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MXXVX Matthew 25 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), Tesla (NASDAQ:TSLA), Goldman Sachs Group (NYSE:GS), FedEx Corp (NYSE:FDX), Five Below (NASDAQ:FIVE).

Industry description

The investment seeks long-term capital appreciation; income is a secondary objective. The fund is eligible to invest in the securities of companies with small, medium or large capitalization. In other words, it is open to research within a large universe of public companies so that it may find stocks with the exceptional traits that the fund desires. Whenever the adviser finds such an investment then the adviser may purchase its stock, convertible securities or bonds with up to 25% of the fund's total assets. The fund is non-diversified.

Market Cap

The average market capitalization across the Matthew 25 MF is 783.81B. The market cap for tickers in the group ranges from 3.68B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is PK at 3.68B.

Volume

The average weekly volume growth across all stocks in the Matthew 25 MF was 8%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 63
Price Growth Rating: 25
SMR Rating: 37
Profit Risk Rating: 36
Seasonality Score: 9 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Matthew 25 Fund Inc607 West AvenueJenkintown
Phone
N/A
Web
www.matthew25fund.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MDMIX29.75-0.07
-0.23%
Madison Dividend Income I
VAKSX11.55-0.17
-1.45%
Virtus KAR Small-Mid Cap Growth A
QCSCX21.40-0.34
-1.56%
Federated Hermes MDT Small Cap Core C
MNNCX38.89-0.77
-1.94%
Victory Munder Multi-Cap C
HGOIX63.42-1.49
-2.30%
Hartford Growth Opportunities I

MXXVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MXXVX has been closely correlated with VSMPX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if MXXVX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MXXVX
1D Price
Change %
MXXVX100%
-0.93%
VSMPX - MXXVX
85%
Closely correlated
-1.30%
VSTSX - MXXVX
85%
Closely correlated
-1.31%
FXAIX - MXXVX
84%
Closely correlated
-1.31%
VTSAX - MXXVX
83%
Closely correlated
-1.31%
VITSX - MXXVX
83%
Closely correlated
-1.31%
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