Real Estate Competition

RYCRX Fund

USD 32.28 0.34 1.04%

Real Estate Fund 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 Rydex Funds family. Analyzing Real Estate 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 Real Estate to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Real Estate 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 Real Estate competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
31.28	32.28	33.28

Details

Intrinsic

Valuation

Low	Real	High
31.64	32.64	33.64

Details

Real Estate Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Real Estate 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 Real 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 Real Estate Fund does not affect the price movement of the other competitor.

	O	DX	FR	HR	KW	OZ	PK	PW	RC	UE
O		-0.59	0.92	0.19	0.27	-0.79	-0.65	-0.23	-0.11	-0.41	O
DX	-0.59		-0.45	0.37	0.13	0.8	0.7	0.25	0.5	0.41	DX
FR	0.92	-0.45		0.34	0.43	-0.67	-0.42	-0.3	0.15	-0.25	FR
HR	0.19	0.37	0.34		0.7	0.07	0.36	0.21	0.42	0.39	HR
KW	0.27	0.13	0.43	0.7		-0.18	0.29	0.16	0.18	0.57	KW
OZ	-0.79	0.8	-0.67	0.07	-0.18		0.72	0.29	0.5	0.19	OZ
PK	-0.65	0.7	-0.42	0.36	0.29	0.72		0.48	0.51	0.48	PK
PW	-0.23	0.25	-0.3	0.21	0.16	0.29	0.48		0.03	0.12	PW
RC	-0.11	0.5	0.15	0.42	0.18	0.5	0.51	0.03		-0.04	RC
UE	-0.41	0.41	-0.25	0.39	0.57	0.19	0.48	0.12	-0.04		UE
	O	DX	FR	HR	KW	OZ	PK	PW	RC	UE

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High positive correlations

FR	+ 0.92	O
OZ	+ 0.8	DX
PK	+ 0.72	OZ
PK	+ 0.7	DX
KW	+ 0.7	HR
UE	+ 0.57	KW

High negative correlations

OZ	- 0.79	O
OZ	- 0.67	FR
PK	- 0.65	O
DX	- 0.59	O
FR	- 0.45	DX
PK	- 0.42	FR

Risk-Adjusted Indicators

There is a big difference between Real Mutual Fund performing well and Real Estate 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 Real Estate'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
O	0.84	(0.25)	0.00	8.09	0.00	0.00	1.37	(1.99)	5.17
DX	0.68	0.04	0.02	0.21	0.88	(0.68)	1.12	(1.47)	3.83
FR	0.90	(0.16)	0.00	(1.02)	0.00	0.00	1.52	(1.72)	6.12
HR	1.25	(0.09)	0.00	(0.94)	0.00	0.00	2.01	(2.71)	9.00
KW	1.48	(0.12)	0.00	(1.28)	0.00	0.00	2.49	(3.10)	9.72
OZ	1.28	0.14	0.06	(0.93)	1.60	(1.55)	2.91	(2.65)	10.61
PK	1.17	0.06	0.02	0.21	1.65	(1.21)	2.85	(2.22)	12.02
PW	8.17	1.62	0.21	0.44	6.89	(11.66)	15.00	(12.84)	119.44
RC	1.29	(0.08)	0.00	(0.65)	0.00	0.00	2.42	(3.17)	8.92
UE	0.89	0.02	0.00	0.13	1.21	(0.87)	1.73	(1.72)	6.40

Unable to evaluate fundamental data of [O, DX, FR, HR, KW, OZ, PK, PW, RC, UE] at this time. Please try again later

All Fundamental Data

Real Estate Competitive Analysis

The better you understand Real Estate competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Real Estate'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 Real Estate'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

	RYCRX	O	DX	FR	HR	KW	OZ	PK	PW	RC
	1.04 32.28 Real	0.77 52.66 Realty	0.48 12.57 Dynex	1.31 50.37 First	0.94 16.86 Healthcare	0.30 10.06 Kennedy	1.14 76.00 Belpointe	0.93 14.92 Park	3.62 1.33 Power	4.08 7.05 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	Weak	Very Weak	Very Weak	Very Weak	OK	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	Under 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)	Cautious Hold	Strong Buy	Strong Hold	Cautious Hold	Hold	Cautious Hold	Cautious Hold	Hold	Hold	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	2.28 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
Price To Book	1.91	1.2	0.96	2.53	1.08	1.68	0.9	0.82	3.51	0.56
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	72.35 B	7.26 B	8.81 B	11.21 B	7.04 B	401.17 M	7.39 B	47.8 M	9.41 B
Five Year Return	0.97	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	6.44	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	0.96	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Equity Positions Weight	99.47	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	-4.45	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	0.0205	0.06	0.14	0.0294	0.0735	0.0478	N/A	0.0943	N/A	0.16
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	4.74 M	1.73 M	14.28 M	3.86 M	67.4 K	20.26 M	91.85 K	20.73 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	120 K	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	3.48	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	2.68	2.21	4.32	7.01	20.94	6.54	1.66	13.24
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	46.09 B	996.84 M	6.85 B	6.04 B	1.38 B	277.18 M	3.08 B	4.51 M	1.19 B
Price To Earning	25.45	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	5.5	-1.31	3.74	4.67	-2.71	N/A	0.23	N/A	0.45
Price To Sales	4.4	9.19	8.09	10.45	4.69	2.86	163.05	1.16	1.43	9.23
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	4.53	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	4.93	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	32.28	52.87	12.56	50.59	16.94	10.02	75.97	14.95	1.34	7.16
Accumulation Distribution	N/A	0.0189	0.0095	0.018	0.0169	0.0198	0.0211	0.0179	0.0786	0.046
Market Facilitation Index	N/A	1.01	0.12	0.92	0.29	0.2	1.62	0.27	0.11	0.34
Daily Balance Of Power	(9,223,372,036,855)	(0.41)	(0.50)	(0.73)	(0.55)	0.15	(0.54)	(0.52)	(0.45)	(0.88)
Period Momentum Indicator	(0.34)	(0.41)	(0.06)	(0.67)	(0.16)	0.03	(0.88)	(0.14)	(0.05)	(0.30)
Rate Of Daily Change	0.99	0.99	1.0	0.99	0.99	1.0	0.99	0.99	0.96	0.96
Day Median Price	32.28	52.97	12.56	50.7	16.98	10.0	75.95	14.97	1.35	7.22
Price Action Indicator	(0.17)	(0.52)	(0.02)	(0.67)	(0.20)	0.075	(0.39)	(0.12)	(0.04)	(0.32)
Coefficient Of Variation	(758.51)	(467.72)	1480.37	(803.03)	(2,162)	(1,792)	1259.24	2333.56	923.07	(2,591)
Mean Deviation	0.7648	0.8404	0.676	0.8963	1.25	1.48	1.28	1.17	8.17	1.29
Jensen Alpha	(0.15)	(0.25)	0.0413	(0.16)	(0.09)	(0.12)	0.1405	0.0568	1.62	(0.08)
Total Risk Alpha	(0.17)	(0.28)	0.023	(0.18)	(0.13)	(0.17)	0.0856	0.0158	1.26	(0.12)
Sortino Ratio	N/A	N/A	0.0244	N/A	N/A	N/A	0.0647	0.0229	0.208	N/A
Downside Variance	N/A	N/A	0.9643	N/A	N/A	N/A	3.16	3.29	65.49	N/A
Standard Deviation	0.9933	1.11	0.8315	1.15	1.58	1.94	1.85	1.72	15.84	1.73
Kurtosis	2.98	0.7204	(0.04)	0.5411	1.18	0.426	2.95	4.13	23.83	0.5743
Potential Upside	1.25	1.37	1.12	1.52	2.01	2.49	2.91	2.85	15.0	2.42
Treynor Ratio	(0.57)	8.09	0.2124	(1.02)	(0.94)	(1.28)	(0.93)	0.2067	0.4427	(0.65)
Maximum Drawdown	5.64	5.17	3.83	6.12	9.0	9.72	10.61	12.02	119.44	8.92
Variance	0.9866	1.22	0.6913	1.32	2.51	3.77	3.44	2.96	250.78	2.99
Market Risk Adjusted Performance	(0.56)	8.1	0.2224	(1.01)	(0.93)	(1.27)	(0.92)	0.2167	0.4527	(0.64)
Risk Adjusted Performance	(0.10)	(0.17)	0.0543	(0.1)	(0.03)	(0.04)	0.069	0.0395	0.0959	(0.03)
Skewness	(0.98)	(0.50)	(0.60)	(0.14)	0.3284	(0.28)	0.1366	(0.54)	4.23	(0.38)
Semi Deviation	N/A	N/A	0.8793	N/A	N/A	N/A	1.6	1.65	6.89	N/A
Information Ratio	(0.16)	(0.24)	0.0288	(0.15)	(0.07)	(0.07)	0.062	0.0241	0.1063	(0.06)
Value At Risk	(1.45)	(1.99)	(1.47)	(1.72)	(2.71)	(3.10)	(2.65)	(2.22)	(12.84)	(3.17)
Expected Short fall	N/A	N/A	(0.68)	N/A	N/A	N/A	(1.55)	(1.21)	(11.66)	N/A
Downside Deviation	N/A	N/A	0.982	N/A	N/A	N/A	1.78	1.81	8.09	N/A
Semi Variance	N/A	N/A	0.7732	N/A	N/A	N/A	2.57	2.73	47.44	N/A

Real Estate Competition Performance Charts

Five steps to successful analysis of Real Estate Competition

Real Estate'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 Real Estate Fund in relation to its competition. Real Estate's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Real Estate 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 Real Estate's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Real Estate Fund, 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 Real Mutual Fund

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

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