Marsico Global Competition

MIGOX Fund

USD 26.45 0.19 0.72%

Marsico Global competes with Dodge Cox, Jhancock Disciplined, Virtus Nfj, American Mutual, and Americafirst Large; as well as few others. The fund is listed under World Large-Stock Growth category and is part of Marsico Investment Fund family. Analyzing Marsico Global 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 Marsico Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Marsico Global 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 Marsico Global competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
25.27	26.27	27.27

Details

Intrinsic

Valuation

Low	Real	High
25.29	26.29	27.29

Details

Marsico Global Competition Correlation Matrix

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

	DOXGX	JDVNX	VAAGX	AMFFX	SBQAX	AMONX
DOXGX		0.89	0.9	0.87	0.7	0.89	DOXGX
JDVNX	0.89		0.81	0.76	0.67	0.8	JDVNX
VAAGX	0.9	0.81		0.89	0.58	0.9	VAAGX
AMFFX	0.87	0.76	0.89		0.37	0.81	AMFFX
SBQAX	0.7	0.67	0.58	0.37		0.66	SBQAX
AMONX	0.89	0.8	0.9	0.81	0.66		AMONX
	DOXGX	JDVNX	VAAGX	AMFFX	SBQAX	AMONX

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Risk-Adjusted Indicators

There is a big difference between Marsico Mutual Fund performing well and Marsico Global 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 Marsico Global'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
DOXGX	0.59	(0.08)	0.00	(1.04)	0.00	0.00	0.94	(0.93)	10.51
JDVNX	0.71	(0.19)	0.00	(1.67)	0.00	0.00	1.12	(0.98)	15.37
VAAGX	0.56	(0.10)	0.00	(0.09)	0.00	0.00	1.06	(0.94)	5.43
AMFFX	0.51	(0.11)	0.00	(0.22)	0.00	0.00	0.83	(0.86)	6.99
SBQAX	0.62	0.05	0.02	0.55	0.83	(0.72)	1.34	(1.16)	7.56
AMONX	0.90	(0.13)	0.00	(0.08)	0.00	0.00	1.25	(1.84)	15.94

Unable to evaluate fundamental data of [DOXGX, JDVNX, VAAGX, AMFFX, SBQAX, AMONX] at this time. Please try again later

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Marsico Global Competitive Analysis

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

	MIGOX	DOXGX	JDVNX	VAAGX	AMFFX	SBQAX	AMONX
	0.72 26.45 Marsico	0.45 258.83 Dodge	0.35 22.66 Jhancock	0.66 27.64 Virtus	0.45 55.23 American	0.14 13.82 Americafirst	1.18 22.27 Aqr
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Very Weak	Very Weak	Very Weak	Very Weak	Insignificant	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Under Valued	Fairly Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Cautious Hold	Strong Hold	Hold	Cautious Hold	Strong Hold
Net Asset	175.31 M	101.03 B	16.37 B	293.79 M	89.87 B	2.77 M	715.5 M
Minimum Initial Investment	N/A	N/A	N/A	2.5 M	N/A	N/A	N/A
Price To Book	N/A	N/A	1.71 X	N/A	3.02 X	N/A	N/A
Five Year Return	N/A	9.57 %	10.90 %	N/A	9.59 %	8.01 %	14.52 %
One Year Return	N/A	16.90 %	18.20 %	N/A	16.47 %	18.56 %	30.64 %
Last Dividend Paid	N/A	N/A	0.35	N/A	0.2	N/A	N/A
Price To Earning	N/A	N/A	15.13 X	N/A	4.46 X	N/A	N/A
Price To Sales	N/A	N/A	1.37 X	N/A	2.06 X	N/A	N/A
Cash Position Weight	N/A	N/A	4.39 %	1.24 %	9.92 %	1.53 %	0.88 %
Equity Positions Weight	N/A	N/A	95.60 %	98.76 %	89.77 %	98.47 %	94.90 %
Three Year Return	N/A	15.84 %	9.76 %	N/A	7.04 %	7.05 %	9.41 %
Annual Yield	N/A	0.01 %	0.01 %	0.02 %	0.02 %	N/A	0.01 %
Year To Date Return	N/A	14.84 %	15.80 %	N/A	15.69 %	17.55 %	28.67 %
Ten Year Return	N/A	N/A	9.45 %	N/A	10.71 %	N/A	12.34 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	26.45	258.83	22.66	27.64	55.23	13.82	22.27
Period Momentum Indicator	0.19	1.15	0.08	0.18	0.25	0.02	0.26
Rate Of Daily Change	1.01	1.0	1.0	1.01	1.0	1.0	1.01
Day Median Price	26.45	258.83	22.66	27.64	55.23	13.82	22.27
Price Action Indicator	0.095	0.57	0.04	0.09	0.13	0.01	0.13
Coefficient Of Variation	1183.09	(1,706)	(917.64)	(1,291)	(1,057)	1432.73	(2,334)
Mean Deviation	0.762	0.5864	0.709	0.5606	0.5069	0.6151	0.8965
Jensen Alpha	0.071	(0.08)	(0.19)	(0.1)	(0.11)	0.0524	(0.13)
Total Risk Alpha	0.0307	(0.12)	(0.25)	(0.10)	(0.13)	0.0149	(0.17)
Sortino Ratio	0.0321	N/A	N/A	N/A	N/A	0.0221	N/A
Downside Variance	1.47	N/A	N/A	N/A	N/A	0.9207	N/A
Standard Deviation	0.9897	1.12	1.6	0.7791	0.8721	0.9448	1.84
Kurtosis	1.1	25.85	34.75	3.41	18.13	6.61	34.38
Potential Upside	1.39	0.9444	1.12	1.06	0.8287	1.34	1.25
Treynor Ratio	0.9553	(1.04)	(1.67)	(0.09)	(0.22)	0.5522	(0.08)
Maximum Drawdown	5.04	10.51	15.37	5.43	6.99	7.56	15.94
Variance	0.9794	1.24	2.57	0.607	0.7605	0.8926	3.39
Market Risk Adjusted Performance	0.9653	(1.03)	(1.66)	(0.08)	(0.21)	0.5622	(0.07)
Risk Adjusted Performance	0.0695	(0.04)	(0.08)	(0.06)	(0.07)	0.0573	(0.03)
Skewness	(0.88)	(3.52)	(4.74)	(0.26)	(3.24)	0.1285	(5.09)
Semi Deviation	1.08	N/A	N/A	N/A	N/A	0.8308	N/A
Information Ratio	0.0393	(0.1)	(0.14)	(0.13)	(0.15)	0.0224	(0.07)
Value At Risk	(1.96)	(0.93)	(0.98)	(0.94)	(0.86)	(1.16)	(1.84)
Expected Short fall	(0.73)	N/A	N/A	N/A	N/A	(0.72)	N/A
Downside Deviation	1.21	N/A	N/A	N/A	N/A	0.9595	N/A
Semi Variance	1.17	N/A	N/A	N/A	N/A	0.6903	N/A

Marsico Global Competition Performance Charts

Five steps to successful analysis of Marsico Global Competition

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

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

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Other Information on Investing in Marsico Mutual Fund

Marsico Global financial ratios help investors to determine whether Marsico 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 Marsico with respect to the benefits of owning Marsico Global security.

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