Steward Small-mid Competition

Mutual Funds . USA . 
Fund . Steward Small Mid Cap
SCECX Fund  USD 14.75  0.10  0.67%   
Steward Small Mid competes with Vanguard Small-cap, T Rowe, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Small Blend category and is part of Crossmark Steward Funds family. Analyzing Steward Small-mid 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 Steward Small-mid to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Steward Small-mid 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 Steward Small-mid competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Steward Small-mid'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
LowEstimatedHigh
13.6314.7615.89
Details
Intrinsic
Valuation
LowRealHigh
13.3914.5215.65
Details
Naive
Forecast
LowNextHigh
13.5214.6515.78
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.2614.1214.99
Details

Steward Small-mid Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Steward Small-mid 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 Steward 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 Steward Small Mid does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PASVX
+ 0.95
VSMAX
VIASP
+ 0.68
PASVX
LBHIX
+ 0.67
MSTSX
VIASP
+ 0.63
VSMAX
LBHIX
+ 0.62
VSMAX
LBHIX
+ 0.61
PASVX
  
High negative correlations   
VIASP
- 0.8
SCAXF
444859BR2
- 0.69
VSMAX
SCAXF
- 0.61
PASVX
444859BR2
- 0.61
PASVX
SCAXF
- 0.61
VSMAX
LBHIX
- 0.54
444859BR2

Risk-Adjusted Indicators

There is a big difference between Steward Mutual Fund performing well and Steward Small-mid 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 Steward Small-mid'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
VSMAX  0.75  0.15  0.05  1.21  0.68 
(0.84)
 1.62 
(1.25)
 5.36 
PASVX  0.76 (0.02) 0.02  0.11  0.71 
(0.81)
 1.74 
(1.22)
 6.47 
444859BR2  1.35 (0.09) 0.00 (0.14) 0.00 
 0.00 
 5.93 
(5.79)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.13) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.42) 0.38  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.17  0.00 (0.24) 0.19  0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.41) 0.00 (0.98) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.07 (0.04)(2.04) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
All Fundamental Data

Steward Small-mid Competitive Analysis

The better you understand Steward Small-mid competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Steward Small-mid'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 Steward Small-mid'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
SCECX VSMAX PASVX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF
 0.67 
 14.75 
Steward
 1.41 
 125.19 
Vanguard
 0.59 
 62.10 
PASVX
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 1.28 
 11.88 
Morningstar
 0.23 
 4.25 
Thrivent
 0.33 
 8.99 
High-yield
 0.00 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
OK
Good
Good
Very Weak
Very Weak
Very Weak
Modest
Good
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Hold
Strong Buy
Hold
Strong Sell
Hold
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
174.53 M
116.95 B
10.76 B
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Price To Book
1.76
2.06
1.72
N/A
N/A
0.99
N/A
1.58
N/A
34.42
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
11.4
11.62
9.55
N/A
N/A
3.98
8.6
3.46
1.69
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
32.32
36.02
33.28
N/A
N/A
N/A
19.87
11.94
11.13
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Cash Position Weight
1.97
2.3
2.82
N/A
N/A
N/A
14.28
6.56
0.1
N/A
Equity Positions Weight
98.03
97.71
97.18
N/A
N/A
N/A
61.63
0.07
N/A
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
8
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Three Year Return
5.58
5.23
2.06
N/A
N/A
N/A
7.0
3.06
-0.63
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Annual Yield
0.0088
0.014
0.0021
N/A
N/A
0.0543
0.021
0.0617
0.0041
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
100 K
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
131.79 M
44.68 B
11.18 B
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
Last Dividend Paid
0.01
0.05
N/A
N/A
N/A
4.6
N/A
0.02
0.03
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
Price To Earning
19.41
1.88
20.87
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
Price To Sales
0.81
1.25
1.28
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Year To Date Return
20.24
22.0
20.41
N/A
N/A
N/A
13.69
7.32
6.09
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Ten Year Return
8.86
10.44
8.37
N/A
N/A
N/A
N/A
6.0
4.84
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
14.75
125.19
62.1
80.35
0.006
4.23
11.88
4.25
8.99
0.015
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
0.0
0.0
9.2 T
(9,223,372,036,855)
9.2 T
0.0
Period Momentum Indicator
(0.10)
1.74
(0.37)
(1.39)
N/A
N/A
0.15
(0.01)
0.03
N/A
Rate Of Daily Change
0.99
1.01
0.99
0.98
1.0
1.0
1.01
1.0
1.0
1.0
Day Median Price
14.75
125.19
62.1
80.35
0.006
4.23
11.88
4.25
8.99
0.015
Price Action Indicator
(0.05)
0.87
(0.18)
(0.70)
N/A
N/A
0.075
(0.01)
0.015
N/A
Relative Strength Index
48.65
56.97
54.26
42.53
N/A
23.95
31.81
17.83
31.8
N/A
Coefficient Of Variation
791.79
562.92
759.04
(6,785)
N/A
25169.77
1342.2
679.17
1516.45
(812.40)
Mean Deviation
0.7871
0.7475
0.7609
1.35
N/A
1.27
0.4908
0.1113
0.1719
0.7004
Jensen Alpha
(0.02)
0.1539
(0.02)
(0.09)
N/A
(0.13)
(0.04)
0.0105
0.0032
(0.41)
Total Risk Alpha
(0.04)
0.0105
(0.04)
(0.46)
N/A
(0.65)
(0.06)
(0.01)
(0.04)
(0.82)
Sortino Ratio
0.0121
0.055
0.0163
N/A
N/A
N/A
(0.13)
(0.42)
(0.24)
N/A
Downside Variance
0.8379
0.8464
0.8542
N/A
N/A
N/A
0.4354
0.0617
0.2181
N/A
Standard Deviation
1.12
1.02
1.1
2.61
N/A
4.2
0.6349
0.1719
0.2892
2.89
Kurtosis
4.1
2.88
6.04
5.52
N/A
11.15
(0.03)
3.42
8.37
66.0
Potential Upside
1.86
1.62
1.74
5.93
N/A
N/A
1.21
0.2375
0.3382
N/A
Treynor Ratio
0.1051
1.21
0.106
(0.14)
N/A
0.0057
0.06
0.3847
0.1851
(0.98)
Maximum Drawdown
5.96
5.36
6.47
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
Variance
1.26
1.04
1.22
6.84
N/A
17.65
0.4031
0.0296
0.0836
8.35
Market Risk Adjusted Performance
0.1151
1.22
0.116
(0.13)
N/A
0.0157
0.07
0.3947
0.1951
(0.97)
Risk Adjusted Performance
0.0997
0.1383
0.1038
(0)
N/A
0.0112
0.0549
0.0781
0.034
(0.09)
Skewness
1.24
0.6426
1.43
0.909
N/A
0.4951
0.0725
1.11
(1.70)
(8.12)
Semi Deviation
0.7118
0.6816
0.7146
N/A
N/A
N/A
0.5156
0.0
0.2536
N/A
Information Ratio
0.0099
0.0496
0.0136
(0.06)
N/A
(0.03)
(0.13)
(0.61)
(0.39)
(0.17)
Value At Risk
(1.36)
(1.25)
(1.22)
(5.79)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
Expected Short fall
(0.95)
(0.84)
(0.81)
N/A
N/A
N/A
(0.61)
(0.29)
(0.24)
N/A
Downside Deviation
0.9154
0.92
0.9242
N/A
N/A
N/A
0.6599
0.2483
0.467
N/A
Semi Variance
0.5067
0.4646
0.5106
N/A
N/A
N/A
0.2658
(0.01)
0.0643
N/A

Steward Small-mid Competition Performance Charts

Five steps to successful analysis of Steward Small-mid Competition

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

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Other Information on Investing in Steward Mutual Fund

Steward Small-mid financial ratios help investors to determine whether Steward 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 Steward with respect to the benefits of owning Steward Small-mid security.
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