Baron Wealthbuilder Competition

Mutual Funds . USA . 
Fund . Baron Wealthbuilder Fund
BWBFX Fund  USD 21.47  0.10  0.46%   
Baron Wealthbuilder competes with Small Pany, Invesco Trust, Boston Trust, Allianzgi Nfj, and Allianzgi Nfj; as well as few others. The fund is listed under Allocation--85%+ Equity category and is part of Baron Capital Group, Inc. family. Analyzing Baron Wealthbuilder 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 Baron Wealthbuilder to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Baron Wealthbuilder Correlation with its peers.

Baron Wealthbuilder vs Ycg Enhanced Correlation

Almost no diversification

The correlation between Baron Wealthbuilder Fund and YCGEX is 0.95 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Baron Wealthbuilder Fund and YCGEX in the same portfolio, assuming nothing else is changed.

Moving together with Baron Mutual Fund

  0.83GWPCX American Funds GrowthPairCorr
  0.81GWPFX American Funds GrowthPairCorr
  0.84GWPAX American Funds GrowthPairCorr
  0.84CGRGX American Funds GrowthPairCorr
  0.84FPGGX American Funds GrowthPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
20.0921.4722.85
Details
Intrinsic
Valuation
LowRealHigh
18.0519.4323.62
Details
Naive
Forecast
LowNextHigh
20.2021.5822.96
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.2521.5521.84
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Baron Wealthbuilder. Your research has to be compared to or analyzed against Baron Wealthbuilder's peers to derive any actionable benefits. When done correctly, Baron Wealthbuilder'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 Baron Wealthbuilder.

Baron Wealthbuilder Competition Correlation Matrix

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

High positive correlations

PQNAX
+ 1.0
PRNIX
PRNIX
+ 0.98
WSCGX
PQNAX
+ 0.98
WSCGX
TCVAX
+ 0.97
PRNIX
TCVAX
+ 0.97
PQNAX
YCGEX
+ 0.95
WSCGX
  

High negative correlations

YCGEX
- 0.0
NVSCX
VKQ
- 0.0
NVSCX
IDIVX
- 0.0
NVSCX
TCVAX
- 0.0
NVSCX
PQNAX
- 0.0
NVSCX
PRNIX
- 0.0
NVSCX

Risk-Adjusted Indicators

There is a big difference between Baron Mutual Fund performing well and Baron Wealthbuilder 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 Baron Wealthbuilder'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
WSCGX  1.01  0.26  0.14 (1.26) 0.87 
(1.22)
 1.81 
(1.91)
 11.55 
VGM  0.33  0.02 (0.08) 0.34  0.40 
(0.35)
 0.60 
(0.60)
 2.24 
BTBFX  0.69  0.02 (0.03)(0.12) 2.03 
(0.74)
 0.73 
(0.70)
 22.47 
NVSCX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
PRNIX  0.76  0.16  0.10 (0.81) 0.65 
(0.89)
 1.71 
(1.24)
 4.52 
PQNAX  0.77  0.17  0.10 (0.83) 0.63 
(0.93)
 1.70 
(1.25)
 5.13 
TCVAX  0.70  0.15  0.10 (3.42) 0.52 
(0.80)
 1.68 
(1.12)
 5.13 
IDIVX  0.47  0.04 (0.05)(1.82) 0.60 
(0.48)
 0.90 
(0.99)
 2.60 
VKQ  0.35 (0.02) 0.00 (0.14) 0.00 
 0.00 
 0.73 
(0.73)
 2.01 
YCGEX  0.60  0.07  0.00 (10.43) 0.69 
(0.70)
 1.29 
(1.03)
 6.98 

Baron Wealthbuilder Competitive Analysis

The better you understand Baron Wealthbuilder competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baron Wealthbuilder'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 Baron Wealthbuilder'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
BWBFX WSCGX VGM BTBFX NVSCX PRNIX PQNAX TCVAX IDIVX VKQ
 0.46 
 21.47 
Baron
 1.91 
 35.49 
Small
 0.1 
 10.22 
Invesco
 0.32 
 59.70 
Boston
 0.00 
 32.77 
Small
 0.82 
 30.20 
Allianzgi
 0.86 
 26.58 
Allianzgi
 0.80 
 24.71 
Touchstone
 0.34 
 20.39 
Integrity
 0.52 
 9.56 
Invesco
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Fair
Good
Mild
Weakest
Weakest
Good
Good
Good
Mild
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Hazard
Low
Low
Low
Low
Small
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Over Valued
Over 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 Sell
Sell
Cautious Hold
Strong Sell
Not Rated
Strong Sell
Sell
Sell
Cautious Hold
Cautious Hold
Current Ratio
N/A
N/A
1.58
N/A
N/A
N/A
N/A
N/A
N/A
1.72
Net Asset
559.05 M
747.46 M
889.18 M
528.29 M
747.46 M
1.4 B
1.4 B
547.8 M
592.1 M
908.54 M
Profit Margin
N/A
N/A
-0.73
N/A
N/A
N/A
N/A
N/A
N/A
-0.71
EBITDA
N/A
N/A
20.29 M
N/A
N/A
N/A
N/A
N/A
N/A
19.94 M
Price To Book
N/A
2.52
1.02
3.41
2.56
1.77
1.81
2.03
2.75
0.98
Operating Margin
N/A
N/A
0.88
N/A
N/A
N/A
N/A
N/A
N/A
0.88
Current Valuation
N/A
N/A
860.47 M
N/A
N/A
N/A
N/A
N/A
N/A
847.74 M
Five Year Return
4.04
4.06
5.28
7.2
8.26
7.91
7.07
8.39
13.97
5.29
Retained Earnings
N/A
N/A
(86.19 M)
N/A
N/A
N/A
N/A
N/A
N/A
(87.26 M)
One Year Return
6.62
10.55
N/A
6.11
0.0044
8.61
6.48
11.97
15.67
N/A
Beta
N/A
N/A
0.7
N/A
N/A
N/A
N/A
N/A
N/A
0.69
Cash Position Weight
0.93
4.45
N/A
0.72
4.02
0.92
0.77
1.27
N/A
N/A
Equity Positions Weight
96.61
95.55
N/A
78.94
95.98
99.08
99.22
98.73
100.0
N/A
Number Of Employees
1
1
42
1
1
1
1
1
1
39
Shares Outstanding
N/A
N/A
54.23 M
N/A
N/A
N/A
N/A
N/A
N/A
55.34 M
Three Year Return
14.78
11.18
N/A
10.02
8.38
6.8
6.07
8.38
14.67
N/A
Cash Flow From Operations
N/A
N/A
75.44 M
N/A
N/A
N/A
N/A
N/A
N/A
34.62 M
Annual Yield
N/A
N/A
0.0759
0.0129
N/A
0.0145
0.0144
0.0085
0.0263
0.0788
Total Debt
N/A
N/A
52.74 M
N/A
N/A
N/A
N/A
N/A
N/A
65.36 M
Return On Equity
N/A
N/A
-0.0538
N/A
N/A
N/A
N/A
N/A
N/A
-0.0533
Bond Positions Weight
N/A
N/A
N/A
20.34
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
0.0253
N/A
N/A
N/A
N/A
N/A
N/A
0.0261
Number Of Shares Shorted
N/A
N/A
288.69 K
N/A
N/A
N/A
N/A
N/A
N/A
46.98 K
Book Value Per Share
N/A
N/A
10.0
N/A
N/A
N/A
N/A
N/A
N/A
9.72
Minimum Initial Investment
N/A
1000 K
N/A
100 K
N/A
1000 K
N/A
N/A
N/A
N/A
Total Asset
83.85 M
430.56 M
889.18 M
528.29 M
42.95 M
435.34 M
536.39 M
14.92 M
151.6 M
908.54 M
Debt To Equity
N/A
N/A
0.66
N/A
N/A
N/A
N/A
N/A
N/A
0.64
Short Ratio
N/A
N/A
1.36
N/A
N/A
N/A
N/A
N/A
N/A
0.21
Last Dividend Paid
N/A
N/A
0.78
0.53
N/A
0.4
0.26
0.03
0.03
0.75
Shares Owned By Institutions
N/A
N/A
26.6
N/A
N/A
N/A
N/A
N/A
N/A
33.92
Market Capitalization
N/A
N/A
554.25 M
N/A
N/A
N/A
N/A
N/A
N/A
529.01 M
Price To Earning
N/A
22.13
31.85
20.35
25.37
14.38
14.55
18.73
18.95
33.59
Price To Sales
N/A
1.42
13.05
2.3
1.56
0.96
0.99
1.31
1.66
12.23
Net Income
N/A
N/A
20.29 M
N/A
N/A
N/A
N/A
N/A
N/A
19.94 M
Earnings Per Share
N/A
N/A
-0.57
N/A
N/A
N/A
N/A
N/A
N/A
-0.56
Year To Date Return
0.8
5.62
N/A
0.15
0.67
4.57
3.56
4.82
1.69
N/A
Revenue
N/A
N/A
34.31 M
N/A
N/A
N/A
N/A
N/A
N/A
42.59 M
Ten Year Return
N/A
12.51
N/A
9.4
12.24
10.09
9.69
8.83
N/A
N/A
Cash And Equivalents
N/A
N/A
4.27 M
N/A
N/A
N/A
N/A
N/A
N/A
2.65 M
Cash Per Share
N/A
N/A
0.08
N/A
N/A
N/A
N/A
N/A
N/A
0.05
Gross Profit
N/A
N/A
42.48 M
N/A
N/A
N/A
N/A
N/A
N/A
43.24 M
Day Typical Price
21.47
35.49
10.21
59.7
32.77
30.2
26.58
24.71
20.39
9.58
Accumulation Distribution
N/A
N/A
0.0117
N/A
N/A
N/A
N/A
N/A
N/A
0.0052
Market Facilitation Index
N/A
N/A
0.12
N/A
N/A
N/A
N/A
N/A
N/A
0.05
Daily Balance Of Power
0
0
(0.08)
9.2 T
0.0
0
0
0
0
(1.00)
Period Momentum Indicator
(0.10)
(0.69)
(0.01)
0.19
N/A
(0.25)
(0.23)
(0.20)
(0.07)
(0.05)
Rate Of Daily Change
1.0
0.98
1.0
1.0
1.0
0.99
0.99
0.99
1.0
0.99
Day Median Price
21.47
35.49
10.21
59.7
32.77
30.2
26.58
24.71
20.39
9.59
Price Action Indicator
(0.05)
(0.34)
0.005
0.095
N/A
(0.12)
(0.12)
(0.10)
(0.04)
(0.05)
Relative Strength Index
59.13
62.32
47.88
49.58
54.62
63.35
63.61
61.91
54.95
46.21
Coefficient Of Variation
771.84
649.85
1178.89
9264.2
N/A
628.51
620.77
585.42
1311.03
(66,238)
Mean Deviation
0.8252
1.01
0.3283
0.6937
N/A
0.7629
0.772
0.6952
0.473
0.3498
Jensen Alpha
0.175
0.2579
0.0208
0.0198
N/A
0.165
0.1727
0.1544
0.0372
(0.02)
Total Risk Alpha
0.0399
0.0901
(0.01)
(0.18)
N/A
0.057
0.0613
0.0632
(0.02)
(0.05)
Sortino Ratio
0.1115
0.1397
(0.08)
(0.03)
N/A
0.0959
0.1027
0.1045
(0.05)
N/A
Downside Variance
0.809
1.59
0.2484
4.75
N/A
0.7632
0.7895
0.6312
0.4958
N/A
Standard Deviation
1.38
1.65
0.4243
2.08
N/A
1.02
1.05
0.9445
0.6017
0.4508
Kurtosis
12.49
16.43
1.25
27.54
N/A
1.05
2.2
2.53
(0.47)
0.587
Potential Upside
1.54
1.81
0.6024
0.727
N/A
1.71
1.7
1.68
0.8996
0.7315
Treynor Ratio
(1.81)
(1.26)
0.3394
(0.12)
N/A
(0.81)
(0.83)
(3.42)
(1.82)
(0.14)
Maximum Drawdown
9.31
11.55
2.24
22.47
N/A
4.52
5.13
5.13
2.6
2.01
Variance
1.9
2.74
0.1801
4.34
N/A
1.04
1.11
0.8921
0.3621
0.2033
Market Risk Adjusted Performance
(1.80)
(1.25)
0.3494
(0.11)
N/A
(0.80)
(0.82)
(3.41)
(1.81)
(0.13)
Risk Adjusted Performance
0.0995
0.1182
0.0548
0.0144
N/A
0.1193
0.121
0.1273
0.0537
(0.01)
Skewness
2.79
2.88
(0.74)
0.22
N/A
0.6321
0.91
1.03
(0.32)
0.0189
Semi Deviation
0.6816
0.8733
0.3997
2.03
N/A
0.6463
0.6254
0.5186
0.597
N/A
Information Ratio
0.0727
0.1065
(0.1)
(0.03)
N/A
0.0822
0.0867
0.0879
(0.05)
(0.18)
Value At Risk
(1.53)
(1.91)
(0.60)
(0.70)
N/A
(1.24)
(1.25)
(1.12)
(0.99)
(0.73)
Expected Short fall
(1.05)
(1.22)
(0.35)
(0.74)
N/A
(0.89)
(0.93)
(0.80)
(0.48)
N/A
Downside Deviation
0.8994
1.26
0.4984
2.18
N/A
0.8736
0.8885
0.7945
0.7041
N/A
Semi Variance
0.4646
0.7627
0.1598
4.11
N/A
0.4177
0.3911
0.269
0.3564
N/A

Baron Wealthbuilder Competition Performance Charts

Five steps to successful analysis of Baron Wealthbuilder Competition

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

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Other Information on Investing in Baron Mutual Fund

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