Virtus Emerging Competition

Mutual Funds . USA . 
Fund . Virtus Emerging Markets
HEMZX Fund  USD 8.00  0.02  0.25%   
Virtus Emerging Markets competes with Virtus Emerging, T Rowe, State Street, State Street, and Nationwide Mid; as well as few others. The fund is listed under Diversified Emerging Mkts category and is part of Virtus family. Analyzing Virtus Emerging 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 Virtus Emerging to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Virtus Emerging 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 Virtus Emerging competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
7.198.008.81
Details
Intrinsic
Valuation
LowRealHigh
7.198.008.81
Details
Naive
Forecast
LowNextHigh
7.167.968.77
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
7.817.968.11
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Virtus Emerging. Your research has to be compared to or analyzed against Virtus Emerging's peers to derive any actionable benefits. When done correctly, Virtus Emerging'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 Virtus Emerging Markets.

Virtus Emerging Competition Correlation Matrix

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

High positive correlations

GMXAX
+ 1.0
GMXRX
GUBGX
+ 1.0
RSIGX
HRMDX
+ 0.88
SIVIX
RSIGX
+ 0.82
GMXRX
GUBGX
+ 0.82
GMXRX
RSIGX
+ 0.82
GMXAX
  

High negative correlations

GMXRX
- 0.13
SSQSX
GMXAX
- 0.12
SSQSX

Risk-Adjusted Indicators

There is a big difference between Virtus Mutual Fund performing well and Virtus Emerging 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 Virtus Emerging'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
HIEMX  0.56 (0.05) 0.00 (0.02) 0.00 
 0.00 
 1.29 
(1.39)
 3.66 
TUHYX  0.13  0.01 (0.17) 0.09  0.00 
(0.23)
 0.48 
(0.24)
 1.08 
SSQSX  0.82 (0.14) 0.00 (0.07) 0.00 
 0.00 
 1.53 
(1.90)
 6.87 
SIVIX  0.77 (0.06)(0.05) 0.00  1.06 
(0.75)
 1.53 
(1.85)
 4.23 
GMXRX  0.97  0.18  0.17  0.21  0.76 
(1.11)
 1.90 
(1.57)
 15.62 
GMXAX  0.96  0.17  0.17  0.20  0.77 
(1.13)
 1.90 
(1.67)
 14.91 
VKQ  0.35  0.02 (0.05) 0.31  0.41 
(0.38)
 0.75 
(0.73)
 1.99 
RSIGX  0.58  0.02  0.02  0.08  0.72 
(0.59)
 1.16 
(1.27)
 2.85 
GUBGX  0.60  0.02  0.02  0.08  0.76 
(0.61)
 1.11 
(1.25)
 2.97 
HRMDX  0.59 (0.07) 0.00 (0.03) 0.00 
 0.00 
 1.14 
(1.18)
 3.51 
All Fundamental Data

Virtus Emerging Competitive Analysis

The better you understand Virtus Emerging competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Virtus Emerging'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 Virtus Emerging'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
HEMZX HIEMX TUHYX SSQSX SIVIX GMXRX GMXAX VKQ RSIGX GUBGX
 0.25 
 8.00 
Virtus
 0.35 
 8.47 
Virtus
 0.12 
 8.48 
TUHYX
 1.14 
 14.70 
State
 1.21 
 14.72 
State
 1.02 
 14.49 
Nationwide
 0.99 
 15.02 
Nationwide
 0.31 
 9.62 
Invesco
 0.33 
 17.92 
Victory
 0.33 
 18.20 
Victory
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Weakest
Weakest
Fair
Weakest
Weakest
Fair
Fair
Fair
Soft
Soft
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Small
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Hold
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Strong Sell
Strong Hold
Strong Hold
Strong Buy
Strong Buy
Cautious Hold
Strong Hold
Strong Hold
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.72
N/A
N/A
Net Asset
514.2 M
514.2 M
522.05 M
1.53 B
1.53 B
1.37 B
504.22 M
908.54 M
564.77 M
26.4 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.71
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
N/A
N/A
N/A
19.94 M
N/A
N/A
Price To Book
4.29
4.29
N/A
N/A
N/A
2.08
2.25
0.99
1.65
1.64
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.88
N/A
N/A
Current Valuation
N/A
N/A
N/A
N/A
N/A
N/A
N/A
852.72 M
N/A
N/A
Five Year Return
-2.05
-1.64
4.11
8.8
9.09
12.01
12.24
5.29
10.1
10.47
Retained Earnings
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(87.26 M)
N/A
N/A
One Year Return
12.17
15.27
8.61
3.76
4.06
5.08
5.43
N/A
13.45
17.38
Beta
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
Cash Position Weight
1.48
1.48
6.78
4.21
5.91
0.71
-0.13
N/A
N/A
1.73
Equity Positions Weight
98.52
98.52
N/A
95.79
94.1
99.3
100.13
N/A
100.0
98.27
Shares Outstanding
N/A
N/A
N/A
N/A
N/A
N/A
N/A
55.34 M
N/A
N/A
Three Year Return
-0.043
0.29
7.55
5.62
5.92
10.71
10.3
N/A
14.33
16.01
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
N/A
N/A
34.62 M
N/A
N/A
Annual Yield
N/A
N/A
0.0728
0.0056
0.0084
0.0053
0.007
0.0781
0.0171
0.0149
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
65.36 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.0533
N/A
N/A
Bond Positions Weight
N/A
N/A
91.03
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0261
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
89.23 K
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.72
N/A
N/A
Minimum Initial Investment
N/A
N/A
2.5 K
5 M
N/A
N/A
N/A
N/A
1000 K
N/A
Total Asset
102.28 M
378.59 M
276.18 M
1.36 B
1000 M
851.39 M
217.52 M
908.54 M
130.76 M
326.16 M
Last Dividend Paid
0.05
0.08
0.04
N/A
0.04
0.01
0.02
0.75
N/A
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.64
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.48
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
31.69
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
N/A
N/A
N/A
533.99 M
N/A
N/A
Price To Earning
23.06
23.06
N/A
N/A
N/A
19.44
20.75
33.59
15.73
15.81
Price To Sales
3.54
3.54
N/A
N/A
N/A
1.16
1.26
12.35
1.29
1.23
Net Income
N/A
N/A
N/A
N/A
N/A
N/A
N/A
19.94 M
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.56
N/A
N/A
Year To Date Return
15.01
15.75
4.75
0.0583
0.17
2.55
1.41
N/A
16.53
19.31
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
42.59 M
N/A
N/A
Ten Year Return
4.16
4.46
N/A
10.07
10.34
9.45
9.69
N/A
5.68
5.37
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.65 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.05
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
N/A
N/A
N/A
43.24 M
N/A
N/A
Day Typical Price
8.0
8.47
8.48
14.7
14.72
14.49
15.02
9.64
17.92
18.2
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0062
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.06
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(0.50)
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
(0.02)
(0.03)
0.01
(0.17)
(0.18)
(0.15)
(0.15)
(0.03)
(0.06)
(0.06)
Rate Of Daily Change
1.0
1.0
1.0
0.99
0.99
0.99
0.99
1.0
1.0
1.0
Day Median Price
8.0
8.47
8.48
14.7
14.72
14.49
15.02
9.65
17.92
18.2
Price Action Indicator
(0.01)
(0.01)
0.005
(0.09)
(0.09)
(0.07)
(0.07)
(0.04)
(0.03)
(0.03)
Coefficient Of Variation
(30,680)
(34,817)
916.84
(1,587)
19400.43
840.55
836.62
1390.76
1033.72
1051.01
Mean Deviation
0.5713
0.5646
0.1309
0.8233
0.7715
0.9687
0.9631
0.3457
0.5848
0.5996
Jensen Alpha
(0.05)
(0.05)
0.0052
(0.14)
(0.06)
0.1822
0.1738
0.0192
0.025
0.0235
Total Risk Alpha
(0.07)
(0.07)
(0)
(0.16)
(0.08)
0.0943
0.0917
(0.01)
0.011
0.0101
Sortino Ratio
N/A
N/A
(0.17)
N/A
(0.05)
0.167
0.1669
(0.05)
0.0164
0.016
Downside Variance
N/A
N/A
0.0459
N/A
1.3
1.28
1.18
0.2603
0.7656
0.7889
Standard Deviation
0.7911
0.7903
0.1998
1.14
1.05
2.08
2.01
0.4556
0.7537
0.7647
Kurtosis
3.02
2.8
4.85
1.78
0.9006
39.76
37.88
0.7546
0.2963
0.3017
Potential Upside
1.26
1.29
0.4779
1.53
1.53
1.9
1.9
0.7455
1.16
1.11
Treynor Ratio
(0.02)
(0.02)
0.0869
(0.07)
(0)
0.2085
0.1989
0.3126
0.0805
0.0776
Maximum Drawdown
3.62
3.66
1.08
6.87
4.23
15.62
14.91
1.99
2.85
2.97
Variance
0.6258
0.6246
0.0399
1.3
1.1
4.33
4.03
0.2076
0.568
0.5848
Market Risk Adjusted Performance
(0.01)
(0.01)
0.0969
(0.06)
0.0061
0.2185
0.2089
0.3226
0.0905
0.0876
Risk Adjusted Performance
(0)
(0.001)
0.0516
(0.04)
0.0069
0.0905
0.0908
0.0452
0.0689
0.0679
Skewness
(0.65)
(0.69)
1.03
(0.33)
0.1102
5.57
5.37
(0.30)
(0.44)
(0.45)
Semi Deviation
N/A
N/A
0.0
N/A
1.06
0.7613
0.7664
0.4118
0.7196
0.7601
Information Ratio
(0.08)
(0.08)
(0.18)
(0.11)
(0.05)
0.0908
0.0904
(0.06)
0.019
0.0185
Value At Risk
(1.23)
(1.39)
(0.24)
(1.90)
(1.85)
(1.57)
(1.67)
(0.73)
(1.27)
(1.25)
Expected Short fall
N/A
N/A
(0.23)
N/A
(0.75)
(1.11)
(1.13)
(0.38)
(0.59)
(0.61)
Downside Deviation
N/A
N/A
0.2142
N/A
1.14
1.13
1.09
0.5102
0.875
0.8882
Semi Variance
N/A
N/A
(0)
N/A
1.12
0.5796
0.5873
0.1696
0.5178
0.5777

Virtus Emerging Competition Performance Charts

Five steps to successful analysis of Virtus Emerging Competition

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

In addition to having Virtus Emerging 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?

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Broad Municipals ETFs
Broad Municipals ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Municipals ETFs theme has 55 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 Broad Municipals ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Virtus Mutual Fund

Virtus Emerging financial ratios help investors to determine whether Virtus 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 Virtus with respect to the benefits of owning Virtus Emerging security.
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