Bogle Small Last Dividend Paid vs. Five Year Return
| BOGIX Fund | USD 28.70 0.52 1.78% |
For Bogle Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Bogle Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Bogle Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Bogle Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Bogle Small Cap over time as well as its relative position and ranking within its peers.
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Bogle Small Cap Five Year Return vs. Last Dividend Paid Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Bogle Small's current stock value. Our valuation model uses many indicators to compare Bogle Small value to that of its competitors to determine the firm's financial worth. Bogle Small Cap is the top fund in last dividend paid among similar funds. It also is the top fund in five year return among similar funds reporting about 221.72 of Five Year Return per Last Dividend Paid. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Bogle Small's earnings, one of the primary drivers of an investment's value.Bogle Five Year Return vs. Last Dividend Paid
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
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| = | 0.07 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
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| = | 15.52 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Bogle Five Year Return Comparison
Bogle Small is currently under evaluation in five year return among similar funds.
Bogle Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Bogle Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Bogle Small will eventually generate negative long term returns. The profitability progress is the general direction of Bogle Small's change in net profit over the period of time. It can combine multiple indicators of Bogle Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its objective by investing under normal circumstances at least 80 percent of the net assets of the portfolio in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000 Index . As part of its investment strategy, the Adviser will continue to invest in Small Cap Stocks that the adviser believes will appreciate more than the index.
Bogle Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Bogle Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Bogle Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Bogle Small's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Bogle Small position
In addition to having Bogle Small 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.Did You Try This Idea?
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Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 43 constituents at this time.
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Other Information on Investing in Bogle Mutual Fund
To fully project Bogle Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Bogle Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Bogle Small's income statement, its balance sheet, and the statement of cash flows.
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