Invesco Real Competition

Mutual Funds . USA . 
Fund . Invesco Real Estate
REINX Fund  USD 16.60  0.66  3.82%   
Invesco 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 Invesco family. Analyzing Invesco 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 Invesco Real to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco 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 Invesco Real competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
15.5816.6017.62
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Intrinsic
Valuation
LowRealHigh
15.8616.8817.90
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Invesco Real Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco 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 Invesco 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 Invesco 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
+ 0.86
O
OZ
+ 0.83
DX
PK
+ 0.76
OZ
PK
+ 0.62
DX
KW
+ 0.62
HR
UE
+ 0.56
KW
  
High negative correlations   
OZ
- 0.7
O
UE
- 0.69
O
PK
- 0.66
O
UE
- 0.6
FR
DX
- 0.51
O
OZ
- 0.46
FR

Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco 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 Invesco 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  0.85 (0.24) 0.00 (2.99) 0.00 
 0.00 
 1.37 
(2.41)
 5.17 
DX  0.72  0.00 (0.01) 0.04  1.03 
(0.68)
 1.10 
(1.47)
 3.85 
FR  0.89 (0.18) 0.00 (0.31) 0.00 
 0.00 
 1.49 
(2.06)
 3.74 
HR  1.24 (0.09) 0.00 (0.31) 0.00 
 0.00 
 2.01 
(2.71)
 8.22 
KW  1.46 (0.15) 0.00 (0.09) 0.00 
 0.00 
 2.49 
(3.10)
 9.72 
OZ  1.24  0.15  0.09  0.21  1.48 
(1.54)
 2.91 
(2.50)
 9.31 
PK  1.34  0.01  0.01  0.02  1.85 
(1.43)
 2.99 
(2.71)
 10.98 
PW  8.29  0.95  0.10 (1.37) 7.84 
(11.46)
 15.00 
(13.84)
 119.44 
RC  1.35 (0.13) 0.00 (0.10) 0.00 
 0.00 
 2.71 
(3.50)
 8.92 
UE  0.87  0.01  0.00  0.03  1.21 
(0.85)
 1.73 
(1.72)
 4.42 
All Fundamental Data

Invesco Real Competitive Analysis

The better you understand Invesco Real competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco 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 Invesco 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
REINX O DX FR HR KW OZ PK PW RC
 3.82 
 16.60 
Invesco
 0.34 
 52.63 
Realty
 0.00 
 12.45 
Dynex
 0.26 
 49.93 
First
 0.24 
 16.86 
Healthcare
 0.98 
 10.08 
Kennedy
 2.65 
 77.93 
Belpointe
 0.69 
 14.51 
Park
 10.09 
 1.20 
Power
 1.39 
 7.28 
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)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
OK
Very Weak
Insignificant
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Quite High
Below Average
Below Average
Below Average
Below Average
Very Low
Above Average
Below Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Under Valued
Under Valued
Under 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)
Strong Hold
Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Buy
Buy
Strong Sell
Strong 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
1.34 B
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
Price To Book
2.86
1.2
0.96
2.61
1.13
1.79
0.95
0.85
2.88
0.57
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
72.48 B
7.26 B
9.03 B
11.44 B
7.13 B
415.94 M
7.51 B
46.99 M
9.43 B
Five Year Return
2.49
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
7.73
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
0.83
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
99.16
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
-3.24
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
0.0207
0.06
0.14
0.0296
0.0734
0.0448
N/A
0.0904
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
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
25.21 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
0.06
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
35.21
98.09
99.37
90.13
37.27
98.42
7.56
61.42
Market Capitalization
N/A
46.22 B
979.4 M
6.81 B
6.05 B
1.47 B
291.95 M
3.2 B
3.69 M
1.22 B
Price To Earning
35.72
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
5.52
-1.31
3.74
4.67
-2.71
N/A
0.23
N/A
0.45
Price To Sales
6.63
9.22
7.95
10.39
4.7
3.05
171.74
1.2
1.17
9.4
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
5.66
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
Ten Year Return
8.19
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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
16.6
52.63
12.55
49.93
16.86
10.07
77.93
14.48
1.16
7.25
Accumulation Distribution
N/A
N/A
0.0228
N/A
N/A
N/A
N/A
0.0069
0.0917
0.0137
Market Facilitation Index
N/A
N/A
0.29
N/A
N/A
N/A
N/A
0.1
0.11
0.1
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
N/A
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
1.0
1.0
1.0
Period Momentum Indicator
(0.66)
(0.18)
N/A
(0.13)
(0.04)
(0.10)
(2.12)
0.1
0.11
0.1
Rate Of Daily Change
0.96
1.0
1.0
1.0
1.0
0.99
0.97
1.01
1.1
1.01
Day Median Price
16.6
52.63
12.6
49.93
16.86
10.07
77.93
14.46
1.15
7.23
Price Action Indicator
(0.33)
(0.09)
(0.15)
(0.07)
(0.02)
(0.04)
(1.06)
0.1
0.11
0.1
Coefficient Of Variation
(560.15)
(487.50)
5606.48
(693.38)
(2,186)
(1,712)
1017.35
4137.8
1703.58
(1,905)
Mean Deviation
0.7564
0.8489
0.7235
0.8908
1.24
1.46
1.24
1.34
8.29
1.35
Jensen Alpha
(0.19)
(0.24)
0.003
(0.18)
(0.09)
(0.15)
0.1525
0.007
0.9474
(0.13)
Total Risk Alpha
(0.21)
(0.27)
(0.02)
(0.20)
(0.12)
(0.17)
0.124
(0.01)
0.5474
(0.15)
Sortino Ratio
N/A
N/A
(0.01)
N/A
N/A
N/A
0.0876
0.0099
0.1023
N/A
Downside Variance
N/A
N/A
1.21
N/A
N/A
N/A
2.86
3.69
79.99
N/A
Standard Deviation
0.9961
1.11
0.9062
1.13
1.58
1.93
1.8
1.99
16.09
1.82
Kurtosis
1.89
0.6498
0.5803
0.473
1.23
0.511
3.26
3.91
23.08
0.5211
Potential Upside
1.14
1.37
1.1
1.49
2.01
2.49
2.91
2.99
15.0
2.71
Treynor Ratio
(0.58)
(2.99)
0.0372
(0.31)
(0.31)
(0.09)
0.2142
0.0234
(1.37)
(0.10)
Maximum Drawdown
4.18
5.17
3.85
3.74
8.22
9.72
9.31
10.98
119.44
8.92
Variance
0.9922
1.24
0.8212
1.29
2.49
3.72
3.26
3.98
258.81
3.3
Market Risk Adjusted Performance
(0.57)
(2.98)
0.0472
(0.30)
(0.30)
(0.08)
0.2242
0.0334
(1.36)
(0.09)
Risk Adjusted Performance
(0.14)
(0.16)
0.0154
(0.11)
(0.03)
(0.04)
0.0837
0.0252
0.0562
(0.04)
Skewness
(0.96)
(0.60)
(0.73)
(0.27)
0.3365
(0.26)
0.2602
0.2641
4.12
(0.34)
Semi Deviation
N/A
N/A
1.03
N/A
N/A
N/A
1.48
1.85
7.84
N/A
Information Ratio
(0.21)
(0.23)
(0.01)
(0.17)
(0.06)
(0.07)
0.0822
0.0096
0.0569
(0.07)
Value At Risk
(1.93)
(2.41)
(1.47)
(2.06)
(2.71)
(3.10)
(2.50)
(2.71)
(13.84)
(3.50)
Expected Short fall
N/A
N/A
(0.68)
N/A
N/A
N/A
(1.54)
(1.43)
(11.46)
N/A
Downside Deviation
N/A
N/A
1.1
N/A
N/A
N/A
1.69
1.92
8.94
N/A
Semi Variance
N/A
N/A
1.07
N/A
N/A
N/A
2.2
3.41
61.5
N/A

Invesco Real Competition Performance Charts

Five steps to successful analysis of Invesco Real Competition

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

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