Baron Real Competition

Mutual Funds . USA . 
Fund . Baron Real Estate
BRIUX Fund  USD 16.82  0.07  0.42%   
Baron Real Estate competes with Realty Income, Dynex Capital, First Industrial, Healthcare Realty, and Kennedy Wilson; as well as few others. The fund is listed under Real Estate category and is part of Baron Capital Group family. Analyzing Baron Real 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 Baron Real to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Baron Real 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 Baron Real competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baron Real'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
15.8116.8217.83
Details
Intrinsic
Valuation
LowRealHigh
15.8616.8717.88
Details

Baron Real Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baron Real 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 Baron 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 Baron Real Estate does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
FR
+ 0.89
O
OZ
+ 0.79
DX
KW
+ 0.68
HR
PK
+ 0.66
OZ
PK
+ 0.64
DX
RC
+ 0.51
PK
  
High negative correlations   
OZ
- 0.78
O
PK
- 0.64
O
OZ
- 0.62
FR
DX
- 0.59
O
UE
- 0.52
O
PK
- 0.45
FR

Risk-Adjusted Indicators

There is a big difference between Baron Mutual Fund performing well and Baron Real 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 Baron Real'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
O  0.84 (0.23) 0.00  6.38  0.00 
 0.00 
 1.37 
(1.99)
 5.17 
DX  0.71  0.06  0.01  2.17  0.93 
(0.70)
 1.13 
(1.47)
 3.83 
FR  0.90 (0.14) 0.00 (4.80) 0.00 
 0.00 
 1.52 
(1.72)
 6.12 
HR  1.24 (0.08) 0.00 (1.14) 0.00 
 0.00 
 2.01 
(2.71)
 9.00 
KW  1.49 (0.14) 0.00 (1.48) 0.00 
 0.00 
 2.49 
(3.10)
 9.72 
OZ  1.28  0.15  0.05 (0.47) 1.64 
(1.51)
 2.91 
(2.65)
 10.61 
PK  1.21  0.01 (0.01) 0.09  1.86 
(1.21)
 2.85 
(2.71)
 12.02 
PW  8.28  1.47  0.14 (0.47) 7.81 
(11.46)
 15.00 
(13.84)
 119.44 
RC  1.28 (0.07) 0.00  6.86  0.00 
 0.00 
 2.42 
(3.17)
 8.92 
UE  0.89  0.03 (0.01) 0.59  1.21 
(0.88)
 1.73 
(1.72)
 6.40 
All Fundamental Data

Baron Real Competitive Analysis

The better you understand Baron Real competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baron Real'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 Baron Real'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
BRIUX O DX FR HR KW OZ PK PW RC
 0.42 
 16.82 
Baron
 0.32 
 53.07 
Realty
 1.12 
 12.63 
Dynex
 0.59 
 50.82 
First
 0.77 
 17.02 
Healthcare
 2.24 
 10.03 
Kennedy
 1.32 
 77.00 
Belpointe
 0.07 
 15.06 
Park
 1.61 
 1.26 
Power
 0.54 
 7.35 
Ready
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Not too volatile
Risky
Not too volatile
Market Performance
(90 Days Performance)
Weak
Very Weak
Insignificant
Very Weak
Very Weak
Very Weak
Modest
Insignificant
OK
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Very Low
Above Average
Below Average
Below Average
Below Average
Low
Very Low
About Average
Below Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Under Valued
Over Valued
Fairly Valued
Under Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Buy
Strong Buy
Buy
Buy
Hold
Strong Sell
Buy
Strong Sell
Buy
Trade Advice
(90 Days Macroaxis Advice)
Sell
Hold
Hold
Cautious Hold
Hold
Hold
Cautious Hold
Hold
Strong Sell
Cautious Hold
Current Ratio
N/A
1.46
0.29
1.86
0.39
1.32
19.19
4.66
3.74
4.35
Net Asset
4.38 M
57.78 B
6.37 B
5.18 B
12.64 B
7.71 B
382.12 M
9.42 B
70.21 M
12.44 B
Profit Margin
N/A
0.18
0.71
0.47
-0.46
-0.65
N/A
0.13
N/A
-0.85
EBITDA
N/A
3.59 B
(73.11 M)
413.32 M
780.51 M
212.1 M
(8.26 M)
598 M
(1.83 M)
899.56 M
Operating Margin
N/A
0.45
0.78
0.42
0.0359
0.0523
-7.45
0.16
0.28
-1.62
Current Valuation
N/A
72.86 B
7.26 B
8.87 B
11.27 B
7.07 B
404.82 M
7.42 B
47.56 M
9.44 B
Price To Book
N/A
1.21
0.97
2.56
1.09
1.71
0.91
0.83
3.33
0.58
Five Year Return
9.28
4.31
11.4
2.35
3.99
4.38
N/A
N/A
8.62
11.4
Retained Earnings
N/A
(6.76 B)
(483.61 M)
127.71 M
(2.77 B)
(349 M)
322.63 M
(344 M)
(25.79 M)
124.41 M
Current Asset
N/A
121.97 M
133.39 M
32.6 M
76.3 M
786.3 M
N/A
540.21 M
383 K
34.84 M
One Year Return
17.85
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
N/A
1.0
1.32
1.09
0.76
1.13
0.49
2.02
1.31
1.48
Cash Position Weight
2.66
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
97.34
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Employees
1
418
22
156
584
246
N/A
90
N/A
350
Shares Outstanding
N/A
875.21 M
79.3 M
132.35 M
354.39 M
137.41 M
3.65 M
206.4 M
3.39 M
168.53 M
Three Year Return
0.96
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
2.96 B
62.2 M
304.81 M
499.82 M
48.9 M
(6.95 M)
503 M
(2.62 M)
54.06 M
Annual Yield
0.0131
0.06
0.14
0.0292
0.0735
0.0478
N/A
0.0943
N/A
0.15
Total Debt
N/A
21.99 B
5.38 B
2.25 B
5.3 B
5.3 B
25 M
4.71 B
35.78 M
7.24 B
Return On Equity
N/A
0.0251
0.0895
0.12
-0.094
-0.17
-0.0501
0.0892
-1.11
-0.0357
Return On Asset
N/A
0.0224
0.0126
0.0323
0.0024
0.0015
-0.0164
0.0246
-0.0206
-0.0075
Number Of Shares Shorted
N/A
18.72 M
5.11 M
1.78 M
15.06 M
3.86 M
67.4 K
20.26 M
91.85 K
20.83 M
Book Value Per Share
N/A
43.94
13.05
19.89
15.5
6.0
86.67
18.18
0.38
12.59
Minimum Initial Investment
5 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Current Liabilities
N/A
220.13 M
3.12 B
148.66 M
75.52 M
414.2 M
N/A
410.76 M
367 K
17.07 M
Total Asset
132.35 M
57.78 B
6.37 B
5.18 B
12.64 B
7.71 B
382.12 M
9.42 B
70.21 M
12.44 B
Last Dividend Paid
0.04
3.11
1.56
1.43
1.24
0.72
N/A
1.68
N/A
1.15
Debt To Equity
N/A
0.63
4.03
0.81
1.02
2.88
0.034
1.14
0.63
4.88
Short Ratio
N/A
3.65
2.33
2.11
3.52
7.01
20.94
6.54
1.66
13.73
Target Price
N/A
63.83
13.67
58.06
18.44
11.45
N/A
17.7
44.0
8.63
Shares Owned By Institutions
N/A
81.17
35.42
98.09
99.37
90.13
37.27
98.42
7.56
61.48
Market Capitalization
N/A
46.45 B
996.84 M
6.94 B
6.09 B
1.41 B
280.39 M
3.11 B
4.68 M
1.25 B
Price To Earning
N/A
65.51
0.81
16.87
38.33
25.68
N/A
47.73
7.94
16.28
Price To Earnings To Growth
N/A
5.56
-1.31
3.74
4.67
-2.71
N/A
0.23
N/A
0.45
Price To Sales
N/A
9.26
8.09
10.59
4.73
2.92
164.93
1.17
1.48
9.62
Net Income
N/A
876.91 M
(6.13 M)
285.84 M
(282.08 M)
(303.8 M)
(14.35 M)
106 M
(14.37 M)
351.25 M
Earnings Per Share
N/A
1.05
1.26
2.32
-1.6
-2.58
-5.47
1.55
-7.08
-0.72
Shares Owned By Insiders
N/A
0.1
N/A
0.49
0.63
14.09
N/A
1.58
18.11
1.0
Year To Date Return
15.71
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
4.08 B
(40.24 M)
614.03 M
1.34 B
562.6 M
2.25 M
2.7 B
2.36 M
1.15 B
Working Capital
N/A
1.01 B
(2.99 B)
(84.48 M)
(57.42 M)
70.4 M
(15.93 M)
943 M
16.06 M
17.78 M
Cash And Equivalents
N/A
171.1 M
332.04 M
133.24 M
60.96 M
439.3 M
143.47 M
906 M
2.85 M
163.04 M
Cash Per Share
N/A
0.31
5.92
1.11
0.09
3.52
41.88
4.32
1.25
1.61
Gross Profit
N/A
3.11 B
177 M
395.27 M
584.16 M
418.4 M
(143 K)
753 M
8.43 M
470.58 M
Day Typical Price
16.82
53.12
12.58
50.64
17.02
10.07
76.82
15.03
1.27
7.34
Accumulation Distribution
N/A
39496.34
0.0127
0.012
8148.73
7077.73
0.0071
34690.56
0.1
25376.89
Market Facilitation Index
N/A
N/A
0.16
0.61
N/A
0.0
0.55
N/A
0.14
N/A
Daily Balance Of Power
9.2 T
(0.34)
0.875
0.4918
0.7647
(1.21)
1.818182
(0.05)
0.1429
(0.29)
Period Momentum Indicator
0.07
(0.17)
0.14
0.3
0.13
(0.23)
1.0
(0.01)
0.02
(0.04)
Rate Of Daily Change
1.0
1.0
1.01
1.01
1.01
0.98
1.01
1.0
1.02
0.99
Day Median Price
16.82
53.14
12.55
50.55
17.02
10.09
76.72
15.02
1.28
7.33
Price Action Indicator
0.035
(0.16)
0.15
0.42
0.07
(0.18)
0.77
0.04
(0.01)
N/A
Coefficient Of Variation
14795.4
(495.88)
1317.47
(915.72)
(2,403)
(1,551)
1265.95
5764.1
1184.91
(2,950)
Mean Deviation
0.7041
0.8366
0.713
0.8955
1.24
1.49
1.28
1.21
8.28
1.28
Jensen Alpha
(0)
(0.23)
0.0551
(0.14)
(0.08)
(0.14)
0.1495
0.0106
1.47
(0.07)
Total Risk Alpha
(0.06)
(0.29)
0.0087
(0.20)
(0.16)
(0.24)
0.0355
(0.08)
0.4702
(0.16)
Sortino Ratio
(0.04)
N/A
0.0127
N/A
N/A
N/A
0.0515
(0.01)
0.1447
N/A
Downside Variance
1.36
N/A
1.04
N/A
N/A
N/A
3.3
3.75
81.0
N/A
Standard Deviation
0.9937
1.11
0.8725
1.14
1.58
1.94
1.86
1.78
16.06
1.71
Kurtosis
5.34
0.763
(0.22)
0.5708
1.21
0.4074
2.89
3.51
22.82
0.5145
Potential Upside
1.32
1.37
1.13
1.52
2.01
2.49
2.91
2.85
15.0
2.42
Treynor Ratio
(0.09)
6.38
2.17
(4.80)
(1.14)
(1.48)
(0.47)
0.0879
(0.47)
6.86
Maximum Drawdown
6.5
5.17
3.83
6.12
9.0
9.72
10.61
12.02
119.44
8.92
Variance
0.9874
1.22
0.7613
1.31
2.5
3.77
3.45
3.17
257.92
2.92
Market Risk Adjusted Performance
(0.08)
6.39
2.18
(4.79)
(1.13)
(1.47)
(0.46)
0.0979
(0.46)
6.87
Risk Adjusted Performance
0.0074
(0.16)
0.0612
(0.08)
(0.03)
(0.05)
0.0684
0.0193
0.0765
(0.02)
Skewness
(1.36)
(0.54)
(0.54)
(0.16)
0.318
(0.25)
0.129
(0.57)
4.08
(0.34)
Semi Deviation
1.11
N/A
0.9277
N/A
N/A
N/A
1.64
1.86
7.81
N/A
Information Ratio
(0.05)
(0.25)
0.0149
(0.16)
(0.08)
(0.09)
0.0503
(0.01)
0.0811
(0.07)
Value At Risk
(1.41)
(1.99)
(1.47)
(1.72)
(2.71)
(3.10)
(2.65)
(2.71)
(13.84)
(3.17)
Expected Short fall
(0.71)
N/A
(0.70)
N/A
N/A
N/A
(1.51)
(1.21)
(11.46)
N/A
Downside Deviation
1.17
N/A
1.02
N/A
N/A
N/A
1.82
1.94
9.0
N/A
Semi Variance
1.23
N/A
0.8606
N/A
N/A
N/A
2.68
3.47
60.94
N/A

Baron Real Competition Performance Charts

Five steps to successful analysis of Baron Real Competition

Baron Real'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 Baron Real Estate in relation to its competition. Baron Real's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Baron Real 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 Baron Real's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baron Real Estate, 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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Other Information on Investing in Baron Mutual Fund

Baron Real financial ratios help investors to determine whether Baron 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 Baron with respect to the benefits of owning Baron Real security.
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