Gabelli Gold Competition

GOLDX Fund

USD 22.27 0.13 0.59%

Gabelli Gold competes with Global Gold, Gold, World Precious, First Eagle, and Midas Fund; as well as few others. The fund is listed under Equity Precious Metals category and is part of Gabelli family. Analyzing Gabelli Gold 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 Gold to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Gabelli Gold 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 Gabelli Gold competition on your existing holdings.

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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 Gabelli Gold'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
20.59	22.27	23.95

Details

Intrinsic

Valuation

Low	Real	High
18.86	20.54	24.50

Details

Gabelli Gold Competition Correlation Matrix

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

	BGEIX	USERX	UNWPX	SGGDX	MIDSX
BGEIX		0.99	0.94	0.99	0.99	BGEIX
USERX	0.99		0.95	0.97	0.99	USERX
UNWPX	0.94	0.95		0.94	0.94	UNWPX
SGGDX	0.99	0.97	0.94		0.99	SGGDX
MIDSX	0.99	0.99	0.94	0.99		MIDSX
	BGEIX	USERX	UNWPX	SGGDX	MIDSX

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Risk-Adjusted Indicators

There is a big difference between Gabelli Mutual Fund performing well and Gabelli Gold 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 Gabelli Gold'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
BGEIX	1.46	(0.01)	(0.05)	0.09	1.85	(1.49)	2.90	(2.93)	9.43
USERX	1.40	0.01	(0.05)	0.16	1.86	(1.40)	3.05	(2.74)	10.13
UNWPX	1.32	(0.04)	(0.08)	(0.02)	1.51	(1.61)	2.55	(2.63)	9.62
SGGDX	1.26	0.00	(0.07)	0.09	1.71	(1.25)	2.13	(2.95)	8.67
MIDSX	1.55	0.06	(0.03)	11.25	2.07	(1.66)	3.17	(3.73)	11.57

Unable to evaluate fundamental data of [BGEIX, USERX, UNWPX, SGGDX, MIDSX] at this time. Please try again later

All Fundamental Data

Gabelli Gold Competitive Analysis

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

	GOLDX	BGEIX	USERX	UNWPX	SGGDX	MIDSX
	0.59 22.27 Gabelli	0.45 13.36 Global	0.56 12.62 Gold	0.66 1.52 World	0.77 28.78 First	0.76 1.32 Midas
Market Volatility (90 Days Market Risk)	Very steady	Not too volatile	Not too volatile	Unstable	Very steady	Risky
Market Performance (90 Days Performance)	Insignificant	Insignificant	Insignificant	Weak	Weak	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Under 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 Sell	Sell	Sell	Sell	Strong Sell	Hold
Net Asset	336.68 M	567.01 M	99.89 M	47.66 M	2.28 B	11.69 M
Minimum Initial Investment	N/A	N/A	5 K	5 K	2.5 K	1 K
Price To Book	1.76 X	1.80 X	1.55 X	2.27 X	1.45 X	1.37 X
Five Year Return	9.53 %	7.62 %	9.38 %	0.16 %	10.52 %	0.96 %
One Year Return	35.74 %	38.31 %	43.34 %	12.50 %	23.54 %	26.47 %
Last Dividend Paid	0.35	0.07	0.36	0.36	0.2	N/A
Price To Earning	27.33 X	24.00 X	17.69 X	19.48 X	32.53 X	6.32 X
Price To Sales	3.12 X	2.73 X	2.10 X	2.36 X	3.28 X	2.27 X
Cash Position Weight	0.18 %	0.49 %	1.14 %	1.06 %	6.84 %	N/A
Equity Positions Weight	99.74 %	98.47 %	95.04 %	96.96 %	67.42 %	91.08 %
Three Year Return	5.27 %	5.74 %	1.17 %	(17.17) %	7.86 %	N/A
Annual Yield	0.01 %	0.01 %	N/A	N/A	0.01 %	N/A
Year To Date Return	26.40 %	28.36 %	29.42 %	5.52 %	18.09 %	17.27 %
Bond Positions Weight	N/A	N/A	3.73 %	1.02 %	N/A	N/A
Ten Year Return	(0.41) %	(1.98) %	(1.54) %	(8.10) %	(0.78) %	(8.74) %
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	22.27	13.36	12.62	1.52	28.78	1.32
Period Momentum Indicator	0.13	0.06	0.07	0.01	0.22	0.01
Rate Of Daily Change	1.01	1.0	1.01	1.01	1.01	1.01
Day Median Price	22.27	13.36	12.62	1.52	28.78	1.32
Price Action Indicator	0.065	0.03	0.035	0.005	0.11	0.005
Coefficient Of Variation	5422.81	5635.5	4137.91	39832.19	7537.73	3040.71
Mean Deviation	1.32	1.46	1.4	1.32	1.26	1.55
Jensen Alpha	0.0074	(0.01)	0.0078	(0.04)	(0)	0.0567
Total Risk Alpha	(0.26)	(0.29)	(0.27)	(0.29)	(0.26)	(0.28)
Sortino Ratio	(0.06)	(0.05)	(0.05)	(0.08)	(0.07)	(0.03)
Downside Variance	3.39	3.7	3.9	2.91	3.04	6.51
Standard Deviation	1.71	1.86	1.85	1.7	1.66	2.05
Kurtosis	0.6183	0.2636	0.7855	0.661	0.5264	0.9411
Potential Upside	2.75	2.9	3.05	2.55	2.13	3.17
Treynor Ratio	0.1936	0.0929	0.1645	(0.02)	0.0914	11.25
Maximum Drawdown	9.23	9.43	10.13	9.62	8.67	11.57
Variance	2.94	3.46	3.44	2.89	2.74	4.2
Market Risk Adjusted Performance	0.2036	0.1029	0.1745	(0.01)	0.1014	11.26
Risk Adjusted Performance	0.0196	0.0195	0.0244	0.0074	0.0155	0.0314
Skewness	(0.20)	(0.03)	(0.04)	0.2457	(0.11)	(0.30)
Semi Deviation	1.8	1.85	1.86	1.51	1.71	2.07
Information Ratio	(0.06)	(0.06)	(0.05)	(0.08)	(0.07)	(0.03)
Value At Risk	(2.77)	(2.93)	(2.74)	(2.63)	(2.95)	(3.73)
Expected Short fall	(1.28)	(1.49)	(1.40)	(1.61)	(1.25)	(1.66)
Downside Deviation	1.84	1.92	1.97	1.71	1.74	2.55
Semi Variance	3.24	3.43	3.48	2.29	2.92	4.27

Gabelli Gold Competition Performance Charts

Five steps to successful analysis of Gabelli Gold Competition

Gabelli Gold'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 Gold in relation to its competition. Gabelli Gold's competition analysis typically involves several steps, including:

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

In addition to having Gabelli Gold 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 Mutual Fund

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

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	Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets

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