Broad Cap Competition

VBCVX Fund

USD 17.43 0.05 0.29%

Broad Cap Value competes with Delaware Limited, Calvert Conservative, Conservative Balanced, Massmutual Premier, and Aqr Diversified; as well as few others. The fund is listed under Large Value category and is part of VALIC family. Analyzing Broad Cap 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 Broad Cap to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Broad Cap Correlation with its peers.

Broad Cap vs Blackrock Conservative Correlation

Poor diversification

The correlation between Broad Cap Value and BICPX is 0.75 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Broad Cap Value and BICPX in the same portfolio, assuming nothing else is changed.

Moving together with Broad Mutual Fund

0.98	VMIDX	Mid Cap Index	Pair Corr
0.61	VSTIX	Stock Index Fund	Pair Corr
0.67	VSSVX	Small Cap Special	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Broad Cap'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

Low	Estimated	High
16.74	17.43	18.12

Details

Intrinsic

Valuation

Low	Real	High
15.69	18.76	19.45

Details

Broad Cap Competition Correlation Matrix

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

	DTICX	CFAIX	SCAAX	MDBLX	QDARX	BICPX
DTICX		0.86	0.82	0.83	0.72	0.83	DTICX
CFAIX	0.86		0.85	0.93	0.83	0.97	CFAIX
SCAAX	0.82	0.85		0.72	0.76	0.8	SCAAX
MDBLX	0.83	0.93	0.72		0.83	0.93	MDBLX
QDARX	0.72	0.83	0.76	0.83		0.89	QDARX
BICPX	0.83	0.97	0.8	0.93	0.89		BICPX
	DTICX	CFAIX	SCAAX	MDBLX	QDARX	BICPX

Risk-Adjusted Indicators

There is a big difference between Broad Mutual Fund performing well and Broad Cap 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 Broad Cap'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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
DTICX	0.06	0.00	(0.61)	0.04	0.00	(0.16)	0.13	(0.13)	0.38
CFAIX	0.23	0.01	(0.16)	0.11	0.18	(0.28)	0.58	(0.37)	1.48
SCAAX	0.40	0.11	0.11	0.56	0.00	(0.49)	0.76	(0.67)	7.57
MDBLX	0.12	0.01	(0.36)	0.27	0.00	(0.17)	0.24	(0.24)	0.59
QDARX	0.07	0.01	(0.49)	2.31	0.00	(0.11)	0.16	(0.16)	0.47
BICPX	0.20	0.01	(0.15)	0.13	0.12	(0.26)	0.43	(0.43)	1.12

Broad Cap Competitive Analysis

The better you understand Broad Cap competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Broad Cap'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 Broad Cap'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

	VBCVX	DTICX	CFAIX	SCAAX	MDBLX	QDARX	BICPX
	0.29 17.43 Broad	0.13 7.93 Delaware	0.10 19.25 Calvert	0.26 11.45 Conservative	0.24 8.51 Massmutual	0.08 12.92 Aqr	0.17 11.87 Blackrock
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Fair	Fair	Fair	Good	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Over Valued	Fairly Valued	Over 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
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Sell	Hold	Strong Sell	Strong Sell	Strong Sell	Hold
Net Asset	60.57 M	642.57 M	228.16 M	2.2 M	207.76 M	467.83 M	442.06 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	2 M
Price To Book	1.88 X	N/A	N/A	1.56 X	N/A	2.05 X	2.30 X
Five Year Return	13.78 %	1.13 %	3.57 %	5.35 %	0.44 %	2.03 %	3.02 %
One Year Return	18.70 %	4.17 %	9.43 %	9.21 %	8.60 %	8.17 %	11.06 %
Last Dividend Paid	N/A	0.01	0.06	0.02	0.42	0.18	0.2
Price To Earning	15.86 X	N/A	N/A	11.91 X	N/A	20.89 X	18.50 X
Price To Sales	1.46 X	N/A	N/A	0.95 X	N/A	1.20 X	1.57 X
Cash Position Weight	0.51 %	1.25 %	7.19 %	31.92 %	7.82 %	24.27 %	9.37 %
Equity Positions Weight	99.49 %	N/A	31.81 %	33.20 %	N/A	15.63 %	17.89 %
Three Year Return	15.20 %	3.86 %	7.97 %	8.92 %	5.45 %	5.24 %	7.60 %
Annual Yield	0.01 %	0.03 %	0.04 %	0.03 %	0.04 %	0.02 %	0.04 %
Year To Date Return	5.66 %	0.18 %	1.32 %	1.33 %	0.91 %	0.78 %	1.72 %
Bond Positions Weight	N/A	17.18 %	6.82 %	4.71 %	15.06 %	0.19 %	69.26 %
Ten Year Return	9.24 %	0.90 %	6.32 %	N/A	3.86 %	2.23 %	6.63 %
Daily Balance Of Power	0	0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	17.43	7.93	19.25	11.45	8.51	12.92	11.87
Period Momentum Indicator	(0.05)	(0.01)	0.02	0.03	0.02	0.01	0.02
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	17.43	7.93	19.25	11.45	8.51	12.92	11.87
Price Action Indicator	(0.03)	(0.01)	0.01	0.015	0.01	0.005	0.01
Coefficient Of Variation	627.9	762.9	691.81	663.35	641.05	423.76	601.1
Mean Deviation	0.5419	0.0569	0.2304	0.4005	0.1203	0.0721	0.2045
Jensen Alpha	0.0417	(0)	0.0082	0.1081	0.0093	0.012	0.013
Total Risk Alpha	0.0288	(0.01)	0.0025	0.0331	(0)	0.0027	0.0068
Sortino Ratio	0.0277	(0.61)	(0.16)	0.109	(0.36)	(0.49)	(0.15)
Downside Variance	0.4065	0.0178	0.1002	0.1631	0.038	0.0203	0.1035
Standard Deviation	0.6925	0.0881	0.3014	0.9066	0.1503	0.0953	0.2668
Kurtosis	0.0762	1.22	0.8483	43.11	(0.20)	0.6924	0.3784
Potential Upside	1.41	0.1272	0.5796	0.7634	0.2372	0.1569	0.4333
Treynor Ratio	0.1415	0.0399	0.1092	0.5645	0.2666	2.31	0.1326
Maximum Drawdown	3.06	0.3796	1.48	7.57	0.595	0.4658	1.12
Variance	0.4796	0.0078	0.0908	0.822	0.0226	0.0091	0.0712
Market Risk Adjusted Performance	0.1515	0.0499	0.1192	0.5745	0.2766	2.32	0.1426
Risk Adjusted Performance	0.1259	0.0241	0.0992	0.1219	0.0816	0.1149	0.1132
Skewness	0.2653	0.7217	(0.31)	5.92	(0.43)	(0.31)	(0.33)
Semi Deviation	0.4746	0.0	0.1761	0.0	0.0	0.0	0.1178
Information Ratio	0.0255	(0.92)	(0.16)	0.0486	(0.46)	(0.74)	(0.18)
Value At Risk	(1.04)	(0.13)	(0.37)	(0.67)	(0.24)	(0.16)	(0.43)
Expected Short fall	(0.59)	(0.16)	(0.28)	(0.49)	(0.17)	(0.11)	(0.26)
Downside Deviation	0.6376	0.1334	0.3165	0.4039	0.1949	0.1424	0.3218
Semi Variance	0.2253	(0.01)	0.031	(0.03)	(0.01)	(0.02)	0.0139

Broad Cap Competition Performance Charts

Five steps to successful analysis of Broad Cap Competition

Broad Cap'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 Broad Cap Value in relation to its competition. Broad Cap's competition analysis typically involves several steps, including:

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

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Other Information on Investing in Broad Mutual Fund

Broad Cap financial ratios help investors to determine whether Broad 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 Broad with respect to the benefits of owning Broad Cap security.

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