Bond Fund Competition

Mutual Funds . USA . 
Fund . Bond Fund Of
BFACX Fund  USD 11.21  0.01  0.09%   
Bond Fund competes with Vanguard Total, ABIVAX Socit, SCOR PK, HUMANA, and Small Cap; as well as few others. The fund is listed under Intermediate Core Bond category and is part of American Funds family. Analyzing Bond Fund 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 Bond Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Bond Fund 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 Bond Fund 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 Bond Fund'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
10.9311.2111.49
Details
Intrinsic
Valuation
LowRealHigh
10.5910.8712.33
Details
Naive
Forecast
LowNextHigh
10.9011.1811.47
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.1711.2411.31
Details

Bond Fund Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Bond Fund 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 Bond 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 Bond Fund does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
LBHIX
+ 0.72
MSTSX
444859BR2
+ 0.63
VBTIX
ID
+ 0.62
SCRYX
LBHIX
+ 0.6
SCRYX
MSTSX
+ 0.58
SCRYX
LBHIX
+ 0.5
SCRYY
  
High negative correlations   
AQUI
- 1.0
AAVXF
ID
- 0.65
444859BR2
SCRYX
- 0.63
444859BR2
SCAXF
- 0.63
SCRYY
MSTSX
- 0.62
444859BR2
ID
- 0.61
VBTIX

Risk-Adjusted Indicators

There is a big difference between Bond Mutual Fund performing well and Bond Fund 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 Bond Fund'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
VBTIX  0.22 (0.03) 0.00  0.55  0.00 
 0.00 
 0.42 
(0.62)
 1.36 
AAVXF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SCRYY  2.12  0.43  0.13 (1.15) 2.05 
(2.81)
 5.61 
(4.09)
 12.99 
444859BR2  1.32  0.04  0.00  0.04  0.00 
 0.00 
 5.93 
(4.60)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SCRYX  0.97  0.09  0.01  0.99  0.96 
(1.10)
 2.39 
(1.69)
 7.88 
MSTSX  0.49 (0.03)(0.09) 0.05  0.52 
(0.59)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.00 (0.27) 0.00  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ID  3.81  0.25  0.03  1.85  4.78 
(4.93)
 7.69 
(7.69)
 23.97 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
All Fundamental Data

Bond Fund Competitive Analysis

The better you understand Bond Fund competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Bond Fund'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 Bond Fund'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
BFACX VBTIX AAVXF SCRYY 444859BR2 AQUI SCRYX MSTSX LBHIX ID
 0.09 
 11.21 
Bond
 0.10 
 9.55 
Vanguard
 0.00 
 11.05 
ABIVAX
 1.18 
 2.57 
SCOR
 0.29 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.14 
 14.38 
Small
 0.09 
 11.68 
Morningstar
 0.24 
 4.25 
Thrivent
 7.14 
 0.45 
SPACE
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Risky
Very steady
Very steady
Very steady
Very steady
Very steady
Extremely risky
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
OK
Very Weak
Very Weak
Insignificant
Weak
Good
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Above Average
Below Average
Below Average
Average
Low
Low
Low
Very High
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Over 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 Sell
Strong Sell
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
2.03
9.99
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
75.42 B
199.72 B
110.36 M
51.52 B
N/A
3.19 K
973.72 M
116.1 M
674.44 M
N/A
Profit Margin
N/A
N/A
N/A
-0.0209
N/A
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
(42.25 M)
1.23 B
N/A
(727.69 K)
N/A
N/A
N/A
N/A
Operating Margin
N/A
N/A
4.66
-0.0092
N/A
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
N/A
165.28 M
4.75 B
N/A
912.76 K
N/A
N/A
N/A
N/A
Price To Book
N/A
N/A
27.57
0.67
N/A
N/A
N/A
N/A
1.58
N/A
Five Year Return
-0.35
-0.2
N/A
4.83
N/A
N/A
9.71
8.13
3.31
N/A
Retained Earnings
N/A
N/A
N/A
(645.5 M)
N/A
(4.18 M)
N/A
N/A
N/A
N/A
One Year Return
6.07
7.16
N/A
N/A
N/A
N/A
26.78
18.78
11.68
N/A
Beta
N/A
N/A
1.26
1.25
N/A
7.05
N/A
N/A
N/A
N/A
Cash Position Weight
2.86
0.8
N/A
N/A
N/A
N/A
1.28
14.28
6.56
N/A
Equity Positions Weight
0.06
N/A
N/A
N/A
N/A
N/A
98.72
61.63
0.07
N/A
Number Of Employees
1
1
24
3.59 K
N/A
7
1
1
1
N/A
Shares Outstanding
N/A
N/A
22.3 M
1.78 B
N/A
965.83 K
N/A
N/A
N/A
N/A
Three Year Return
-3.14
-2.22
N/A
N/A
N/A
N/A
2.42
5.8
2.59
N/A
Cash Flow From Operations
N/A
N/A
(45.66 M)
2.41 B
N/A
(218.19 K)
N/A
N/A
N/A
N/A
Annual Yield
0.0052
0.0056
N/A
0.0789
N/A
N/A
0.0063
0.021
0.0617
N/A
Total Debt
N/A
N/A
53.45 M
3.05 B
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
-12.86
-0.0574
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
10.13
6.9
N/A
N/A
N/A
N/A
N/A
22.72
92.23
N/A
Z Score
N/A
N/A
1.8
0.6
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
Return On Asset
N/A
N/A
-0.44
-0.002
N/A
-5.5
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
0.36
3.04
N/A
-1.18
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Current Liabilities
N/A
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
Total Asset
453.71 M
271.09 B
110.36 M
51.52 B
N/A
3.19 K
686.96 M
215.11 M
347.66 M
N/A
Debt To Equity
N/A
N/A
8.03
0.43
N/A
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
N/A
N/A
N/A
0.06
N/A
0.02
N/A
Shares Owned By Institutions
N/A
N/A
57.27
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
165.36 M
4.35 B
N/A
96.58 K
N/A
50.36 M
N/A
947.97 K
Price To Earning
N/A
N/A
-7.88
12.21
N/A
-0.22
N/A
N/A
35.48
N/A
Price To Earnings To Growth
N/A
N/A
N/A
0.28
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
N/A
N/A
20.65
0.2
N/A
N/A
N/A
N/A
1.23
N/A
Net Income
N/A
N/A
(41.36 M)
456 M
N/A
(627.79 K)
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
-2.59
0.25
N/A
-0.63
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
4.67
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
0.59
1.43
N/A
N/A
N/A
N/A
12.62
11.76
6.69
N/A
Revenue
N/A
N/A
37 K
16.03 B
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
3.19
3.89
N/A
N/A
N/A
N/A
N/A
N/A
6.0
N/A
Working Capital
N/A
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
26.57 M
3.52 B
N/A
1.15 K
N/A
N/A
N/A
N/A
Cash Per Share
N/A
N/A
1.58
1.97
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
(45.52 M)
(853 M)
N/A
(143.88 K)
N/A
N/A
N/A
N/A
Day Typical Price
11.21
9.55
11.05
2.55
80.35
0.006
14.38
11.68
4.25
0.45
Accumulation Distribution
N/A
N/A
N/A
0.0272
N/A
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
0.07
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
0.0
0.4286
(9,223,372,036,855)
0.0
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
Period Momentum Indicator
(0.01)
(0.01)
N/A
0.03
(0.23)
N/A
0.02
(0.01)
0.01
0.03
Rate Of Daily Change
1.0
1.0
1.0
1.01
1.0
1.0
1.0
1.0
1.0
1.07
Day Median Price
11.21
9.55
11.05
2.54
80.35
0.006
14.38
11.68
4.25
0.45
Price Action Indicator
(0.01)
(0.01)
N/A
0.05
(0.12)
N/A
0.01
(0.01)
0.005
0.015
Relative Strength Index
38.34
39.42
N/A
N/A
51.47
N/A
52.07
46.25
55.51
60.62
Coefficient Of Variation
(956.55)
(1,118)
N/A
710.08
(8,332)
N/A
1304.74
1576.86
582.72
1824.8
Mean Deviation
0.2215
0.2209
N/A
2.12
1.32
N/A
0.9681
0.4856
0.11
3.81
Jensen Alpha
(0.03)
(0.03)
N/A
0.4252
0.0446
N/A
0.0866
(0.03)
N/A
0.2548
Total Risk Alpha
(0.07)
(0.07)
N/A
0.0691
(0.33)
N/A
(0.06)
(0.04)
(0.0002)
(0.31)
Sortino Ratio
N/A
N/A
N/A
0.1271
N/A
N/A
0.0085
(0.09)
(0.27)
0.0294
Downside Variance
N/A
N/A
N/A
5.97
N/A
N/A
1.23
0.3987
0.0625
38.19
Standard Deviation
0.2901
0.2941
N/A
2.88
2.57
N/A
1.37
0.6318
0.169
5.06
Kurtosis
0.6569
0.5379
N/A
1.46
5.82
N/A
4.76
0.1097
3.68
1.41
Potential Upside
0.4352
0.4184
N/A
5.61
5.93
N/A
2.39
1.21
0.2398
7.69
Treynor Ratio
0.6311
0.5476
N/A
(1.15)
0.0408
N/A
0.9857
0.0462
N/A
1.85
Maximum Drawdown
1.3
1.36
N/A
12.99
16.62
N/A
7.88
2.8
0.9552
23.97
Variance
0.0841
0.0865
N/A
8.3
6.61
N/A
1.87
0.3991
0.0286
25.58
Market Risk Adjusted Performance
0.6411
0.5576
N/A
(1.14)
0.0508
N/A
0.9957
0.0562
N/A
1.86
Risk Adjusted Performance
(0.09)
(0.08)
N/A
0.1135
(0)
N/A
0.0622
0.0459
0.0947
0.0498
Skewness
(0.38)
(0.21)
N/A
0.7326
1.04
N/A
1.36
0.1403
1.16
(0.70)
Semi Deviation
N/A
N/A
N/A
2.05
N/A
N/A
0.9601
0.5186
0.0
4.78
Information Ratio
(0.43)
(0.41)
N/A
0.1077
(0.05)
N/A
0.0069
(0.09)
(0.39)
0.0359
Value At Risk
(0.53)
(0.62)
N/A
(4.09)
(4.60)
N/A
(1.69)
(1.02)
(0.24)
(7.69)
Expected Short fall
N/A
N/A
N/A
(2.81)
N/A
N/A
(1.10)
(0.59)
(0.29)
(4.93)
Downside Deviation
N/A
N/A
N/A
2.44
N/A
N/A
1.11
0.6314
0.25
6.18
Semi Variance
N/A
N/A
N/A
4.22
N/A
N/A
0.9218
0.2689
(0.02)
22.83

Bond Fund Competition Performance Charts

Five steps to successful analysis of Bond Fund Competition

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

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Other Information on Investing in Bond Mutual Fund

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