Champlain Mid Competition

CIPIX Fund

USD 27.26 0.33 1.23%

Champlain Mid Cap competes with Blackrock, Artisan Mid, T Rowe, Baird Short-term, and T Rowe; as well as few others. The fund is listed under Mid-Cap Growth category and is part of Champlain Funds family. Analyzing Champlain Mid 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 Champlain Mid to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Champlain Mid 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 Champlain Mid competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
26.41	27.26	28.11

Details

Intrinsic

Valuation

Low	Real	High
26.02	26.87	27.72

Details

Champlain Mid Competition Correlation Matrix

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

	MPHQX	APDQX	PRZIX	BSBIX	REIPX
MPHQX		-0.42	-0.03	0.53	-0.66	MPHQX
APDQX	-0.42		0.3	0.01	0.78	APDQX
PRZIX	-0.03	0.3		0.14	0.34	PRZIX
BSBIX	0.53	0.01	0.14		-0.04	BSBIX
REIPX	-0.66	0.78	0.34	-0.04		REIPX
	MPHQX	APDQX	PRZIX	BSBIX	REIPX

Click cells to compare fundamentals

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High positive correlations

REIPX	+ 0.78	APDQX
BSBIX	+ 0.53	MPHQX
REIPX	+ 0.34	PRZIX
PRZIX	+ 0.3	APDQX
BSBIX	+ 0.14	PRZIX
BSBIX	+ 0.01	APDQX

High negative correlations

REIPX	- 0.66	MPHQX
APDQX	- 0.42	MPHQX
REIPX	- 0.04	BSBIX
PRZIX	- 0.03	MPHQX

Risk-Adjusted Indicators

There is a big difference between Champlain Mutual Fund performing well and Champlain Mid 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 Champlain Mid'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
MPHQX	0.22	(0.02)	0.00	0.52	0.00	0.00	0.40	(0.59)	1.32
APDQX	0.62	(0.06)	(0.08)	0.06	0.61	(0.71)	1.21	(1.08)	4.74
PRZIX	0.73	(0.01)	0.00	0.27	0.00	0.00	1.40	(1.43)	4.79
BSBIX	0.06	0.00	(0.87)	0.04	0.00	(0.12)	0.11	(0.11)	0.53
REIPX	0.49	0.08	(0.07)	(1.91)	0.37	(0.56)	1.01	(0.89)	3.10

Unable to evaluate fundamental data of [MPHQX, APDQX, PRZIX, BSBIX, REIPX] at this time. Please try again later

All Fundamental Data

Champlain Mid Competitive Analysis

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

	CIPIX	MPHQX	APDQX	PRZIX	BSBIX	REIPX
	1.23 27.26 Champlain	0.92 9.92 Blackrock	1.11 17.28 Artisan	0.26 34.83 PRZIX	0.21 9.51 Baird	0.67 39.32 REIPX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Very Weak	Modest	Very Weak	OK	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Sell	Strong Hold	Strong Sell	Strong Sell	Sell
Net Asset	5.5 B	12.4 B	1.18 B	10.41 B	9.17 B	21.62 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	10 K	N/A
Price To Book	2.93 X	1.16 X	N/A	2.34 X	N/A	N/A
Five Year Return	9.29 %	0.27 %	9.60 %	(2.25) %	2.07 %	10.70 %
One Year Return	22.69 %	7.03 %	19.76 %	4.01 %	6.32 %	26.58 %
Last Dividend Paid	N/A	0.02	0.12	0.07	0.01	0.17
Price To Earning	22.27 X	9.37 X	N/A	15.89 X	N/A	4.45 X
Price To Sales	2.14 X	0.54 X	N/A	1.72 X	N/A	N/A
Cash Position Weight	0.64 %	7.67 %	2.47 %	4.64 %	5.81 %	1.19 %
Equity Positions Weight	99.36 %	1.13 %	97.53 %	95.36 %	N/A	98.08 %
Three Year Return	(1.29) %	(2.33) %	5.02 %	(8.42) %	2.07 %	8.77 %
Annual Yield	0.0003 %	0.05 %	0.01 %	0.02 %	0 %	0.02 %
Year To Date Return	11.60 %	2.14 %	10.90 %	0.61 %	4.46 %	18.69 %
Bond Positions Weight	N/A	11.47 %	N/A	N/A	89.76 %	N/A
Ten Year Return	14.66 %	4.87 %	7.12 %	4.29 %	2.43 %	8.40 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	27.26	9.92	17.28	34.83	9.51	39.32
Period Momentum Indicator	0.33	0.09	0.19	0.09	0.02	0.26
Rate Of Daily Change	1.01	1.01	1.01	1.0	1.0	1.01
Day Median Price	27.26	9.92	17.28	34.83	9.51	39.32
Price Action Indicator	0.17	0.045	0.095	0.045	0.01	0.13
Coefficient Of Variation	639.47	(1,855)	1174.96	(13,718)	953.54	703.61
Mean Deviation	0.6594	0.2242	0.621	0.7275	0.0647	0.4899
Jensen Alpha	0.0151	(0.02)	(0.06)	(0.01)	9.0E-4	0.0846
Total Risk Alpha	(0.01)	(0.07)	(0.07)	(0.16)	(0.01)	(0.02)
Sortino Ratio	0.0027	N/A	(0.08)	N/A	(0.87)	(0.07)
Downside Variance	0.7859	N/A	0.4692	N/A	0.0187	0.3168
Standard Deviation	0.8379	0.3015	0.8298	0.9444	0.0918	0.6307
Kurtosis	(0.03)	1.15	4.24	0.5979	1.52	0.6865
Potential Upside	1.23	0.4008	1.21	1.4	0.1058	1.01
Treynor Ratio	0.1356	0.5179	0.0619	0.2689	0.0358	(1.91)
Maximum Drawdown	4.04	1.32	4.74	4.79	0.5265	3.1
Variance	0.7021	0.0909	0.6885	0.892	0.0084	0.3978
Market Risk Adjusted Performance	0.1456	0.5279	0.0719	0.2789	0.0458	(1.90)
Risk Adjusted Performance	0.1204	(0.06)	0.0658	(0)	0.0069	0.1065
Skewness	(0.15)	0.1654	1.25	0.374	(0.32)	0.4678
Semi Deviation	0.7029	N/A	0.6066	N/A	0.0	0.3691
Information Ratio	0.0029	(0.48)	(0.07)	(0.14)	(1.30)	(0.06)
Value At Risk	(1.27)	(0.59)	(1.08)	(1.43)	(0.11)	(0.89)
Expected Short fall	(0.70)	N/A	(0.71)	N/A	(0.12)	(0.56)
Downside Deviation	0.8865	N/A	0.685	N/A	0.1368	0.5628
Semi Variance	0.494	N/A	0.368	N/A	(0)	0.1362

Champlain Mid Competition Performance Charts

Five steps to successful analysis of Champlain Mid Competition

Champlain Mid'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 Champlain Mid Cap in relation to its competition. Champlain Mid's competition analysis typically involves several steps, including:

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

In addition to having Champlain Mid 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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Obamacare Repeal

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Other Information on Investing in Champlain Mutual Fund

Champlain Mid financial ratios help investors to determine whether Champlain 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 Champlain with respect to the benefits of owning Champlain Mid security.

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