Royce Competitors
| RGT Stock | USD 11.79 0.07 0.60% |
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 Global competition on your existing holdings.
Royce |
Royce Global Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Royce Global and its competitors represents the degree of relationship between the price movements of corresponding stocks. 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 Global Value does not affect the price movement of the other competitor.
| Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
There is a big difference between Royce Stock performing well and Royce Global Company 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 Global'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| GDO | 0.39 | (0.11) | 0.00 | (1.12) | 0.00 | 0.72 | 2.01 | |||
| VTN | 0.35 | 0.04 | (0.15) | 3.70 | 0.43 | 0.71 | 2.23 | |||
| LRFC | 1.02 | 0.31 | 0.18 | (6.75) | 0.61 | 2.65 | 12.76 | |||
| VKI | 0.42 | 0.07 | (0.13) | (0.56) | 0.36 | 0.89 | 2.47 | |||
| VKQ | 0.41 | 0.06 | (0.13) | (3.37) | 0.38 | 0.91 | 2.19 | |||
| RAND | 1.29 | (0.19) | 0.00 | (1.08) | 0.00 | 2.19 | 10.90 | |||
| NOAH | 2.97 | 0.92 | 0.26 | 2.87 | 2.44 | 10.32 | 22.99 | |||
| PEO | 0.69 | 0.02 | (0.03) | 0.16 | 0.93 | 1.63 | 4.69 | |||
| BSIG | 1.42 | 0.20 | 0.16 | 0.23 | 1.30 | 3.12 | 9.55 | |||
| DHIL | 1.23 | (0.12) | (0.05) | 0.05 | 1.19 | 2.22 | 9.06 |
Cross Equities Net Income Analysis
Compare Royce Global Value and related stocks such as Western Asset Global, Invesco Trust For, and Logan Ridge Finance Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VTN | 23.6 M | 23.3 M | 23.3 M | (11.7 M) | 33.5 M | (2.4 M) | (2.4 M) | 8.5 M | 8.5 M | (5.2 M) | (5.2 M) | 465.1 K | (29.6 M) | 16.4 M | 17.2 M |
| LRFC | 25.3 M | 25.3 M | 49.6 M | 28.9 M | (3.4 M) | 13.8 M | 9.2 M | (7 M) | (16 M) | (27.6 M) | (35.4 M) | (1.9 M) | (12 M) | (2.5 M) | (2.4 M) |
| VKI | 48.3 M | 53.1 M | 53.1 M | (11.8 M) | 67.9 M | 2.1 M | 2.1 M | 19.4 M | 15.4 M | 6 M | 6 M | (2.5 M) | (63.8 M) | 34.1 M | 35.8 M |
| VKQ | 50.9 M | 54.8 M | 54.8 M | (22.7 M) | 91.4 M | 2.7 M | 2.7 M | 26.2 M | 93.1 M | 6.5 M | 6.5 M | (2.7 M) | (90.4 M) | 47.1 M | 49.4 M |
| RAND | (400 K) | 1.3 M | 1.9 M | 2.9 M | 4.5 M | 1.5 M | (1.2 M) | (710.7 K) | (394.5 K) | (2.3 M) | 743.8 K | 15.8 M | (881.8 K) | 6.5 M | 6.9 M |
| NOAH | 2.5 M | 150.7 M | 142.5 M | 311.7 M | 319.1 M | 535.8 M | 643.8 M | 770.2 M | 762.9 M | 829.2 M | (843.8 M) | 1 B | 976.6 M | 1 B | 1.1 B |
| BSIG | 10.3 M | 10.3 M | 3 M | 25.7 M | 51.7 M | 155.5 M | 126.4 M | 4.2 M | 136.4 M | 223.9 M | 286.7 M | 128.1 M | 100.6 M | 65.8 M | 111.5 M |
| DHIL | 638.1 K | 14.4 M | 16.9 M | 22.2 M | 31.6 M | 37.1 M | 73.3 M | 51.6 M | 46.3 M | 59.8 M | 38.7 M | 74.2 M | 40.4 M | 42.2 M | 22.5 M |
Royce Global Value and related stocks such as Western Asset Global, Invesco Trust For, and Logan Ridge Finance Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Royce Global Value financial statement analysis. It represents the amount of money remaining after all of Royce Global Value operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Royce Global Competitive Analysis
The better you understand Royce Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Royce Global'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 Global'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 |
Royce Global Competition Performance Charts
Five steps to successful analysis of Royce Global Competition
Royce Global'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 Global Value in relation to its competition. Royce Global's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Royce Global 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 Global's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Royce Global Value, 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.
Complement your Royce Global position
In addition to having Royce Global 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?
Run Basic Utilities Thematic Idea Now
Basic Utilities
Companies involved in production and distribution of electric, gas, water, and other energy utilities. The Basic Utilities theme has 47 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 Basic Utilities Theme or any other thematic opportunities.
| View All Next | Launch |
Additional Tools for Royce Stock Analysis
When running Royce Global's price analysis, check to measure Royce Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Royce Global is operating at the current time. Most of Royce Global's value examination focuses on studying past and present price action to predict the probability of Royce Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Royce Global's price. Additionally, you may evaluate how the addition of Royce Global to your portfolios can decrease your overall portfolio volatility.