Gabelli Convertible Competition

Funds . USA . 
Fund . Gabelli Convertible And
GCV Fund  USD 4.37  0.02  0.46%   
Gabelli Convertible And competes with Gabelli Global, Aberdeen Global, Western Asset, Eaton Vance, and North Star; as well as few others. The fund is not classified under any group at the present time. Analyzing Gabelli Convertible 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 Gabelli Convertible to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Gabelli Convertible Correlation with its peers.

Gabelli Convertible vs Pcm Fund Correlation

Average diversification

The correlation between Gabelli Convertible And and PCM is 0.16 (i.e., Average diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Gabelli Convertible And and PCM in the same portfolio, assuming nothing else is changed.

Moving together with Gabelli Fund

  0.79ASG Liberty All StarPairCorr
  0.77ETV Eaton Vance TaxPairCorr

Moving against Gabelli Fund

  0.32IFN India ClosedPairCorr
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Gabelli Convertible'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
LowEstimatedHigh
3.394.375.35
Details
Intrinsic
Valuation
LowRealHigh
3.344.325.30
Details
Naive
Forecast
LowNextHigh
3.404.395.37
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
4.024.234.43
Details

Gabelli Convertible Competition Correlation Matrix

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

High positive correlations

RGT
+ 0.97
BJBHX
BJBHX
+ 0.9
GLU
RGT
+ 0.9
GLU
RGT
+ 0.88
NSDVX
NSDVX
+ 0.84
BJBHX
HILFX
+ 0.82
GDO
  

High negative correlations

MGF
- 0.49
HILFX
RGT
- 0.34
MGF
PCM
- 0.3
GDO
MGF
- 0.28
NSDVX
MGF
- 0.27
GDO
EVF
- 0.27
GDO

Risk-Adjusted Indicators

There is a big difference between Gabelli Fund performing well and Gabelli Convertible 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 Gabelli Convertible'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.

Gabelli Convertible Competitive Analysis

The better you understand Gabelli Convertible competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Gabelli Convertible'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 Gabelli Convertible'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
GCV GLU BJBHX GDO EVF NSDVX HILFX MGF RGT PCM
 0.46 
 4.37 
Gabelli
 0.10 
 19.91 
Gabelli
 0.51 
 7.79 
Aberdeen
 0.43 
 11.61 
Western
 0.75 
 5.35 
Eaton
 1.53 
 22.57 
North
 1.63 
 32.69 
Hennessy
 0.33 
 3.02 
MFS
 0.57 
 14.00 
Royce
 0.33 
 6.01 
Pcm
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Market Performance
(90 Days Performance)
Mild
Good
Fair
Mild
Weak
Fair
Mild
Weakest
Solid
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Tiny
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Strong Sell
Not Available
Not Available
Strong Sell
Not Available
Not Available
Not Available
Strong Sell
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Buy
Strong Sell
Cautious Hold
Hold
Strong Hold
Strong Hold
Cautious Hold
Strong Buy
Hold
Current Ratio
1.54
17.19
N/A
N/A
0.24
N/A
N/A
0.35
N/A
0.07
Net Asset
N/A
118.15 M
75.24 M
N/A
172.46 M
84.04 M
31.68 M
109.71 M
84.16 M
N/A
Profit Margin
N/A
6.63
N/A
N/A
0.61
N/A
N/A
1.18
N/A
-87.95
EBITDA
N/A
8.55 M
N/A
N/A
9.31 M
N/A
N/A
6.46 M
8.79 M
N/A
Price To Book
0.78
1.15
N/A
N/A
0.9
1.91
N/A
0.98
0.98
0.92
Operating Margin
-12.19
0.69
N/A
N/A
0.86
N/A
N/A
0.8
N/A
85.19
Current Valuation
129.15 M
145.11 M
N/A
N/A
155.36 M
N/A
N/A
99.1 M
N/A
182.33 M
Five Year Return
1.92
6.57
3.32
0.67
6.34
4.61
8.05
-0.63
6.6
3.2
Retained Earnings
N/A
24.49 M
N/A
N/A
(34.64 M)
N/A
N/A
(19.26 M)
23.97 M
(87.94 M)
One Year Return
27.66
N/A
7.39
15.17
N/A
4.49
15.01
6.52
N/A
9.31
Beta
1.0
0.78
N/A
0.4
0.31
N/A
N/A
0.34
0.91
0.68
Cash Position Weight
N/A
N/A
3.92
N/A
N/A
6.56
2.87
N/A
N/A
N/A
Equity Positions Weight
N/A
N/A
N/A
N/A
N/A
93.44
97.13
N/A
N/A
N/A
Shares Outstanding
18.82 M
5.98 M
N/A
14.94 M
18.17 M
N/A
N/A
32.59 M
6.52 M
11.78 M
Three Year Return
13.35
N/A
8.05
6.63
N/A
4.21
15.85
3.05
N/A
7.99
Cash Flow From Operations
9.24 M
N/A
N/A
N/A
(4.24 M)
N/A
N/A
N/A
19.6 M
6.78 M
Annual Yield
0.0177
0.0663
0.0636
0.0065
0.0868
0.0292
N/A
0.0098
0.0136
0.0167
Total Debt
N/A
3.25 M
N/A
N/A
23 M
N/A
N/A
3.53 M
2 M
86.36 M
Return On Equity
-24.62
0.19
N/A
N/A
0.064
N/A
N/A
0.0493
-27.07
-10.22
Bond Positions Weight
N/A
N/A
36.69
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
-0.1
0.0114
N/A
N/A
0.048
N/A
N/A
0.0195
N/A
3.16
Number Of Shares Shorted
65.67 K
30.26 K
N/A
1.29 K
145.1 K
N/A
N/A
11.4 K
11.02 K
74.03 K
Book Value Per Share
6.76
17.33
N/A
N/A
5.98
N/A
N/A
3.17
N/A
9.48
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
5 K
250 K
N/A
N/A
N/A
Total Asset
N/A
118.15 M
49.35 M
N/A
172.46 M
84.04 M
8.37 M
109.71 M
84.16 M
132.62 M
Last Dividend Paid
0.53
1.2
0.04
1.21
0.58
0.02
N/A
0.24
N/A
0.96
Short Ratio
2.9
1.98
N/A
0.03
1.76
N/A
N/A
0.14
0.45
2.05
Debt To Equity
N/A
N/A
N/A
N/A
0.18
N/A
N/A
N/A
N/A
0.95
Shares Owned By Institutions
22.02
18.85
N/A
30.1
14.92
N/A
N/A
58.36
26.93
8.36
Market Capitalization
119.9 M
119.17 M
N/A
218.8 M
97.94 M
N/A
N/A
101.68 M
91.27 M
121.16 M
Price To Earning
3.39
60.44
N/A
10.41
41.62
20.06
2.11
9.83
3.86
21.3
Price To Sales
51.52
32.7
N/A
N/A
6.4
1.02
N/A
23.22
1.8
9.8
Net Income
(34.64 M)
8.52 M
N/A
N/A
9.31 M
N/A
N/A
6.46 M
65.94 M
(10.31 M)
Earnings Per Share
1.56
4.05
N/A
1.38
0.38
N/A
N/A
0.17
2.2
0.41
Shares Owned By Insiders
3.34
1.51
N/A
N/A
N/A
N/A
N/A
N/A
17.58
N/A
Year To Date Return
8.41
N/A
0.9
1.18
N/A
5.59
2.79
0.32
N/A
0.24
Revenue
1.93 M
3.8 M
N/A
N/A
11.31 M
N/A
N/A
6.74 M
1.88 M
11.72 M
Ten Year Return
N/A
N/A
4.5
N/A
N/A
N/A
8.36
N/A
N/A
N/A
Cash And Equivalents
20.33 K
254.05 K
N/A
N/A
2.97 M
N/A
N/A
10.22 K
N/A
287 K
Cash Per Share
N/A
0.04
N/A
N/A
0.17
N/A
N/A
N/A
N/A
0.02
Gross Profit
2.45 M
3.64 M
N/A
N/A
15.19 M
N/A
N/A
4.35 M
N/A
11.72 M
Day Typical Price
4.36
19.9
7.79
11.61
5.34
22.57
32.69
3.02
14.0
6.01
Accumulation Distribution
0.0092
0.0095
N/A
0.0052
0.0075
N/A
N/A
0.0066
0.0071
0.0066
Market Facilitation Index
0.04
0.19
N/A
0.06
0.04
N/A
N/A
0.02
0.1
0.04
Daily Balance Of Power
0.5
(0.11)
0
0.8333
1.0
0
0
(0.50)
0.8
0.5
Period Momentum Indicator
0.02
(0.02)
(0.04)
0.05
0.04
(0.35)
(0.54)
(0.01)
0.08
0.02
Rate Of Daily Change
1.0
1.0
0.99
1.0
1.01
0.98
0.98
1.0
1.01
1.0
Day Median Price
4.35
19.9
7.79
11.61
5.33
22.57
32.69
3.02
14.0
6.01
Price Action Indicator
0.03
0.005
(0.02)
0.025
0.04
(0.18)
(0.27)
(0.01)
0.04
0.01
Coefficient Of Variation
1518.89
501.25
629.98
1387.02
2764.19
1313.93
1181.23
3751.92
481.86
(7,980)
Mean Deviation
0.7684
0.5997
0.1272
0.4098
0.3218
0.6978
1.09
0.4909
0.5584
0.4663
Jensen Alpha
0.0272
0.126
0.0081
0.02
(0)
0.0097
0.0437
0.0067
0.0953
(0.04)
Total Risk Alpha
(0.04)
0.0772
6.0E-4
(0.02)
(0.03)
(0.03)
(0.02)
(0.05)
0.0686
(0.08)
Sortino Ratio
(0.01)
0.1142
(0.25)
(0.06)
(0.15)
(0.01)
0.0505
(0.09)
0.0943
N/A
Downside Variance
0.9676
0.5602
0.0445
0.3555
0.1705
0.7635
1.53
0.4859
0.4689
N/A
Standard Deviation
0.986
0.8212
0.1615
0.5525
0.4169
0.9517
1.66
0.6442
0.6888
0.6406
Kurtosis
(0.14)
3.02
0.8186
0.473
0.4926
0.5161
14.88
0.2494
(0.48)
1.11
Potential Upside
1.99
1.21
0.2611
0.9442
0.7547
1.91
2.07
0.9934
1.18
0.995
Treynor Ratio
0.1352
0.378
0.1409
0.2081
0.0363
0.081
0.1025
1.12
0.2416
(0.06)
Maximum Drawdown
4.09
5.07
0.526
2.4
2.08
3.85
12.15
3.32
2.66
3.49
Variance
0.9722
0.6743
0.0261
0.3053
0.1738
0.9058
2.77
0.4151
0.4745
0.4104
Market Risk Adjusted Performance
0.1452
0.388
0.1509
0.2181
0.0463
0.091
0.1125
1.13
0.2516
(0.05)
Risk Adjusted Performance
0.0508
0.1471
0.0809
0.0495
0.0189
0.058
0.0676
0.0181
0.1513
(0.01)
Skewness
0.1447
0.9083
(0.51)
0.0915
0.4994
0.2746
2.63
(0)
(0.14)
(0.17)
Semi Deviation
0.883
0.5244
0.0
0.4582
0.3203
0.7758
1.1
0.539
0.4773
N/A
Information Ratio
(0.01)
0.1041
(0.33)
(0.07)
(0.15)
(0.01)
0.0376
(0.09)
0.0938
(0.13)
Value At Risk
(1.44)
(0.95)
(0.26)
(0.80)
(0.57)
(1.47)
(2.06)
(1.00)
(0.87)
(1.31)
Expected Short fall
(0.83)
(0.68)
(0.17)
(0.48)
(0.42)
(0.81)
(1.34)
(0.69)
(0.64)
N/A
Downside Deviation
0.9837
0.7484
0.2108
0.5963
0.4129
0.8738
1.24
0.6971
0.6848
N/A
Semi Variance
0.7797
0.275
(0.01)
0.21
0.1026
0.6018
1.22
0.2905
0.2279
N/A

Gabelli Convertible Competition Performance Charts

Five steps to successful analysis of Gabelli Convertible Competition

Gabelli Convertible'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 Gabelli Convertible And in relation to its competition. Gabelli Convertible's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Gabelli Convertible 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 Gabelli Convertible's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Gabelli Convertible And, 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 Gabelli Convertible position

In addition to having Gabelli Convertible 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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Other Information on Investing in Gabelli Fund

Gabelli Convertible financial ratios help investors to determine whether Gabelli 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 Gabelli with respect to the benefits of owning Gabelli Convertible security.
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