Hw Opportunities Competition

Mutual Funds . USA . 
Fund . Hw Opportunities Mp
HOMPX Fund  USD 16.02  0.14  0.88%   
Hw Opportunities competes with Teton Convertible, Allianzgi Convertible, Invesco Convertible, Franklin Convertible, and Virtus Convertible; as well as few others. The fund is listed under Mid-Cap Value category and is part of Hotchkis & Wiley family. Analyzing Hw Opportunities 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 Hw Opportunities to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Hw Opportunities 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 Hw Opportunities competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
15.2116.0216.83
Details
Intrinsic
Valuation
LowRealHigh
15.1415.9516.76
Details
Naive
Forecast
LowNextHigh
14.7415.5516.35
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.4015.8516.29
Details

Hw Opportunities Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Hw Opportunities 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 HOMPX 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 Hw Opportunities does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between HOMPX Mutual Fund performing well and Hw Opportunities 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 Hw Opportunities' 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.
All Fundamental Data

Hw Opportunities Competitive Analysis

The better you understand Hw Opportunities competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Hw Opportunities' 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 Hw Opportunities' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
HOMPX WEICX ANZCX XNCVX CNSDX FISCX VAADX HICSX
 0.88 
 16.02 
HOMPX
 1.09 
 14.86 
Teton
 0.89 
 38.45 
ALLIANZGI
 0.75 
 3.95 
Allianzgi
 0.76 
 25.09 
INVESCO
 1.28 
 23.92 
Franklin
 0.74 
 36.26 
Virtus
 0.76 
 11.95 
Harbor
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Weak
Solid
Solid
Good
Solid
Solid
Solid
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
About Average
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Over Valued
Fairly Valued
Under Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Buy
Strong Buy
Strong Buy
Strong Hold
Cautious Hold
Hold
Strong Sell
Net Asset
53.48 M
24.62 M
2.7 B
N/A
1.33 B
2.84 B
1.76 B
36.47 M
Minimum Initial Investment
N/A
N/A
2.5 K
N/A
1 K
N/A
N/A
N/A
Price To Book
N/A
N/A
N/A
N/A
1.35 X
2.06 X
N/A
N/A
Five Year Return
N/A
3.49 %
10.15 %
N/A
9.49 %
11.54 %
N/A
7.70 %
One Year Return
N/A
18.11 %
20.37 %
N/A
17.27 %
23.74 %
N/A
22.47 %
Last Dividend Paid
N/A
N/A
N/A
0.0425
0.08
0.04
N/A
0.07
Price To Earning
N/A
N/A
N/A
N/A
8.71 X
15.32 X
N/A
N/A
Price To Sales
N/A
N/A
N/A
N/A
1.73 X
1.72 X
N/A
N/A
Cash Position Weight
3.72 %
0.95 %
1.59 %
N/A
4.31 %
0.91 %
4.74 %
4.10 %
Equity Positions Weight
93.72 %
2.53 %
4.47 %
N/A
4.22 %
6.91 %
2.43 %
N/A
Three Year Return
N/A
(5.00) %
(2.49) %
N/A
(0.68) %
0.86 %
N/A
0.69 %
Annual Yield
0.02 %
0.01 %
N/A
N/A
0.02 %
0.01 %
N/A
0 %
Year To Date Return
N/A
11.01 %
12.61 %
N/A
10.44 %
15.30 %
N/A
13.25 %
Ten Year Return
N/A
8.72 %
10.23 %
N/A
8.83 %
11.11 %
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
Day Typical Price
16.02
14.86
38.45
3.95
25.09
23.92
36.26
11.95
Period Momentum Indicator
0.14
0.16
0.34
(0.03)
0.19
(0.31)
(0.27)
0.09
Rate Of Daily Change
1.01
1.01
1.01
0.99
1.01
0.99
0.99
1.01
Day Median Price
16.02
14.86
38.45
3.95
25.09
23.92
36.26
11.95
Price Action Indicator
0.07
0.08
0.17
(0.01)
0.095
(0.15)
(0.14)
0.045
Coefficient Of Variation
1445.31
371.15
392.21
479.33
417.91
308.23
385.73
338.35
Mean Deviation
0.66
0.4485
0.4458
0.4818
0.3902
0.363
0.4418
0.3646
Jensen Alpha
(0.03)
0.0867
0.0781
0.1219
0.0548
0.1355
0.1337
0.0885
Total Risk Alpha
(0.06)
0.0712
0.0615
0.0403
0.0429
0.0823
0.0634
0.0716
Sortino Ratio
(0.07)
0.0929
0.0682
0.0328
0.0156
0.1127
0.0711
0.0714
Downside Variance
0.5605
0.2655
0.2928
0.5724
0.1865
0.1588
0.2885
0.2611
Standard Deviation
0.8442
0.5841
0.5741
0.6438
0.4857
0.4759
0.5696
0.4939
Kurtosis
0.4458
0.7598
0.042
0.742
(0.15)
0.1969
0.0776
0.3866
Potential Upside
1.59
1.09
1.13
1.29
0.8835
1.14
1.12
1.12
Treynor Ratio
0.0624
0.2417
0.2329
5.07
0.2054
1.61
3.46
0.2848
Maximum Drawdown
4.3
2.96
2.54
3.03
2.02
1.92
2.53
2.41
Variance
0.7126
0.3411
0.3296
0.4145
0.2359
0.2265
0.3244
0.2439
Market Risk Adjusted Performance
0.0724
0.2517
0.2429
5.08
0.2154
1.62
3.47
0.2948
Risk Adjusted Performance
0.0537
0.2024
0.1912
0.1573
0.1768
0.2414
0.1943
0.22
Skewness
0.3772
0.0961
(0.05)
(0.23)
0.0247
0.2948
(0.07)
0.0996
Semi Deviation
0.6736
0.144
0.2531
0.4283
0.2067
0.0
0.2679
0.0
Information Ratio
(0.06)
0.082
0.0643
0.0386
0.0139
0.0944
0.067
0.0739
Value At Risk
(1.20)
(0.72)
(0.86)
(0.80)
(0.73)
(0.56)
(0.84)
(0.63)
Expected Short fall
(0.81)
(0.54)
(0.52)
(0.62)
(0.47)
(0.46)
(0.52)
(0.43)
Downside Deviation
0.7487
0.5152
0.5411
0.7565
0.4318
0.3985
0.5371
0.5109
Semi Variance
0.4538
0.0207
0.0641
0.1834
0.0427
(0.06)
0.0717
(0.01)

Hw Opportunities Competition Performance Charts

Five steps to successful analysis of Hw Opportunities Competition

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

In addition to having Hw Opportunities 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?

Run Heavy Metals Thematic Idea Now

Heavy Metals
Heavy Metals Theme
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 37 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 Heavy Metals Theme or any other thematic opportunities.
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Other Information on Investing in HOMPX Mutual Fund

Hw Opportunities financial ratios help investors to determine whether HOMPX 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 HOMPX with respect to the benefits of owning Hw Opportunities security.
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