Collegeadvantage Competition

BOAIX Fund

USD 44.51 0.34 0.76%

Collegeadvantage 529 competes with Sa Worldwide, Putnman Retirement, Calvert Moderate, Sierra E, and Jp Morgan; as well as few others. The fund is listed under null category and is part of null family. Analyzing Collegeadvantage 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 Collegeadvantage to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Collegeadvantage Correlation with its peers.

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 Collegeadvantage competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
43.87	44.51	45.15

Details

Intrinsic

Valuation

Low	Real	High
43.63	44.27	44.91

Details

Collegeadvantage Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Collegeadvantage 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 Collegeadvantage 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 Collegeadvantage 529 does not affect the price movement of the other competitor.

	SAWMX	PRRTX	CMACX	SIRZX	JTSQX	BIMPX
SAWMX		0.64	0.87	0.57	0.95	0.71	SAWMX
PRRTX	0.64		0.91	0.92	0.66	0.95	PRRTX
CMACX	0.87	0.91		0.84	0.89	0.95	CMACX
SIRZX	0.57	0.92	0.84		0.54	0.88	SIRZX
JTSQX	0.95	0.66	0.89	0.54		0.76	JTSQX
BIMPX	0.71	0.95	0.95	0.88	0.76		BIMPX
	SAWMX	PRRTX	CMACX	SIRZX	JTSQX	BIMPX

Click cells to compare fundamentals

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Risk-Adjusted Indicators

There is a big difference between Collegeadvantage Mutual Fund performing well and Collegeadvantage 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 Collegeadvantage'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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SAWMX	0.30	0.03	(0.13)	0.47	0.21	(0.41)	0.67	(0.49)	1.80
PRRTX	0.26	(0.01)	(0.21)	0.01	0.30	(0.29)	0.65	(0.54)	1.39
CMACX	0.33	0.02	(0.12)	0.40	0.34	(0.37)	0.72	(0.67)	2.02
SIRZX	0.19	(0.01)	(0.29)	(0.04)	0.21	(0.25)	0.43	(0.47)	1.22
JTSQX	0.44	0.05	(0.04)	1.15	0.45	(0.49)	1.12	(0.88)	3.11
BIMPX	0.25	0.01	(0.18)	0.27	0.20	(0.36)	0.68	(0.52)	1.58

Unable to evaluate fundamental data of [SAWMX, PRRTX, CMACX, SIRZX, JTSQX, BIMPX] at this time. Please try again later

All Fundamental Data

Collegeadvantage Competitive Analysis

The better you understand Collegeadvantage competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Collegeadvantage'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 Collegeadvantage'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

	BOAIX	SAWMX	PRRTX	CMACX	SIRZX	JTSQX	BIMPX
	0.76 44.51 Collegeadvantage	0.24 12.35 SAWMX	0.46 26.09 Putnman	0.19 21.21 Calvert	0.30 23.19 Sierra	0.21 23.82 JTSQX	0.52 13.47 Blackrock
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Modest	Weak	Modest	Very Weak	OK	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	About Average	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (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	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Hold	Cautious Hold
Net Asset	N/A	36.98 M	200.66 M	385.58 M	807.51 M	3.96 B	610.72 M
Minimum Initial Investment	N/A	5 K	N/A	N/A	N/A	N/A	2 M
Price To Book	N/A	N/A	2.05 X	2.19 X	1.99 X	N/A	2.11 X
Five Year Return	N/A	7.40 %	5.44 %	5.97 %	1.72 %	9.75 %	5.75 %
One Year Return	N/A	14.58 %	12.82 %	13.44 %	8.30 %	20.39 %	12.34 %
Last Dividend Paid	N/A	0.2	0.4	0.13	0.25	N/A	0.18
Price To Earning	N/A	N/A	16.11 X	17.36 X	16.11 X	N/A	17.45 X
Price To Sales	N/A	N/A	1.17 X	1.36 X	1.17 X	N/A	1.42 X
Cash Position Weight	N/A	1.86 %	15.67 %	6.23 %	97.48 %	4.89 %	13.26 %
Equity Positions Weight	N/A	74.37 %	28.52 %	57.34 %	0.92 %	89.06 %	41.70 %
Three Year Return	N/A	5.75 %	5.01 %	2.10 %	1.15 %	5.72 %	2.27 %
Annual Yield	N/A	0.02 %	0.02 %	0.02 %	0.03 %	0.01 %	0.03 %
Year To Date Return	N/A	12.27 %	11.35 %	11.99 %	6.82 %	17.98 %	10.80 %
Bond Positions Weight	N/A	23.54 %	36.65 %	3.85 %	(0.44) %	0.69 %	43.62 %
Ten Year Return	N/A	N/A	6.98 %	6.97 %	2.60 %	8.72 %	7.89 %
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	44.51	12.35	26.09	21.21	23.19	23.82	13.47
Period Momentum Indicator	(0.34)	(0.03)	(0.12)	(0.04)	(0.07)	(0.05)	(0.07)
Rate Of Daily Change	0.99	1.0	1.0	1.0	1.0	1.0	0.99
Day Median Price	44.51	12.35	26.09	21.21	23.19	23.82	13.47
Price Action Indicator	(0.17)	(0.01)	(0.06)	(0.02)	(0.04)	(0.03)	(0.04)
Coefficient Of Variation	636.45	915.21	3221.95	1190.06	3555.44	892.31	1309.25
Mean Deviation	0.4451	0.2996	0.2622	0.3324	0.1912	0.4404	0.2457
Jensen Alpha	0.0829	0.0267	(0.01)	0.0201	(0.01)	0.0504	0.0112
Total Risk Alpha	0.023	(0.01)	(0.03)	(0.02)	(0.03)	(0.01)	(0.02)
Sortino Ratio	0.0209	(0.13)	(0.21)	(0.12)	(0.29)	(0.04)	(0.18)
Downside Variance	0.382	0.116	0.1247	0.1775	0.0742	0.2812	0.1083
Standard Deviation	0.6252	0.3822	0.3372	0.4142	0.2688	0.5706	0.3339
Kurtosis	1.7	0.3391	(0.16)	(0.15)	1.15	0.5748	0.4219
Potential Upside	1.27	0.6656	0.6536	0.7246	0.435	1.12	0.6792
Treynor Ratio	1.24	0.4748	0.0052	0.4013	(0.04)	1.15	0.2687
Maximum Drawdown	3.56	1.8	1.39	2.02	1.22	3.11	1.58
Variance	0.3909	0.1461	0.1137	0.1715	0.0722	0.3256	0.1115
Market Risk Adjusted Performance	1.25	0.4848	0.0152	0.4113	(0.03)	1.16	0.2787
Risk Adjusted Performance	0.1119	0.07	0.011	0.0532	0.0034	0.0783	0.0435
Skewness	0.4655	0.5094	0.2037	0.0879	0.2876	0.2097	0.4363
Semi Deviation	0.3312	0.2064	0.297	0.3374	0.2134	0.454	0.1998
Information Ratio	0.0206	(0.11)	(0.22)	(0.12)	(0.29)	(0.04)	(0.18)
Value At Risk	(0.81)	(0.49)	(0.54)	(0.67)	(0.47)	(0.88)	(0.52)
Expected Short fall	(0.60)	(0.41)	(0.29)	(0.37)	(0.25)	(0.49)	(0.36)
Downside Deviation	0.618	0.3406	0.3531	0.4213	0.2724	0.5303	0.3291
Semi Variance	0.1097	0.0426	0.0882	0.1139	0.0455	0.2061	0.0399

Collegeadvantage Competition Performance Charts

Five steps to successful analysis of Collegeadvantage Competition

Collegeadvantage'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 Collegeadvantage 529 in relation to its competition. Collegeadvantage's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Collegeadvantage 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 Collegeadvantage's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Collegeadvantage 529, 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 Collegeadvantage position

In addition to having Collegeadvantage 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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Electronics

Companies manufacturing electronic appliances and goods. The Electronics theme has 39 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 Electronics Theme or any other thematic opportunities.

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Other Information on Investing in Collegeadvantage Mutual Fund

Collegeadvantage financial ratios help investors to determine whether Collegeadvantage Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Collegeadvantage with respect to the benefits of owning Collegeadvantage security.

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