Baron Wealthbuilder Competition

BWBIX Fund

USD 21.15 0.25 1.17%

Baron Wealthbuilder competes with Baron Real, Baron Real, Baron Real, Baron Small, and Baron Asset; 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.

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 Baron Wealthbuilder competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
20.22	21.15	22.08

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Intrinsic

Valuation

Low	Real	High
18.50	19.43	23.27

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Naive

Forecast

Low	Next	High
19.89	20.81	21.74

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
20.82	21.06	21.31

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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.

	BREIX	BREFX	BRIIX	BSCFX	BARAX	BSFIX	BARIX	BTEEX	BTECX	BTEUX
BREIX		1.0	0.9	0.9	0.9	0.9	0.88	0.85	0.85	0.85	BREIX
BREFX	1.0		0.9	0.9	0.9	0.9	0.88	0.85	0.85	0.85	BREFX
BRIIX	0.9	0.9		0.84	0.86	0.84	0.9	0.87	0.87	0.87	BRIIX
BSCFX	0.9	0.9	0.84		0.96	1.0	0.91	0.92	0.92	0.92	BSCFX
BARAX	0.9	0.9	0.86	0.96		0.96	0.94	0.92	0.91	0.91	BARAX
BSFIX	0.9	0.9	0.84	1.0	0.96		0.91	0.92	0.92	0.92	BSFIX
BARIX	0.88	0.88	0.9	0.91	0.94	0.91		0.9	0.89	0.89	BARIX
BTEEX	0.85	0.85	0.87	0.92	0.92	0.92	0.9		1.0	1.0	BTEEX
BTECX	0.85	0.85	0.87	0.92	0.91	0.92	0.89	1.0		1.0	BTECX
BTEUX	0.85	0.85	0.87	0.92	0.91	0.92	0.89	1.0	1.0		BTEUX
	BREIX	BREFX	BRIIX	BSCFX	BARAX	BSFIX	BARIX	BTEEX	BTECX	BTEUX

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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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BREIX	0.79	0.06	0.02	0.22	0.72	(0.94)	1.65	(1.58)	4.84
BREFX	0.79	0.06	0.02	0.21	0.72	(0.91)	1.65	(1.58)	4.83
BRIIX	0.65	0.15	0.04	2.37	0.57	(0.77)	1.38	(1.25)	3.84
BSCFX	0.84	0.03	0.07	0.14	0.87	(0.95)	1.71	(1.46)	6.95
BARAX	0.60	0.02	0.01	0.15	0.69	(0.62)	1.23	(1.16)	4.40
BSFIX	0.84	0.03	0.07	0.14	0.89	(0.95)	1.71	(1.46)	6.92
BARIX	0.59	0.09	(0.02)	0.93	0.69	(0.61)	1.24	(1.16)	4.41
BTEEX	0.96	0.12	0.08	0.22	1.23	(1.04)	2.42	(2.64)	6.35
BTECX	0.97	0.12	0.08	0.23	1.23	(1.04)	2.45	(2.62)	6.38
BTEUX	0.98	0.12	0.08	0.23	1.27	(1.05)	2.40	(2.70)	6.31

Unable to evaluate fundamental data of [BREIX, BREFX, BRIIX, BSCFX, BARAX, BSFIX, BARIX, BTEEX, BTECX, BTEUX] at this time. Please try again later

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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

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	BWBIX	BREIX	BREFX	BRIIX	BSCFX	BARAX	BSFIX	BARIX	BTEEX	BTECX
	1.17 21.15 Baron	1.34 42.28 Baron	1.34 40.96 Baron	0.75 17.21 Baron	1.57 36.99 Baron	0.96 112.60 Baron	1.57 40.06 Baron	0.95 118.58 Baron	0.39 12.96 Baron	0.38 13.08 Baron
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)	Good	OK	OK	Good	Good	Good	Good	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Over Valued	Under Valued	Fairly Valued	Over 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	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Hold	Strong Hold	Strong Buy	Buy	Strong Hold	Buy	Hold	Strong Hold	Strong Hold
Net Asset	515.61 M	1.56 B	1.56 B	123.31 M	4.44 B	4.65 B	4.44 B	4.65 B	9.03 M	9.03 M
Minimum Initial Investment	1000 K	1000 K	N/A	N/A	2 K	2 K	N/A	N/A	N/A	N/A
Price To Book	N/A	2.65	3.09	N/A	3.95	4.15	4.16	4.15	N/A	N/A
Five Year Return	14.15	14.23	13.93	10.11	11.04	8.45	11.32	8.73	N/A	N/A
One Year Return	25.2	31.41	31.08	31.04	28.67	20.81	29.0	21.13	53.74	54.06
Last Dividend Paid	N/A	0.01	N/A	0.04	N/A	N/A	N/A	N/A	N/A	N/A
Price To Earning	N/A	25.85	24.74	N/A	31.36	31.06	28.07	31.06	N/A	N/A
Price To Sales	N/A	2.11	2.44	N/A	2.5	3.54	2.78	3.54	N/A	N/A
Cash Position Weight	2.38	5.31	12.17	8.26	1.16	0.08	6.89	0.43	N/A	N/A
Equity Positions Weight	96.32	94.69	87.83	91.73	98.84	99.22	93.11	97.48	N/A	N/A
Three Year Return	-1.94	2.55	2.29	1.26	-0.99	-1.51	-0.73	-1.26	N/A	N/A
Annual Yield	3.0E-4	0.0039	0.002	0.0138	N/A	N/A	N/A	N/A	N/A	N/A
Year To Date Return	15.31	16.61	16.36	18.76	15.66	11.41	15.94	11.66	43.52	43.74
Ten Year Return	N/A	13.63	13.34	N/A	12.34	14.35	12.64	14.66	N/A	N/A
Day Typical Price	21.15	42.28	40.96	17.21	36.99	112.6	40.06	118.58	12.96	13.08
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T
Period Momentum Indicator	(0.25)	0.56	0.54	(0.13)	0.57	1.07	0.62	(1.14)	0.05	0.05
Rate Of Daily Change	0.99	1.01	1.01	0.99	1.02	1.01	1.02	0.99	1.0	1.0
Day Median Price	21.15	42.28	40.96	17.21	36.99	112.6	40.06	118.58	12.96	13.08
Price Action Indicator	(0.12)	0.28	0.27	(0.07)	0.29	0.53	0.31	(0.57)	0.025	0.025
Relative Strength Index	56.54	56.69	56.75	64.04	8.16	9.54	8.11	9.54	48.7	66.4
Coefficient Of Variation	594.89	650.91	655.38	499.94	580.6	589.08	577.08	682.11	514.21	511.59
Mean Deviation	0.6917	0.7942	0.7932	0.6472	0.8421	0.5976	0.8422	0.5933	0.9635	0.9717
Jensen Alpha	0.147	0.0629	0.0619	0.1471	0.0285	0.0236	0.0298	0.0939	0.1174	0.1234
Total Risk Alpha	(0.0002)	(0.01)	(0.01)	0.0251	0.0072	(0.000076)	0.0084	(0.02)	0.0404	0.0418
Sortino Ratio	0.0248	0.024	0.0228	0.0432	0.0653	0.0075	0.0661	(0.02)	0.079	0.0819
Downside Variance	1.01	0.84	0.8383	0.6259	1.14	0.7647	1.15	0.7378	2.88	2.74
Standard Deviation	0.9258	0.9945	0.994	0.8248	1.16	0.8088	1.16	0.8041	1.36	1.36
Kurtosis	1.3	0.0189	0.0345	(0.03)	4.1	1.15	4.0	1.19	1.51	1.54
Potential Upside	1.47	1.65	1.65	1.38	1.71	1.23	1.71	1.24	2.42	2.45
Treynor Ratio	(12.55)	0.2158	0.2146	2.37	0.142	0.1482	0.1431	0.93	0.2239	0.2329
Maximum Drawdown	4.56	4.84	4.83	3.84	6.95	4.4	6.92	4.41	6.35	6.38
Variance	0.8572	0.989	0.988	0.6802	1.36	0.6542	1.35	0.6465	1.85	1.86
Market Risk Adjusted Performance	(12.54)	0.2258	0.2246	2.38	0.152	0.1582	0.1531	0.94	0.2339	0.2429
Risk Adjusted Performance	0.1306	0.1201	0.1193	0.1541	0.1355	0.1307	0.1363	0.1129	0.1535	0.1543
Skewness	0.0834	0.1762	0.1877	(0.1)	0.6747	(0.39)	0.6474	(0.34)	(0.59)	(0.61)
Semi Deviation	0.7461	0.7182	0.7181	0.5694	0.8682	0.6862	0.886	0.6887	1.23	1.23
Information Ratio	0.0268	0.0221	0.021	0.0415	0.0599	0.0081	0.0608	(0.02)	0.0984	0.0995
Value At Risk	(1.40)	(1.58)	(1.58)	(1.25)	(1.46)	(1.16)	(1.46)	(1.16)	(2.64)	(2.62)
Expected Short fall	(0.72)	(0.94)	(0.91)	(0.77)	(0.95)	(0.62)	(0.95)	(0.61)	(1.04)	(1.04)
Downside Deviation	1.0	0.9165	0.9156	0.7911	1.07	0.8745	1.07	0.859	1.7	1.66
Semi Variance	0.5567	0.5158	0.5156	0.3242	0.7538	0.4709	0.785	0.4744	1.51	1.51

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.

Complement your Baron Wealthbuilder position

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Baron Wealthbuilder Competition

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Baron Wealthbuilder Competition Correlation Matrix

Risk-Adjusted Indicators

Baron Wealthbuilder Competitive Analysis

Baron Wealthbuilder Competition Performance Charts

Five steps to successful analysis of Baron Wealthbuilder Competition

Complement your Baron Wealthbuilder position

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