Allianzgi Focused Competition

AFGFX Fund

USD 80.40 0.10 0.12%

Allianzgi Focused Growth competes with Franklin Natural, Energy Basic, Dreyfus Natural, Fidelity Advisor, and Calvert Global; as well as few others. The fund is listed under Large Growth category and is part of Allianz Funds family. Analyzing Allianzgi Focused 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 Allianzgi Focused to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Allianzgi Focused 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 Allianzgi Focused competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
79.33	80.40	81.47

Details

Intrinsic

Valuation

Low	Real	High
71.29	72.36	88.44

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Allianzgi Focused. Your research has to be compared to or analyzed against Allianzgi Focused's peers to derive any actionable benefits. When done correctly, Allianzgi Focused's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Allianzgi Focused Growth.

Allianzgi Focused Competition Correlation Matrix

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

	FNCRX	SBMBX	DLDCX	FIKAX	CGAEX
FNCRX		0.95	0.98	0.92	0.27	FNCRX
SBMBX	0.95		0.93	0.84	0.49	SBMBX
DLDCX	0.98	0.93		0.89	0.26	DLDCX
FIKAX	0.92	0.84	0.89		-0.02	FIKAX
CGAEX	0.27	0.49	0.26	-0.02		CGAEX
	FNCRX	SBMBX	DLDCX	FIKAX	CGAEX

Click cells to compare fundamentals

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High positive correlations

DLDCX	+ 0.98	FNCRX
SBMBX	+ 0.95	FNCRX
DLDCX	+ 0.93	SBMBX
FIKAX	+ 0.92	FNCRX
FIKAX	+ 0.89	DLDCX
FIKAX	+ 0.84	SBMBX

High negative correlations

CGAEX

- 0.02

FIKAX

Risk-Adjusted Indicators

There is a big difference between Allianzgi Mutual Fund performing well and Allianzgi Focused 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 Allianzgi Focused'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
FNCRX	0.77	(0.01)	(0.04)	0.10	1.03	(0.79)	1.60	(1.81)	5.15
SBMBX	0.75	(0.04)	(0.07)	0.06	1.09	(0.72)	1.43	(1.63)	4.41
DLDCX	0.92	(0.02)	(0.02)	0.10	1.23	(0.92)	2.08	(2.05)	6.37
FIKAX	0.97	(0.01)	(0.02)	0.11	1.28	(0.93)	2.07	(2.13)	5.82
CGAEX	0.74	(0.08)	0.00	(0.05)	0.00	0.00	1.56	(1.90)	4.71

Unable to evaluate fundamental data of [FNCRX, SBMBX, DLDCX, FIKAX, CGAEX] at this time. Please try again later

All Fundamental Data

Allianzgi Focused Competitive Analysis

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

	AFGFX	FNCRX	SBMBX	DLDCX	FIKAX	CGAEX
	0.12 80.40 Allianzgi	0.32 31.13 Franklin	1.00 12.81 Energy	0.93 43.90 Dreyfus	0.33 51.88 Fidelity	1.46 11.10 Calvert
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Insignificant	Weak	Modest	Insignificant	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over 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
Trade Advice (90 Days Macroaxis Advice)	Hold	Hold	Hold	Hold	Cautious Hold	Cautious Hold
Net Asset	1.16 B	389.84 M	1.32 M	1.15 B	275.71 M	185.97 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	1 K
Price To Book	N/A	1.37 X	1.41 X	1.58 X	N/A	1.53 X
Five Year Return	21.41 %	11.26 %	5.88 %	17.35 %	16.18 %	8.82 %
One Year Return	43.04 %	14.22 %	2.40 %	11.16 %	13.61 %	5.47 %
Last Dividend Paid	N/A	N/A	0.11	0.18	0.67	0.08
Price To Earning	N/A	26.86 X	20.90 X	19.12 X	N/A	16.67 X
Price To Sales	N/A	1.42 X	0.99 X	0.85 X	N/A	0.90 X
Cash Position Weight	3.11 %	1.24 %	1.82 %	2.85 %	0.37 %	0.39 %
Equity Positions Weight	96.89 %	98.50 %	98.19 %	97.15 %	99.63 %	99.47 %
Three Year Return	11.23 %	13.65 %	8.13 %	13.98 %	23.99 %	(6.91) %
Annual Yield	N/A	0.02 %	0.01 %	0.02 %	0.02 %	0.01 %
Year To Date Return	37.70 %	10.74 %	0.23 %	8.18 %	14.83 %	1.14 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	0.14 %
Ten Year Return	14.89 %	(6.75) %	(4.54) %	0.84 %	(2.95) %	0.22 %
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T
Day Typical Price	80.4	31.13	12.81	43.9	51.88	11.1
Period Momentum Indicator	(0.10)	0.1	(0.13)	(0.41)	0.17	0.16
Rate Of Daily Change	1.0	1.0	0.99	0.99	1.0	1.01
Day Median Price	80.4	31.13	12.81	43.9	51.88	11.1
Price Action Indicator	(0.05)	0.05	(0.07)	(0.21)	0.085	0.08
Coefficient Of Variation	766.43	1174.05	1857.78	1138.63	1317.09	(7,231)
Mean Deviation	0.7591	0.7706	0.7478	0.9161	0.9684	0.7424
Jensen Alpha	0.0195	(0.01)	(0.04)	(0.02)	(0.01)	(0.08)
Total Risk Alpha	(0.04)	(0.08)	(0.11)	(0.09)	(0.12)	(0.17)
Sortino Ratio	0.0071	(0.04)	(0.07)	(0.02)	(0.02)	N/A
Downside Variance	1.65	1.44	1.38	1.87	2.22	N/A
Standard Deviation	1.07	1.02	0.9706	1.21	1.3	0.963
Kurtosis	1.3	1.3	0.6818	1.69	0.777	0.5839
Potential Upside	1.7	1.6	1.43	2.08	2.07	1.56
Treynor Ratio	0.1421	0.1018	0.0613	0.1019	0.1131	(0.05)
Maximum Drawdown	5.08	5.15	4.41	6.37	5.82	4.71
Variance	1.15	1.03	0.9421	1.47	1.69	0.9274
Market Risk Adjusted Performance	0.1521	0.1118	0.0713	0.1119	0.1231	(0.04)
Risk Adjusted Performance	0.1029	0.0678	0.0434	0.071	0.0623	(0.01)
Skewness	(0.55)	(0.80)	(0.76)	(0.74)	(0.42)	(0.36)
Semi Deviation	1.03	1.03	1.09	1.23	1.28	N/A
Information Ratio	0.0085	(0.04)	(0.08)	(0.02)	(0.02)	(0.15)
Value At Risk	(1.84)	(1.81)	(1.63)	(2.05)	(2.13)	(1.90)
Expected Short fall	(0.73)	(0.79)	(0.72)	(0.92)	(0.93)	N/A
Downside Deviation	1.28	1.2	1.18	1.37	1.49	N/A
Semi Variance	1.07	1.07	1.18	1.52	1.63	N/A

Allianzgi Focused Competition Performance Charts

Five steps to successful analysis of Allianzgi Focused Competition

Allianzgi Focused'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 Allianzgi Focused Growth in relation to its competition. Allianzgi Focused's competition analysis typically involves several steps, including:

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

In addition to having Allianzgi Focused 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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Other Information on Investing in Allianzgi Mutual Fund

Allianzgi Focused financial ratios help investors to determine whether Allianzgi 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 Allianzgi with respect to the benefits of owning Allianzgi Focused security.

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