Mawer Balanced Competition

Funds Canada . 
Fund . Mawer Balanced
0P0000714D  CAD 37.49  0.02  0.05%   
  
Hype
Prediction
LowEstimatedHigh
37.1537.4937.83
Details
Intrinsic
Valuation
LowRealHigh
36.9937.3337.67
Details
Naive
Forecast
LowNextHigh
37.3237.6638.00
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
36.5337.0437.56
Details

Mawer Balanced Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mawer Balanced 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 Mawer 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 Mawer Balanced does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
0P0000OXA6
+ 0.65
XHB
SOLR
+ 0.53
ZUAG-U
ECO
+ 0.41
ZUAG-U
0P0000OXA6
+ 0.34
EDGF
EDGF
+ 0.31
XHB
ALA-PA
+ 0.29
ZUAG-U
  
High negative correlations   
0P0000OXA6
- 0.83
ZUAG-U
0P0000OXA6
- 0.63
SOLR
SOLR
- 0.5
XHB
ALA-PA
- 0.48
EDGF
ALA-PA
- 0.31
XHB
ALA-PA
- 0.28
0P0000OXA6

Risk-Adjusted Indicators

There is a big difference between Mawer Fund performing well and Mawer Balanced 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 Mawer Balanced'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.
All Fundamental Data

Mawer Balanced Competitive Analysis

The better you understand Mawer Balanced competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mawer Balanced'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 Mawer Balanced'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
0P0000714D ZUAG-U XHB EDGF SOLR 0P0000OXA6 ALA-PA ECO
 0.05 
 37.49 
Mawer
 0.23 
 30.36 
BMO
 1.07 
 19.91 
IShares
 1.61 
 10.71 
Brompton
 16.67 
 0.04 
Solar
 0.73 
 28.83 
PHN
 0.15 
 19.65 
Altagas
 1.00 
 3.96 
EcoSynthetix
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Not too volatile
Out of control
Very steady
Very steady
Slightly risky
Market Performance
(90 Days Performance)
Good
Very Weak
Good
Very Weak
Very Weak
Solid
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
About Average
Low
About Average
Very High
Low
Low
Quite High
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Hold
Buy
Buy
Cautious Hold
Strong Buy
Buy
Cautious Hold
Current Ratio
N/A
N/A
N/A
N/A
0.19 X
N/A
N/A
30.53 X
Net Asset
3.81 B
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
42.84 M
Profit Margin
N/A
N/A
N/A
N/A
(0.01) %
N/A
0.02 %
(0.11) %
EBITDA
N/A
N/A
N/A
N/A
(762.93 K)
N/A
1.14 B
(3.24 M)
Operating Margin
N/A
N/A
N/A
N/A
(0.70) %
N/A
0.07 %
(0.06) %
Current Valuation
N/A
N/A
N/A
N/A
8.9 M
N/A
N/A
187.91 M
Price To Book
N/A
N/A
N/A
N/A
93.97 X
N/A
N/A
4.21 X
Five Year Return
6.15 %
N/A
2.90 %
N/A
N/A
8.42 %
N/A
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(68.87 M)
N/A
N/A
(459.55 M)
One Year Return
6.71 %
N/A
12.50 %
N/A
N/A
(0.80) %
N/A
N/A
Beta
N/A
N/A
0.94
0.95
1.32
N/A
1.32
0.86
Cash Position Weight
8.60 %
N/A
N/A
N/A
N/A
1.58 %
N/A
N/A
Equity Positions Weight
58.09 %
N/A
N/A
N/A
N/A
98.42 %
N/A
N/A
Number Of Employees
1
N/A
1
N/A
N/A
N/A
2.93 K
25
Shares Outstanding
N/A
N/A
N/A
N/A
294.19 M
N/A
N/A
58.61 M
Three Year Return
5.48 %
N/A
2.40 %
N/A
N/A
5.68 %
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
97.33 K
N/A
738 M
316.99 K
Annual Yield
N/A
N/A
N/A
N/A
N/A
N/A
0.05 %
N/A
Total Debt
N/A
N/A
N/A
N/A
137.5 K
N/A
7.68 B
584.36 K
Return On Equity
N/A
N/A
N/A
N/A
-6.84
N/A
0.0477
-0.0429
Bond Positions Weight
30.42 %
N/A
97.03 %
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
30.71 %
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-0.25
N/A
0.0273
-0.0579
Number Of Shares Shorted
N/A
N/A
N/A
N/A
1.21 K
N/A
8.1 K
399.87 K
Book Value Per Share
N/A
N/A
N/A
N/A
(0.01) X
N/A
24.88 X
0.68 X
Minimum Initial Investment
5 K
N/A
N/A
N/A
N/A
500
N/A
N/A
Total Asset
3.81 B
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
42.84 M
Last Dividend Paid
N/A
N/A
0.065
N/A
N/A
N/A
1.05
N/A
Short Ratio
N/A
N/A
N/A
N/A
0.58 X
N/A
1.62 X
11.05 X
Target Price
N/A
N/A
N/A
N/A
1.15
N/A
N/A
8.39
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.70 %
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
52.87 %
14.73 %
Market Capitalization
N/A
N/A
N/A
N/A
10.3 M
N/A
N/A
234.43 M
Price To Earning
N/A
N/A
N/A
N/A
N/A
N/A
N/A
(18.42) X
Price To Sales
N/A
N/A
N/A
N/A
1.19 X
N/A
N/A
14.70 X
Net Income
N/A
N/A
N/A
N/A
(1.81 M)
N/A
283 M
(2.82 M)
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
0.89 X
(0.04) X
Shares Owned By Insiders
N/A
N/A
N/A
N/A
42.24 %
N/A
N/A
14.48 %
Revenue
N/A
N/A
N/A
N/A
7.47 M
N/A
10.57 B
12.66 M
Ten Year Return
9.59 %
N/A
3.50 %
N/A
N/A
N/A
N/A
N/A
Working Capital
N/A
N/A
N/A
N/A
(2.31 M)
N/A
N/A
36.96 M
Cash And Equivalents
N/A
N/A
N/A
N/A
403.2 K
N/A
N/A
44.59 M
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.76 X
Gross Profit
N/A
N/A
N/A
N/A
663.58 K
N/A
2.87 B
4.15 M
Day Typical Price
37.49
30.36
19.87
10.71
0.0333
28.83
19.62
3.93
Accumulation Distribution
N/A
N/A
62.14
N/A
34102.0
N/A
30.53
175.06
Daily Balance Of Power
9.2 T
9.2 T
1.615385
9.2 T
1.0
9.2 T
0.375
(0.33)
Period Momentum Indicator
0.02
0.07
0.21
0.17
0.005
0.21
0.03
(0.04)
Rate Of Daily Change
1.0
1.0
1.01
1.02
1.17
1.01
1.0
0.99
Day Median Price
37.49
30.36
19.85
10.71
0.0325
28.83
19.61
3.92
Price Action Indicator
0.01
0.035
0.17
0.085
0.005
0.1
0.055
0.02
Coefficient Of Variation
762.25
(2,242)
762.76
4494.15
(48,960)
482.51
1811.75
12231.42
Mean Deviation
0.2735
0.1444
0.1965
0.8213
6.36
0.5093
0.5239
1.51
Jensen Alpha
0.0051
(0.03)
0.0084
(0)
0.0733
0.1257
0.0175
0.0671
Total Risk Alpha
(0.02)
(0.07)
(0.01)
(0.17)
(1.90)
0.0313
(0.08)
(0.30)
Sortino Ratio
(0.27)
N/A
(0.41)
(0.06)
N/A
0.036
(0.11)
(0.05)
Downside Variance
0.0892
N/A
0.0523
2.86
N/A
0.512
0.5713
4.2
Standard Deviation
0.3355
0.3129
0.2454
1.26
12.36
0.7292
0.7108
2.04
Kurtosis
(0.59)
12.27
(0.06)
1.25
1.21
3.83
0.9515
1.15
Potential Upside
0.5711
0.4568
0.5092
2.2
25.0
1.15
1.15
3.84
Treynor Ratio
0.1355
(2.55)
0.1857
0.0915
0.0375
1.06
0.2863
(0.01)
Maximum Drawdown
1.32
2.35
1.07
6.42
50.0
4.34
3.73
11.63
Variance
0.1126
0.0979
0.0602
1.58
152.86
0.5317
0.5053
4.14
Market Risk Adjusted Performance
0.1455
(2.54)
0.1957
0.1015
0.0475
1.07
0.2963
(0)
Risk Adjusted Performance
0.0877
(0.05)
0.0792
0.021
0.0078
0.1583
0.0415
0.0125
Skewness
0.0808
(1.99)
0.5027
(0.40)
0.4358
0.5676
(0.27)
(0.05)
Semi Deviation
0.1961
N/A
0.0476
1.13
N/A
0.4513
0.6455
1.9
Information Ratio
(0.24)
(0.45)
(0.38)
(0.08)
(0.01)
0.0353
(0.12)
(0.05)
Value At Risk
(0.43)
(0.46)
(0.31)
(1.86)
(20.00)
(1.18)
(1.45)
(3.00)
Expected Short fall
(0.32)
N/A
(0.26)
(1.21)
N/A
(0.56)
(0.62)
(1.74)
Downside Deviation
0.2987
N/A
0.2286
1.69
N/A
0.7155
0.7558
2.05
Semi Variance
0.0385
N/A
0.0023
1.27
N/A
0.2036
0.4167
3.6

Mawer Balanced Competition Performance Charts

Five steps to successful analysis of Mawer Balanced Competition

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

In addition to having Mawer Balanced 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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Corona Opportunity
Corona Opportunity Theme
Firms that are involved in some capacity in making products or providing services to the public to buttle the virus directly or indirectly. This also includes some defencive and contrarian stocks and ETFs that are managing to avoid the big market correction coused by coronavirus. The Corona Opportunity theme has 46 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 Corona Opportunity Theme or any other thematic opportunities.
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Other Information on Investing in Mawer Fund

Mawer Balanced financial ratios help investors to determine whether Mawer 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 Mawer with respect to the benefits of owning Mawer Balanced security.
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