Crm Smallmid Competition

CRIAX Fund

USD 12.31 0.13 1.07%

Crm Smallmid Cap competes with Aew Real, Dunham Real, Amg Managers, Jhancock Real, and Fidelity Real; as well as few others. The fund is listed under Small Blend category and is part of CRM family. Analyzing Crm Smallmid 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 Crm Smallmid to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Crm Smallmid Correlation with its peers.

Crm Smallmid vs Nuveen Real Correlation

Poor diversification

The correlation between Crm Smallmid Cap and FREAX is 0.77 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Crm Smallmid Cap and FREAX in the same portfolio, assuming nothing else is changed.

Moving together with Crm Mutual Fund

0.98	CRIEX	Crm All Cap	Pair Corr
0.99	CRISX	Crm Small Cap	Pair Corr
0.99	CRIMX	Crm Mid Cap	Pair Corr
0.97	CRIHX	Crm Longshort Opport	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
11.13	12.40	13.67

Details

Intrinsic

Valuation

Low	Real	High
11.83	13.10	14.37

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Crm Smallmid. Your research has to be compared to or analyzed against Crm Smallmid's peers to derive any actionable benefits. When done correctly, Crm Smallmid'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 Crm Smallmid Cap.

Crm Smallmid Competition Correlation Matrix

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

	NRFAX	DCREX	MRESX	JYEBX	FIKMX	PHRAX	FREAX
NRFAX		0.97	0.95	0.94	0.94	0.94	0.95	NRFAX
DCREX	0.97		0.98	0.98	0.89	0.87	0.89	DCREX
MRESX	0.95	0.98		0.97	0.89	0.86	0.89	MRESX
JYEBX	0.94	0.98	0.97		0.85	0.83	0.85	JYEBX
FIKMX	0.94	0.89	0.89	0.85		0.96	0.98	FIKMX
PHRAX	0.94	0.87	0.86	0.83	0.96		0.98	PHRAX
FREAX	0.95	0.89	0.89	0.85	0.98	0.98		FREAX
	NRFAX	DCREX	MRESX	JYEBX	FIKMX	PHRAX	FREAX

Risk-Adjusted Indicators

There is a big difference between Crm Mutual Fund performing well and Crm Smallmid 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 Crm Smallmid'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
NRFAX	0.48	0.10	0.08	0.34	0.46	(0.52)	1.14	(0.93)	2.87
DCREX	0.49	0.08	0.05	0.33	0.45	(0.55)	1.18	(0.99)	2.40
MRESX	0.60	0.09	0.06	0.33	0.67	(0.63)	1.47	(1.13)	3.11
JYEBX	0.55	0.08	0.05	0.26	0.55	(0.61)	1.31	(0.97)	3.30
FIKMX	0.18	0.04	(0.06)	0.44	0.00	(0.21)	0.41	(0.33)	0.99
PHRAX	0.60	0.12	0.09	0.46	0.61	(0.66)	1.44	(1.15)	4.95
FREAX	0.62	0.13	0.12	0.43	0.54	(0.71)	1.53	(1.15)	5.07

Crm Smallmid Competitive Analysis

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

	CRIAX	NRFAX	DCREX	MRESX	JYEBX	FIKMX	PHRAX	FREAX
	1.07 12.31 Crm	0.87 13.87 AEW	1.18 12.91 Dunham	1.39 12.42 Amg	0.99 13.28 Jhancock	0.32 12.47 Fidelity	0.58 19.20 Virtus	1.32 15.39 Nuveen
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Solid	Good	Good	Solid	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Buy	Strong Hold	Strong Hold	Strong Hold	Strong Sell	Strong Hold	Strong Buy
Net Asset	143.66 M	34.68 M	55.7 M	222.06 M	251.61 M	4.58 B	337.84 M	770.37 M
Minimum Initial Investment	1000 K	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	2.05 X	2.68 X	2.59 X	2.35 X	N/A	N/A	2.98 X	2.51 X
Five Year Return	8.79 %	4.54 %	(5.99) %	6.09 %	N/A	5.18 %	6.35 %	5.49 %
One Year Return	14.55 %	14.11 %	(0.55) %	8.72 %	N/A	8.48 %	5.55 %	7.73 %
Last Dividend Paid	0.05	0.04	N/A	0.05	0.2	N/A	0.08	0.08
Price To Earning	22.81 X	29.06 X	32.95 X	25.86 X	N/A	N/A	32.15 X	28.50 X
Price To Sales	1.82 X	7.57 X	6.94 X	6.60 X	N/A	N/A	8.45 X	7.16 X
Cash Position Weight	2.68 %	2.37 %	0.10 %	0.77 %	0.71 %	9.99 %	0.43 %	2.61 %
Equity Positions Weight	97.33 %	96.66 %	99.90 %	99.23 %	99.28 %	33.25 %	99.57 %	97.39 %
Three Year Return	11.10 %	7.57 %	1.49 %	6.65 %	N/A	7.14 %	6.26 %	5.74 %
Annual Yield	0 %	0.03 %	0.01 %	0.02 %	0.01 %	0.05 %	0.02 %	0.03 %
Year To Date Return	10.27 %	8.41 %	5.91 %	9.72 %	N/A	2.80 %	7.09 %	7.09 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	29.35 %	N/A	N/A
Ten Year Return	8.49 %	7.50 %	8.66 %	8.99 %	N/A	6.58 %	8.27 %	8.38 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	12.31	13.87	12.91	12.42	13.28	12.47	19.2	15.39
Period Momentum Indicator	0.13	0.12	0.15	0.17	0.13	0.04	0.11	0.2
Rate Of Daily Change	1.01	1.01	1.01	1.01	1.01	1.0	1.01	1.01
Day Median Price	12.31	13.87	12.91	12.42	13.28	12.47	19.2	15.39
Price Action Indicator	0.065	0.06	0.075	0.085	0.065	0.02	0.055	0.1
Coefficient Of Variation	474.33	490.6	598.33	634.7	668.55	405.33	558.45	526.39
Mean Deviation	0.9118	0.4798	0.4894	0.5981	0.5546	0.1754	0.5965	0.6182
Jensen Alpha	0.1913	0.0955	0.077	0.092	0.0751	0.0385	0.1202	0.129
Total Risk Alpha	0.1666	0.0701	0.0477	0.0546	0.0442	0.0282	0.0768	0.0875
Sortino Ratio	0.1869	0.0834	0.0529	0.0571	0.0524	(0.06)	0.0947	0.1155
Downside Variance	1.18	0.4514	0.4126	0.8402	0.5191	0.0687	0.6846	0.6086
Standard Deviation	1.29	0.618	0.6216	0.7761	0.7201	0.2217	0.828	0.8426
Kurtosis	4.13	(0.07)	(0.24)	(0.17)	0.3281	0.0012	2.42	2.46
Potential Upside	2.07	1.14	1.18	1.47	1.31	0.4108	1.44	1.53
Treynor Ratio	0.2204	0.3403	0.3331	0.3319	0.2592	0.4351	0.4591	0.4268
Maximum Drawdown	7.94	2.87	2.4	3.11	3.3	0.9882	4.95	5.07
Variance	1.67	0.3819	0.3864	0.6024	0.5185	0.0491	0.6856	0.7099
Market Risk Adjusted Performance	0.2304	0.3503	0.3431	0.3419	0.2692	0.4451	0.4691	0.4368
Risk Adjusted Performance	0.1739	0.1614	0.1319	0.1267	0.1195	0.1727	0.1448	0.1537
Skewness	1.15	(0.13)	(0.19)	(0.22)	0.0986	(0.40)	0.6423	0.7975
Semi Deviation	0.6983	0.4569	0.4543	0.6736	0.5549	0.0	0.6054	0.536
Information Ratio	0.1568	0.0907	0.0546	0.0674	0.0525	(0.07)	0.0946	0.107
Value At Risk	(1.82)	(0.93)	(0.99)	(1.13)	(0.97)	(0.33)	(1.15)	(1.15)
Expected Short fall	(1.10)	(0.52)	(0.55)	(0.63)	(0.61)	(0.21)	(0.66)	(0.71)
Downside Deviation	1.09	0.6719	0.6424	0.9166	0.7205	0.2622	0.8274	0.7801
Semi Variance	0.4877	0.2088	0.2064	0.4537	0.3079	(0.01)	0.3665	0.2873

Crm Smallmid Competition Performance Charts

Five steps to successful analysis of Crm Smallmid Competition

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

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

In addition to having Crm Smallmid 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 Small Cap ETFs Thematic Idea Now

Small Cap ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Small Cap ETFs theme has 187 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 Small Cap ETFs Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Crm Mutual Fund

Crm Smallmid financial ratios help investors to determine whether Crm 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 Crm with respect to the benefits of owning Crm Smallmid security.

	Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum
	Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
	Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments
	AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC