Invesco Small Competition

SMERX Fund

USD 12.79 0.17 1.31%

Invesco Small Cap competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High; as well as few others. The fund is listed under Small Blend category and is part of Invesco family. Analyzing Invesco Small 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 Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Small 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 Small competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
11.14	12.79	14.44

Details

Intrinsic

Valuation

Low	Real	High
11.41	13.06	14.71

Details

Invesco Small Competition Correlation Matrix

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

	VMICX	VMINX	VMIIX	OARDX	AMHYX	OSICX	OSMAX	OSMCX	HYIFX	HYINX
VMICX		1.0	1.0	0.54	0.69	0.62	0.61	0.61	0.68	0.67	VMICX
VMINX	1.0		1.0	0.54	0.73	0.57	0.57	0.57	0.72	0.71	VMINX
VMIIX	1.0	1.0		0.54	0.73	0.57	0.57	0.57	0.72	0.71	VMIIX
OARDX	0.54	0.54	0.54		0.54	0.08	0.67	0.67	0.56	0.55	OARDX
AMHYX	0.69	0.73	0.73	0.54		0.07	0.15	0.15	0.96	0.95	AMHYX
OSICX	0.62	0.57	0.57	0.08	0.07		0.68	0.67	0.11	0.11	OSICX
OSMAX	0.61	0.57	0.57	0.67	0.15	0.68		1.0	0.19	0.2	OSMAX
OSMCX	0.61	0.57	0.57	0.67	0.15	0.67	1.0		0.19	0.2	OSMCX
HYIFX	0.68	0.72	0.72	0.56	0.96	0.11	0.19	0.19		0.98	HYIFX
HYINX	0.67	0.71	0.71	0.55	0.95	0.11	0.2	0.2	0.98		HYINX
	VMICX	VMINX	VMIIX	OARDX	AMHYX	OSICX	OSMAX	OSMCX	HYIFX	HYINX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Please upgrade your account to get full access to Macroaxis premium features

Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Small 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 Small'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	Treynor Ratio	Potential Upside	Value @Risk	Maximum Drawdown
VMICX	0.20	(0.04)	(0.51)	0.34	(0.50)	1.68
VMINX	0.19	(0.03)	(0.64)	0.41	(0.49)	1.59
VMIIX	0.20	(0.03)	(0.51)	0.33	(0.49)	1.59
OARDX	0.65	(0.13)	(0.69)	0.89	(0.93)	12.98
AMHYX	0.10	(0.01)	(0.70)	0.28	(0.28)	0.84
OSICX	0.22	(0.06)	(1.05)	0.63	(0.64)	1.94
OSMAX	0.72	(0.31)	(1.40)	0.97	(1.25)	12.61
OSMCX	0.73	(0.32)	(1.44)	0.98	(1.22)	13.19
HYIFX	0.13	(0.02)	(0.44)	0.28	(0.28)	1.12
HYINX	0.12	(0.02)	(0.62)	0.28	(0.28)	1.12

Unable to evaluate fundamental data of [VMICX, VMINX, VMIIX, OARDX, AMHYX, OSICX, OSMAX, OSMCX, HYIFX, HYINX] at this time. Please try again later

All Fundamental Data

Invesco Small Competitive Analysis

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

	SMERX	VMICX	VMINX	VMIIX	OARDX	AMHYX	OSICX	OSMAX	OSMCX	HYIFX
	1.31 12.79 Invesco	0.08 11.87 Invesco	0.08 11.93 Invesco	0.08 11.92 Invesco	0.88 24.78 Oppenheimer	0.28 3.55 Invesco	0.32 3.07 Oppenheimer	0.08 36.84 Oppenheimer	0.1 31.13 Oppenheimer	0.28 3.54 Invesco
Market Volatility (90 Days Market Risk)	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly 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	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold
Net Asset	1.15 B	3.26 B	3.26 B	2.83 B	2.88 B	1.04 B	1.67 B	4.74 B	4.74 B	1.22 B
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	2.05	N/A	N/A	N/A	2.88	N/A	1.0	2.87	2.86	N/A
Five Year Return	10.42	0.0624	0.91	1.06	12.21	2.85	-0.92	0.79	0.0212	3.29
One Year Return	20.51	1.67	2.53	2.71	22.2	8.08	2.72	-4.57	-5.28	8.79
Last Dividend Paid	N/A	0.03	0.04	0.04	0.03	0.02	0.01	N/A	N/A	0.02
Price To Earning	3.31	N/A	N/A	N/A	18.77	14.68	16.95	2.1	1.86	14.55
Price To Sales	1.26	N/A	N/A	N/A	2.13	N/A	0.75	1.46	1.45	N/A
Cash Position Weight	3.36	6.37	6.37	N/A	0.63	3.41	37.75	1.28	1.28	3.41
Equity Positions Weight	96.64	N/A	N/A	N/A	99.37	0.39	0.56	97.97	97.97	0.39
Three Year Return	4.7	-2.12	-1.28	-1.13	8.87	2.41	-1.07	-9.44	-10.12	2.8
Annual Yield	N/A	0.004	0.0037	0.0021	0.0074	0.0669	0.0471	0.0085	N/A	0.0705
Year To Date Return	18.05	1.49	2.33	2.48	20.08	7.46	2.32	0.75	0.11	8.15
Bond Positions Weight	N/A	1.67	1.67	99.99	N/A	8.59	-7.79	N/A	N/A	8.59
Ten Year Return	7.86	3.23	4.08	4.27	10.05	4.98	2.63	13.73	12.86	5.33
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	12.79	11.87	11.93	11.92	24.78	3.55	3.07	36.84	31.13	3.54
Period Momentum Indicator	(0.17)	0.01	0.01	0.01	(0.22)	(0.01)	(0.01)	(0.03)	(0.03)	(0.01)
Rate Of Daily Change	0.99	1.0	1.0	1.0	0.99	1.0	1.0	1.0	1.0	1.0
Day Median Price	12.79	11.87	11.93	11.92	24.78	3.55	3.07	36.84	31.13	3.54
Price Action Indicator	(0.09)	0.005	0.005	0.005	(0.11)	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)
Coefficient Of Variation	(2,845)	(1,201)	(1,402)	(1,431)	(1,255)	(4,218)	(628.69)	(487.71)	(490.22)	(2,431)
Mean Deviation	1.01	0.204	0.1881	0.2021	0.6501	0.1001	0.2222	0.7208	0.7323	0.1319
Jensen Alpha	(0.08)	(0.04)	(0.03)	(0.03)	(0.13)	(0.01)	(0.06)	(0.31)	(0.32)	(0.02)
Total Risk Alpha	(0.11)	(0.04)	(0.04)	(0.04)	(0.17)	(0.02)	(0.07)	(0.35)	(0.36)	(0.02)
Standard Deviation	1.63	0.2987	0.2946	0.3006	1.5	0.1735	0.3318	1.45	1.51	0.2026
Kurtosis	10.35	3.31	4.1	3.58	42.56	1.14	2.04	35.6	37.61	0.455
Potential Upside	1.87	0.3384	0.4125	0.3344	0.8885	0.2809	0.6309	0.9743	0.9774	0.2817
Treynor Ratio	(0.13)	(0.51)	(0.64)	(0.51)	(0.69)	(0.70)	(1.05)	(1.40)	(1.44)	(0.44)
Maximum Drawdown	13.89	1.68	1.59	1.59	12.98	0.8427	1.94	12.61	13.19	1.12
Variance	2.66	0.0892	0.0868	0.0904	2.24	0.0301	0.1101	2.09	2.27	0.041
Market Risk Adjusted Performance	(0.12)	(0.50)	(0.63)	(0.50)	(0.68)	(0.69)	(1.04)	(1.39)	(1.43)	(0.43)
Risk Adjusted Performance	(0.02)	(0.08)	(0.07)	(0.07)	(0.06)	(0.05)	(0.14)	(0.16)	(0.16)	(0.06)
Skewness	(1.20)	(1.09)	(1.21)	(1.18)	(5.92)	0.4165	0.0273	(5.09)	(5.31)	0.048
Information Ratio	(0.05)	(0.19)	(0.18)	(0.18)	(0.10)	(0.21)	(0.26)	(0.23)	(0.23)	(0.20)
Value At Risk	(1.56)	(0.50)	(0.49)	(0.49)	(0.93)	(0.28)	(0.64)	(1.25)	(1.22)	(0.28)

Invesco Small Competition Performance Charts

Five steps to successful analysis of Invesco Small Competition

Invesco Small'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 Small Cap in relation to its competition. Invesco Small's competition analysis typically involves several steps, including:

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

In addition to having Invesco Small 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 Investing Thematic Idea Now

Investing

Companies involved in money management and investment banking services. The Investing theme has 44 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 Investing Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Invesco Mutual Fund

Invesco Small 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 Small security.

	Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
	Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities
	Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk
	Global Correlations Find global opportunities by holding instruments from different markets

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC