Oberweis Emerging Competition

OBEGX Fund  USD 31.34  0.27  0.87%   
Oberweis Emerging Growth competes with Oberweis Micro, Oberweis Small, Oberweis International, Oberweis China, and Heartland Value; as well as few others. The fund is listed under World Small/Mid Stock category and is part of Oberweis family. Analyzing Oberweis Emerging 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 Oberweis Emerging to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Oberweis Emerging 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 Oberweis Emerging competition on your existing holdings.
  
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Hype
Prediction
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30.2231.3432.46
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Valuation
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29.9231.0432.16
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Naive
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LowNextHigh
30.3431.4632.58
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Bollinger
Band Projection (param)
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29.8130.8131.82
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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Oberweis Emerging. Your research has to be compared to or analyzed against Oberweis Emerging's peers to derive any actionable benefits. When done correctly, Oberweis Emerging'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 Oberweis Emerging Growth.

Oberweis Emerging Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Oberweis Emerging 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 Oberweis 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 Oberweis Emerging Growth does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
HRTVXOBMCX
OBSOXOBMCX
HRTVXOBSOX
OBCHXOBSOX
OBCHXOBMCX
OBCHXOBIOX
  
High negative correlations   
HRTVXOBIOX
OBIOXOBMCX

Risk-Adjusted Indicators

There is a big difference between Oberweis Mutual Fund performing well and Oberweis Emerging 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 Oberweis Emerging'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.

Oberweis Emerging Competitive Analysis

The better you understand Oberweis Emerging competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Oberweis Emerging'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 Oberweis Emerging'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
OBEGX OBMCX OBSOX OBIOX OBCHX HRTVX
 0.87 
 31.34 
Oberweis
 0.47 
 49.37 
Oberweis
 0.81 
 27.29 
Oberweis
 1.27 
 19.20 
Oberweis
 0.14 
 6.97 
Oberweis
 0.30 
 56.07 
Heartland
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Oberweis Emerging Competition Performance Charts

Five steps to successful analysis of Oberweis Emerging Competition

Oberweis Emerging'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 Oberweis Emerging Growth in relation to its competition. Oberweis Emerging's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Oberweis Emerging 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 Oberweis Emerging's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Oberweis Emerging Growth, 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 Oberweis Emerging position

In addition to having Oberweis Emerging 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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Other Information on Investing in Oberweis Mutual Fund

Oberweis Emerging financial ratios help investors to determine whether Oberweis 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 Oberweis with respect to the benefits of owning Oberweis Emerging security.
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