Growth Equity Competition

HCEGX Fund

USD 38.56 0.35 0.90%

Growth Equity competes with Vanguard Total, Vanguard 500, Vanguard Total, Vanguard Total, and Vanguard Total; as well as few others. The fund is listed under null category and is part of null family. Analyzing Growth Equity 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 Growth Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Growth Equity 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 Growth Equity competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
37.81	38.56	39.31

Details

Intrinsic

Valuation

Low	Real	High
37.92	38.67	39.42

Details

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

Growth Equity Competition Correlation Matrix

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

	VTSAX	VFIAX	VTSMX	VITSX	VSTSX	VSMPX	VFINX	VFFSX	VGTSX	VTIAX
VTSAX		1.0	1.0	1.0	1.0	1.0	1.0	1.0	-0.6	-0.61	VTSAX
VFIAX	1.0		1.0	1.0	1.0	1.0	1.0	1.0	-0.59	-0.6	VFIAX
VTSMX	1.0	1.0		1.0	1.0	1.0	1.0	1.0	-0.6	-0.61	VTSMX
VITSX	1.0	1.0	1.0		1.0	1.0	1.0	1.0	-0.6	-0.61	VITSX
VSTSX	1.0	1.0	1.0	1.0		1.0	1.0	1.0	-0.6	-0.61	VSTSX
VSMPX	1.0	1.0	1.0	1.0	1.0		1.0	1.0	-0.6	-0.61	VSMPX
VFINX	1.0	1.0	1.0	1.0	1.0	1.0		1.0	-0.59	-0.6	VFINX
VFFSX	1.0	1.0	1.0	1.0	1.0	1.0	1.0		-0.59	-0.6	VFFSX
VGTSX	-0.6	-0.59	-0.6	-0.6	-0.6	-0.6	-0.59	-0.59		1.0	VGTSX
VTIAX	-0.61	-0.6	-0.61	-0.61	-0.61	-0.61	-0.6	-0.6	1.0		VTIAX
	VTSAX	VFIAX	VTSMX	VITSX	VSTSX	VSMPX	VFINX	VFFSX	VGTSX	VTIAX

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High positive correlations

VFIAX	+ 1.0	VTSAX
VTSMX	+ 1.0	VTSAX
VITSX	+ 1.0	VTSAX
VSTSX	+ 1.0	VTSAX
VSMPX	+ 1.0	VTSAX
VFINX	+ 1.0	VTSAX

High negative correlations

VTIAX	- 0.61	VSMPX
VTIAX	- 0.61	VSTSX
VTIAX	- 0.61	VITSX
VTIAX	- 0.61	VTSMX
VTIAX	- 0.61	VTSAX
VTIAX	- 0.6	VFFSX

Risk-Adjusted Indicators

There is a big difference between Growth Mutual Fund performing well and Growth Equity 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 Growth Equity'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	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VTSAX	0.54	0.04	0.04	0.07	0.75	(0.56)	0.98	(0.95)	5.94
VFIAX	0.51	0.04	0.04	0.07	0.72	(0.50)	0.97	(0.96)	5.48
VTSMX	0.54	0.04	0.04	0.06	0.75	(0.56)	0.98	(0.94)	5.94
VITSX	0.54	0.04	0.04	0.07	0.75	(0.56)	0.98	(0.95)	5.95
VSTSX	0.54	0.04	0.04	0.07	0.75	(0.56)	0.98	(0.95)	5.94
VSMPX	0.54	0.04	0.04	0.07	0.75	(0.56)	0.98	(0.95)	5.94
VFINX	0.51	0.04	0.04	0.07	0.72	(0.50)	0.97	(0.96)	5.48
VFFSX	0.51	0.04	0.04	0.07	0.72	(0.50)	0.97	(0.96)	5.48
VGTSX	0.59	(0.13)	0.00	(0.45)	0.00	0.00	1.13	(1.56)	4.43
VTIAX	0.56	(0.11)	0.00	(0.30)	0.00	0.00	1.14	(1.32)	4.45

Unable to evaluate fundamental data of [VTSAX, VFIAX, VTSMX, VITSX, VSTSX, VSMPX, VFINX, VFFSX, VGTSX, VTIAX] at this time. Please try again later

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Growth Equity Competitive Analysis

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

	HCEGX	VTSAX	VFIAX	VTSMX	VITSX	VSTSX	VSMPX	VFINX	VFFSX	VGTSX
	0.90 38.56 Growth	1.11 142.69 Vanguard	1.09 548.86 Vanguard	1.11 142.64 Vanguard	1.11 142.71 Vanguard	1.11 280.98 Vanguard	1.11 267.71 Vanguard	1.09 548.83 Vanguard	1.09 290.99 Vanguard	1.61 18.90 Vanguard
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Modest	Modest	Modest	Modest	Modest	Modest	Modest	Modest	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	About Average	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly 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	Buy	Strong Hold	Strong Hold	Buy	Buy	Buy	Strong Hold	Strong Hold	Hold
Net Asset	N/A	1000 B	852.72 B	814.09 B	756.59 B	756.59 B	756.59 B	483.17 B	459.29 B	381.62 B
Price To Book	N/A	2.59	2.75	2.62	2.62	N/A	2.59	2.75	N/A	1.44
Five Year Return	N/A	14.06	14.74	13.94	14.99	14.09	14.08	14.63	14.78	4.29
Last Dividend Paid	0.0973	0.01	0.03	0.01	0.01	0.02	0.02	0.02	0.01	0.03
One Year Return	N/A	26.83	27.92	26.71	29.86	26.87	26.86	27.79	27.96	7.94
Price To Earning	N/A	2.3	4.33	2.3	2.26	4.53	4.31	4.33	2.3	15.07
Price To Sales	N/A	1.75	1.93	1.79	1.79	N/A	1.75	1.93	N/A	1.03
Cash Position Weight	N/A	0.94	0.67	0.94	1.02	0.94	0.94	0.67	0.67	2.54
Equity Positions Weight	N/A	99.06	99.33	99.06	98.97	99.06	99.06	99.33	99.33	97.36
Three Year Return	N/A	9.75	10.76	9.64	9.79	9.78	9.77	10.64	10.79	1.74
Annual Yield	N/A	0.0124	0.0121	0.0115	0.0125	0.0125	0.0125	0.0113	0.0122	0.0287
Year To Date Return	N/A	24.8	25.97	24.68	27.69	24.84	24.83	25.85	26.01	4.81
Ten Year Return	N/A	12.81	13.12	12.69	12.82	12.74	12.76	12.99	13.05	4.65
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	38.56	142.69	548.86	142.64	142.71	280.98	267.71	548.83	290.99	18.9
Period Momentum Indicator	(0.35)	1.57	5.93	1.57	1.56	3.08	2.94	5.93	3.15	(0.31)
Rate Of Daily Change	0.99	1.01	1.01	1.01	1.01	1.01	1.01	1.01	1.01	0.98
Day Median Price	38.56	142.69	548.86	142.64	142.71	280.98	267.71	548.83	290.99	18.9
Price Action Indicator	(0.17)	0.78	2.97	0.78	0.78	1.54	1.47	2.97	1.58	(0.16)
Coefficient Of Variation	2023.16	1180.83	1157.84	1185.88	1183.31	1179.22	1178.99	1165.21	1156.68	(678.46)
Mean Deviation	0.4851	0.5427	0.5076	0.5416	0.5423	0.5419	0.5417	0.5075	0.5076	0.5855
Jensen Alpha	0.0109	0.037	0.0365	0.0367	0.0368	0.037	0.037	0.0361	0.0366	(0.13)
Total Risk Alpha	0.006	0.0342	0.0333	0.0339	0.0341	0.0342	0.0342	0.0329	0.0333	(0.15)
Sortino Ratio	0.0054	0.0397	0.0374	0.0393	0.0395	0.0398	0.0398	0.0369	0.0374	N/A
Downside Variance	0.7638	0.7258	0.7266	0.7255	0.7273	0.7251	0.7247	0.7273	0.7269	N/A
Standard Deviation	0.7473	0.7794	0.7413	0.779	0.7796	0.7789	0.7788	0.7414	0.7414	0.7699
Kurtosis	6.18	5.44	5.01	5.46	5.47	5.46	5.46	5.02	5.01	1.17
Potential Upside	0.9232	0.9831	0.9701	0.9759	0.9829	0.9799	0.9776	0.9699	0.9687	1.13
Treynor Ratio	0.0372	0.0652	0.0685	0.0649	0.0651	0.0653	0.0653	0.068	0.0686	(0.45)
Maximum Drawdown	5.84	5.94	5.48	5.94	5.95	5.94	5.94	5.48	5.48	4.43
Variance	0.5585	0.6075	0.5496	0.6069	0.6078	0.6067	0.6065	0.5497	0.5497	0.5927
Market Risk Adjusted Performance	0.0472	0.0752	0.0785	0.0749	0.0751	0.0753	0.0753	0.078	0.0786	(0.44)
Risk Adjusted Performance	0.0386	0.0669	0.0677	0.0666	0.0668	0.067	0.067	0.0673	0.0678	(0.12)
Skewness	(0.57)	(0.65)	(0.79)	(0.65)	(0.66)	(0.65)	(0.65)	(0.79)	(0.79)	0.1872
Semi Deviation	0.7018	0.7531	0.7242	0.7531	0.754	0.7526	0.7524	0.7249	0.7243	N/A
Information Ratio	0.0064	0.0434	0.043	0.043	0.0432	0.0435	0.0435	0.0424	0.043	(0.19)
Value At Risk	(0.99)	(0.95)	(0.96)	(0.94)	(0.95)	(0.95)	(0.95)	(0.96)	(0.96)	(1.56)
Expected Short fall	(0.59)	(0.56)	(0.50)	(0.56)	(0.56)	(0.56)	(0.56)	(0.50)	(0.50)	N/A
Downside Deviation	0.874	0.8519	0.8524	0.8518	0.8528	0.8515	0.8513	0.8528	0.8526	N/A
Semi Variance	0.4925	0.5671	0.5245	0.5672	0.5685	0.5665	0.5661	0.5254	0.5246	N/A

Growth Equity Competition Performance Charts

Five steps to successful analysis of Growth Equity Competition

Growth Equity'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 Growth Equity in relation to its competition. Growth Equity's competition analysis typically involves several steps, including:

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

In addition to having Growth Equity 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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Run Gold and Gold Mining Thematic Idea Now

Gold and Gold Mining

Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. The Gold and Gold Mining theme has 100 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 Gold and Gold Mining Theme or any other thematic opportunities.

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Other Information on Investing in Growth Mutual Fund

Growth Equity financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Equity security.

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