Royce Pennsylvania Competition

RPMIX Fund

USD 9.50 0.07 0.73%

Royce Pennsylvania Mutual competes with Royce Opportunity, Royce Opportunity, Royce Opportunity, Royce Premier, and Royce Special; as well as few others. The fund is listed under Small Blend category and is part of Royce family. Analyzing Royce Pennsylvania 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 Royce Pennsylvania to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Royce Pennsylvania 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 Royce Pennsylvania competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
7.98	9.53	11.08

Details

Intrinsic

Valuation

Low	Real	High
8.10	9.65	11.20

Details

Royce Pennsylvania Competition Correlation Matrix

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

	ROFCX	ROFIX	ROFRX	RPFIX	RSEIX	RSQCX	RTRRX	RTRIX
ROFCX		1.0	1.0	0.92	0.84	0.85	0.98	0.98	ROFCX
ROFIX	1.0		1.0	0.92	0.84	0.85	0.98	0.98	ROFIX
ROFRX	1.0	1.0		0.92	0.84	0.85	0.98	0.98	ROFRX
RPFIX	0.92	0.92	0.92		0.97	0.97	0.92	0.93	RPFIX
RSEIX	0.84	0.84	0.84	0.97		1.0	0.85	0.87	RSEIX
RSQCX	0.85	0.85	0.85	0.97	1.0		0.86	0.87	RSQCX
RTRRX	0.98	0.98	0.98	0.92	0.85	0.86		1.0	RTRRX
RTRIX	0.98	0.98	0.98	0.93	0.87	0.87	1.0		RTRIX
	ROFCX	ROFIX	ROFRX	RPFIX	RSEIX	RSQCX	RTRRX	RTRIX

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Risk-Adjusted Indicators

There is a big difference between Royce Mutual Fund performing well and Royce Pennsylvania 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 Royce Pennsylvania'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
ROFCX	1.04	(0.07)	(0.01)	0.05	1.60	(1.24)	2.39	(1.59)	14.10
ROFIX	1.04	(0.07)	0.00	0.05	1.60	(1.17)	2.29	(1.58)	14.06
ROFRX	1.04	(0.07)	(0.01)	0.05	1.61	(1.16)	2.34	(1.56)	14.16
RPFIX	0.92	(0.14)	0.00	(0.02)	0.00	0.00	2.02	(1.44)	12.75
RSEIX	0.91	(0.20)	0.00	(0.05)	0.00	0.00	1.68	(1.26)	19.95
RSQCX	0.90	(0.19)	0.00	(0.04)	0.00	0.00	1.73	(1.27)	19.02
RTRRX	0.92	(0.02)	0.02	0.07	1.30	(1.14)	2.32	(1.56)	12.59
RTRIX	0.92	(0.03)	0.01	0.07	1.43	(1.13)	2.25	(1.55)	13.45

Unable to evaluate fundamental data of [ROFCX, ROFIX, ROFRX, RPFIX, RSEIX, RSQCX, RTRRX, RTRIX] at this time. Please try again later

All Fundamental Data

Royce Pennsylvania Competitive Analysis

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

	RPMIX	ROFCX	ROFIX	ROFRX	RPFIX	RSEIX	RSQCX	RTRRX	RTRIX
	0.73 9.50 Royce	0.72 12.33 Royce	0.78 16.55 Royce	0.78 13.95 Royce	1.02 11.69 Royce	0.32 15.73 Royce	0.41 14.40 Royce	0.35 8.45 Royce	0.26 7.75 Royce
Market Volatility (90 Days Market Risk)	Not too volatile	Not too volatile	Very steady	Not too volatile	Not too volatile	Not too volatile	Not too volatile	Not too volatile	Not too volatile
Market Performance (90 Days Performance)	Very Weak	Weak	Weak	Weak	Very Weak	Very Weak	Very Weak	Insignificant	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under 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	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold
Net Asset	2.12 B	1.28 B	1.28 B	1.28 B	2.28 B	1.4 B	1.4 B	2.15 B	2.15 B
Minimum Initial Investment	N/A	N/A	1000 K	N/A	1000 K	1000 K	N/A	N/A	1000 K
Price To Book	2.23	1.31	1.31	1.31	2.53	1.76	1.76	1.96	1.96
Five Year Return	11.29	13.13	14.02	13.73	8.33	8.8	7.53	9.91	10.68
One Year Return	23.81	23.55	20.2	26.55	13.6	10.77	12.73	23.54	26.24
Last Dividend Paid	0.07	N/A	N/A	N/A	0.13	0.28	0.09	0.02	0.02
Price To Earning	19.98	3.61	4.76	3.99	8.8	17.83	17.03	40.74	37.97
Price To Sales	1.23	0.53	0.53	0.53	1.57	1.0	1.0	1.15	1.15
Cash Position Weight	3.76	4.74	5.6	4.74	8.48	16.03	19.78	2.29	1.48
Equity Positions Weight	96.24	95.26	94.4	95.26	91.52	83.97	80.21	95.88	98.32
Three Year Return	7.31	4.19	5.82	5.02	5.14	5.3	3.8	7.63	8.56
Annual Yield	0.0035	N/A	8.0E-4	N/A	0.001	0.014	0.0052	0.0177	0.0296
Year To Date Return	13.79	14.97	14.72	15.55	8.76	7.77	6.97	15.29	16.17
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.07
Ten Year Return	8.25	6.1	7.43	6.6	9.25	6.96	5.76	6.84	7.62
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	9.5	12.33	16.55	13.95	11.69	15.73	14.4	8.45	7.75
Period Momentum Indicator	(0.07)	(0.09)	(0.13)	(0.11)	(0.12)	(0.05)	(0.06)	(0.03)	(0.02)
Rate Of Daily Change	0.99	0.99	0.99	0.99	0.99	1.0	1.0	1.0	1.0
Day Median Price	9.5	12.33	16.55	13.95	11.69	15.73	14.4	8.45	7.75
Price Action Indicator	(0.04)	(0.04)	(0.07)	(0.06)	(0.06)	(0.03)	(0.03)	(0.01)	(0.01)
Coefficient Of Variation	(41,191)	1816.6	1758.15	1820.94	(11,832)	(3,654)	(3,963)	1169.32	1312.24
Mean Deviation	0.9131	1.04	1.04	1.04	0.9168	0.913	0.8954	0.9215	0.925
Jensen Alpha	(0.15)	(0.07)	(0.07)	(0.07)	(0.14)	(0.20)	(0.19)	(0.02)	(0.03)
Total Risk Alpha	(0.21)	(0.12)	(0.12)	(0.12)	(0.21)	(0.32)	(0.30)	(0.07)	(0.08)
Sortino Ratio	N/A	(0.01)	(0)	(0.01)	N/A	N/A	N/A	0.0173	0.0101
Downside Variance	N/A	3.01	3.01	3.03	N/A	N/A	N/A	2.29	2.81
Standard Deviation	1.55	1.64	1.64	1.65	1.52	2.06	1.97	1.48	1.54
Kurtosis	15.82	11.0	10.92	11.0	16.65	35.89	33.6	8.97	11.13
Potential Upside	1.92	2.39	2.29	2.34	2.02	1.68	1.73	2.32	2.25
Treynor Ratio	(0.01)	0.0487	0.0505	0.0486	(0.02)	(0.05)	(0.04)	0.0747	0.0682
Maximum Drawdown	13.78	14.1	14.06	14.16	12.75	19.95	19.02	12.59	13.45
Variance	2.4	2.69	2.7	2.71	2.3	4.24	3.87	2.18	2.36
Market Risk Adjusted Performance	8.0E-4	0.0587	0.0605	0.0586	(0.01)	(0.04)	(0.03)	0.0847	0.0782
Risk Adjusted Performance	0.0036	0.0455	0.0468	0.0454	(0.0009)	(0.01)	(0.01)	0.0671	0.0605
Skewness	(2.11)	(1.22)	(1.24)	(1.22)	(2.61)	(4.79)	(4.49)	(0.37)	(0.92)
Semi Deviation	N/A	1.6	1.6	1.61	N/A	N/A	N/A	1.3	1.43
Information Ratio	(0.07)	(0.01)	(0)	(0.01)	(0.07)	(0.08)	(0.08)	0.0177	0.011
Value At Risk	(1.41)	(1.59)	(1.58)	(1.56)	(1.44)	(1.26)	(1.27)	(1.56)	(1.55)
Expected Short fall	N/A	(1.24)	(1.17)	(1.16)	N/A	N/A	N/A	(1.14)	(1.13)
Downside Deviation	N/A	1.73	1.73	1.74	N/A	N/A	N/A	1.51	1.68
Semi Variance	N/A	2.57	2.57	2.59	N/A	N/A	N/A	1.7	2.05

Royce Pennsylvania Competition Performance Charts

Five steps to successful analysis of Royce Pennsylvania Competition

Royce Pennsylvania'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 Royce Pennsylvania Mutual in relation to its competition. Royce Pennsylvania's competition analysis typically involves several steps, including:

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

In addition to having Royce Pennsylvania 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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Companies in sporting activities arena as well as manufacturers of sporting goods and sport retailers. The Sports theme has 25 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 Sports Theme or any other thematic opportunities.

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Other Information on Investing in Royce Mutual Fund

Royce Pennsylvania financial ratios help investors to determine whether Royce 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 Royce with respect to the benefits of owning Royce Pennsylvania security.

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