Mid Cap Competition

Mutual Funds . USA . 
Fund . Mid Cap Value
AMVYX Fund  USD 17.68  0.14  0.80%   
Mid Cap Value competes with Eaton Vance, Templeton Global, Prudential Qma, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under Mid-Cap Value category and is part of American Century Investments family. Analyzing Mid Cap 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 Mid Cap to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mid Cap 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 Mid Cap competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mid Cap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
17.0317.6818.33
Details
Intrinsic
Valuation
LowRealHigh
16.9017.5518.20
Details
Naive
Forecast
LowNextHigh
16.9617.6018.25
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.5017.6317.77
Details

Mid Cap Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mid Cap 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 Mid 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 Mid Cap Value does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PSIAX
+ 0.96
ERSMX
RRTLX
+ 0.87
MSTSX
MSTSX
+ 0.8
ERSMX
RRTLX
+ 0.78
ERSMX
OSHDF
+ 0.78
VIASP
MSTSX
+ 0.74
PSIAX
  
High negative correlations   
70082LAB3
- 0.77
FGBRX
PSIAX
- 0.72
FGBRX
FGBRX
- 0.61
ERSMX
VIASP
- 0.58
FGBRX
OSHDF
- 0.56
FGBRX
LBHIX
- 0.26
FGBRX

Risk-Adjusted Indicators

There is a big difference between Mid Mutual Fund performing well and Mid Cap 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 Mid Cap'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
ERSMX  0.62 (0.01)(0.03) 0.11  0.55 
(0.69)
 1.36 
(1.15)
 4.07 
FGBRX  0.46 (0.10) 0.00  4.12  0.00 
 0.00 
 0.82 
(0.94)
 2.77 
PSIAX  0.55  0.00 (0.02) 0.12  0.65 
(0.60)
 1.15 
(1.31)
 3.82 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.48 (0.04)(0.13) 0.06  0.50 
(0.59)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.41) 0.46  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
VIASP  0.72  0.00 (0.02) 0.00  1.05 
(0.80)
 2.28 
(1.15)
 7.18 
RRTLX  0.24 (0.02)(0.31) 0.05  0.24 
(0.27)
 0.56 
(0.56)
 1.37 
OSHDF  39.65  20.22  0.00 (24.88) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  1.00  0.07 (0.04)(0.12) 2.25 
(1.07)
 1.75 
(1.69)
 24.27 
All Fundamental Data

Mid Cap Competitive Analysis

The better you understand Mid Cap competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mid Cap'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 Mid Cap'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
AMVYX ERSMX FGBRX PSIAX AQUI MSTSX LBHIX VIASP RRTLX OSHDF
 0.80 
 17.68 
Mid
 1.18 
 36.02 
Eaton
 0.15 
 6.82 
Templeton
 0.35 
 46.00 
Prudential
 0.00 
 0.01 
Aquagold
 0.43 
 11.73 
Morningstar
 0.24 
 4.25 
Thrivent
 0.54 
 22.46 
Via
 0.24 
 12.60 
RRTLX
 1,329 
 0.01 
Oshidori
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
OK
OK
Very Weak
OK
Very Weak
Insignificant
Good
OK
Insignificant
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Average
Low
Low
Average
Low
Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Hold
Strong Hold
Strong Sell
Strong Hold
Strong Sell
Hold
Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
Net Asset
8.31 B
13.02 B
34.9 B
706.79 M
3.19 K
116.1 M
674.44 M
355.28 M
1.46 B
6.31 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
(3.49 B)
Price To Book
N/A
3.32
N/A
2.72
N/A
N/A
1.58
N/A
2.13
0.005
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
103.84 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
1.04
Five Year Return
8.88
10.71
-4.25
14.79
N/A
8.6
3.31
8.97
0.0406
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
20.71
25.87
-2.27
31.71
N/A
19.87
11.68
N/A
0.067
N/A
Beta
N/A
N/A
N/A
N/A
7.05
N/A
N/A
1.16
N/A
0.67
Cash Position Weight
3.2
0.96
28.55
1.28
N/A
14.28
6.56
N/A
7.22
N/A
Equity Positions Weight
96.81
99.04
N/A
98.72
N/A
61.63
0.07
N/A
38.52
N/A
Number Of Employees
1
1
1
1
7
1
1
169
1
31
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
6.11 B
Three Year Return
6.08
6.74
-4.19
8.91
N/A
7.0
2.59
N/A
0.0491
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
499.26 M
Annual Yield
0.0183
N/A
0.0033
0.0093
N/A
0.021
0.0617
0.0972
0.0211
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
Bond Positions Weight
N/A
N/A
55.19
N/A
N/A
22.72
92.23
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
-0.46
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
0.89
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
8.49 B
9.37 B
6.31 B
285.71 M
3.19 K
215.11 M
347.66 M
355.28 M
1.03 B
6.31 B
Last Dividend Paid
0.09
N/A
0.04
0.72
N/A
N/A
0.02
0.73
0.14
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
233.49 M
Price To Earning
N/A
24.07
N/A
19.37
-0.22
N/A
35.48
26.83
18.25
N/A
Price To Sales
N/A
2.06
N/A
1.89
N/A
N/A
1.23
N/A
1.57
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
(3.15 B)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
Year To Date Return
12.18
16.87
0.16
24.48
N/A
13.69
6.69
N/A
-0.0211
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
(3.1 B)
Ten Year Return
10.05
13.05
2.35
12.6
N/A
N/A
6.0
N/A
5.76
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
(4.09 B)
Day Typical Price
17.68
36.02
6.82
46.0
0.006
11.73
4.25
22.4
12.6
0.01
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0085
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.19
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
0.0
9.2 T
9.2 T
0.6316
9.2 T
9.2 T
Period Momentum Indicator
0.14
0.42
(0.01)
0.16
N/A
0.05
0.01
0.12
0.03
0.0093
Rate Of Daily Change
1.01
1.01
1.0
1.0
1.0
1.0
1.0
1.01
1.0
14.29
Day Median Price
17.68
36.02
6.82
46.0
0.006
11.73
4.25
22.37
12.6
0.01
Price Action Indicator
0.07
0.21
(0.01)
0.08
N/A
0.025
0.005
0.16
0.015
0.0046
Relative Strength Index
59.88
66.82
44.52
68.42
N/A
60.67
69.23
58.19
63.99
N/A
Coefficient Of Variation
710.2
733.34
(625.29)
697.14
N/A
1347.71
583.8
1077.04
1246.41
812.4
Mean Deviation
0.529
0.6173
0.4582
0.5543
N/A
0.477
0.1099
0.7202
0.2378
39.65
Jensen Alpha
(0)
(0.01)
(0.1)
(0)
N/A
(0.04)
0.0139
N/A
(0.02)
20.22
Total Risk Alpha
(0.02)
(0.03)
(0.19)
(0.02)
N/A
(0.06)
(0.01)
(0.08)
(0.03)
(5.63)
Sortino Ratio
(0.07)
(0.03)
N/A
(0.02)
N/A
(0.13)
(0.41)
(0.02)
(0.31)
N/A
Downside Variance
0.3218
0.4999
N/A
0.6849
N/A
0.4033
0.0625
1.57
0.1188
N/A
Standard Deviation
0.6547
0.796
0.5816
0.7726
N/A
0.6268
0.1689
1.14
0.308
163.54
Kurtosis
1.15
0.7434
0.5261
1.83
N/A
0.1933
3.69
5.9
0.049
66.0
Potential Upside
0.9362
1.36
0.8163
1.15
N/A
1.21
0.2381
2.28
0.5564
N/A
Treynor Ratio
0.1152
0.1068
4.12
0.1192
N/A
0.0581
0.4574
N/A
0.0495
(24.88)
Maximum Drawdown
3.22
4.07
2.77
3.82
N/A
2.8
0.9552
7.18
1.37
1328.57
Variance
0.4286
0.6336
0.3383
0.597
N/A
0.3929
0.0285
1.31
0.0949
26743.97
Market Risk Adjusted Performance
0.1252
0.1168
4.13
0.1292
N/A
0.0681
0.4674
N/A
0.0595
(24.87)
Risk Adjusted Performance
0.1063
0.1049
(0.13)
0.1101
N/A
0.0547
0.096
0.0745
0.0466
0.1044
Skewness
0.6087
0.4392
0.5584
(0.23)
N/A
0.1197
1.16
(0.94)
0.0337
8.12
Semi Deviation
0.4147
0.5508
N/A
0.649
N/A
0.5046
0.0
1.05
0.2395
N/A
Information Ratio
(0.06)
(0.03)
(0.38)
(0.03)
N/A
(0.13)
(0.60)
(0.02)
(0.34)
0.1223
Value At Risk
(0.88)
(1.15)
(0.94)
(1.31)
N/A
(1.02)
(0.24)
(1.15)
(0.56)
N/A
Expected Short fall
(0.64)
(0.69)
N/A
(0.60)
N/A
(0.59)
(0.29)
(0.80)
(0.27)
N/A
Downside Deviation
0.5673
0.7071
N/A
0.8276
N/A
0.635
0.25
1.25
0.3447
N/A
Semi Variance
0.172
0.3034
N/A
0.4212
N/A
0.2546
(0.02)
1.1
0.0574
N/A

Mid Cap Competition Performance Charts

Five steps to successful analysis of Mid Cap Competition

Mid Cap'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 Mid Cap Value in relation to its competition. Mid Cap's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Mid Cap 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 Mid Cap's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mid Cap Value, 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 Mid Cap position

In addition to having Mid Cap 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.

Did You Try This Idea?

Run Developed Markets Basket ETFs Thematic Idea Now

Developed Markets Basket ETFs
Developed Markets Basket ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Developed Markets Basket ETFs theme has 24 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 Developed Markets Basket ETFs Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Mid Mutual Fund

Mid Cap financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Cap security.
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2024 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY