
N/A
N/A
N/A
N/A
N/A
24.41
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0279
1.62
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
11.49 K
14.18 K
24.58 K
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
11.31
10.72
Minimum Initial Investment
2 K
10 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
127.04 M
115.36 M
33.41 M
60.57 M
17.24 M
2 M
124.39 M
N/A
239.33 M
N/A
Last Dividend Paid
0.14
0.07
N/A
0.02
0.04
N/A
N/A
1.26
0.6
0.27
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.47
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.49
0.29
0.65
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
44.26
32.27
24.8
Market Capitalization
N/A
N/A
N/A
N/A
N/A
N/A
N/A
91.62 M
125.48 M
116.37 M
Price To Earning
14.42
18.84
1.24
26.02
21.38
17.36
N/A
10.14
217.6
32.86
Price To Sales
0.59
1.08
N/A
2.9
2.17
1.44
N/A
N/A
10.05
27.53
Net Income
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(5.13 M)
(3.02 M)
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.31
-0.42
0.28
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.29
0.035
N/A
Year To Date Return
9.11
4.91
4.01
4.02
0.72
3.5
2.35
29.94
N/A
0.59
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(686.99 K)
4.16 M
Ten Year Return
6.97
9.87
12.4
N/A
N/A
3.7
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.22 M
211.19 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.15
0.02
Gross Profit
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
12.48 M
4.16 M
Day Typical Price
16.43
32.04
12.3
23.06
15.96
19.71
10.92
20.9
10.2
9.32
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
110.88
303.27
73.68
Daily Balance Of Power
9.2 T
0
0.0
9.2 T
9.2 T
9.2 T
9.2 T
1.5
0.375
1.25
Period Momentum Indicator
0.17
(0.09)
N/A
0.11
0.17
0.43
0.05
0.3
0.03
0.05
Rate Of Daily Change
1.01
1.0
1.0
1.0
1.01
1.02
1.0
1.01
1.0
1.01
Day Median Price
16.43
32.04
12.3
23.06
15.96
19.71
10.92
20.87
10.19
9.32
Price Action Indicator
0.085
(0.04)
N/A
0.055
0.085
0.21
0.025
0.25
0.045
0.025
Relative Strength Index
59.94
58.14
N/A
63.36
61.87
81.19
57.55
55.23
54.06
50.66
Coefficient Of Variation
854.37
969.14
N/A
784.84
4368.62
290.15
927.33
(32,716)
8109.55
4786.06
Mean Deviation
1.14
0.7885
N/A
1.27
0.5
0.5935
0.5109
0.6634
0.3453
0.3957
Jensen Alpha
0.0741
0.0758
N/A
0.3197
(0.03)
0.2513
0.0072
(0.04)
(0.02)
(0.01)
Total Risk Alpha
0.0185
(0)
N/A
0.0677
(0.06)
0.2208
(0)
(0.09)
(0.05)
(0.05)
Sortino Ratio
0.0569
0.0269
N/A
0.1623
(0.10)
0.3517
(0.01)
N/A
(0.17)
(0.12)
Downside Variance
2.11
0.8641
N/A
2.21
0.414
0.4649
0.5218
N/A
0.1892
0.3292
Standard Deviation
1.4
1.03
N/A
2.53
0.6336
0.9306
0.6512
0.823
0.4377
0.5394
Kurtosis
(0.33)
0.2615
N/A
35.39
(0.28)
15.04
(0.12)
(0.42)
(0.26)
1.06
Potential Upside
2.17
1.8
N/A
1.93
1.15
1.37
1.08
1.46
0.7984
0.8611
Treynor Ratio
0.1371
0.3379
N/A
(2.93)
0.0104
0.3707
0.0806
(0.03)
(0.02)
0.0068
Maximum Drawdown
5.71
3.86
N/A
19.58
2.34
6.28
2.83
3.58
1.98
2.91
Variance
1.95
1.05
N/A
6.39
0.4014
0.8661
0.424
0.6773
0.1916
0.291
Market Risk Adjusted Performance
0.1471
0.3479
N/A
(2.92)
0.0204
0.3807
0.0906
(0.02)
(0.01)
0.0168
Risk Adjusted Performance
0.0906
0.0786
N/A
0.1006
0.0152
0.255
0.0779
(0)
0.0023
0.0117
Skewness
(0.12)
0.2041
N/A
5.05
0.0231
2.62
(0.39)
(0.09)
0.2035
0.1731
Semi Deviation
1.24
0.8239
N/A
1.19
0.6012
0.0
0.579
N/A
0.3792
0.4923
Information Ratio
0.0591
0.0243
N/A
0.0954
(0.10)
0.2577
(0.02)
(0.10)
(0.17)
(0.13)
Value At Risk
(2.22)
(1.47)
N/A
(2.55)
(1.16)
(1.11)
(1.05)
(1.20)
(0.69)
(0.85)
Expected Short fall
(1.21)
(0.95)
N/A
(1.50)
(0.53)
(0.73)
(0.58)
N/A
(0.43)
(0.45)
Downside Deviation
1.45
0.9296
N/A
1.49
0.6434
0.6818
0.7223
N/A
0.4349
0.5738
Semi Variance
1.55
0.6789
N/A
1.42
0.3614
(0.04)
0.3352
N/A
0.1438
0.2424

Ultra-small Company Competition Performance Charts

Five steps to successful analysis of Ultra-small Company Competition

Ultra-small Company'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 Ultra-small Company in relation to its competition. Ultra-small Company's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Ultra-small Company 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 Ultra-small Company's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Ultra-small Company, 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 Ultra-small Company position

In addition to having Ultra-small Company 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.

Did You Try This Idea?

Run Copper Thematic Idea Now

Copper
Copper Theme
Companies involved in production of copper. The Copper theme has 42 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 Copper Theme or any other thematic opportunities.
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Other Information on Investing in Ultra-small Mutual Fund

Ultra-small Company financial ratios help investors to determine whether Ultra-small 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 Ultra-small with respect to the benefits of owning Ultra-small Company security.
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