Eagle Growth Competition

Mutual Funds USA . 
Fund . Eagle Growth Income
HIGJX Fund  USD 19.90  0.12  0.61%   
Eagle Growth Income competes with Eagle Growth, Westwood Income, Invesco Quality, Invesco California, and Value Line; as well as few others. The fund is listed under Large Value category and is part of Carillon Family of Funds family. Analyzing Eagle Growth 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 Eagle Growth to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Eagle Growth Correlation with its peers.

Eagle Growth vs Virtus Emerging Correlation

Poor diversification

The correlation between Eagle Growth Income and HIEMX is 0.67 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Eagle Growth Income and HIEMX in the same portfolio, assuming nothing else is changed.

Moving together with Eagle Mutual Fund

  0.87CWFIX Chartwell Short DurationPairCorr
  0.89CWFAX Chartwell Short DurationPairCorr
  1.0HIGCX Eagle Growth IncomePairCorr
  1.0HIGUX Eagle Growth IncomePairCorr

Moving against Eagle Mutual Fund

  0.94HRCVX Eagle Growth IncomePairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
16.9719.8922.81
Details
Intrinsic
Valuation
LowRealHigh
17.4120.3323.25
Details
Naive
Forecast
LowNextHigh
16.8119.7222.64
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
19.1119.5119.90
Details

Eagle Growth Competition Correlation Matrix

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

High positive correlations

VLIIX
+ 1.0
VALIX
SLIYX
+ 0.97
WHGIX
VALIX
+ 0.84
WHGIX
VLIIX
+ 0.84
WHGIX
BDAFX
+ 0.82
WHGIX
BDAFX
+ 0.82
VALIX
  

High negative correlations

SLIYX
- 0.77
HRCVX
WHGIX
- 0.75
HRCVX
VLIIX
- 0.69
HRCVX
VALIX
- 0.68
HRCVX
VCV
- 0.65
HRCVX
BLW
- 0.61
HRCVX

Risk-Adjusted Indicators

There is a big difference between Eagle Mutual Fund performing well and Eagle Growth 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 Eagle Growth'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
HRCVX  0.79 (0.22) 0.00 (0.70) 0.00 
 0.00 
 1.03 
(1.13)
 16.71 
WHGIX  0.29  0.03  0.01  0.12  0.27 
(0.34)
 0.64 
(0.54)
 2.02 
IQI  0.28  0.02 (0.08)(0.53) 0.28 
(0.33)
 0.70 
(0.61)
 1.71 
VCV  0.59  0.06  0.02 (0.88) 0.76 
(0.64)
 1.53 
(1.55)
 3.42 
VALIX  0.62  0.01 (0.01) 0.06  0.91 
(0.61)
 1.62 
(1.66)
 5.80 
VLIIX  0.63  0.01 (0.01) 0.06  0.88 
(0.65)
 1.62 
(1.66)
 5.73 
SLIYX  0.12  0.03 (0.08) 0.25  0.00 
(0.17)
 0.29 
(0.20)
 0.49 
BLW  0.26  0.01 (0.09) 0.19  0.25 
(0.32)
 0.45 
(0.52)
 1.33 
BDAFX  0.70 (0.03)(0.03) 0.01  1.11 
(0.61)
 1.25 
(1.47)
 4.79 
HIEMX  0.53 (0.01)(0.05) 0.02  0.64 
(0.58)
 1.19 
(1.03)
 2.95 

Eagle Growth Competitive Analysis

The better you understand Eagle Growth competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Eagle Growth'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 Eagle Growth'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
HIGJX HRCVX WHGIX IQI VCV VALIX VLIIX SLIYX BLW BDAFX
 0.61 
 19.90 
Eagle
 0.15 
 19.86 
Eagle
 0.08 
 13.27 
Westwood
 0.1 
 10.01 
Invesco
 0.36 
 11.16 
Invesco
 1.61 
 14.09 
Value
 1.61 
 14.09 
Value
 0.19 
 10.43 
Simt
 0.15 
 13.76 
BlackRock
 2.76 
 32.71 
Baron
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Good
Weakest
Solid
Mild
Weak
Mild
Mild
Strong
Soft
Soft
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Small
Small
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Strong Buy
Hold
Not Available
Not Available
Not Available
Strong Sell
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Cautious Hold
Strong Hold
Cautious Hold
Strong Sell
Strong Hold
Strong Hold
Strong Sell
Cautious Hold
Strong Hold
Current Ratio
N/A
N/A
N/A
1.38
1.32
N/A
N/A
N/A
0.16
N/A
Net Asset
493.06 M
493.06 M
869.54 M
839.46 M
854.97 M
532.72 M
532.72 M
988.28 M
870.89 M
527.56 M
Profit Margin
N/A
N/A
N/A
-0.68
-0.99
N/A
N/A
N/A
0.82
N/A
EBITDA
N/A
N/A
N/A
19.93 M
17.5 M
N/A
N/A
N/A
45.02 M
N/A
Price To Book
2.98
2.93
2.81
1.02
1.14
3.2
N/A
N/A
0.99
N/A
Operating Margin
N/A
N/A
N/A
0.88
0.87
N/A
N/A
N/A
0.91
N/A
Current Valuation
N/A
N/A
N/A
806.57 M
849.6 M
N/A
N/A
N/A
864.66 M
N/A
Five Year Return
11.65
11.0
5.46
5.2
4.77
7.93
7.75
3.77
7.11
16.57
Retained Earnings
N/A
N/A
N/A
(62.21 M)
(35.3 M)
N/A
N/A
N/A
(106.54 M)
N/A
One Year Return
13.25
12.96
12.47
N/A
N/A
17.92
16.84
10.46
N/A
11.87
Beta
N/A
N/A
N/A
0.78
0.77
N/A
N/A
N/A
0.61
N/A
Cash Position Weight
2.95
2.95
3.55
N/A
N/A
8.99
5.76
5.17
N/A
2.64
Equity Positions Weight
97.06
97.06
44.49
N/A
N/A
77.85
83.83
6.92
N/A
97.36
Shares Outstanding
N/A
N/A
N/A
52.88 M
48.06 M
N/A
N/A
N/A
38.73 M
N/A
Three Year Return
13.97
13.65
9.73
N/A
N/A
20.56
21.39
8.55
N/A
25.98
Cash Flow From Operations
N/A
N/A
N/A
51.7 M
47.49 M
N/A
N/A
N/A
(27.4 M)
N/A
Annual Yield
0.0134
0.0109
0.0328
0.0759
0.0699
0.0063
0.0086
0.0547
0.0989
N/A
Total Debt
N/A
N/A
N/A
87.89 M
146.22 M
N/A
N/A
N/A
337.68 M
N/A
Return On Equity
N/A
N/A
N/A
-0.0502
-0.0753
N/A
N/A
N/A
0.0988
N/A
Bond Positions Weight
N/A
N/A
40.1
N/A
N/A
0.49
10.15
16.15
N/A
N/A
Return On Asset
N/A
N/A
N/A
0.0265
0.025
N/A
N/A
N/A
0.04
N/A
Number Of Shares Shorted
N/A
N/A
N/A
97.19 K
168.58 K
N/A
N/A
N/A
20.58 K
N/A
Book Value Per Share
N/A
N/A
N/A
9.81
9.78
N/A
N/A
N/A
13.99
N/A
Minimum Initial Investment
N/A
N/A
100 K
N/A
N/A
N/A
100 K
N/A
N/A
N/A
Total Asset
263.74 M
189.34 M
794.93 M
839.46 M
854.97 M
425.93 M
106.78 M
703.36 M
870.89 M
98.99 M
Last Dividend Paid
0.1
0.08
0.05
0.76
0.78
N/A
N/A
0.03
1.36
0.01
Debt To Equity
N/A
N/A
N/A
0.59
0.61
N/A
N/A
N/A
0.61
N/A
Short Ratio
N/A
N/A
N/A
0.65
1.41
N/A
N/A
N/A
0.16
N/A
Shares Owned By Institutions
N/A
N/A
N/A
23.08
14.65
N/A
N/A
N/A
29.78
N/A
Market Capitalization
N/A
N/A
N/A
529.9 M
534.47 M
N/A
N/A
N/A
532.2 M
N/A
Price To Earning
19.65
20.14
19.26
27.68
21.65
22.75
N/A
N/A
12.6
N/A
Price To Sales
2.29
2.29
2.55
13.0
13.94
3.23
N/A
N/A
8.5
N/A
Net Income
N/A
N/A
N/A
19.93 M
17.5 M
N/A
N/A
N/A
45.02 M
N/A
Earnings Per Share
N/A
N/A
N/A
-0.52
-0.79
N/A
N/A
N/A
1.39
N/A
Year To Date Return
3.46
3.39
2.94
N/A
N/A
1.04
0.56
1.07
N/A
1.64
Revenue
N/A
N/A
N/A
32.33 M
31.8 M
N/A
N/A
N/A
52.96 M
N/A
Ten Year Return
10.64
10.32
7.29
N/A
N/A
10.19
10.23
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
247.64 K
2.61 M
N/A
N/A
N/A
449.63 K
N/A
Cash Per Share
N/A
N/A
N/A
N/A
0.05
N/A
N/A
N/A
0.01
N/A
Gross Profit
N/A
N/A
N/A
40.78 M
38.33 M
N/A
N/A
N/A
62.62 M
N/A
Day Typical Price
19.9
19.86
13.27
10.01
11.17
14.09
14.09
10.43
13.75
32.71
Accumulation Distribution
N/A
N/A
N/A
1054.44
916.77
N/A
N/A
N/A
288.44
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
(0.14)
0.4444
0
0
9.2 T
0.5
0
Period Momentum Indicator
0.12
0.03
0.01
(0.01)
0.04
(0.23)
(0.23)
0.02
0.02
(0.93)
Rate Of Daily Change
1.01
1.0
1.0
1.0
1.0
0.98
0.98
1.0
1.0
0.97
Day Median Price
19.9
19.86
13.27
10.02
11.18
14.09
14.09
10.43
13.74
32.71
Price Action Indicator
0.06
0.015
0.005
(0.01)
0.005
(0.12)
(0.12)
0.01
0.03
(0.46)
Relative Strength Index
77.37
38.64
65.36
54.77
54.5
45.61
45.65
72.59
56.26
46.15
Coefficient Of Variation
721.49
(1,011)
639.1
1378.68
1185.38
2233.57
2183.5
325.24
1382.55
5183.71
Mean Deviation
0.879
0.7866
0.2916
0.2844
0.5859
0.623
0.6289
0.115
0.2623
0.6961
Jensen Alpha
0.3446
(0.22)
0.0317
0.018
0.0618
0.0061
0.0073
0.0268
0.0105
(0.03)
Total Risk Alpha
0.2026
(0.34)
0.0261
(0.01)
0.0079
(0.03)
(0.03)
0.0242
(0.01)
(0.05)
Sortino Ratio
0.4404
N/A
0.0094
(0.08)
0.015
(0.01)
(0.01)
(0.08)
(0.09)
(0.03)
Downside Variance
0.5653
N/A
0.2186
0.1307
0.7444
1.05
1.06
0.0249
0.1208
1.4
Standard Deviation
2.79
2.02
0.3843
0.3666
0.8146
0.9633
0.966
0.1396
0.3301
0.9209
Kurtosis
58.77
52.74
0.495
0.4244
0.8084
4.65
4.31
(0.49)
(0.47)
0.5786
Potential Upside
1.04
1.03
0.6405
0.6979
1.53
1.62
1.62
0.2901
0.4451
1.25
Treynor Ratio
0.5343
(0.70)
0.1242
(0.53)
(0.88)
0.0561
0.0581
0.2453
0.1875
0.0087
Maximum Drawdown
23.59
16.71
2.02
1.71
3.42
5.8
5.73
0.4932
1.33
4.79
Variance
7.79
4.08
0.1477
0.1344
0.6636
0.928
0.9332
0.0195
0.109
0.8481
Market Risk Adjusted Performance
0.5443
(0.69)
0.1342
(0.52)
(0.87)
0.0661
0.0681
0.2553
0.1975
0.0187
Risk Adjusted Performance
0.109
(0.07)
0.1056
0.0432
0.0628
0.0352
0.036
0.1828
0.0408
0.0162
Skewness
7.45
(6.90)
(0.34)
0.3324
(0.15)
0.8698
0.8057
(0.07)
0.0328
(0.66)
Semi Deviation
0.0
N/A
0.2681
0.2765
0.7599
0.9089
0.8803
0.0
0.2504
1.11
Information Ratio
0.1186
(0.13)
0.0114
(0.08)
0.0159
(0.01)
(0.01)
(0.09)
(0.1)
(0.04)
Value At Risk
(1.14)
(1.13)
(0.54)
(0.61)
(1.55)
(1.66)
(1.66)
(0.20)
(0.52)
(1.47)
Expected Short fall
(1.08)
N/A
(0.34)
(0.33)
(0.64)
(0.61)
(0.65)
(0.17)
(0.32)
(0.61)
Downside Deviation
0.7519
N/A
0.4675
0.3615
0.8628
1.03
1.03
0.1578
0.3475
1.18
Semi Variance
(0.04)
N/A
0.0719
0.0764
0.5774
0.8261
0.775
(0.03)
0.0627
1.22

Eagle Growth Competition Performance Charts

Five steps to successful analysis of Eagle Growth Competition

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

In addition to having Eagle Growth 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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Consumer Discretionary ETFs
Consumer Discretionary ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Discretionary ETFs theme has 32 constituents at this time.
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Other Information on Investing in Eagle Mutual Fund

Eagle Growth financial ratios help investors to determine whether Eagle 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 Eagle with respect to the benefits of owning Eagle Growth security.
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