Columbia Small Competition

CSIIX Fund

USD 8.10 0.11 1.38%

Columbia Small Cap competes with Shelton Funds, Falcon Focus, Auer Growth, Issachar Fund, and Eic Value; as well as few others. The fund is listed under Foreign Small/Mid Blend category and is part of Copeland Funds family. Analyzing Columbia Small 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 Columbia Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Columbia Small 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 Columbia Small competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
7.17	7.99	8.81

Details

Intrinsic

Valuation

Low	Real	High
7.25	8.07	8.89

Details

Columbia Small Competition Correlation Matrix

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

	NQQQX	FALCX	AUERX	LIOTX	EICVX	PRNHX	TGVVX
NQQQX		0.0	0.76	0.88	0.84	0.9	0.99	NQQQX
FALCX	0.0		0.0	0.0	0.0	0.0	0.0	FALCX
AUERX	0.76	0.0		0.69	0.79	0.66	0.74	AUERX
LIOTX	0.88	0.0	0.69		0.88	0.89	0.91	LIOTX
EICVX	0.84	0.0	0.79	0.88		0.87	0.88	EICVX
PRNHX	0.9	0.0	0.66	0.89	0.87		0.93	PRNHX
TGVVX	0.99	0.0	0.74	0.91	0.88	0.93		TGVVX
	NQQQX	FALCX	AUERX	LIOTX	EICVX	PRNHX	TGVVX

Click cells to compare fundamentals

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High positive correlations

TGVVX	+ 0.99	NQQQX
TGVVX	+ 0.93	PRNHX
TGVVX	+ 0.91	LIOTX
PRNHX	+ 0.9	NQQQX
PRNHX	+ 0.89	LIOTX
LIOTX	+ 0.88	NQQQX

High negative correlations

TGVVX	- 0.0	FALCX
PRNHX	- 0.0	FALCX
EICVX	- 0.0	FALCX
LIOTX	- 0.0	FALCX
AUERX	- 0.0	FALCX
FALCX	- 0.0	NQQQX

Risk-Adjusted Indicators

There is a big difference between Columbia Mutual Fund performing well and Columbia Small 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 Columbia Small'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
NQQQX	0.77	(0.03)	(0.02)	0.09	1.11	(0.75)	1.55	(2.40)	5.13
FALCX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
AUERX	0.74	(0.09)	(0.08)	0.03	0.98	(0.77)	1.62	(1.45)	4.29
LIOTX	0.64	0.06	0.03	0.21	0.70	(0.75)	1.25	(1.28)	3.54
EICVX	0.47	(0.01)	(0.12)	0.10	0.39	(0.56)	1.06	(0.71)	2.04
PRNHX	0.78	0.03	0.04	0.14	1.01	(0.82)	1.80	(1.29)	6.84
TGVVX	0.72	0.00	0.00	0.12	1.04	(0.67)	1.47	(1.84)	4.86

Unable to evaluate fundamental data of [NQQQX, FALCX, AUERX, LIOTX, EICVX, PRNHX, TGVVX] at this time. Please try again later

All Fundamental Data

Columbia Small Competitive Analysis

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

	CSIIX	NQQQX	FALCX	AUERX	LIOTX	EICVX	PRNHX	TGVVX
	1.38 8.10 Columbia	0.85 41.79 Shelton	0.00 13.15 Falcon	0.11 17.68 Auer	0.66 10.53 Issachar	0.31 19.22 Eic	0.11 63.96 PRNHX	0.69 58.56 GROWTH
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)	Very Weak	Good	Very Weak	OK	Solid	OK	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under 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
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Hold	Strong Hold	Buy	Strong Hold	Buy	Strong Hold
Holdings Turnover	19.00 %	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Asset	529.37 K	1.49 B	52.83 B	41.54 M	14.57 M	231.61 M	24.94 B	140.19 M
Minimum Initial Investment	5 K	N/A	N/A	2 K	100 K	N/A	2.5 K	N/A
Price To Book	1.89 X	N/A	N/A	1.48 X	N/A	1.96 X	3.97 X	4.77 X
Five Year Return	2.55 %	N/A	N/A	19.17 %	N/A	12.78 %	8.78 %	18.01 %
One Year Return	3.72 %	N/A	N/A	26.26 %	N/A	24.16 %	26.79 %	39.53 %
Last Dividend Paid	0.22	N/A	0.05	N/A	N/A	0.23	N/A	N/A
Price To Earning	19.73 X	N/A	N/A	12.47 X	N/A	16.00 X	1.61 X	22.19 X
Price To Sales	0.91 X	N/A	N/A	0.97 X	N/A	1.30 X	2.04 X	2.66 X
Cash Position Weight	N/A	N/A	N/A	1.14 %	100.00 %	4.45 %	0.72 %	2.20 %
Equity Positions Weight	N/A	N/A	N/A	98.86 %	N/A	95.56 %	93.97 %	97.81 %
Three Year Return	24.54 %	N/A	N/A	19.01 %	N/A	9.96 %	(5.95) %	10.97 %
Annual Yield	0.02 %	0 %	0.01 %	0.01 %	N/A	0.03 %	N/A	0.0001 %
Year To Date Return	0.61 %	N/A	N/A	18.89 %	N/A	16.71 %	14.14 %	31.26 %
Ten Year Return	7.23 %	N/A	N/A	1.26 %	N/A	N/A	19.72 %	14.67 %
Day Typical Price	8.1	41.79	13.15	17.68	10.53	19.22	63.96	58.56
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	0.0	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.11	(0.36)	N/A	0.02	(0.07)	0.06	0.07	0.4
Rate Of Daily Change	1.01	0.99	1.0	1.0	0.99	1.0	1.0	1.01
Day Median Price	8.1	41.79	13.15	17.68	10.53	19.22	63.96	58.56
Price Action Indicator	0.055	(0.18)	N/A	0.01	(0.04)	0.03	0.035	0.2
Relative Strength Index	48.27	70.72	N/A	64.31	73.68	58.47	85.59	75.48
Coefficient Of Variation	(974.84)	1159.94	N/A	2778.3	575.22	873.62	602.7	813.51
Mean Deviation	0.659	0.7715	N/A	0.7388	0.6374	0.4749	0.7784	0.7194
Jensen Alpha	(0.15)	(0.03)	N/A	(0.09)	0.0641	(0.01)	0.0335	0.0049
Total Risk Alpha	(0.22)	(0.08)	N/A	(0.13)	0.0101	(0.03)	0.0064	(0.04)
Sortino Ratio	N/A	(0.02)	N/A	(0.08)	0.0261	(0.12)	0.0445	0.0021
Downside Variance	N/A	1.64	N/A	1.15	0.9044	0.256	1.36	1.61
Standard Deviation	0.8284	1.11	N/A	1.01	0.8641	0.5772	1.07	1.04
Kurtosis	0.4348	1.4	N/A	1.4	1.98	(0.78)	2.25	1.72
Potential Upside	1.24	1.55	N/A	1.62	1.25	1.06	1.8	1.47
Treynor Ratio	(0.18)	0.0876	N/A	0.0269	0.2126	0.1003	0.1443	0.1203
Maximum Drawdown	3.68	5.13	N/A	4.29	3.54	2.04	6.84	4.86
Variance	0.6863	1.22	N/A	1.01	0.7466	0.3332	1.14	1.08
Market Risk Adjusted Performance	(0.17)	0.0976	N/A	0.0369	0.2226	0.1103	0.1543	0.1303
Risk Adjusted Performance	(0.08)	0.0691	N/A	0.03	0.1343	0.0844	0.13	0.0968
Skewness	0.4193	(0.54)	N/A	(0.26)	(0.40)	0.3324	(0.20)	(0.45)
Semi Deviation	N/A	1.11	N/A	0.9829	0.7041	0.3894	1.01	1.04
Information Ratio	(0.25)	(0.03)	N/A	(0.09)	0.0287	(0.10)	0.0486	0.0025
Value At Risk	(1.22)	(2.40)	N/A	(1.45)	(1.28)	(0.71)	(1.29)	(1.84)
Expected Short fall	N/A	(0.75)	N/A	(0.77)	(0.75)	(0.56)	(0.82)	(0.67)
Downside Deviation	N/A	1.28	N/A	1.07	0.951	0.5059	1.17	1.27
Semi Variance	N/A	1.22	N/A	0.9661	0.4958	0.1516	1.02	1.08

Columbia Small Competition Performance Charts

Five steps to successful analysis of Columbia Small Competition

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

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

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Other Information on Investing in Columbia Mutual Fund

Columbia Small financial ratios help investors to determine whether Columbia 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 Columbia with respect to the benefits of owning Columbia Small security.

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