Macroaxis: Personalized Investing
Simple Personalized Investing

S&P 500   1,667   17.00  Index Moved Up 1.03%
CNQ NXY ECA CPG World Allocation Chemicals Conglomerates Software 
United States  USA  |  Investing Themes


Processing
Collecting data for PRFDX and DFCEX ...

Asset Comparison and Correlation

 View All Portfolios 
    
Investment horizon: 
  30 Days    Login   to change
Run Correlation
 
 T. Rowe Price Equity Income  vs   DFA Emerging Markets Core Equi
 Compare Fundamentals  
Daily Returns (%)
DFCEX   PRFDX   
 
Embed  Financial Widgets Catalog
Export  Financial Widgets Catalog
Timeline
Assuming 30 trading days horizon, T Rowe Price Equity Income is expected to generate 1.04 times more return on investment than DFA Emerging. However, T Rowe is 1.04 times more volatile than DFA Emerging Markets Core Equity I. It trades about 0.62 of its potential returns per unit of risk. DFA Emerging Markets Core Equity I is currently generating about 0.35 per unit of risk. If you would invest  2,897  in T Rowe Price Equity Income on April 19, 2013 and sell it today you would earn a total of  199.00  from holding T Rowe Price Equity Income or generate 6.87% return on investment over 30 days.

Diversification

Very weak diversification
Overlapping area represents amount of risk that can be diversified away by holding T. Rowe Price Equity Income and DFA Emerging Markets Core Equi in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.58
Parameters
Time Period1 Month [change]
DirectionPositive DFCEX Moved Up vs PRFDX
StrengthWeak
Accuracy100.0%
ValuesDaily Returns
Follow Correlation between PRFDX and DFCEX with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
Get Widget
 
Add Correlation between PRFDX and DFCEX to your reader
Syndicate
 
Share Correlation between PRFDX and DFCEX 
Find Opportunities
 
Predicted Return Density
 
Embed  Financial Widgets Catalog
Export  Financial Widgets Catalog
Returns   
DFCEX   PRFDX   

T Rowe Price Equity Income

Alpha
 
Profile
    
T Rowe
Performance
34
Out Of
100
Over 30
Days
?
66% of all equities and portfolios perform better than T Rowe Price Equity Income. Compared with the overall equity markets, risk-adjusted returns on investments in T Rowe Price Equity Income are ranked lower than 34 (%) of all global equities and portfolios over the last 30 days.
Check Performance
Backtest
Predict Price
    

Match ups for T Rowe

American Funds Washington Mutual R2 vs. T Rowe Price Equity Income
American Funds Washington Mutual R3 vs. T Rowe Price Equity Income
American Funds Washington Mutual R5 vs. T Rowe Price Equity Income
American Funds Washington Mutual 529E vs. T Rowe Price Equity Income
American Funds Washington Mutual F1 vs. T Rowe Price Equity Income
American Funds Washington Mutual C vs. T Rowe Price Equity Income
American Funds Washington Mutual 529F vs. T Rowe Price Equity Income
American Funds Washington Mutual 529B vs. T Rowe Price Equity Income
American Funds Washington Mutual A vs. T Rowe Price Equity Income
American Funds Washington Mutual R4 vs. T Rowe Price Equity Income
  

DFA Emerging Markets Core Equity I

Alpha
 
Profile
    
DFA Emerging
Performance
19
Out Of
100
Over 30
Days
?
81% of all equities and portfolios perform better than DFA Emerging Markets Core Equity I. Compared with the overall equity markets, risk-adjusted returns on investments in DFA Emerging Markets Core Equity I are ranked lower than 19 (%) of all global equities and portfolios over the last 30 days.
Check Performance
Backtest
Predict Price
    

Match ups for DFA Emerging

Vanguard Emerging Mkts Stk Idx InstlPlus vs. DFA Emerging Markets Core Equity I
Vanguard Emerging Mkts Stock Idx vs. DFA Emerging Markets Core Equity I
Vanguard Emerging Mkts Stock Idx Adm vs. DFA Emerging Markets Core Equity I
Vanguard Emerging Mkts Stock Idx Signal vs. DFA Emerging Markets Core Equity I
Vanguard Emerging Mkts Stock Idx I vs. DFA Emerging Markets Core Equity I
Oppenheimer Developing Markets N vs. DFA Emerging Markets Core Equity I
Oppenheimer Developing Markets A vs. DFA Emerging Markets Core Equity I
Oppenheimer Developing Markets I vs. DFA Emerging Markets Core Equity I
Oppenheimer Developing Markets C vs. DFA Emerging Markets Core Equity I
Oppenheimer Developing Markets Y vs. DFA Emerging Markets Core Equity I


 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
Take our survey
  
Financial Widget
Financial Widgets
Financial Content
Investing Content
Get Stock Ticker
Stock Tickers
 
Opportunities   Themes   Suggestions
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
  © 2013 Macroaxis Inc. All rights reserved       Custom Reporting   Advertising   Mobile Access   Retirement Grader   Alpha Search   Compare Stocks
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium