Walden Smid Competition

Mutual Funds . USA . 
Fund . Walden Smid Cap
WASMX Fund  USD 27.17  0.46  1.72%   
Walden Smid Cap competes with Calvert Small, Calvert International, Champlain Mid, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under Mid-Cap Blend category and is part of Boston Trust Walden Funds family. Analyzing Walden Smid 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 Walden Smid to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Walden Smid 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 Walden Smid competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
26.3127.1728.03
Details
Intrinsic
Valuation
LowRealHigh
24.4529.6230.48
Details

Walden Smid Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Walden Smid 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 Walden 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 Walden Smid Cap does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CIPMX
+ 0.96
CCVAX
RRTLX
+ 0.81
MSTSX
OSHDF
+ 0.79
VIASP
RRTLX
+ 0.71
LBHIX
VIASP
+ 0.67
CCVAX
LBHIX
+ 0.67
MSTSX
  
High negative correlations   
VIASP
- 0.78
CWVIX
OSHDF
- 0.72
CWVIX
70082LAB3
- 0.66
CWVIX
CWVIX
- 0.64
CCVAX
CIPMX
- 0.62
CWVIX
LBHIX
- 0.24
CWVIX

Risk-Adjusted Indicators

There is a big difference between Walden Mutual Fund performing well and Walden Smid 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 Walden Smid'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
CCVAX  0.79  0.00  0.03  0.12  0.65 
(0.91)
 1.63 
(1.29)
 6.44 
CWVIX  0.70 (0.16) 0.00 (0.22) 0.00 
 0.00 
 1.10 
(1.55)
 4.55 
CIPMX  0.66  0.01  0.00  0.14  0.72 
(0.70)
 1.24 
(1.23)
 4.05 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.48 (0.05)(0.15) 0.04  0.53 
(0.58)
 1.03 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.40) 0.46  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
VIASP  0.74  0.08 (0.03)(2.22) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
RRTLX  0.24  0.01 (0.30) 0.50  0.24 
(0.27)
 0.56 
(0.56)
 1.37 
OSHDF  39.65  22.61  0.00 (0.96) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  1.00  0.03 (0.04) 1.56  2.25 
(1.07)
 1.75 
(1.69)
 24.27 
All Fundamental Data

Walden Smid Competitive Analysis

The better you understand Walden Smid competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Walden Smid'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 Walden Smid'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
WASMX CCVAX CWVIX CIPMX AQUI MSTSX LBHIX VIASP RRTLX OSHDF
 1.72 
 27.17 
Walden
 1.48 
 37.08 
Calvert
 0.90 
 24.60 
Calvert
 1.24 
 26.20 
Champlain
 0.00 
 0.01 
Aquagold
 0.51 
 11.79 
Morningstar
 0.24 
 4.26 
Thrivent
 1.51 
 22.12 
Via
 0.24 
 12.60 
RRTLX
 0.00 
 0.01 
Oshidori
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Good
Good
Very Weak
Good
Very Weak
Modest
Good
Modest
Insignificant
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Average
Low
Low
Above Average
Low
Above Average
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly 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
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Hold
Strong Hold
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
Net Asset
149.82 M
3.01 B
1.05 B
5.5 B
3.19 K
116.1 M
674.44 M
355.28 M
1.46 B
6.31 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
(3.49 B)
Price To Book
N/A
2.16
1.46
2.93
N/A
N/A
1.58
N/A
2.13
0.005
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
103.84 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
1.04
Five Year Return
11.3
9.57
5.74
9.01
N/A
8.6
3.31
8.97
0.0406
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
28.81
32.49
12.27
22.39
N/A
19.87
11.68
N/A
0.067
N/A
Beta
N/A
N/A
N/A
N/A
7.05
N/A
N/A
1.16
N/A
0.67
Cash Position Weight
2.39
1.39
2.39
2.97
N/A
14.28
6.56
N/A
7.22
N/A
Equity Positions Weight
97.61
98.52
97.32
97.03
N/A
61.63
0.07
N/A
38.52
N/A
Number Of Employees
1
1
1
1
7
1
1
169
1
31
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
6.11 B
Three Year Return
5.95
4.41
-1.9
-1.53
N/A
7.0
2.59
N/A
0.0491
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
499.26 M
Annual Yield
0.0041
0.0011
0.009
N/A
N/A
0.021
0.0617
0.0972
0.0211
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
22.72
92.23
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
-0.46
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
0.89
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
100 K
N/A
N/A
10 K
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
284.73 M
712.94 M
236.53 M
3.19 K
215.11 M
347.66 M
355.28 M
1.03 B
6.31 B
Last Dividend Paid
0.1
N/A
0.1
N/A
N/A
N/A
0.02
0.73
0.14
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
233.49 M
Price To Earning
N/A
20.68
14.13
22.27
-0.22
N/A
35.48
26.83
18.25
N/A
Price To Sales
N/A
1.4
0.78
2.14
N/A
N/A
1.23
N/A
1.57
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
(3.15 B)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
Year To Date Return
17.67
21.53
2.06
11.41
N/A
13.69
6.69
N/A
-0.0211
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
(3.1 B)
Ten Year Return
N/A
10.11
5.87
14.39
N/A
N/A
6.0
N/A
5.76
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
(4.09 B)
Day Typical Price
27.17
37.08
24.6
26.2
0.006
11.79
4.26
22.18
12.6
0.01
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0081
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.18
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
0.0
9.2 T
9.2 T
(1.89)
9.2 T
0.0
Period Momentum Indicator
0.46
0.54
0.22
0.32
N/A
0.06
0.01
(0.34)
0.03
N/A
Rate Of Daily Change
1.02
1.01
1.01
1.01
1.0
1.01
1.0
0.98
1.0
1.0
Day Median Price
27.17
37.08
24.6
26.2
0.006
11.79
4.26
22.21
12.6
0.01
Price Action Indicator
0.23
0.27
0.11
0.16
N/A
0.03
0.005
(0.26)
0.015
N/A
Coefficient Of Variation
536.61
694.3
(929.80)
640.85
N/A
1873.74
584.89
1382.31
1246.41
812.4
Mean Deviation
0.6404
0.787
0.698
0.6582
N/A
0.4801
0.1098
0.7409
0.2378
39.65
Jensen Alpha
0.0321
(0)
(0.16)
0.0149
N/A
(0.05)
0.014
0.0779
0.0112
22.61
Total Risk Alpha
0.0162
(0.02)
(0.24)
(0.01)
N/A
(0.07)
(0.01)
(0.11)
(0.03)
(5.26)
Sortino Ratio
0.0408
0.0345
N/A
0.0024
N/A
(0.15)
(0.40)
(0.03)
(0.30)
N/A
Downside Variance
0.4692
0.7002
N/A
0.8158
N/A
0.4204
0.0625
1.65
0.1188
N/A
Standard Deviation
0.8403
1.09
0.8788
0.8379
N/A
0.6193
0.1688
1.16
0.308
163.54
Kurtosis
1.6
7.27
0.5659
(0.03)
N/A
0.0373
3.71
5.37
0.049
66.0
Potential Upside
1.62
1.63
1.1
1.24
N/A
1.03
0.2375
2.28
0.5564
N/A
Treynor Ratio
0.1519
0.1151
(0.22)
0.1353
N/A
0.0382
0.4625
(2.22)
0.4971
(0.96)
Maximum Drawdown
4.39
6.44
4.55
4.05
N/A
2.8
0.9552
7.18
1.37
1328.57
Variance
0.7061
1.2
0.7723
0.7021
N/A
0.3836
0.0285
1.35
0.0949
26743.97
Market Risk Adjusted Performance
0.1619
0.1251
(0.21)
0.1453
N/A
0.0482
0.4725
(2.21)
0.5071
(0.95)
Risk Adjusted Performance
0.1433
0.1131
(0.08)
0.1201
N/A
0.0384
0.0954
0.0587
0.0465
0.104
Skewness
0.7946
1.66
0.226
(0.14)
N/A
0.0305
1.16
(0.88)
0.0337
8.12
Semi Deviation
0.4759
0.6502
N/A
0.7156
N/A
0.5304
0.0
1.13
0.2395
N/A
Information Ratio
0.0333
0.0264
(0.25)
0.0025
N/A
(0.15)
(0.59)
(0.04)
(0.34)
0.1223
Value At Risk
(1.12)
(1.29)
(1.55)
(1.23)
N/A
(1.02)
(0.24)
(1.20)
(0.56)
N/A
Expected Short fall
(0.73)
(0.91)
N/A
(0.70)
N/A
(0.58)
(0.29)
(0.80)
(0.27)
N/A
Downside Deviation
0.685
0.8368
N/A
0.9032
N/A
0.6484
0.25
1.29
0.3447
N/A
Semi Variance
0.2265
0.4228
N/A
0.512
N/A
0.2813
(0.02)
1.27
0.0574
N/A

Walden Smid Competition Performance Charts

Five steps to successful analysis of Walden Smid Competition

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

In addition to having Walden Smid 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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Construction
Construction Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction theme has 61 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 Construction Theme or any other thematic opportunities.
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Other Information on Investing in Walden Mutual Fund

Walden Smid financial ratios help investors to determine whether Walden 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 Walden with respect to the benefits of owning Walden Smid security.
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