Wells Fargo Competition

WFEIX Fund  USD 58.16  0.16  0.27%   
Wells Fargo Enterprise competes with USCF Gold, Wells Fargo, Wells Fargo, Wells Fargo, and Wells Fargo; as well as few others. The fund is listed under Mid-Cap Growth category and is part of Allspring Global Investments 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. Check out Wells Fargo Correlation with its peers.
For more information on how to buy Wells Mutual Fund please use our How to Invest in Wells Fargo guide.
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.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that 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.
Hype
Prediction
LowEstimatedHigh
56.9157.9859.05
Details
Intrinsic
Valuation
LowRealHigh
52.3461.6862.75
Details
Naive
Forecast
LowNextHigh
57.6058.6659.73
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Bollinger
Band Projection (param)
LowerMiddle BandUpper
58.0658.2158.36
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 toward taking a position in Wells Fargo Enterprise.

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 funds. 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 Enterprise does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
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WHYMXWHYCX
  
High negative correlations   
MBFCXWHYIX
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Risk-Adjusted Indicators

There is a big difference between Wells Mutual Fund performing well and Wells Fargo 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 Wells Fargo'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
USG  0.41  0.08 (0.11)(0.52) 0.46 
 0.86 
 2.38 
WHYIX  0.16  0.02 (0.37)(1.27) 0.05 
 0.43 
 1.49 
WHYDX  0.15  0.02 (0.38)(1.01) 0.03 
 0.32 
 1.59 
WHYCX  0.15  0.02 (0.39)(0.75) 0.07 
 0.42 
 1.38 
WHYMX  0.15  0.02 (0.39)(1.13) 0.04 
 0.43 
 1.38 
DHICX  0.06  0.00 (0.99) 1.02  0.00 
 0.11 
 0.45 
VMPYX  0.07  0.00 (0.78) 0.09  0.00 
 0.11 
 0.80 
VMPAX  0.07  0.00 (0.96) 1.30  0.00 
 0.23 
 0.46 
MBFAX  0.28 (0.04)(0.32)(0.03) 0.39 
 0.53 
 1.68 
MBFCX  0.28 (0.05) 0.00 (0.05) 0.00 
 0.54 
 1.68 

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
WFEIXUSGWHYIXWHYDXWHYCXWHYMXDHICXVMPYXVMPAXMBFAX
 0.27 
 58.16 
Wells
 0.19 
 25.98 
USCF
 0.21 
 9.51 
Wells
 0.10 
 9.52 
Wells
 0.21 
 9.51 
Wells
 0.21 
 9.51 
Wells
 0.11 
 8.81 
Wells
 0.11 
 8.78 
Wells
 0.11 
 8.78 
Wells
 0.27 
 11.32 
Total
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
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Trade Advice
(90 Days Macroaxis Advice)
Net Asset
Minimum Initial Investment
Price To Book
Five Year Return
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Last Dividend Paid
Price To Earning
Beta
Price To Sales
Cash Position Weight
Equity Positions Weight
Three Year Return
Annual Yield
Year To Date Return
Bond Positions Weight
Ten Year Return
Day Typical Price
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
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

Wells Fargo Competition Performance Charts

Five steps to successful analysis of Wells Fargo Competition

Wells Fargo'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 Wells Fargo Enterprise in relation to its competition. Wells Fargo's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Wells Fargo 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 Wells Fargo's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wells Fargo Enterprise, 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 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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Disruptive Technologies
Disruptive Technologies Theme
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 63 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 Disruptive Technologies Theme or any other thematic opportunities.
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Check out Wells Fargo Correlation with its peers.
For more information on how to buy Wells Mutual Fund please use our How to Invest in Wells Fargo guide.
You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.

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When running Wells Fargo's 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 the 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 if Wells Fargo is a good investment 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.