Wells Fargo Competition

WFHRX -  USA Fund  

USD 6.01  0.01  0.17%

Wells Fargo Target competes with Vanguard Institutional, Vanguard Target, American Fds, American Funds, and American Fds; as well as few others. The fund is listed under Target-Date 2025 category and is part of Wells Fargo Funds family. Analyzing Wells Fargo 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 Wells Fargo 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 Wells Fargo competition on your existing holdings. Check out Wells Fargo Correlation with its peers.

Wells 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 Wells Fargo'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 Wells Fargo in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
5.636.016.39
Details
Intrinsic
Valuation
LowReal ValueHigh
5.646.026.40
Details
Naive
Forecast
LowNext ValueHigh
5.626.006.38
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.976.096.20
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Wells Fargo. Your research has to be compared to or analyzed against Wells Fargo's peers to derive any actionable benefits. When done correctly, Wells Fargo'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 Wells Fargo Target.

Wells Fargo Competition Correlation Matrix

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

Wells Fargo Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Wells Fargo stock performing well and Wells Fargo 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 Wells Fargo'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.

Wells Fargo Competitive Analysis

The better you understand Wells Fargo competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wells Fargo'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 Wells Fargo'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
WFHRX
F
VRIVX
F
VTTVX
F
RDDTX
F
RFDTX
F
REDTX
F
RCDTX
F
RADTX
F
AADTX
F
 0.17 
 6.01 
Wells
 0.44 
 29.54 
Vanguard
 0.47 
 23.27 
Vanguard
 0.54 
 16.70 
American
 0.54 
 16.86 
American
 0.48 
 16.90 
American
 0.24 
 16.43 
American
 0.49 
 16.34 
American
 0.24 
 16.65 
American
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Stock Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
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(Equity Enterprise Value)
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(Average Analysts Consensus)
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Trade Advice
(90 Days Macroaxis Advice)
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Ten Year Return
Price to Earning
Daily Balance Of Power
Day Typical Price
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
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Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Wells Fargo Competition Performance Charts

Complement your Wells Fargo position

In addition to having Wells Fargo 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.

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Macroaxis Index
Macroaxis Index Theme
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. Macroaxis Index theme has 52 constituents.
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Check out Wells Fargo Correlation with its peers. Note that the Wells Fargo Target information on this page should be used as a complementary analysis to other Wells Fargo'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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

Complementary Tools for Wells Mutual Fund analysis

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