Brandes Global Competition

Mutual Funds . USA . 
Fund . Brandes Global Equity
BGEAX Fund  USD 31.65  0.18  0.57%   
Brandes Global Equity competes with Brandes Small, Brandes Small, Brandes Small, Brandes E, and Brandes Core; as well as few others. The fund is listed under World Large-Stock Value category and is part of Brandes family. Analyzing Brandes Global 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 Brandes Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Brandes Global 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 Brandes Global competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
30.9431.6532.36
Details
Intrinsic
Valuation
LowRealHigh
29.7530.4634.82
Details
Naive
Forecast
LowNextHigh
30.4131.1331.84
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
31.6531.6531.65
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Brandes Global. Your research has to be compared to or analyzed against Brandes Global's peers to derive any actionable benefits. When done correctly, Brandes Global'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 Brandes Global Equity.

Brandes Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Brandes Global 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 Brandes 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 Brandes Global Equity does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
BSCMX
+ 1.0
BSCRX
BSCAX
+ 1.0
BSCRX
BSCAX
+ 1.0
BSCMX
BCPIX
+ 1.0
BCPRX
BCPAX
+ 1.0
BCPRX
BCPAX
+ 1.0
BCPIX
  
High negative correlations   
BCPIX
- 0.64
BSCRX
BCPAX
- 0.63
BSCAX
BCPIX
- 0.63
BSCAX
BCPRX
- 0.63
BSCAX
BCPAX
- 0.63
BSCMX
BCPIX
- 0.63
BSCMX

Risk-Adjusted Indicators

There is a big difference between Brandes Mutual Fund performing well and Brandes Global 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 Brandes Global'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
BSCRX  0.85  0.05  0.08  0.16  0.65 
(1.10)
 2.18 
(1.39)
 5.61 
BSCMX  0.85  0.04  0.08  0.16  0.65 
(1.04)
 2.23 
(1.37)
 5.68 
BSCAX  0.85  0.04  0.07  0.15  0.66 
(1.10)
 2.18 
(1.39)
 5.77 
BCPRX  0.18 (0.02) 0.00  0.46  0.00 
 0.00 
 0.36 
(0.48)
 1.19 
BCPIX  0.20 (0.02) 0.00  0.41  0.00 
 0.00 
 0.36 
(0.48)
 1.17 
BCPAX  0.19 (0.02) 0.00  0.42  0.00 
 0.00 
 0.36 
(0.48)
 1.09 
BEMIX  0.80 (0.03)(0.10) 0.05  0.92 
(0.94)
 1.65 
(1.75)
 5.51 
BEMCX  0.82  0.02 (0.12) 0.00  0.96 
(0.94)
 1.68 
(1.77)
 5.83 
BEMAX  0.78 (0.02)(0.10) 0.06  0.90 
(0.92)
 1.78 
(1.64)
 5.67 
BEMRX  0.77 (0.02)(0.10) 0.06  0.89 
(0.94)
 1.64 
(1.62)
 5.69 
All Fundamental Data

Brandes Global Competitive Analysis

The better you understand Brandes Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Brandes Global'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 Brandes Global'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
BGEAX BSCRX BSCMX BSCAX BCPRX BCPIX BCPAX BEMIX BEMCX BEMAX
 0.57 
 31.65 
Brandes
 1.34 
 16.69 
Brandes
 1.31 
 17.78 
Brandes
 1.33 
 17.51 
Brandes
 0.12 
 8.33 
Brandes
 0.12 
 8.34 
Brandes
 0.12 
 8.26 
Brandes
 0.58 
 8.62 
Brandes
 0.59 
 8.47 
Brandes
 0.58 
 8.56 
Brandes
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Not too volatile
Not too volatile
Market Performance
(90 Days Performance)
Weak
OK
OK
OK
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly 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
Buy
Strong Buy
Buy
Sell
Strong Sell
Sell
Hold
Strong Sell
Hold
Net Asset
67.55 M
417.5 K
417.5 K
417.5 K
83.39 M
65.23 M
91.35 M
692.88 M
1.46 B
692.88 M
Minimum Initial Investment
N/A
N/A
100 K
N/A
N/A
100 K
N/A
100 K
N/A
N/A
Price To Book
1.02
N/A
N/A
N/A
N/A
N/A
N/A
0.85
0.85
0.83
Five Year Return
10.99
19.13
18.68
18.41
1.68
1.05
0.83
1.83
0.95
1.63
One Year Return
24.0
39.39
39.19
38.85
6.82
7.61
7.44
9.6
8.62
9.48
Last Dividend Paid
0.2
0.01
0.01
N/A
0.03
0.02
0.02
0.03
0.05
0.03
Price To Earning
13.11
N/A
N/A
N/A
N/A
N/A
N/A
9.15
9.15
9.7
Price To Sales
0.79
N/A
N/A
N/A
N/A
N/A
N/A
0.79
0.79
0.66
Cash Position Weight
1.06
5.76
11.86
5.76
4.04
10.21
4.04
2.46
N/A
N/A
Equity Positions Weight
98.94
94.24
87.05
94.24
N/A
N/A
N/A
94.17
97.94
97.94
Three Year Return
10.23
14.04
13.86
13.62
0.0432
-0.46
-0.7
2.23
1.25
2.05
Annual Yield
0.0162
0.0112
0.0102
0.009
0.0021
0.0066
0.0015
0.0266
0.0178
0.025
Year To Date Return
15.59
30.23
29.93
29.7
2.36
2.28
2.09
5.63
4.75
5.54
Bond Positions Weight
N/A
N/A
1.09
N/A
1.82
89.22
1.82
N/A
N/A
N/A
Ten Year Return
4.83
N/A
N/A
N/A
4.42
4.23
3.9
N/A
N/A
N/A
Day Typical Price
31.65
16.69
17.78
17.51
8.33
8.34
8.26
8.62
8.47
8.56
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
0.18
0.22
0.23
0.23
(0.01)
0.01
0.01
(0.05)
(0.05)
(0.05)
Rate Of Daily Change
1.01
1.01
1.01
1.01
1.0
1.0
1.0
0.99
0.99
0.99
Day Median Price
31.65
16.69
17.78
17.51
8.33
8.34
8.26
8.62
8.47
8.56
Price Action Indicator
0.09
0.11
0.12
0.12
(0.01)
0.005
0.005
(0.03)
(0.03)
(0.03)
Relative Strength Index
13.49
10.16
11.71
10.01
26.42
24.39
24.22
20.39
20.72
18.57
Coefficient Of Variation
1811.02
569.5
574.17
579.92
(1,076)
(1,210)
(1,081)
3494.84
11589.77
3260.44
Mean Deviation
0.5632
0.8513
0.8493
0.8471
0.1828
0.1958
0.1903
0.8002
0.8179
0.7805
Jensen Alpha
(0.05)
0.046
0.0438
0.0416
(0.02)
(0.02)
(0.02)
(0.03)
0.0177
(0.02)
Total Risk Alpha
(0.08)
0.0111
0.0094
0.0075
(0.07)
(0.07)
(0.07)
(0.15)
(0.17)
(0.14)
Sortino Ratio
(0.12)
0.0767
0.0753
0.0733
N/A
N/A
N/A
(0.1)
(0.12)
(0.1)
Downside Variance
0.5245
0.9204
0.9215
0.9275
N/A
N/A
N/A
1.02
1.05
0.9804
Standard Deviation
0.7327
1.16
1.17
1.17
0.2492
0.2579
0.2524
1.06
1.08
1.05
Kurtosis
0.106
2.24
2.27
2.44
1.05
0.256
0.1337
0.792
0.9398
1.13
Potential Upside
1.36
2.18
2.23
2.18
0.3559
0.3589
0.3623
1.65
1.68
1.78
Treynor Ratio
0.0442
0.1582
0.1562
0.1543
0.456
0.4104
0.4168
0.0522
0.0042
0.0584
Maximum Drawdown
3.31
5.61
5.68
5.77
1.19
1.17
1.09
5.51
5.83
5.67
Variance
0.5368
1.35
1.36
1.36
0.0621
0.0665
0.0637
1.12
1.18
1.1
Market Risk Adjusted Performance
0.0542
0.1682
0.1662
0.1643
0.466
0.4204
0.4268
0.0622
0.0142
0.0684
Risk Adjusted Performance
0.0419
0.1381
0.137
0.1357
(0.09)
(0.08)
(0.09)
0.0247
0.0095
0.0262
Skewness
0.1417
0.951
0.9687
0.9844
(0.47)
(0.28)
(0.25)
0.3278
0.416
0.4142
Semi Deviation
0.637
0.6497
0.6517
0.6563
N/A
N/A
N/A
0.9221
0.9622
0.9006
Information Ratio
(0.12)
0.0632
0.062
0.0605
(0.62)
(0.59)
(0.61)
(0.09)
(0.11)
(0.09)
Value At Risk
(1.13)
(1.39)
(1.37)
(1.39)
(0.48)
(0.48)
(0.48)
(1.75)
(1.77)
(1.64)
Expected Short fall
(0.64)
(1.10)
(1.04)
(1.10)
N/A
N/A
N/A
(0.94)
(0.94)
(0.92)
Downside Deviation
0.7243
0.9594
0.96
0.9631
N/A
N/A
N/A
1.01
1.03
0.9902
Semi Variance
0.4058
0.4221
0.4247
0.4307
N/A
N/A
N/A
0.8502
0.9258
0.8111

Brandes Global Competition Performance Charts

Five steps to successful analysis of Brandes Global Competition

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

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Other Information on Investing in Brandes Mutual Fund

Brandes Global financial ratios help investors to determine whether Brandes 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 Brandes with respect to the benefits of owning Brandes Global security.
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