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REIPX T. Rowe Price Equity Income I Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Wells Fargo & Co (NYSE:WFC), GE Aerospace (NYSE:GE), QUALCOMM (NASDAQ:QCOM), Elevance Health (NYSE:ELV), Southern Company (The) (NYSE:SO), American International Group (NYSE:AIG).

Industry description

The investment seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued. The adviser generally seeks investments in large-capitalization companies and the fund's yield, which reflects the level of dividends paid by the fund, is expected to normally exceed the yield of the Russell 1000® Value Index.

Market Cap

The average market capitalization across the T. Rowe Price Equity Income I MF is 116.44B. The market cap for tickers in the group ranges from 15.05B to 203.96B. WFC holds the highest valuation in this group at 203.96B. The lowest valued company is NWSA at 15.05B.

Volume

The average weekly volume growth across all stocks in the T. Rowe Price Equity Income I MF was 3%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 22%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 54
Price Growth Rating: 39
SMR Rating: 65
Profit Risk Rating: 26
Seasonality Score: -3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
T. Rowe Price Equity Income Fund100 East Pratt StreetBaltimore
Phone
N/A
Web
www.troweprice.com
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REIPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, REIPX has been closely correlated with DOXGX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if REIPX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To REIPX
1D Price
Change %
REIPX100%
-0.13%
DOXGX - REIPX
87%
Closely correlated
+0.01%
VVIAX - REIPX
86%
Closely correlated
-0.21%
VIVIX - REIPX
86%
Closely correlated
-0.21%
VIVAX - REIPX
86%
Closely correlated
-0.21%
FFMMX - REIPX
84%
Closely correlated
-0.27%
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