Vanguard Small-cap Price To Book vs. Equity Positions Weight
| VSCPX Fund | USD 359.43 0.62 0.17% |
For Vanguard Small-cap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Small-cap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Small Cap Index utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Small-cap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Small Cap Index over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Small Cap Equity Positions Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Small-cap's current stock value. Our valuation model uses many indicators to compare Vanguard Small-cap value to that of its competitors to determine the firm's financial worth. Vanguard Small Cap Index is presently regarded as number one fund in price to book among similar funds. It also is presently regarded as number one fund in equity positions weight among similar funds making about 46.94 of Equity Positions Weight per Price To Book. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vanguard Small-cap's earnings, one of the primary drivers of an investment's value.Vanguard Equity Positions Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Vanguard Small-cap |
| = | 2.08 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Vanguard Small-cap |
| = | 97.64 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Vanguard Equity Positions Weight Comparison
Vanguard Small is currently under evaluation in equity positions weight among similar funds.
Vanguard Small-cap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Small-cap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Small-cap will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Small-cap's change in net profit over the period of time. It can combine multiple indicators of Vanguard Small-cap, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund advisor employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Small-cap. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Vanguard Small-cap position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Vanguard Small-cap's important profitability drivers and their relationship over time.
Use Vanguard Small-cap in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vanguard Small-cap position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vanguard Small-cap will appreciate offsetting losses from the drop in the long position's value.Vanguard Small-cap Pair Trading
Vanguard Small Cap Index Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Small-cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vanguard Small-cap when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vanguard Small-cap - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vanguard Small Cap Index to buy it.
The correlation of Vanguard Small-cap is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vanguard Small-cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vanguard Small-cap can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Vanguard Small-cap position
In addition to having Vanguard Small-cap 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.Did You Try This Idea?
Run Processed Foods Thematic Idea Now
Processed Foods
Companies producing and distributing processed foods to retail sectors. The Processed Foods theme has 42 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 Processed Foods Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Small-cap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Vanguard Small-cap's income statement, its balance sheet, and the statement of cash flows.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |