Vanguard Health Competition

VGHCX Fund

USD 206.10 1.06 0.52%

Vanguard Health Care competes with Vanguard Target, Vanguard Target, Vanguard Target, T Rowe, and T Rowe; as well as few others. The fund is listed under Health category and is part of Vanguard family. The entity is thematically classified as Healthcare Funds. Analyzing Vanguard Health 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 Vanguard Health to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Vanguard Health Correlation with its peers.

Vanguard Health vs T Rowe Correlation

Poor diversification

The correlation between Vanguard Health Care and PRWCX is 0.62 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Vanguard Health Care and PRWCX in the same portfolio, assuming nothing else is changed.

Moving against Vanguard Mutual Fund

0.38	VMNIX	Vanguard Market Neutral	Pair Corr
0.38	VMNFX	Vanguard Market Neutral	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 Vanguard Health'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
205.16	206.10	207.04

Details

Intrinsic

Valuation

Low	Real	High
185.49	218.89	219.83

Details

Naive

Forecast

Low	Next	High
203.28	204.22	205.16

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
203.16	207.17	211.18

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Vanguard Health Competition Correlation Matrix

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

	VTWNX	VTTSX	VTINX	PREIX	RRMGX	RBHEX	MIEIX	VOT	TRVLX	PRWCX
VTWNX		1.0	1.0	0.94	0.84	0.8	0.94	0.25	0.93	0.84	VTWNX
VTTSX	1.0		0.99	0.95	0.84	0.81	0.94	0.27	0.93	0.83	VTTSX
VTINX	1.0	0.99		0.94	0.84	0.8	0.93	0.24	0.93	0.85	VTINX
PREIX	0.94	0.95	0.94		0.9	0.76	0.95	0.4	0.91	0.81	PREIX
RRMGX	0.84	0.84	0.84	0.9		0.63	0.86	0.49	0.82	0.85	RRMGX
RBHEX	0.8	0.81	0.8	0.76	0.63		0.71	0.4	0.69	0.73	RBHEX
MIEIX	0.94	0.94	0.93	0.95	0.86	0.71		0.21	0.95	0.75	MIEIX
VOT	0.25	0.27	0.24	0.4	0.49	0.4	0.21		0.05	0.46	VOT
TRVLX	0.93	0.93	0.93	0.91	0.82	0.69	0.95	0.05		0.69	TRVLX
PRWCX	0.84	0.83	0.85	0.81	0.85	0.73	0.75	0.46	0.69		PRWCX
	VTWNX	VTTSX	VTINX	PREIX	RRMGX	RBHEX	MIEIX	VOT	TRVLX	PRWCX

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Risk-Adjusted Indicators

There is a big difference between Vanguard Mutual Fund performing well and Vanguard Health 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 Vanguard Health'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
VTWNX	0.20	0.00	(0.12)	0.07	0.21	(0.23)	0.44	(0.47)	1.28
VTTSX	0.48	0.02	0.00	0.08	0.59	(0.49)	1.00	(1.16)	2.82
VTINX	0.19	0.00	(0.14)	0.06	0.17	(0.22)	0.36	(0.37)	1.15
PREIX	0.55	(0.01)	(0.03)	0.04	0.76	(0.54)	1.16	(1.18)	3.62
RRMGX	0.62	(0.03)	(0.05)	0.02	0.72	(0.63)	1.52	(1.14)	3.79
RBHEX	0.51	0.07	0.02	0.70	0.63	(0.52)	0.99	(1.17)	2.98
MIEIX	0.51	0.05	0.05	0.14	0.51	(0.54)	1.04	(1.20)	3.15
VOT	0.74	(0.16)	0.00	(0.10)	0.00	0.00	1.22	(1.75)	3.93
TRVLX	0.59	0.15	0.22	0.22	0.30	(0.66)	1.58	(1.05)	5.91
PRWCX	0.30	(0.02)	(0.13)	(0.01)	0.41	(0.32)	0.74	(0.70)	1.93

Vanguard Health Competitive Analysis

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

	VGHCX	VTWNX	VTTSX	VTINX	PREIX	RRMGX	RBHEX	MIEIX	VOT	TRVLX
	0.52 206.10 Vanguard	0.14 27.79 Vanguard	0.32 62.73 Vanguard	0.14 14.02 Vanguard	0.51 178.72 PREIX	0.44 84.73 RRMGX	0.25 23.47 American	0.34 41.28 Mfs	0.48 271.48 Vanguard	0.55 51.21 TRVLX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Good	Fair	Fair	Soft	Fair	Good	Weakest	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under 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 Buy	Hold	Strong Hold	Hold	Strong Hold	Strong Hold	Hold	Buy	Strong Hold	Strong Buy
Net Asset	39.6 B	35.2 B	39.95 B	36.1 B	37.9 B	32.64 B	7.71 B	10.1 B	17.49 B	30.86 B
Minimum Initial Investment	N/A	1 K	1 K	1 K	2.5 K	N/A	N/A	N/A	N/A	2.5 K
Price To Book	2.74	1.98	1.98	1.93	2.68	3.65	2.49	2.18	3.96	1.9
Five Year Return	6.53	5.07	10.48	4.07	13.93	4.15	8.93	9.22	5.9	10.84
One Year Return	12.17	12.67	22.54	11.54	14.26	2.05	17.89	20.5	4.0	13.47
Last Dividend Paid	N/A	0.32	0.16	0.04	0.35	N/A	0.01	0.24	0.33	N/A
Price To Earning	22.84	17.16	17.16	17.2	19.07	3.84	18.0	18.57	25.88	17.08
Beta	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1.26	N/A
Price To Sales	1.62	1.39	1.39	1.35	1.87	2.15	1.61	1.69	2.58	1.49
Cash Position Weight	1.72	11.46	3.7	13.4	0.41	4.67	7.48	0.95	N/A	0.5
Equity Positions Weight	98.28	40.46	87.13	25.73	99.6	95.33	82.4	99.05	99.58	99.5
Three Year Return	7.28	9.72	17.5	8.64	21.32	8.27	16.89	13.19	14.3	13.7
Annual Yield	0.01	0.0318	0.0206	0.033	0.0097	N/A	0.0019	0.0176	N/A	0.0092
Year To Date Return	1.16	1.71	3.94	1.51	1.09	2.34	2.74	2.96	N/A	4.43
Bond Positions Weight	N/A	46.52	9.03	58.79	N/A	N/A	1.22	N/A	N/A	N/A
Ten Year Return	15.61	7.81	N/A	5.64	12.88	13.51	9.89	7.41	12.7	10.33
Day Typical Price	206.1	27.79	62.73	14.02	178.72	84.73	23.47	41.28	270.84	51.21
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	5228.58	N/A
Daily Balance Of Power	9.2 T	0	0	0	0	9.2 T	0	9.2 T	(0.25)	9.2 T
Period Momentum Indicator	1.06	(0.04)	(0.20)	(0.02)	(0.91)	0.37	(0.06)	0.14	(1.32)	0.28
Rate Of Daily Change	1.01	1.0	1.0	1.0	0.99	1.0	1.0	1.0	1.0	1.01
Day Median Price	206.1	27.79	62.73	14.02	178.72	84.73	23.47	41.28	270.52	51.21
Price Action Indicator	0.53	(0.02)	(0.10)	(0.01)	(0.45)	0.19	(0.03)	0.07	0.3	0.14
Relative Strength Index	54.76	58.01	57.81	57.48	51.93	47.49	54.02	57.46	38.99	70.46
Coefficient Of Variation	649.83	929.56	945.69	961.69	1816.7	2754.26	800.42	682.16	(1,046)	410.7
Mean Deviation	0.6598	0.2048	0.4786	0.1865	0.5487	0.6169	0.5081	0.5067	0.7423	0.5864
Jensen Alpha	0.0996	0.0035	0.0195	0.0017	(0.01)	(0.03)	0.067	0.053	(0.16)	0.1498
Total Risk Alpha	0.0616	(0.001)	0.0096	(0)	(0.02)	(0.04)	0.0237	0.0371	(0.17)	0.1362
Sortino Ratio	0.0982	(0.12)	0.0015	(0.14)	(0.03)	(0.05)	0.0243	0.0465	N/A	0.2154
Downside Variance	0.561	0.0872	0.504	0.0819	0.6848	0.6234	0.5643	0.4357	N/A	0.4575
Standard Deviation	0.8973	0.2694	0.6199	0.2439	0.7347	0.7899	0.6622	0.6495	0.9469	0.8632
Kurtosis	0.8652	0.506	0.1255	0.5017	0.6088	0.192	0.1566	0.3162	(0.08)	8.81
Potential Upside	1.94	0.4444	1.0	0.3642	1.16	1.52	0.9875	1.04	1.22	1.58
Treynor Ratio	0.2448	0.0666	0.084	0.0613	0.0386	0.021	0.696	0.144	(0.1)	0.2165
Maximum Drawdown	4.26	1.28	2.82	1.15	3.62	3.79	2.98	3.15	3.93	5.91
Variance	0.8051	0.0726	0.3843	0.0595	0.5397	0.6239	0.4385	0.4219	0.8967	0.7451
Market Risk Adjusted Performance	0.2548	0.0766	0.094	0.0713	0.0486	0.031	0.706	0.154	(0.09)	0.2265
Risk Adjusted Performance	0.115	0.0618	0.0759	0.0563	0.0405	0.0274	0.0908	0.1065	(0.07)	0.1806
Skewness	0.6046	(0.50)	(0.57)	(0.54)	(0.46)	0.2321	(0.51)	(0.13)	(0.58)	1.87
Semi Deviation	0.5585	0.2079	0.5937	0.1711	0.758	0.7199	0.6259	0.5061	N/A	0.2958
Information Ratio	0.082	(0.13)	0.0017	(0.16)	(0.03)	(0.05)	0.0275	0.0473	(0.16)	0.1688
Value At Risk	(1.24)	(0.47)	(1.16)	(0.37)	(1.18)	(1.14)	(1.17)	(1.20)	(1.75)	(1.05)
Expected Short fall	(0.78)	(0.23)	(0.49)	(0.22)	(0.54)	(0.63)	(0.52)	(0.54)	N/A	(0.66)
Downside Deviation	0.749	0.2953	0.7099	0.2861	0.8275	0.7895	0.7512	0.6601	N/A	0.6764
Semi Variance	0.3119	0.0432	0.3525	0.0293	0.5745	0.5183	0.3917	0.2561	N/A	0.0875

Vanguard Health Competition Performance Charts

Five steps to successful analysis of Vanguard Health Competition

Vanguard Health'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 Vanguard Health Care in relation to its competition. Vanguard Health's competition analysis typically involves several steps, including:

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

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Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 36 constituents at this time.

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Vanguard Health financial ratios help investors to determine whether Vanguard 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 Vanguard with respect to the benefits of owning Vanguard Health security.

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Vanguard Health Competition

Vanguard Health vs T Rowe Correlation

Poor diversification

Moving against Vanguard Mutual Fund

Specify up to 10 symbols:

Vanguard Health Competition Correlation Matrix

Risk-Adjusted Indicators

Vanguard Health Competitive Analysis

Vanguard Health Competition Performance Charts

Five steps to successful analysis of Vanguard Health Competition

Complement your Vanguard Health position

Did You Try This Idea?

Run Small Value Funds Thematic Idea Now

Small Value Funds

Other Information on Investing in Vanguard Mutual Fund

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