Baron Real Competition

BREUX -  USA Fund  

USD 38.89  0.17  0.44%

Baron Real Estate competes with Vanguard Real, Vanguard Real, Vanguard Real, Dfa Real, and Vanguard Real; as well as few others. The fund is listed under Real Estate category and is part of Baron Capital Group, Inc. family. Analyzing Baron 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 Baron Real to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
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 Baron Real competition on your existing holdings. Continue to Baron Real Correlation with its peers.

Baron Competition 

 
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Baron Real's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Baron Real in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
37.8038.8939.98
Details
Intrinsic
Valuation
LowReal ValueHigh
38.3039.3940.48
Details
Naive
Forecast
LowNext ValueHigh
36.7237.8138.90
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
39.0741.8144.55
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Baron Real. Your research has to be compared to or analyzed against Baron Real's peers to derive any actionable benefits. When done correctly, Baron Real's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Baron Real Estate.

Baron Real Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baron Real 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 Baron 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 Baron Real Estate does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Baron Real Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Baron Real stock performing well and Baron Real Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Baron Real's multiple risk-adjusted performance indicators. 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
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
VGSLX
F
 0.70  0.03  0.08 (0.47)  1.03  0.1 (0.63)  1.38 (1.42)  4.43 
VGSIX
F
 0.74  0.03  0.04  0.00  1.12  0.05 (0.65)  1.44 (1.60)  4.47 
VGSNX
F
 0.70  0.03  0.08 (0.44)  0.99  0.1 (0.64)  1.39 (1.44)  4.47 
DFREX
F
 0.73  0.05  0.05  0.02  1.16  0.07 (0.63)  1.34 (1.64)  4.38 
VRTPX
F
 0.70  0.03  0.07 (0.71)  1.00  0.09 (0.64)  1.38 (1.58)  4.46 
CSRSX
F
 0.71  0.06  0.10 (0.73)  0.99  0.12 (0.67)  1.40 (1.46)  4.31 
CSJAX
F
 0.70  0.08  0.09  0.08  0.99  0.11 (0.66)  1.42 (1.47)  4.33 
CSJRX
F
 0.71  0.06  0.10 (0.77)  0.98  0.12 (0.67)  1.40 (1.47)  4.31 
CSCIX
F
 0.71  0.06  0.10 (0.66)  0.96  0.12 (0.68)  1.39 (1.41)  4.39 
CSEIX
F
 0.72  0.05  0.06  0.02  1.05  0.07 (0.68)  1.36 (1.59)  4.40 

Baron Real Competitive Analysis

The better you understand Baron Real competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baron 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 Baron 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
BREUX
F
VGSLX
F
VGSIX
F
VGSNX
F
DFREX
F
VRTPX
F
CSRSX
F
CSJAX
F
CSJRX
F
CSCIX
F
 0.44 
 38.89 
Baron
 0.94 
 154.33 
Vanguard
 2.07 
 35.43 
Vanguard
 0.97 
 23.89 
Vanguard
 2.03 
 48.30 
DFREX
 0.96 
 26.29 
Vanguard
 1.10 
 80.59 
Cohen
 1.11 
 80.51 
Cohen
 1.09 
 80.52 
Cohen
 1.13 
 17.88 
Cohen
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Stock Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
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)
Price to Book
Cash Position Weight
Equity Positions Weight
Three Year Return
Net Asset
Minimum Initial Investment
Five Year Return
One Year Return
Last Dividend Paid
Ten Year Return
Price to Earning
Price to Sales
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Baron Real Competition Performance Charts

Complement your Baron Real position

In addition to having Baron Real 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 Railroads Thematic Idea Now

Railroads
Railroads Theme
Companies involved in manufacturing and maintenance of freight railroads and passenger trains as well as providing railroad services to public. Railroads theme has 30 constituents.
View All  Next Launch Railroads
Continue to Baron Real Correlation with its peers. Note that the Baron Real Estate information on this page should be used as a complementary analysis to other Baron Real's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fundamental Analysis module to view fundamental data based on most recent published financial statements.

Complementary Tools for Baron Mutual Fund analysis

When running Baron Real Estate price analysis, check to measure Baron Real'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 Baron Real is operating at the current time. Most of Baron Real's value examination focuses on studying past and present price action to predict the probability of Baron Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Baron Real's price. Additionally, you may evaluate how the addition of Baron Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Baron Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Baron Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.