Fa529 Cg Competition

FCPLX Fund

USD 18.52 0.01 0.05%

Fa529 Cg Pt competes with Dreyfus Natural, Franklin Natural, and Jennison Natural; as well as few others. The fund is listed under null category and is part of null family. Analyzing Fa529 Cg 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 Fa529 Cg to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fa529 Cg 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 Fa529 Cg competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
18.31	18.53	18.75

Details

Intrinsic

Valuation

Low	Real	High
18.32	18.54	18.76

Details

Fa529 Cg Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fa529 Cg 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 Fa529 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 Fa529 Cg Pt does not affect the price movement of the other competitor.

	DLDCX	ALEFX	FRNRX	PNRCX	XGNTX	XEMOX
DLDCX		0.5	0.86	0.82	0.18	0.23	DLDCX
ALEFX	0.5		0.62	0.37	-0.57	0.91	ALEFX
FRNRX	0.86	0.62		0.91	0.08	0.47	FRNRX
PNRCX	0.82	0.37	0.91		0.4	0.24	PNRCX
XGNTX	0.18	-0.57	0.08	0.4		-0.67	XGNTX
XEMOX	0.23	0.91	0.47	0.24	-0.67		XEMOX
	DLDCX	ALEFX	FRNRX	PNRCX	XGNTX	XEMOX

Click cells to compare fundamentals

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High positive correlations

XEMOX	+ 0.91	ALEFX
PNRCX	+ 0.91	FRNRX
FRNRX	+ 0.86	DLDCX
PNRCX	+ 0.82	DLDCX
FRNRX	+ 0.62	ALEFX
ALEFX	+ 0.5	DLDCX

High negative correlations

XEMOX	- 0.67	XGNTX
XGNTX	- 0.57	ALEFX

Risk-Adjusted Indicators

There is a big difference between Fa529 Mutual Fund performing well and Fa529 Cg 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 Fa529 Cg'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
DLDCX	0.99	(0.12)	0.00	(0.07)	0.00	0.00	1.39	(1.89)	11.02
ALEFX	0.80	0.08	0.01	0.36	1.51	(0.83)	1.37	(1.80)	9.49
FRNRX	0.73	(0.01)	(0.06)	0.07	0.94	(0.75)	1.58	(1.57)	4.12
PNRCX	0.84	(0.02)	(0.05)	0.05	1.10	(0.81)	1.53	(1.76)	4.81
XGNTX	0.55	(0.05)	0.00	(0.23)	0.00	0.00	1.23	(1.38)	3.27
XEMOX	0.79	0.10	0.06	0.26	0.92	(0.85)	1.81	(1.34)	6.88

Unable to evaluate fundamental data of [DLDCX, ALEFX, FRNRX, PNRCX, XGNTX, XEMOX] at this time. Please try again later

All Fundamental Data

Fa529 Cg Competitive Analysis

The better you understand Fa529 Cg competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fa529 Cg'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 Fa529 Cg'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

	FCPLX	DLDCX	ALEFX	FRNRX	PNRCX	XGNTX	XEMOX
	0.05 18.52 Fa529	1.28 38.46 Dreyfus	1.73 14.19 Alpsalerian	0.82 30.13 Franklin	1.55 39.95 Jennison	1.72 6.30 Gamco	0.46 52.40 Clearbridge
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)	Very Weak	Very Weak	Modest	Very Weak	Very Weak	Very Weak	OK
Odds of Financial Distress (Probability Of Bankruptcy)	About Average	Low	About Average	Low	Low	About Average	About Average
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under 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)	Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Buy	Strong Buy
Net Asset	N/A	1.15 B	N/A	389.84 M	760.82 M	N/A	N/A
Price To Book	N/A	1.58 X	N/A	1.37 X	1.67 X	N/A	N/A
Five Year Return	N/A	16.80 %	N/A	9.64 %	12.67 %	N/A	N/A
One Year Return	N/A	12.67 %	N/A	8.28 %	6.87 %	N/A	N/A
Last Dividend Paid	N/A	0.18	0.14	N/A	0.38	0.05	0.23
Price To Earning	N/A	19.12 X	N/A	26.86 X	26.72 X	N/A	N/A
Price To Sales	N/A	0.85 X	N/A	1.42 X	1.56 X	N/A	N/A
Cash Position Weight	N/A	2.85 %	N/A	1.24 %	2.85 %	N/A	N/A
Equity Positions Weight	N/A	97.15 %	N/A	98.50 %	96.71 %	N/A	N/A
Three Year Return	N/A	13.91 %	N/A	12.88 %	8.34 %	N/A	N/A
Annual Yield	N/A	0.02 %	N/A	0.02 %	0.02 %	N/A	N/A
Year To Date Return	N/A	6.47 %	N/A	4.51 %	3.32 %	N/A	N/A
Ten Year Return	N/A	0.84 %	N/A	(6.08) %	(5.85) %	N/A	N/A
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	18.52	38.46	14.19	30.13	39.95	6.3	52.4
Period Momentum Indicator	(0.01)	(0.50)	(0.25)	(0.25)	(0.63)	(0.11)	(0.24)
Rate Of Daily Change	1.0	0.99	0.98	0.99	0.98	0.98	1.0
Day Median Price	18.52	38.46	14.19	30.13	39.95	6.3	52.4
Price Action Indicator	(0.01)	(0.25)	(0.12)	(0.12)	(0.31)	(0.06)	(0.12)
Coefficient Of Variation	(4,001)	(3,827)	1122.35	2188.35	3000.24	(3,005)	659.9
Mean Deviation	0.1721	0.9856	0.8001	0.7301	0.8423	0.5498	0.7858
Jensen Alpha	(0.02)	(0.12)	0.0778	(0.01)	(0.02)	(0.05)	0.1027
Total Risk Alpha	(0.04)	(0.23)	(0.05)	(0.08)	(0.11)	(0.12)	0.0201
Sortino Ratio	N/A	N/A	0.0079	(0.06)	(0.05)	N/A	0.0556
Downside Variance	N/A	N/A	2.89	1.1	1.4	N/A	1.46
Standard Deviation	0.2191	1.49	1.27	0.9292	1.08	0.7129	1.1
Kurtosis	0.4714	12.77	13.31	0.1899	(0.21)	0.3168	2.44
Potential Upside	0.3254	1.39	1.37	1.58	1.53	1.23	1.81
Treynor Ratio	(0.16)	(0.07)	0.3617	0.0678	0.0541	(0.23)	0.2592
Maximum Drawdown	1.19	11.02	9.49	4.12	4.81	3.27	6.88
Variance	0.048	2.21	1.63	0.8634	1.16	0.5082	1.22
Market Risk Adjusted Performance	(0.15)	(0.06)	0.3717	0.0778	0.0641	(0.22)	0.2692
Risk Adjusted Performance	(0.04)	(0.01)	0.0689	0.0353	0.0274	(0.02)	0.1133
Skewness	0.2073	(2.55)	(2.62)	(0.45)	(0.16)	(0.07)	(0.23)
Semi Deviation	N/A	N/A	1.51	0.9382	1.1	N/A	0.9213
Information Ratio	(0.48)	(0.09)	0.0106	(0.06)	(0.06)	(0.17)	0.0609
Value At Risk	(0.32)	(1.89)	(1.80)	(1.57)	(1.76)	(1.38)	(1.34)
Expected Short fall	N/A	N/A	(0.83)	(0.75)	(0.81)	N/A	(0.85)
Downside Deviation	N/A	N/A	1.7	1.05	1.18	N/A	1.21
Semi Variance	N/A	N/A	2.27	0.8803	1.22	N/A	0.8487

Fa529 Cg Competition Performance Charts

Five steps to successful analysis of Fa529 Cg Competition

Fa529 Cg'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 Fa529 Cg Pt in relation to its competition. Fa529 Cg's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Fa529 Cg 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 Fa529 Cg's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Fa529 Cg Pt, 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 Fa529 Cg position

In addition to having Fa529 Cg 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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Obamacare

Health care services and providers including hospitals, clinics and nursing homes that hope to benefit from Obamacare program. The Obamacare theme has 37 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 Obamacare Theme or any other thematic opportunities.

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Other Information on Investing in Fa529 Mutual Fund

Fa529 Cg financial ratios help investors to determine whether Fa529 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 Fa529 with respect to the benefits of owning Fa529 Cg security.

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