Schwab Balanced Valuation
| SWOBX Fund | USD 16.76 0.20 1.18% |
At this time, the fund appears to be fairly valued. Schwab Balanced has a current Real Value of $16.85 per share. The regular price of the fund is $16.76. We determine the value of Schwab Balanced from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Fairly Valued
Today
Please note that Schwab Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Schwab Balanced has a current Real Value of $16.85 per share. The regular price of the fund is $16.76. We determine the value of Schwab Balanced from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Schwab Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.76 | Real 16.85 | Hype 16.76 | Naive 16.71 |
The intrinsic value of Schwab Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Schwab Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Schwab Balanced Fund helps investors to forecast how Schwab mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Schwab Balanced more accurately as focusing exclusively on Schwab Balanced's fundamentals will not take into account other important factors: Schwab Balanced Total Value Analysis
Schwab Balanced Fund is at this time forecasted to have takeover price of 0 with market capitalization of 0, debt of , and cash on hands of . Please note that takeover price may be misleading and is a subject to mistakes in financial statements. We encourage investors to thoroughly investigate all of the Schwab Balanced fundamentals before making investing decisions based on enterprise value of the companySchwab Balanced Asset Utilization
The concept of asset utilization usually refers to the revenue earned for every dollar of assets a company currently reports. The current return on assets of Schwab suggests not a very effective usage of assets in March.About Schwab Balanced Valuation
Our relative valuation model uses a comparative analysis of Schwab Balanced. We calculate exposure to Schwab Balanced's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Schwab Balanced's related companies.The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65 percent of its assets in equity securities and 35-45 percent in fixed-income securities , and cash or cash equivalents . For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100 percent of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.
Other Information on Investing in Schwab Mutual Fund
Schwab Balanced financial ratios help investors to determine whether Schwab 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 Schwab with respect to the benefits of owning Schwab Balanced security.
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