Qs Us Competition

LMBMX Fund

USD 15.05 0.06 0.40%

Qs Small Capitalization competes with Clearbridge Aggressive, Clearbridge Small, Qs International, Clearbridge Appreciation, and Legg Mason; as well as few others. The fund is listed under Small Blend category and is part of Legg Mason family. The entity is thematically classified as Small Growth Funds. Analyzing Qs Us 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 Qs Us to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Qs Us 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 Qs Us competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
13.68	15.05	16.42

Details

Intrinsic

Valuation

Low	Real	High
13.46	14.83	16.20

Details

Qs Us Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Qs Us 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 LMBMX 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 Qs Small Capitalization does not affect the price movement of the other competitor.

	SAGCX	LGASX	LGFEX	SAPCX	LGOCX	SSMMX	WAASX	LGSCX	WACIX	WACSX
SAGCX		0.94	-0.59	0.98	-0.81	-0.3	-0.35	0.94	-0.73	-0.76	SAGCX
LGASX	0.94		-0.62	0.94	-0.76	-0.28	-0.3	0.98	-0.66	-0.71	LGASX
LGFEX	-0.59	-0.62		-0.59	0.83	0.37	0.53	-0.54	0.71	0.75	LGFEX
SAPCX	0.98	0.94	-0.59		-0.77	-0.3	-0.3	0.94	-0.69	-0.73	SAPCX
LGOCX	-0.81	-0.76	0.83	-0.77		0.63	0.79	-0.7	0.97	0.98	LGOCX
SSMMX	-0.3	-0.28	0.37	-0.3	0.63		0.82	-0.23	0.75	0.72	SSMMX
WAASX	-0.35	-0.3	0.53	-0.3	0.79	0.82		-0.24	0.87	0.84	WAASX
LGSCX	0.94	0.98	-0.54	0.94	-0.7	-0.23	-0.24		-0.6	-0.65	LGSCX
WACIX	-0.73	-0.66	0.71	-0.69	0.97	0.75	0.87	-0.6		0.99	WACIX
WACSX	-0.76	-0.71	0.75	-0.73	0.98	0.72	0.84	-0.65	0.99		WACSX
	SAGCX	LGASX	LGFEX	SAPCX	LGOCX	SSMMX	WAASX	LGSCX	WACIX	WACSX

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High positive correlations

WACSX	+ 0.99	WACIX
SAPCX	+ 0.98	SAGCX
LGSCX	+ 0.98	LGASX
WACSX	+ 0.98	LGOCX
WACIX	+ 0.97	LGOCX
LGASX	+ 0.94	SAGCX

High negative correlations

LGOCX	- 0.81	SAGCX
LGOCX	- 0.77	SAPCX
LGOCX	- 0.76	LGASX
WACSX	- 0.76	SAGCX
WACSX	- 0.73	SAPCX
WACIX	- 0.73	SAGCX

Risk-Adjusted Indicators

There is a big difference between LMBMX Mutual Fund performing well and Qs Us 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 Qs Us' 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
SAGCX	0.75	0.02	0.03	0.14	0.90	(0.75)	1.56	(1.39)	4.84
LGASX	0.81	0.02	0.04	0.13	0.74	(0.90)	1.86	(1.41)	5.76
LGFEX	0.64	(0.16)	0.00	(0.20)	0.00	0.00	1.06	(1.33)	4.02
SAPCX	0.51	(0.01)	(0.05)	0.10	0.64	(0.54)	1.02	(1.30)	3.92
LGOCX	0.37	(0.09)	0.00	1.46	0.00	0.00	0.68	(0.84)	2.04
SSMMX	0.16	0.02	(0.36)	(0.05)	0.21	(0.22)	0.40	(0.27)	1.53
WAASX	0.14	(0.01)	(0.56)	(0.06)	0.13	(0.18)	0.33	(0.33)	0.77
LGSCX	0.95	(0.05)	0.01	0.09	0.99	(1.06)	1.94	(1.74)	8.08
WACIX	0.25	(0.03)	0.00	0.71	0.00	0.00	0.43	(0.54)	1.41
WACSX	0.25	(0.03)	0.00	0.58	0.00	0.00	0.47	(0.66)	1.61

Unable to evaluate fundamental data of [SAGCX, LGASX, LGFEX, SAPCX, LGOCX, SSMMX, WAASX, LGSCX, WACIX, WACSX] at this time. Please try again later

All Fundamental Data

Qs Us Competitive Analysis

The better you understand Qs Us competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Qs Us' 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 Qs Us' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	LMBMX	SAGCX	LGASX	LGFEX	SAPCX	LGOCX	SSMMX	WAASX	LGSCX	WACIX
	0.40 15.05 LMBMX	1.36 53.79 Clearbridge	0.14 72.56 Clearbridge	0.49 18.55 LGFEX	0.27 36.58 CLEARBRIDGE	0.48 8.32 Legg	0.20 15.19 Western	0.11 9.11 Western	0.28 14.01 LGSCX	0.22 9.29 WESTERN
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Good	Good	Very Weak	OK	Very Weak	Insignificant	Modest	OK	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	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Over 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	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Hold	Hold	Strong Hold	Sell	Sell	Cautious Hold	Strong Hold	Sell
Net Asset	215.69 M	10.6 B	1.18 B	298.08 M	6.4 B	3.4 B	4.37 B	1.5 B	215.69 M	23.83 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1000 K	N/A	N/A
Price To Book	1.63	2.49	1.86	1.45	3.02	N/A	N/A	N/A	1.63	N/A
Five Year Return	12.84	6.58	6.81	6.0	12.94	-2.26	1.5	0.0709	12.49	-1.57
One Year Return	35.58	29.26	30.01	11.5	26.99	1.55	7.0	7.33	33.97	6.28
Last Dividend Paid	N/A	N/A	N/A	0.21	0.02	0.03	0.04	0.06	N/A	N/A
Price To Earning	16.52	19.08	17.81	13.87	19.3	N/A	N/A	N/A	16.52	24.32
Price To Sales	0.7	1.84	1.22	0.92	2.0	N/A	N/A	N/A	0.7	N/A
Cash Position Weight	0.94	0.43	1.66	0.98	4.14	0.64	-0.33	26.27	0.94	-3.45
Equity Positions Weight	99.06	99.57	96.76	98.83	95.86	N/A	N/A	N/A	99.06	-0.05
Three Year Return	6.27	1.95	2.19	3.51	8.89	-5.63	-0.095	-1.52	5.4	-4.63
Annual Yield	0.0083	N/A	0.0024	0.0222	N/A	0.002	0.0014	0.0038	0.0052	0.0036
Year To Date Return	21.35	16.73	17.32	5.3	23.46	0.39	3.0	2.87	19.34	0.53
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	51.3	3.94	68.06	N/A	18.13
Ten Year Return	8.04	11.43	7.05	4.34	10.93	3.05	3.89	3.41	7.54	4.98
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T
Day Typical Price	15.05	53.79	72.56	18.55	36.58	8.32	15.19	9.11	14.01	9.29
Period Momentum Indicator	(0.06)	(0.74)	0.1	0.09	(0.10)	0.04	0.03	0.01	(0.04)	0.02
Rate Of Daily Change	1.0	0.99	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	15.05	53.79	72.56	18.55	36.58	8.32	15.19	9.11	14.01	9.29
Price Action Indicator	(0.03)	(0.37)	0.05	0.045	(0.05)	0.02	0.015	0.005	(0.02)	0.01
Coefficient Of Variation	939.13	625.38	660.66	(896.92)	795.31	(538.98)	1667.6	2636.62	947.35	(1,637)
Mean Deviation	0.9518	0.7546	0.8114	0.6422	0.5114	0.3717	0.165	0.1382	0.9501	0.2529
Jensen Alpha	(0.05)	0.0219	0.0217	(0.16)	(0.01)	(0.09)	0.0172	(0.01)	(0.05)	(0.03)
Total Risk Alpha	(0.07)	(0.0007)	(0.01)	(0.23)	(0.03)	(0.17)	(0.03)	(0.03)	(0.07)	(0.08)
Sortino Ratio	0.016	0.0305	0.0442	N/A	(0.05)	N/A	(0.36)	(0.56)	0.0146	N/A
Downside Variance	1.31	1.22	0.865	N/A	0.5755	N/A	0.0911	0.0445	1.33	N/A
Standard Deviation	1.35	0.9946	1.1	0.828	0.7116	0.4615	0.2562	0.18	1.35	0.3356
Kurtosis	5.06	0.6128	2.85	0.7582	2.45	(0.02)	6.58	(0.06)	5.36	0.5627
Potential Upside	1.95	1.56	1.86	1.06	1.02	0.6757	0.4011	0.3279	1.94	0.4287
Treynor Ratio	0.0862	0.1352	0.1339	(0.20)	0.1017	1.46	(0.05)	(0.06)	0.0857	0.7076
Maximum Drawdown	8.01	4.84	5.76	4.02	3.92	2.04	1.53	0.7737	8.08	1.41
Variance	1.82	0.9892	1.21	0.6856	0.5064	0.2129	0.0656	0.0324	1.82	0.1126
Market Risk Adjusted Performance	0.0962	0.1452	0.1439	(0.19)	0.1117	1.47	(0.04)	(0.05)	0.0957	0.7176
Risk Adjusted Performance	0.0859	0.1248	0.119	(0.08)	0.0956	(0.15)	0.026	(0)	0.0852	(0.06)
Skewness	1.11	(0.23)	0.8768	0.0652	0.0048	0.2217	(1.25)	0.1032	1.19	(0.07)
Semi Deviation	1.02	0.8963	0.7362	N/A	0.6353	N/A	0.2121	0.1345	0.9935	N/A
Information Ratio	0.0135	0.0338	0.0374	(0.26)	(0.05)	(0.46)	(0.43)	(0.66)	0.0125	(0.43)
Value At Risk	(1.75)	(1.39)	(1.41)	(1.33)	(1.30)	(0.84)	(0.27)	(0.33)	(1.74)	(0.54)
Expected Short fall	(1.07)	(0.75)	(0.90)	N/A	(0.54)	N/A	(0.22)	(0.18)	(1.06)	N/A
Downside Deviation	1.14	1.1	0.93	N/A	0.7586	N/A	0.3018	0.2109	1.15	N/A
Semi Variance	1.04	0.8034	0.542	N/A	0.4036	N/A	0.045	0.0181	0.987	N/A

Qs Us Competition Performance Charts

Five steps to successful analysis of Qs Us Competition

Qs Us' 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 Qs Small Capitalization in relation to its competition. Qs Us' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Qs Us 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 Qs Us' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Qs Small Capitalization, 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 Qs Us position

In addition to having Qs Us 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.

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Other Information on Investing in LMBMX Mutual Fund

Qs Us financial ratios help investors to determine whether LMBMX 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 LMBMX with respect to the benefits of owning Qs Us security.

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