Royce Pennsylvania Competition

RPMIX Fund

USD 10.31 0.11 1.06%

Royce Pennsylvania Mutual competes with Royce Opportunity, Royce Opportunity, Royce Opportunity, Royce Special, 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
9.08	10.31	11.54

Details

Intrinsic

Valuation

Low	Real	High
9.01	10.24	11.47

Details

Naive

Forecast

Low	Next	High
9.53	10.76	12.00

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
9.60	10.12	10.65

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	RSEIX	RSQCX	RTRRX	RTRIX	RVPIX	RGFIX
ROFCX		1.0	1.0	0.93	0.94	0.93	0.93	0.82	-0.2	ROFCX
ROFIX	1.0		1.0	0.94	0.94	0.94	0.94	0.83	-0.21	ROFIX
ROFRX	1.0	1.0		0.94	0.94	0.94	0.93	0.83	-0.2	ROFRX
RSEIX	0.93	0.94	0.94		1.0	0.97	0.97	0.9	-0.21	RSEIX
RSQCX	0.94	0.94	0.94	1.0		0.97	0.97	0.9	-0.2	RSQCX
RTRRX	0.93	0.94	0.94	0.97	0.97		1.0	0.94	-0.28	RTRRX
RTRIX	0.93	0.94	0.93	0.97	0.97	1.0		0.94	-0.29	RTRIX
RVPIX	0.82	0.83	0.83	0.9	0.9	0.94	0.94		-0.28	RVPIX
RGFIX	-0.2	-0.21	-0.2	-0.21	-0.2	-0.28	-0.29	-0.28		RGFIX
	ROFCX	ROFIX	ROFRX	RSEIX	RSQCX	RTRRX	RTRIX	RVPIX	RGFIX

Click cells to compare fundamentals

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High positive correlations

ROFIX	+ 1.0	ROFCX
ROFRX	+ 1.0	ROFCX
ROFRX	+ 1.0	ROFIX
RSQCX	+ 1.0	RSEIX
RTRIX	+ 1.0	RTRRX
RTRRX	+ 0.97	RSEIX

High negative correlations

RGFIX	- 0.29	RTRIX
RGFIX	- 0.28	RVPIX
RGFIX	- 0.28	RTRRX
RGFIX	- 0.21	RSEIX
RGFIX	- 0.21	ROFIX
RGFIX	- 0.2	RSQCX

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	(0.10)	0.00	0.08	1.07	(1.25)	2.48	(1.62)	7.58
ROFIX	1.04	(0.10)	0.00	0.09	1.05	(1.22)	2.47	(1.63)	7.55
ROFRX	1.04	(0.10)	0.00	0.08	1.06	(1.22)	2.49	(1.65)	7.64
RSEIX	0.79	(0.07)	(0.03)	0.09	0.80	(0.85)	1.75	(1.26)	7.59
RSQCX	0.79	(0.07)	(0.04)	0.09	0.81	(0.87)	1.79	(1.27)	7.49
RTRRX	0.91	(0.02)	0.05	0.13	0.81	(1.17)	2.32	(1.67)	6.87
RTRIX	0.92	(0.02)	0.05	0.13	0.80	(1.19)	2.36	(1.68)	6.91
RVPIX	0.94	0.04	0.09	0.17	0.98	(1.08)	2.34	(1.56)	6.75
RGFIX	0.39	(0.22)	0.00	(1.97)	0.00	0.00	0.00	0.00	12.95

Unable to evaluate fundamental data of [ROFCX, ROFIX, ROFRX, RSEIX, RSQCX, RTRRX, RTRIX, RVPIX, RGFIX] 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	RSEIX	RSQCX	RTRRX	RTRIX	RVPIX	RGFIX
	1.06 10.31 Royce	0.85 12.89 Royce	1.16 17.09 Royce	1.17 14.42 Royce	0.33 18.04 Royce	0.30 16.39 Royce	1.13 8.78 ROYCE	0.61 8.21 Royce	2.30 8.48 Royce	0.00 6.52 Royce
Market Volatility (90 Days Market Risk)	Not too volatile	Not too volatile	Very steady	Very steady	Very steady	Very steady	Not too volatile	Not too volatile	Not too volatile	Somewhat reliable
Market Performance (90 Days Performance)	Modest	Modest	Modest	Modest	Modest	OK	OK	OK	Good	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under 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	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Buy	Cautious Hold
Net Asset	2.12 B	1.28 B	1.28 B	1.28 B	1.4 B	1.4 B	2.15 B	2.15 B	370.27 M	50.85 M
Minimum Initial Investment	N/A	N/A	1000 K	N/A	1000 K	N/A	N/A	1000 K	N/A	N/A
Price To Book	2.23	1.31	1.31	1.31	1.76	1.76	1.96	1.96	2.75	N/A
Five Year Return	11.6	12.92	13.78	12.95	9.47	8.27	10.01	10.51	12.54	6.66
One Year Return	33.46	32.24	31.69	30.66	23.18	21.32	33.95	32.9	56.74	11.61
Last Dividend Paid	0.07	N/A	N/A	N/A	0.28	0.09	0.02	0.02	N/A	0.04
Price To Earning	19.98	3.61	4.76	3.99	17.83	17.03	40.74	37.97	1.78	9.87
Price To Sales	1.23	0.53	0.53	0.53	1.0	1.0	1.15	1.15	1.79	N/A
Cash Position Weight	3.76	4.74	5.6	4.74	16.03	19.78	2.29	1.48	5.48	4.16
Equity Positions Weight	96.24	95.26	94.4	95.26	83.97	80.21	95.88	98.32	94.52	94.78
Three Year Return	5.42	1.28	1.95	1.2	5.01	3.63	6.29	6.35	-2.07	-1.83
Annual Yield	0.0038	N/A	9.0E-4	N/A	0.015	0.0055	0.0195	0.0326	N/A	0.066
Year To Date Return	14.66	13.0	12.24	11.53	9.89	8.97	14.78	14.09	32.2	0.91
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.07	N/A	0.62
Ten Year Return	8.25	6.1	7.43	6.6	6.96	5.76	6.84	7.62	8.96	9.47
Day Typical Price	10.31	12.89	17.09	14.42	18.04	16.39	8.78	8.21	8.48	6.52
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)	0.0
Period Momentum Indicator	(0.11)	(0.11)	(0.20)	(0.17)	(0.06)	(0.05)	(0.10)	(0.05)	(0.20)	N/A
Rate Of Daily Change	0.99	0.99	0.99	0.99	1.0	1.0	0.99	0.99	0.98	1.0
Day Median Price	10.31	12.89	17.09	14.42	18.04	16.39	8.78	8.21	8.48	6.52
Price Action Indicator	(0.06)	(0.06)	(0.10)	(0.09)	(0.03)	(0.03)	(0.05)	(0.03)	(0.10)	N/A
Relative Strength Index	55.11	58.84	56.29	56.15	58.18	58.12	60.82	64.17	58.72	N/A
Coefficient Of Variation	993.33	964.32	939.22	962.76	921.83	950.96	640.91	629.81	488.56	(812.40)
Mean Deviation	0.8895	1.04	1.04	1.04	0.7936	0.7906	0.9121	0.921	0.9389	0.3865
Jensen Alpha	(0.09)	(0.1)	(0.1)	(0.1)	(0.07)	(0.07)	(0.02)	(0.02)	0.0444	(0.22)
Total Risk Alpha	(0.12)	(0.14)	(0.13)	(0.14)	(0.10)	(0.11)	(0.05)	(0.05)	0.0093	(0.51)
Sortino Ratio	(0.03)	(0)	(0.0002)	(0)	(0.03)	(0.04)	0.0477	0.0502	0.0924	N/A
Downside Variance	1.23	1.45	1.45	1.48	0.8874	0.8887	1.02	1.1	1.59	N/A
Standard Deviation	1.25	1.45	1.45	1.46	1.16	1.15	1.3	1.31	1.33	1.59
Kurtosis	3.56	3.63	3.5	3.62	7.46	7.31	5.07	4.81	3.07	66.0
Potential Upside	2.33	2.48	2.47	2.49	1.75	1.79	2.32	2.36	2.34	N/A
Treynor Ratio	0.08	0.0847	0.0871	0.085	0.0911	0.0878	0.1316	0.1339	0.1745	(1.97)
Maximum Drawdown	6.51	7.58	7.55	7.64	7.59	7.49	6.87	6.91	6.75	12.95
Variance	1.56	2.11	2.11	2.14	1.35	1.33	1.69	1.71	1.76	2.54
Market Risk Adjusted Performance	0.09	0.0947	0.0971	0.095	0.1011	0.0978	0.1416	0.1439	0.1845	(1.96)
Risk Adjusted Performance	0.0806	0.0838	0.0859	0.0839	0.0861	0.0835	0.123	0.1251	0.1602	(0.09)
Skewness	0.8388	0.8037	0.7838	0.7959	1.73	1.72	1.39	1.36	0.37	(8.12)
Semi Deviation	0.9113	1.07	1.05	1.06	0.8045	0.8081	0.8113	0.7963	0.978	N/A
Information Ratio	(0.02)	(0)	(0.0001)	(0)	(0.02)	(0.03)	0.037	0.0402	0.0879	(0.22)
Value At Risk	(1.41)	(1.62)	(1.63)	(1.65)	(1.26)	(1.27)	(1.67)	(1.68)	(1.56)	N/A
Expected Short fall	(1.04)	(1.25)	(1.22)	(1.22)	(0.85)	(0.87)	(1.17)	(1.19)	(1.08)	N/A
Downside Deviation	1.11	1.2	1.2	1.22	0.942	0.9427	1.01	1.05	1.26	N/A
Semi Variance	0.8305	1.14	1.1	1.12	0.6473	0.653	0.6582	0.634	0.9565	N/A

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.

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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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Royce Pennsylvania Competition

Specify up to 10 symbols:

Royce Pennsylvania Competition Correlation Matrix

Risk-Adjusted Indicators

Royce Pennsylvania Competitive Analysis

Royce Pennsylvania Competition Performance Charts

Five steps to successful analysis of Royce Pennsylvania Competition

Complement your Royce Pennsylvania position

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