William Blair Competition

Mutual Funds . USA . 
Fund . William Blair China
WRCGX Fund  USD 5.22  0.13  2.55%   
William Blair China competes with Matthews China, Matthews China, Matthews China, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under China Region category and is part of William Blair family. Analyzing William Blair 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 William Blair to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out William Blair 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 William Blair competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
3.135.097.05
Details
Intrinsic
Valuation
LowRealHigh
2.764.726.68
Details
Naive
Forecast
LowNextHigh
2.734.696.65
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.065.115.16
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as William Blair. Your research has to be compared to or analyzed against William Blair's peers to derive any actionable benefits. When done correctly, William Blair's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in William Blair China.

William Blair Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between William Blair 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 William 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 William Blair China does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MICFX
+ 0.99
MCDFX
MCSMX
+ 0.99
MICFX
MCSMX
+ 0.98
MCDFX
MSTSX
+ 0.84
MCDFX
MSTSX
+ 0.82
MICFX
MSTSX
+ 0.82
MCSMX
  
High negative correlations   
VIASP
- 0.8
SCAXF
SCAXF
- 0.29
LBHIX
VIASP
- 0.18
MCDFX
VIASP
- 0.17
ABHYX
VIASP
- 0.09
MCSMX
VIASP
- 0.08
MSTSX

Risk-Adjusted Indicators

There is a big difference between William Mutual Fund performing well and William Blair 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 William Blair'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
MCDFX  1.46  0.12  0.01  0.54  2.01 
(1.71)
 3.46 
(2.47)
 16.02 
MICFX  2.04  0.29  0.08  1.44  2.31 
(2.64)
 5.68 
(3.22)
 19.26 
MCSMX  1.59  0.16  0.04  0.65  1.76 
(1.94)
 4.12 
(2.95)
 14.57 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
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 
RRTLX  0.23  0.00 (0.34) 0.13  0.26 
(0.26)
 0.48 
(0.56)
 1.36 
All Fundamental Data

William Blair Competitive Analysis

The better you understand William Blair competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, William Blair'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 William Blair'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
WRCGX MCDFX MICFX MCSMX AQUI MSTSX LBHIX ABHYX SCAXF VIASP
 2.55 
 5.22 
William
 2.17 
 11.79 
Matthews
 2.52 
 13.82 
Matthews
 2.15 
 9.03 
Matthews
 0.00 
 0.01 
Aquagold
 0.08 
 11.87 
Morningstar
 0.24 
 4.26 
Thrivent
 0.33 
 8.99 
High-yield
 0.00 
 0.01 
Sparta
 0.77 
 22.22 
Via
Market Volatility
(90 Days Market Risk)
Somewhat reliable
Not too volatile
Not too volatile
Somewhat reliable
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Modest
Modest
OK
OK
Very Weak
Modest
Good
Modest
Very Weak
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Average
Low
Low
Low
Low
Average
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly 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 Sell
Cautious Hold
Cautious Hold
Cautious Hold
Strong Sell
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.62
3.49
Net Asset
1.85 M
230.01 M
740.9 M
145.99 M
3.19 K
116.1 M
674.44 M
672.37 M
3.06 M
355.28 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.1
0.0094
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
N/A
N/A
(21.53 K)
33.09 M
Price To Book
N/A
1.52
1.34
1.49
N/A
N/A
1.58
N/A
34.42
N/A
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
N/A
N/A
5.73 M
535.95 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.15
-0.14
Five Year Return
N/A
-0.86
-0.66
0.53
N/A
8.6
3.46
1.69
N/A
8.97
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
N/A
6.72
12.09
-3.65
N/A
19.87
11.94
11.13
N/A
N/A
Beta
N/A
N/A
N/A
N/A
7.05
N/A
N/A
N/A
1.75
1.16
Cash Position Weight
0.75
4.25
-0.24
0.7
N/A
14.28
6.56
0.1
N/A
N/A
Equity Positions Weight
99.24
95.75
100.24
99.3
N/A
61.63
0.07
N/A
N/A
N/A
Number Of Employees
1
1
1
1
7
1
1
1
8
169
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
233.95 M
N/A
Three Year Return
N/A
-10.39
-12.86
-19.67
N/A
7.0
3.06
-0.63
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
N/A
N/A
210.37 K
12.7 M
Annual Yield
0.0051
0.0348
0.0076
0.0228
N/A
0.021
0.0617
0.0041
N/A
0.0972
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
125 K
135 M
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
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
N/A
-0.21
-0.11
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
N/A
N/A
-0.002
3.66
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
Minimum Initial Investment
N/A
2.5 K
N/A
N/A
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
1.78 M
136.94 M
325.84 M
106.03 M
3.19 K
215.11 M
347.66 M
243.16 M
3.06 M
355.28 M
Last Dividend Paid
N/A
0.38
0.1
0.13
N/A
N/A
0.02
0.03
N/A
0.73
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
101.0
0.69
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
50.36 M
N/A
N/A
7.72 M
N/A
Price To Earning
N/A
13.42
10.5
13.18
-0.22
N/A
35.48
N/A
19.55
26.83
Price To Sales
N/A
1.53
1.12
1.88
N/A
N/A
1.23
N/A
0.63
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
N/A
N/A
(609.44 K)
5.2 M
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
N/A
N/A
N/A
-0.003
1.17
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
Year To Date Return
N/A
11.16
16.47
1.01
N/A
13.69
7.32
6.09
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
5.19 M
393.49 M
Ten Year Return
N/A
9.58
6.65
N/A
N/A
N/A
6.0
4.84
N/A
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
N/A
909.32 K
51.31 M
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
N/A
N/A
3.68 M
74.67 M
Day Typical Price
5.22
11.79
13.82
9.03
0.006
11.87
4.26
8.99
0.015
22.21
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
174.08
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
0.0
(9,223,372,036,855)
9.2 T
9.2 T
0.0
0.4474
Period Momentum Indicator
0.13
0.25
0.34
0.19
N/A
(0.01)
0.01
0.03
N/A
0.17
Rate Of Daily Change
1.03
1.02
1.03
1.02
1.0
1.0
1.0
1.0
1.0
1.01
Day Median Price
5.22
11.79
13.82
9.03
0.006
11.87
4.26
8.99
0.015
22.2
Price Action Indicator
0.065
0.13
0.17
0.095
N/A
(0.01)
0.005
0.015
N/A
0.1
Relative Strength Index
50.68
42.66
46.78
47.46
N/A
45.52
61.27
51.23
N/A
64.56
Coefficient Of Variation
1364.04
1409.66
931.78
1073.2
N/A
1342.2
679.17
1516.45
(812.40)
1440.84
Mean Deviation
1.35
1.46
2.04
1.59
N/A
0.4908
0.1113
0.1719
0.7004
0.7442
Jensen Alpha
0.1338
0.1159
0.2898
0.1619
N/A
(0.04)
0.0105
0.0032
(0.41)
0.0748
Total Risk Alpha
(0.17)
(0.20)
(0.16)
(0.15)
N/A
(0.06)
(0.01)
(0.04)
(0.82)
(0.11)
Sortino Ratio
0.0078
0.0137
0.0758
0.039
N/A
(0.13)
(0.42)
(0.24)
N/A
(0.04)
Downside Variance
2.36
4.48
6.67
4.03
N/A
0.4354
0.0617
0.2181
N/A
1.66
Standard Deviation
1.94
2.25
3.04
2.24
N/A
0.6349
0.1719
0.2892
2.89
1.16
Kurtosis
1.36
4.52
2.78
2.31
N/A
(0.03)
3.42
8.37
66.0
5.33
Potential Upside
4.71
3.46
5.68
4.12
N/A
1.21
0.2375
0.3382
N/A
2.28
Treynor Ratio
(11.83)
0.5355
1.44
0.6519
N/A
0.06
0.3847
0.1851
(0.98)
(2.04)
Maximum Drawdown
9.42
16.02
19.26
14.57
N/A
2.8
0.9552
1.91
23.47
7.18
Variance
3.78
5.06
9.24
5.01
N/A
0.4031
0.0296
0.0836
8.35
1.35
Market Risk Adjusted Performance
(11.82)
0.5455
1.45
0.6619
N/A
0.07
0.3947
0.1951
(0.97)
(2.03)
Risk Adjusted Performance
0.0621
0.0608
0.0895
0.0778
N/A
0.0549
0.0781
0.034
(0.09)
0.0565
Skewness
0.8819
(0.14)
0.375
0.0884
N/A
0.0725
1.11
(1.70)
(8.12)
(0.87)
Semi Deviation
1.4
2.01
2.31
1.76
N/A
0.5156
0.0
0.2536
N/A
1.13
Information Ratio
0.0062
0.0129
0.0644
0.0349
N/A
(0.13)
(0.61)
(0.39)
(0.17)
(0.04)
Value At Risk
(2.35)
(2.47)
(3.22)
(2.95)
N/A
(1.02)
(0.24)
(0.33)
N/A
(1.20)
Expected Short fall
(1.73)
(1.71)
(2.64)
(1.94)
N/A
(0.61)
(0.29)
(0.24)
N/A
(0.80)
Downside Deviation
1.54
2.12
2.58
2.01
N/A
0.6599
0.2483
0.467
N/A
1.29
Semi Variance
1.96
4.05
5.32
3.09
N/A
0.2658
(0.01)
0.0643
N/A
1.27

William Blair Competition Performance Charts

Five steps to successful analysis of William Blair Competition

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

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Currency Funds Theme
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Other Information on Investing in William Mutual Fund

William Blair financial ratios help investors to determine whether William 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 William with respect to the benefits of owning William Blair security.
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Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
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