Ariel Fund Competition

ARGFX Fund

USD 66.40 1.55 2.39%

Ariel Fund Investor competes with Ariel Appreciation, Clipper Fund, Baron Growth, Blackrock Value, and Third Avenue; as well as few others. The fund is listed under Small Value category and is part of Ariel Investments family. Analyzing Ariel Fund 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 Ariel Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ariel Fund 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 Ariel Fund competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
64.39	65.95	67.51

Details

Intrinsic

Valuation

Low	Real	High
66.23	67.79	69.35

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Ariel Fund. Your research has to be compared to or analyzed against Ariel Fund's peers to derive any actionable benefits. When done correctly, Ariel Fund'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 Ariel Fund Investor.

Ariel Fund Competition Correlation Matrix

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

	CAAPX	CFIMX	BGRFX	MASPX	TAVFX
CAAPX		0.14	0.92	0.88	0.35	CAAPX
CFIMX	0.14		-0.06	0.4	0.17	CFIMX
BGRFX	0.92	-0.06		0.71	0.43	BGRFX
MASPX	0.88	0.4	0.71		0.13	MASPX
TAVFX	0.35	0.17	0.43	0.13		TAVFX
	CAAPX	CFIMX	BGRFX	MASPX	TAVFX

Click cells to compare fundamentals

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Backtest Portfolio

High positive correlations

BGRFX	+ 0.92	CAAPX
MASPX	+ 0.88	CAAPX
MASPX	+ 0.71	BGRFX
TAVFX	+ 0.43	BGRFX
MASPX	+ 0.4	CFIMX
TAVFX	+ 0.35	CAAPX

High negative correlations

BGRFX

- 0.06

CFIMX

Risk-Adjusted Indicators

There is a big difference between Ariel Mutual Fund performing well and Ariel Fund 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 Ariel Fund'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	Treynor Ratio	Potential Upside	Value @Risk	Maximum Drawdown
CAAPX	0.89	(0.35)	1.09	1.13	(2.25)	9.23
CFIMX	0.75	(0.02)	(0.51)	1.49	(1.63)	4.37
BGRFX	0.92	(0.38)	1.95	1.13	(1.68)	12.24
MASPX	0.91	(0.29)	1.77	1.22	(2.55)	4.88
TAVFX	0.82	(0.10)	12.55	1.50	(1.73)	6.50

Unable to evaluate fundamental data of [CAAPX, CFIMX, BGRFX, MASPX, TAVFX] at this time. Please try again later

All Fundamental Data

Ariel Fund Competitive Analysis

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

	ARGFX	CAAPX	CFIMX	BGRFX	MASPX	TAVFX
	2.39 66.40 Ariel	2.36 36.43 Ariel	2.17 138.73 Clipper	2.50 84.92 Baron	2.78 27.37 Blackrock	1.97 61.53 Third
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Sell
Net Asset	2.79 B	1.11 B	981.71 M	7.77 B	368.78 M	760.44 M
Minimum Initial Investment	N/A	N/A	2.5 K	2 K	N/A	10 K
Price To Book	1.90 X	2.10 X	2.06 X	3.56 X	1.63 X	1.34 X
Five Year Return	11.12 %	9.46 %	13.63 %	8.60 %	8.95 %	19.28 %
One Year Return	2.53 %	1.80 %	12.40 %	(2.50) %	1.04 %	0.45 %
Last Dividend Paid	N/A	N/A	0.24	N/A	0.07	0.3
Price To Earning	16.18 X	16.52 X	10.66 X	24.56 X	20.04 X	18.05 X
Price To Sales	1.09 X	1.21 X	1.83 X	2.77 X	0.82 X	1.31 X
Cash Position Weight	0.65 %	1.07 %	5.70 %	N/A	0.57 %	6.55 %
Equity Positions Weight	99.35 %	98.92 %	94.30 %	99.56 %	98.90 %	93.45 %
Three Year Return	4.68 %	3.48 %	13.84 %	4.11 %	5.95 %	12.03 %
Annual Yield	0 %	0 %	0.01 %	N/A	0.01 %	0.03 %
Year To Date Return	2.45 %	0.33 %	3.11 %	2.35 %	4.10 %	6.87 %
Bond Positions Weight	N/A	N/A	N/A	N/A	1.13 %	N/A
Ten Year Return	8.49 %	8.16 %	10.42 %	13.18 %	11.04 %	0.96 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	66.4	36.43	138.73	84.92	27.37	61.53
Period Momentum Indicator	1.55	0.84	2.94	2.07	0.74	1.19
Rate Of Daily Change	1.02	1.02	1.02	1.02	1.03	1.02
Day Median Price	66.4	36.43	138.73	84.92	27.37	61.53
Price Action Indicator	0.78	0.42	1.47	1.04	0.37	0.59
Coefficient Of Variation	(452.75)	(459.12)	(6,240)	(482.14)	(436.32)	(1,417)
Mean Deviation	0.921	0.8868	0.7506	0.9219	0.9079	0.8176
Jensen Alpha	(0.37)	(0.35)	(0.02)	(0.38)	(0.29)	(0.1)
Total Risk Alpha	(0.15)	(0.14)	0.0975	(0.15)	(0.13)	0.0571
Standard Deviation	1.46	1.43	0.9843	1.67	1.15	1.23
Kurtosis	16.45	17.74	0.1768	31.1	0.7204	7.31
Potential Upside	1.25	1.13	1.49	1.13	1.22	1.5
Treynor Ratio	1.1	1.09	(0.51)	1.95	1.77	12.55
Maximum Drawdown	9.17	9.23	4.37	12.24	4.88	6.5
Variance	2.14	2.05	0.9689	2.79	1.33	1.51
Market Risk Adjusted Performance	1.11	1.1	(0.50)	1.96	1.78	12.56
Risk Adjusted Performance	(0.19)	(0.19)	(0.01)	(0.18)	(0.20)	(0.06)
Skewness	(3.13)	(3.25)	(0.34)	(4.76)	(0.76)	(1.09)
Information Ratio	(0.15)	(0.15)	0.0846	(0.15)	(0.14)	0.0101
Value At Risk	(2.37)	(2.25)	(1.63)	(1.68)	(2.55)	(1.73)

Ariel Fund Competition Performance Charts

Five steps to successful analysis of Ariel Fund Competition

Ariel Fund'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 Ariel Fund Investor in relation to its competition. Ariel Fund's competition analysis typically involves several steps, including:

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

In addition to having Ariel Fund 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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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 Steel Works Etc Theme or any other thematic opportunities.

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Other Information on Investing in Ariel Mutual Fund

Ariel Fund financial ratios help investors to determine whether Ariel 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 Ariel with respect to the benefits of owning Ariel Fund security.

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