GLOBAL RESOURCES Competition

Mutual Funds USA . 
Fund . Global Resources Fund
PSPFX Fund  USD 6.53  -0.10  -1.51%   
The fund is listed under the Natural Resources category and is part of the U.S. Global Investors family. Global Resources Fund is grouped alongside MASSMUTUAL PREMIER, RBC EMERGING, ACADIAN EMERGING, Calamos Market, and Transamerica Emerging within its competitive landscape. This peer view supports relative benchmarking. Peer benchmarking shows whether Global Resources Fund is priced in line with comparable funds. GLOBAL RESOURCES is evaluated relative to competitors across return, volatility, and valuation metrics. Structured peer comparison supports more balanced analysis across key indicators. The content reflects structured data inputs rather than subjective analysis.

GLOBAL RESOURCES and THE EMERGING Correlation View

Very poor diversification
PSPFX currently posts a 0.85 correlation with HCEMX, indicating a Very poor diversification relationship for the active sample. Used correctly, the chart supports evaluation of whether adding the second position genuinely diversifies the first.

Moving together with GLOBAL Mutual Fund

  0.96UNWPX World Precious MineralsPairCorr
  0.73NEARX Near Term TaxPairCorr
  0.96USERX Gold And PreciousPairCorr
Specify up to 10 symbols:
Mean reversion in GLOBAL RESOURCES's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Hype
Prediction
LowEstimatedHigh
4.236.528.81
Details
Intrinsic
Valuation
LowRealHigh
4.426.719.00
Details
Naive
Forecast
LowNextHigh
3.736.028.31
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.527.308.07
Details
A rigorous investment case for GLOBAL RESOURCES requires more than studying its own financials. Benchmarking GLOBAL RESOURCES's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

GLOBAL RESOURCES Competition Correlation Matrix

Competition correlation for Global Resources Fund matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.

High positive correlations

AEMGX
+ 0.99
REMVX
TEOJX
+ 0.99
REMVX
TEOJX
+ 0.99
AEMGX
HCEMX
+ 0.97
REMVX
HCEMX
+ 0.97
TEOJX
HCEMX
+ 0.95
AEMGX
  

High negative correlations

HCEMX
- 0.0
LAIXX
TEOJX
- 0.0
LAIXX
CVSOX
- 0.0
LAIXX
AEMGX
- 0.0
LAIXX
REMVX
- 0.0
LAIXX
FVOKX
- 0.0
LAIXX

Risk-Adjusted Indicators

GLOBAL RESOURCES Mutual Fund may look attractive on headline returns alone, but deeper analysis often tells a different story. A thorough review of GLOBAL RESOURCES's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

GLOBAL RESOURCES Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PSPFX LAIXX MDBRX FVOKX REMVX AEMGX CVSOX TEOJX HCEMX
 1.51 
6.53
GLOBAL
 0.00 
1.00
Legg
 0.48 
8.36
MASSMUTUAL
 3.22 
14.13
Oklahoma
 3.70 
11.70
RBC
 2.73 
28.53
ACADIAN
 0.25 
15.72
Calamos
 2.97 
11.11
Transamerica
 2.95 
23.06
THE
Market Volatility
(90 Days Market Risk)
Stable
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Market Performance
(90 Days Performance)
Weak
Weak
Soft
Weak
Contained
Mild
Mild
Mild
Mild
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Fair
Low
Fair
Low
Low
Low
Low
Fair
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Fairly Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Hold
Hold
Strong Hold
Strong Buy
Strong Buy
Strong Hold
Strong Buy
Strong Hold
Net Asset
77.88 M
5.31 M
207.76 M
N/A
116.45 M
1.51 B
13.99 B
378.25 M
N/A
Minimum Initial Investment
5 K
N/A
N/A
N/A
250 K
2.5 K
N/A
N/A
N/A
Price To Book
1.46
N/A
N/A
N/A
N/A
1.09
N/A
N/A
N/A
Five Year Return
9.27
N/A
0.35
N/A
6.96
8.1
N/A
1.81
N/A
One Year Return
84.33
N/A
6.08
N/A
39.56
31.46
N/A
29.63
N/A
Last Dividend Paid
0.33
N/A
0.38
N/A
0.03
0.29
0.04
0.01
0.61
Price To Earning
13.62
N/A
N/A
N/A
N/A
9.64
N/A
N/A
N/A
Price To Sales
0.77
N/A
N/A
N/A
N/A
0.69
N/A
N/A
N/A
Cash Position Weight
4.12
N/A
7.82
N/A
2.29
0.55
17.97
8.2
N/A
Equity Positions Weight
91.86
N/A
N/A
N/A
97.71
99.4
48.82
91.8
N/A
Three Year Return
20.37
N/A
5.21
N/A
21.03
22.04
N/A
16.32
N/A
Annual Yield
0.0068
0.0351
0.0366
N/A
0.0173
0.0162
0.0186
0.0089
N/A
Year To Date Return
5.05
N/A
0.25
N/A
3.45
4.77
N/A
2.87
N/A
Bond Positions Weight
2.53
N/A
15.06
N/A
N/A
N/A
0.29
N/A
N/A
Ten Year Return
-5.02
N/A
3.45
N/A
N/A
2.31
N/A
N/A
N/A
Day Typical Price
6.53
1.0
8.36
14.13
11.7
28.53
15.72
11.11
23.06
Period Momentum Indicator
-0.10
N/A
-0.04
-0.47
-0.45
-0.80
-0.04
-0.34
-0.70
Rate Of Daily Change
0.98
1.0
1.0
0.97
0.96
0.97
1.0
0.97
0.97
Day Median Price
6.53
1.0
8.36
14.13
11.7
28.53
15.72
11.11
23.06
Price Action Indicator
-0.05
N/A
-0.02
-0.23
-0.23
-0.40
-0.02
-0.17
-0.35
Relative Strength Index
45.0
N/A
40.03
36.99
41.84
42.48
40.16
42.87
41.57
Coefficient Of Variation
2042.48
N/A
3323.75
-3,111
1185.04
1001.03
1857.77
1543.79
-9,238
Mean Deviation
1.66
N/A
0.1402
0.8628
0.9389
0.9618
0.081
0.9105
0.8878
Jensen Alpha
0.2096
N/A
-0.0015
0.0549
0.1969
0.22
0.0025
0.1636
0.0545
Total Risk Alpha
0.3827
N/A
0.0185
0.0936
0.2646
0.29
0.0092
0.2274
0.1276
Sortino Ratio
0.0632
N/A
0.3838
N/A
0.1285
0.149
0.5878
0.105
N/A
Downside Variance
10.06
N/A
0.0599
N/A
2.43
2.24
0.0257
2.64
N/A
Standard Deviation
2.29
N/A
0.1868
1.15
1.33
1.35
0.1087
1.27
1.23
Kurtosis
1.13
N/A
-0.33
0.9871
4.5
3.71
0.3019
3.4
2.63
Potential Upside
3.43
N/A
0.2401
1.53
1.95
2.05
0.1898
1.77
1.62
Treynor Ratio
0.0934
N/A
-0.15
-0.05
0.1056
0.1287
-0.06
0.0775
-0.03
Maximum Drawdown
10.3
N/A
0.7126
6.06
7.49
8.97
0.445
7.29
5.71
Variance
5.24
N/A
0.0349
1.31
1.76
1.82
0.0118
1.61
1.52
Market Risk Adjusted Performance
0.1034
N/A
-0.14
-0.04
0.1156
0.1387
-0.05
0.0875
-0.02
Risk Adjusted Performance
0.0458
N/A
-0.01
-0.02
0.0717
0.0842
-0.02
0.0556
-0.01
Skewness
-0.87
N/A
-0.20
-0.65
-1.54
-0.89
-0.67
-1.35
-1.29
Semi Deviation
3.01
N/A
0.1462
N/A
1.44
1.32
0.0826
1.5
N/A
Information Ratio
0.0875
N/A
0.5031
0.045
0.151
0.1654
0.8664
0.1345
0.0609
Value At Risk
-5.01
N/A
-0.24
-1.95
-1.87
-2.10
-0.19
-2.23
-2.79
Expected Short fall
-1.39
N/A
-0.21
N/A
-1.00
-0.99
-0.09
-0.87
N/A
Downside Deviation
3.17
N/A
0.2448
N/A
1.56
1.5
0.1603
1.62
N/A
Semi Variance
9.03
N/A
0.0214
N/A
2.08
1.75
0.0068
2.26
N/A

GLOBAL RESOURCES Competition Peer Performance Charts

How to Analyze GLOBAL RESOURCES Against Peers

GLOBAL RESOURCES's peer analysis compares GLOBAL RESOURCES with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether GLOBAL RESOURCES trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where GLOBAL RESOURCES leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Return on invested capital comparison for GLOBAL RESOURCES versus peers reveals which companies in the group are genuinely creating value. Momentum comparison for GLOBAL RESOURCES across peers can signal rotation when peers accelerate while GLOBAL RESOURCES lags or vice versa. Comparing peers in U.S. Global Investors Funds, Large Funds, Natural Resources Funds can help separate structural strengths from temporary momentum.

This section for Global Resources Fund is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board
Last reviewed on March 19th, 2026
Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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