Gabelli Equity Income Fund Manager Performance Evaluation
| GEICX Fund | 7.06 0.02 0.28% |
The fund retains a Market Volatility (i.e., Beta) of 0.0796, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Gabelli Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gabelli Equity is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Gabelli Equity Income are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Gabelli Equity may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Gabelli Equity Relative Risk vs. Return Landscape
If you would invest 638.00 in Gabelli Equity Income on November 14, 2025 and sell it today you would earn a total of 68.00 from holding Gabelli Equity Income or generate 10.66% return on investment over 90 days. Gabelli Equity Income is currently producing 0.1717% returns and takes up 0.751% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Gabelli, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gabelli Equity Current Valuation
Undervalued
Today
Please note that Gabelli Equity's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Gabelli Equity Income retains a regular Real Value of USD7.55 per share. The prevalent price of the fund is USD7.06. We determine the value of Gabelli Equity Income from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Gabelli Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Gabelli Mutual Fund. However, Gabelli Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.06 | Real 7.55 | Hype 7.04 |
The intrinsic value of Gabelli Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Gabelli Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Gabelli Equity Income helps investors to forecast how Gabelli mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Gabelli Equity more accurately as focusing exclusively on Gabelli Equity's fundamentals will not take into account other important factors: Gabelli Equity Target Price Odds to finish over Current Price
The tendency of Gabelli Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 7.06 | 90 days | 7.06 | near 1 |
Based on a normal probability distribution, the odds of Gabelli Equity to move above the current price in 90 days from now is near 1 (This Gabelli Equity Income probability density function shows the probability of Gabelli Mutual Fund to fall within a particular range of prices over 90 days) .
Gabelli Equity Price Density |
| Price |
Predictive Modules for Gabelli Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Gabelli Equity Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Gabelli Equity'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.
Gabelli Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Gabelli Equity is not an exception. The market had few large corrections towards the Gabelli Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Gabelli Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Gabelli Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 0.08 | |
σ | Overall volatility | 0.19 | |
Ir | Information ratio | 0.09 |
Gabelli Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Gabelli Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Gabelli Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Gabelli Equity Fundamentals Growth
Gabelli Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Gabelli Equity, and Gabelli Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Gabelli Mutual Fund performance.
About Gabelli Equity Performance
Evaluating Gabelli Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gabelli Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Gabelli Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective through a combination of capital appreciation and current income by investing, under normal market conditions, at least 80 percent of its net assets in income producing equity securities of both U.S. and non-U.S. companies. Income producing equity securities include, for example, common stock, preferred stock, and convertible securities.Things to note about Gabelli Equity Income performance evaluation
Checking the ongoing alerts about Gabelli Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Gabelli Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Gabelli Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Gabelli Equity's stock is overvalued or undervalued compared to its peers.
- Examining Gabelli Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Gabelli Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gabelli Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Gabelli Equity's mutual fund. These opinions can provide insight into Gabelli Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Gabelli Mutual Fund
Gabelli Equity financial ratios help investors to determine whether Gabelli 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 Gabelli with respect to the benefits of owning Gabelli Equity security.
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