Us Micro Competition

DFSCX Fund

USD 34.24 0.38 1.12%

Us Micro Cap competes with Invesco Equally-weighted, Dfa Real, Blackrock Science, Davis New, and Franklin Mutual; as well as few others. The fund is listed under Small Blend category and is part of Dimensional Fund Advisors family. Analyzing Us Micro 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 Us Micro to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Us Micro Correlation with its peers.

Us Micro vs Heritage Fund Correlation

Poor diversification

The correlation between Us Micro Cap and TWHIX is 0.76 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Us Micro Cap and TWHIX in the same portfolio, assuming nothing else is changed.

Moving together with DFSCX Mutual Fund

0.92	DIHRX	Intal High Relative	Pair Corr
0.92	DILRX	Dfa International	Pair Corr
0.95	DISVX	Dfa International Small	Pair Corr
0.94	DISMX	Dfa International	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Us Micro's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
33.17	34.22	35.27

Details

Intrinsic

Valuation

Low	Real	High
30.82	36.60	37.65

Details

Us Micro Competition Correlation Matrix

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

	VADRX	DFREX	BGSAX	NYVTX	MUTHX	WSTAX	VGICX	TNBMX	LMGNX	TWHIX
VADRX		0.54	0.33	0.94	0.97	0.77	0.92	0.69	0.95	0.92	VADRX
DFREX	0.54		0.13	0.55	0.59	0.44	0.69	0.82	0.53	0.32	DFREX
BGSAX	0.33	0.13		0.39	0.34	0.74	0.35	0.3	0.39	0.26	BGSAX
NYVTX	0.94	0.55	0.39		0.97	0.8	0.97	0.69	0.94	0.84	NYVTX
MUTHX	0.97	0.59	0.34	0.97		0.78	0.97	0.72	0.96	0.88	MUTHX
WSTAX	0.77	0.44	0.74	0.8	0.78		0.8	0.67	0.82	0.67	WSTAX
VGICX	0.92	0.69	0.35	0.97	0.97	0.8		0.78	0.94	0.78	VGICX
TNBMX	0.69	0.82	0.3	0.69	0.72	0.67	0.78		0.67	0.5	TNBMX
LMGNX	0.95	0.53	0.39	0.94	0.96	0.82	0.94	0.67		0.9	LMGNX
TWHIX	0.92	0.32	0.26	0.84	0.88	0.67	0.78	0.5	0.9		TWHIX
	VADRX	DFREX	BGSAX	NYVTX	MUTHX	WSTAX	VGICX	TNBMX	LMGNX	TWHIX

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Risk-Adjusted Indicators

There is a big difference between DFSCX Mutual Fund performing well and Us Micro 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 Us Micro'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
VADRX	0.74	0.20	0.26	0.30	0.32	(0.89)	1.68	(1.18)	11.37
DFREX	0.59	0.08	0.05	0.30	0.67	(0.60)	1.44	(1.14)	3.03
BGSAX	1.16	(0.12)	0.00	(0.06)	0.00	0.00	2.12	(2.97)	7.19
NYVTX	0.64	0.09	0.10	0.17	0.65	(0.69)	1.43	(1.21)	3.69
MUTHX	0.58	0.15	0.20	0.26	0.38	(0.67)	1.38	(1.13)	5.99
WSTAX	1.23	(0.04)	(0.02)	0.02	1.87	(1.10)	2.14	(3.27)	7.77
VGICX	0.54	0.07	0.08	0.15	0.50	(0.59)	1.40	(1.02)	3.09
TNBMX	0.07	0.00	(0.33)	0.10	0.00	(0.17)	0.23	(0.12)	0.70
LMGNX	0.80	0.09	0.09	0.15	0.80	(0.89)	1.36	(1.63)	7.72
TWHIX	1.35	0.32	0.25	0.52	0.89	(1.74)	1.52	(2.11)	29.98

Us Micro Competitive Analysis

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

	DFSCX	VADRX	DFREX	BGSAX	NYVTX	MUTHX	WSTAX	VGICX	TNBMX	LMGNX
	1.12 34.24 DFSCX	1.06 75.26 Invesco	1.38 43.26 Dfa	0.39 69.28 Blackrock	0.17 30.01 Davis	0.59 27.24 Franklin	0.30 60.51 Ivy	0.42 77.02 Jpmorgan	0.12 8.60 TNBMX	0.53 77.99 Clearbridge
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)	Solid	Solid	Good	Soft	Solid	Solid	Fair	Solid	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Over 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	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Hold	Hold	Strong Buy	Strong Buy	Cautious Hold	Strong Buy	Strong Sell	Strong Buy
Net Asset	7.23 B	8.11 B	8.98 B	6.78 B	7.49 B	14.82 B	7.01 B	6.69 B	5.81 B	7.32 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	100 K	N/A	N/A	N/A	1000 K
Price To Book	1.95	2.33	2.31	4.62	2.05	1.56	2.57	2.05	N/A	2.31
Five Year Return	9.61	9.62	5.12	6.24	11.86	9.79	13.37	11.68	0.9	4.7
One Year Return	18.44	13.22	4.82	18.04	26.29	13.17	33.09	14.63	4.39	22.33
Last Dividend Paid	0.05	0.1	0.13	N/A	0.02	N/A	N/A	0.06	0.01	0.11
Price To Earning	21.11	18.41	26.71	29.29	20.31	17.29	25.89	17.67	N/A	18.69
Price To Sales	0.95	1.45	6.51	3.55	1.86	1.44	1.6	1.6	N/A	2.17
Cash Position Weight	1.16	-0.15	0.83	-0.14	1.74	5.79	4.39	2.8	4.48	1.34
Equity Positions Weight	98.81	100.15	99.17	97.28	98.2	91.5	95.61	97.2	N/A	97.75
Three Year Return	13.35	11.19	5.02	28.7	22.53	11.48	32.28	12.46	5.59	14.2
Annual Yield	0.0098	0.0133	0.0277	0.013	0.0098	0.0169	N/A	0.008	0.0356	0.0153
Year To Date Return	9.8	5.85	5.31	2.26	5.77	5.64	5.55	5.96	1.02	5.53
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	2.71	N/A	N/A	90.62	N/A
Ten Year Return	8.62	10.86	9.41	19.01	9.37	6.57	15.14	10.26	N/A	10.81
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	9.2 T	9.2 T
Day Typical Price	34.24	75.26	43.26	69.28	30.01	27.24	60.51	77.02	8.6	77.99
Period Momentum Indicator	0.38	0.79	0.59	0.27	0.05	0.16	0.18	0.32	0.01	0.41
Rate Of Daily Change	1.01	1.01	1.01	1.0	1.0	1.01	1.0	1.0	1.0	1.01
Day Median Price	34.24	75.26	43.26	69.28	30.01	27.24	60.51	77.02	8.6	77.99
Price Action Indicator	0.19	0.4	0.29	0.13	0.025	0.08	0.09	0.16	0.005	0.2
Coefficient Of Variation	601.8	539.87	659.11	(2,897)	533.42	433.11	4847.57	538.12	811.28	728.94
Mean Deviation	0.8118	0.7445	0.5856	1.16	0.6386	0.5801	1.23	0.5438	0.0748	0.8032
Jensen Alpha	0.1042	0.2037	0.0844	(0.12)	0.0907	0.1507	(0.04)	0.0734	0.0016	0.0897
Total Risk Alpha	0.0896	0.148	0.0488	(0.18)	0.0816	0.1302	(0.1)	0.0681	(0)	0.0629
Sortino Ratio	0.121	0.257	0.0547	N/A	0.0999	0.198	(0.02)	0.0841	(0.33)	0.0894
Downside Variance	0.8302	0.5686	0.6833	N/A	0.6703	0.4774	3.68	0.5113	0.0287	0.9913
Standard Deviation	1.08	1.42	0.7592	1.54	0.8094	0.8954	1.62	0.7	0.1154	1.16
Kurtosis	0.6415	32.5	(0.23)	0.8488	(0.33)	9.17	0.5832	(0.11)	2.46	8.14
Potential Upside	2.54	1.68	1.44	2.12	1.43	1.38	2.14	1.4	0.2345	1.36
Treynor Ratio	0.1546	0.3038	0.303	(0.06)	0.1664	0.2559	0.0214	0.1543	0.0972	0.1506
Maximum Drawdown	5.02	11.37	3.03	7.19	3.69	5.99	7.77	3.09	0.7038	7.72
Variance	1.18	2.03	0.5764	2.37	0.6551	0.8017	2.62	0.49	0.0133	1.34
Market Risk Adjusted Performance	0.1646	0.3138	0.313	(0.05)	0.1764	0.2659	0.0314	0.1643	0.1072	0.1606
Risk Adjusted Performance	0.1366	0.1538	0.1218	(0.02)	0.1513	0.1873	0.0217	0.1484	0.0396	0.1137
Skewness	0.4805	4.84	(0.13)	(0.05)	(0.06)	1.99	(0.50)	(0.11)	0.3522	1.67
Semi Deviation	0.683	0.3181	0.6653	N/A	0.6464	0.3786	1.87	0.5	0.0	0.8016
Information Ratio	0.1017	0.1361	0.0596	(0.08)	0.1011	0.1528	(0.02)	0.0859	(0.48)	0.0768
Value At Risk	(1.54)	(1.18)	(1.14)	(2.97)	(1.21)	(1.13)	(3.27)	(1.02)	(0.12)	(1.63)
Expected Short fall	(0.98)	(0.89)	(0.60)	N/A	(0.69)	(0.67)	(1.10)	(0.59)	(0.17)	(0.89)
Downside Deviation	0.9112	0.7541	0.8266	N/A	0.8187	0.6909	1.92	0.715	0.1694	0.9956
Semi Variance	0.4665	0.1012	0.4427	N/A	0.4178	0.1434	3.51	0.25	(0.01)	0.6425

Us Micro Competition Performance Charts

Five steps to successful analysis of Us Micro Competition

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

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

In addition to having Us Micro 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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Railroads

Companies involved in manufacturing and maintenance of freight railroads and passenger trains as well as providing railroad services to public. The Railroads theme has 45 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 Railroads Theme or any other thematic opportunities.

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Other Information on Investing in DFSCX Mutual Fund

Us Micro financial ratios help investors to determine whether DFSCX 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 DFSCX with respect to the benefits of owning Us Micro security.

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