Wilshire 5000 Competition

WFIVX Fund  USD 29.74  0.07  0.23%   
Wilshire 5000 Index competes with Vanguard Total, Vanguard Total, Vanguard 500, and Vanguard 500; as well as few others. The fund is listed under Large Blend category and is part of Wilshire Mutual Funds family. Analyzing Wilshire 5000 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 Wilshire 5000 to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Wilshire 5000 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 Wilshire 5000 competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wilshire 5000's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
29.0329.7430.45
Details
Intrinsic
Valuation
LowRealHigh
27.9728.6832.71
Details
Naive
Forecast
LowNextHigh
29.1029.8130.51
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
29.7029.7629.83
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Wilshire 5000. Your research has to be compared to or analyzed against Wilshire 5000's peers to derive any actionable benefits. When done correctly, Wilshire 5000'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 Wilshire 5000 Index.

Wilshire 5000 Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Wilshire 5000 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 Wilshire 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 Wilshire 5000 Index does not affect the price movement of the other competitor.
VTSMX
VSMPX
VFINX
VFFSX
VTSMX
1.01.01.0
VTSMX
VSMPX
1.01.01.0
VSMPX
VFINX
1.01.01.0
VFINX
VFFSX
1.01.01.0
VFFSX
VTSMX
VSMPX
VFINX
VFFSX
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Wilshire Mutual Fund performing well and Wilshire 5000 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 Wilshire 5000'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.

Wilshire 5000 Competitive Analysis

The better you understand Wilshire 5000 competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wilshire 5000'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 Wilshire 5000'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
WFIVXVTSMXVSMPXVFINXVFFSX
 0.23 
 29.74 
Wilshire
 0.95 
 126.41 
Vanguard
 0.96 
 237.18 
Vanguard
 0.87 
 484.36 
Vanguard
 0.88 
 256.71 
Vanguard
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Net Asset
Minimum Initial Investment
Price To Book
Five Year Return
One Year Return
Last Dividend Paid
Price To Earning
Price To Sales
Cash Position Weight
Equity Positions Weight
Three Year Return
Annual Yield
Year To Date Return
Ten Year Return
Day Typical Price
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Wilshire 5000 Competition Performance Charts

Five steps to successful analysis of Wilshire 5000 Competition

Wilshire 5000'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 Wilshire 5000 Index in relation to its competition. Wilshire 5000's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Wilshire 5000 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 Wilshire 5000's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wilshire 5000 Index, 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 Wilshire 5000 position

In addition to having Wilshire 5000 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?

Run Fabricated Products Thematic Idea Now

Fabricated Products
Fabricated Products Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Fabricated Products theme has 10 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 Fabricated Products Theme or any other thematic opportunities.
View All  Next Launch
Check out Wilshire 5000 Correlation with its peers.
You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

Complementary Tools for Wilshire Mutual Fund analysis

When running Wilshire 5000's price analysis, check to measure Wilshire 5000's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wilshire 5000 is operating at the current time. Most of Wilshire 5000's value examination focuses on studying past and present price action to predict the probability of Wilshire 5000's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wilshire 5000's price. Additionally, you may evaluate how the addition of Wilshire 5000 to your portfolios can decrease your overall portfolio volatility.
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Transaction History
View history of all your transactions and understand their impact on performance
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Stocks Directory
Find actively traded stocks across global markets
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Please note, there is a significant difference between Wilshire 5000's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wilshire 5000 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wilshire 5000's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.