SMALL CAP Competition

UISCX Fund

USD 14.05 0.13 0.93%

The fund is listed under the Small Blend category and is part of the USAA family. Small Cap Stock competes with Jhancock Real, Real Estate, Prudential Real, JHancock Real, and Fidelity SAI and other related companies. Asset turnover for SMALL CAP compared to competitors shows how effectively each firm uses its balance sheet.

SMALL CAP vs AEW REAL Correlation Details

Weak diversification

SMALL CAP currently posts a 0.51 correlation with AEW REAL, indicating a Weak diversification relationship for the active sample. The overlap area shows the portion of risk that can be diversified away by holding both instruments together.

Moving together with SMALL Mutual Fund

0.9	UICGX	Capital Growth	Pair Corr
0.67	UIEMX	Emerging Markets	Pair Corr
0.9	UIHIX	High Income Fund	Pair Corr
0.83	UIIFX	INTERNATIONAL FUND	Pair Corr
0.91	UIGIX	Growth Income	Pair Corr

Specify up to 10 symbols:

Experienced investors tracking SMALL CAP's watch for mean reversion setups where price has deviated from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in SMALL CAP. Prices periodically overshoot their intrinsic value in both directions, creating mean reversion opportunities in SMALL CAP. The mean reversion signal is most useful when combined with fundamental confirmation for SMALL CAP's.

Hype

Prediction

Low	Estimated	High
12.94	14.05	15.16

Details

Intrinsic

Valuation

Low	Real	High
11.84	12.95	14.06

Details

Peer comparison enriches SMALL CAP analysis by revealing how the company ranks against competitors. SMALL CAP's multiples must be compared to direct competitors to determine genuine value. Superior peer-relative performance is one of the strongest justifications for SMALL CAP's valuation premium. Cross-company comparison is essential to validate or challenge any investment thesis on Small Cap Stock.

SMALL CAP Competition Correlation Matrix

Studying peer correlation around Small Cap Stock gives investors a cleaner read on how much independent price behavior still exists across the competitive set. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	JYEBX	REPIX	PRKQX	JABFX	FESIX	NRCFX
JYEBX		0.91	0.9	1.0	0.9	0.96	JYEBX
REPIX	0.91		0.96	0.91	0.99	0.95	REPIX
PRKQX	0.9	0.96		0.9	0.97	0.96	PRKQX
JABFX	1.0	0.91	0.9		0.91	0.96	JABFX
FESIX	0.9	0.99	0.97	0.91		0.95	FESIX
NRCFX	0.96	0.95	0.96	0.96	0.95		NRCFX
	JYEBX	REPIX	PRKQX	JABFX	FESIX	NRCFX

Risk-Adjusted Indicators

SMALL CAP Mutual Fund can look attractive on recent price action while risk efficiency lags the peer group. Reviewing SMALL CAP's risk-adjusted indicators gives a clearer view of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
JYEBX	0.63	0.02	0.09	-0.21	0.91	-0.64	1.31	-1.36	5.05
REPIX	1.00	0.05	0.04	0.01	1.63	-0.86	2.10	-2.13	7.44
PRKQX	0.52	0.05	0.09	0.06	0.75	-0.53	0.94	-1.03	4.96
JABFX	0.63	0.02	0.09	-0.19	0.93	-0.62	1.38	-1.36	5.03
FESIX	0.62	0.03	0.05	-0.01	0.93	-0.63	1.37	-1.16	4.83
NRCFX	0.59	0.00	0.07	-0.07	0.96	-0.54	1.19	-1.27	4.60

SMALL CAP Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	UISCX	JYEBX	REPIX	PRKQX	JABFX	FESIX	NRCFX
	0.93 14.05 SMALL	0.24 12.59 Jhancock	0.08 39.20 Real	0.55 7.29 Prudential	0.24 12.65 JHancock	0.20 5.04 Fidelity	0.31 12.93 AEW
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Low	Very Low
Market Performance (90 Days Performance)	Weak	Mild	Weak	Mild	Mild	Weak	Soft
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Sell	Strong Hold	Strong Hold	Strong Sell	Strong Hold	Strong Sell
Net Asset	1.75 B	251.61 M	3.33 M	8.33 M	251.61 M	169.13 M	36.56 M
Minimum Initial Investment	1000 K	N/A	15 K	N/A	1 K	N/A	N/A
Price To Book	1.87 X	N/A	2.69 X	N/A	N/A	N/A	2.47 X
Five Year Return	1.42 %	N/A	-0.06 %	5.29 %	N/A	3.22 %	1.83 %
One Year Return	15.75 %	N/A	-6.22 %	6.30 %	N/A	0.49 %	7.05 %
Last Dividend Paid	N/A	0.2	0.4	0.12	0.11	N/A	0.18
Price To Earning	20.73 X	N/A	32.84 X	N/A	N/A	N/A	23.89 X
Price To Sales	0.88 X	N/A	6.29 X	N/A	N/A	N/A	6.96 X
Cash Position Weight	0.01 %	0.71 %	23.78 %	2.65 %	1.04 %	0.23 %	2.37 %
Equity Positions Weight	99.99 %	99.28 %	75.18 %	77.97 %	98.96 %	99.77 %	96.66 %
Three Year Return	9.83 %	N/A	5.65 %	11.00 %	N/A	6.88 %	8.05 %
Annual Yield	0.0034 %	0.01 %	0.01 %	0.04 %	0.01 %	0.03 %	0.02 %
Year To Date Return	2.18 %	N/A	7.66 %	1.91 %	N/A	3.76 %	0.70 %
Ten Year Return	8.89 %	N/A	9.16 %	N/A	N/A	N/A	6.69 %
Day Typical Price	14.05	12.59	39.2	7.29	12.65	5.04	12.93
Period Momentum Indicator	0.13	-0.03	-0.03	-0.04	-0.03	-0.01	-0.04
Rate Of Daily Change	1.01	1.0	1.0	0.99	1.0	1.0	1.0
Day Median Price	14.05	12.59	39.2	7.29	12.65	5.04	12.93
Price Action Indicator	0.065	-0.01	-0.01	-0.02	-0.01	-0.01	-0.02
Relative Strength Index	37.85	48.51	42.68	38.67	48.47	42.6	41.0
Coefficient Of Variation	6105.91	1955.76	9097.83	1990.0	2078.53	12906.82	3292.29
Mean Deviation	0.8246	0.6325	1.0	0.5231	0.6283	0.6237	0.5933
Jensen Alpha	0.0714	0.0248	0.0485	0.0504	0.0221	0.0257	0.0037
Total Risk Alpha	0.0801	0.0919	0.0958	0.0748	0.0891	0.0542	0.0688
Sortino Ratio	0.0544	0.0908	0.0362	0.0884	0.088	0.0485	0.0665
Downside Variance	1.35	0.9705	2.78	0.8556	0.9714	1.15	1.11
Standard Deviation	1.07	0.8585	1.35	0.7202	0.857	0.8526	0.805
Kurtosis	0.4419	2.25	1.47	3.21	2.24	2.25	2.63
Potential Upside	1.37	1.31	2.1	0.9434	1.38	1.37	1.19
Treynor Ratio	0.0066	-0.21	0.0061	0.0601	-0.19	-0.01	-0.07
Maximum Drawdown	5.43	5.05	7.44	4.96	5.03	4.83	4.6
Variance	1.15	0.737	1.82	0.5187	0.7344	0.7268	0.6481
Market Risk Adjusted Performance	0.0166	-0.20	0.0161	0.0701	-0.18	0.0035	-0.06
Risk Adjusted Performance	0.0158	0.0425	0.0129	0.0399	0.04	0.0067	0.0248
Skewness	0.0439	-0.77	-0.75	-0.63	-0.76	-0.84	-1.09
Semi Deviation	1.03	0.91	1.63	0.7493	0.9283	0.9266	0.9587
Information Ratio	0.0588	0.1042	0.0448	0.1135	0.1012	0.0612	0.0869
Value At Risk	-1.96	-1.36	-2.13	-1.03	-1.36	-1.16	-1.27
Expected Short fall	-0.92	-0.64	-0.86	-0.53	-0.62	-0.63	-0.54
Downside Deviation	1.16	0.9851	1.67	0.925	0.9856	1.07	1.05
Semi Variance	1.06	0.828	2.65	0.5615	0.8618	0.8585	0.9191

SMALL CAP Competition Peer Performance Charts

How to Analyze SMALL CAP Against Peers

SMALL CAP's peer analysis compares SMALL CAP 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 SMALL CAP 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 SMALL CAP 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

SMALL CAP's free cash flow conversion rate exceeds the peer group norm, a sign that reported profits are backed by real cash. Peer benchmarking can improve context for valuation without relying only on standalone multiples.

The analytics block for Small Cap Stock relies on fund disclosures and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board

Last reviewed on March 4th, 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

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC