Jacob Funds Competition

Jacob Funds competes with Qs Growth, Champlain Mid, Vanguard Lifestrategy, Riverpark/next Century, and L Mason; as well as few others. The fund is listed under Technology category and is part of Jacob family. Analyzing Jacob Funds 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 Jacob Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Jacob Funds vs Crafword Dividend Correlation

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Jacob Funds Competition Correlation Matrix

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

	LANIX	CIPMX	VASGX	RPNCX	LWLAX	AUERX	CDGCX
LANIX		0.79	0.98	0.92	0.94	0.83	0.89	LANIX
CIPMX	0.79		0.8	0.73	0.82	0.91	0.84	CIPMX
VASGX	0.98	0.8		0.93	0.97	0.87	0.94	VASGX
RPNCX	0.92	0.73	0.93		0.9	0.75	0.86	RPNCX
LWLAX	0.94	0.82	0.97	0.9		0.84	0.98	LWLAX
AUERX	0.83	0.91	0.87	0.75	0.84		0.87	AUERX
CDGCX	0.89	0.84	0.94	0.86	0.98	0.87		CDGCX
	LANIX	CIPMX	VASGX	RPNCX	LWLAX	AUERX	CDGCX

Risk-Adjusted Indicators

There is a big difference between Jacob Mutual Fund performing well and Jacob Funds 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 Jacob Funds' 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
LANIX	0.55	(0.02)	(0.06)	0.05	0.71	(0.57)	1.05	(1.22)	3.20
CIPMX	1.08	0.27	0.26	0.57	0.50	(1.44)	1.86	(1.51)	23.97
VASGX	0.47	0.01	(0.04)	0.09	0.53	(0.51)	0.92	(1.05)	2.57
RPNCX	1.29	0.00	0.02	0.08	1.58	(1.45)	2.47	(2.85)	6.94
LWLAX	0.28	0.02	(0.10)	0.13	0.23	(0.34)	0.59	(0.53)	2.52
AUERX	0.95	0.33	0.27	0.60	0.60	(1.18)	2.00	(1.76)	14.15
CDGCX	0.53	0.10	0.10	0.26	0.37	(0.62)	1.10	(0.96)	6.40

Jacob Funds Competitive Analysis

The better you understand Jacob Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jacob Funds' 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 Jacob Funds' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

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	LANIX	CIPMX	VASGX	RPNCX	LWLAX	AUERX	CDGCX
	1.98 18.51 LANIX	1.98 19.61 Champlain	1.73 52.43 VANGUARD	4.70 12.69 Riverpark/next	0.88 13.75 LWLAX	2.84 16.64 Auer	1.14 15.11 Crafword
Market Volatility (90 Days Market Risk)	Very steady	Not too volatile	Very steady	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Mild	Fair	Fair	Soft	Good	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Hold	Hold	Hold	Strong Buy	Strong Buy
Net Asset	929.29 M	3.02 B	24.98 B	14.11 M	127.3 M	61.34 M	46.54 M
Minimum Initial Investment	1000 K	10 K	3 K	N/A	1 K	2 K	N/A
Price To Book	2.00 X	2.93 X	1.97 X	N/A	2.09 X	1.48 X	3.17 X
Five Year Return	10.37 %	2.91 %	8.73 %	N/A	3.23 %	23.33 %	8.17 %
One Year Return	15.70 %	(0.15) %	19.14 %	N/A	9.46 %	37.67 %	10.34 %
Last Dividend Paid	N/A	N/A	0.09	N/A	0.03	N/A	0.01
Price To Earning	16.55 X	22.27 X	17.56 X	N/A	16.53 X	12.47 X	19.80 X
Price To Sales	1.19 X	2.14 X	1.38 X	N/A	1.23 X	0.97 X	2.35 X
Cash Position Weight	13.82 %	2.97 %	4.64 %	N/A	20.38 %	1.14 %	1.08 %
Equity Positions Weight	76.20 %	97.03 %	76.55 %	N/A	25.56 %	98.86 %	98.92 %
Three Year Return	15.95 %	5.85 %	15.88 %	N/A	7.72 %	21.01 %	9.41 %
Annual Yield	0.01 %	N/A	0.02 %	N/A	0.02 %	0.0007 %	0 %
Year To Date Return	2.88 %	1.93 %	2.54 %	N/A	1.47 %	7.50 %	2.66 %
Bond Positions Weight	8.05 %	N/A	18.48 %	N/A	49.64 %	N/A	N/A
Ten Year Return	7.79 %	14.39 %	8.76 %	N/A	4.90 %	1.26 %	8.16 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	18.51	19.61	52.43	12.69	13.75	16.64	15.11
Period Momentum Indicator	0.36	0.38	0.89	0.57	0.12	0.46	0.17
Rate Of Daily Change	1.02	1.02	1.02	1.05	1.01	1.03	1.01
Day Median Price	18.51	19.61	52.43	12.69	13.75	16.64	15.11
Price Action Indicator	0.18	0.19	0.45	0.29	0.06	0.23	0.085
Coefficient Of Variation	1626.0	861.29	923.23	1442.85	740.82	446.67	526.27
Mean Deviation	0.5537	1.08	0.467	1.29	0.2816	0.9533	0.5294
Jensen Alpha	(0.02)	0.2749	0.0063	0.0012	0.0164	0.3306	0.1019
Total Risk Alpha	(0.04)	0.039	(0)	(0.06)	0.004	0.2086	0.065
Sortino Ratio	(0.06)	0.2649	(0.04)	0.0161	(0.1)	0.2726	0.102
Downside Variance	0.641	0.8223	0.4458	3.15	0.1496	1.23	0.4261
Standard Deviation	0.7158	2.84	0.6083	1.7	0.3875	1.75	0.8223
Kurtosis	0.3396	52.51	0.3261	0.7283	3.1	27.28	13.32
Potential Upside	1.05	1.86	0.9181	2.47	0.5895	2.0	1.1
Treynor Ratio	0.0464	0.5664	0.0897	0.0805	0.1299	0.5985	0.2627
Maximum Drawdown	3.2	23.97	2.57	6.94	2.52	14.15	6.4
Variance	0.5124	8.07	0.37	2.91	0.1502	3.06	0.6762
Market Risk Adjusted Performance	0.0564	0.5764	0.0997	0.0905	0.1399	0.6085	0.2727
Risk Adjusted Performance	0.0483	0.1007	0.084	0.0611	0.098	0.1858	0.1533
Skewness	(0.25)	6.87	(0.23)	(0.26)	0.5598	4.18	2.36
Semi Deviation	0.7141	0.5024	0.5297	1.58	0.2344	0.601	0.3651
Information Ratio	(0.06)	0.0845	(0.04)	0.0167	(0.1)	0.1726	0.081
Value At Risk	(1.22)	(1.51)	(1.05)	(2.85)	(0.53)	(1.76)	(0.96)
Expected Short fall	(0.57)	(1.44)	(0.51)	(1.45)	(0.34)	(1.18)	(0.62)
Downside Deviation	0.8006	0.9068	0.6677	1.77	0.3868	1.11	0.6528
Semi Variance	0.51	0.2524	0.2806	2.49	0.0549	0.3613	0.1333

Jacob Funds Competition Performance Charts

Five steps to successful analysis of Jacob Funds Competition

Jacob Funds' 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 Jacob Funds in relation to its competition. Jacob Funds' competition analysis typically involves several steps, including:

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

In addition to having Jacob Funds 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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West management companies as well as entities specializing in pollution control and recycling. The Recycling theme has 40 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 Recycling Theme or any other thematic opportunities.

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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

Other Consideration for investing in Jacob Mutual Fund

If you are still planning to invest in Jacob Funds check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Jacob Funds' history and understand the potential risks before investing.

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