Bny Mellon Competition

BMIAX Fund

USD 8.81 0.01 0.11%

Bny Mellon Income competes with Dodge Cox, American Mutual, American Funds, American Funds, and American Mutual; as well as few others. The fund is listed under Large Value category and is part of BNY Mellon Funds family. Analyzing Bny Mellon 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 Bny Mellon to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Bny Mellon 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 Bny Mellon competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
8.11	8.81	9.51

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Intrinsic

Valuation

Low	Real	High
8.18	8.88	9.58

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Naive

Forecast

Low	Next	High
8.12	8.82	9.51

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
8.51	8.69	8.86

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Bny Mellon. Your research has to be compared to or analyzed against Bny Mellon's peers to derive any actionable benefits. When done correctly, Bny Mellon'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 Bny Mellon Income.

Bny Mellon Competition Correlation Matrix

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

	DOXGX	AFMFX	FFMMX	FFFMX	AMRMX	AMFFX	AMFCX	VIVAX
DOXGX		0.81	0.8	0.81	0.8	0.86	0.85	0.89	DOXGX
AFMFX	0.81		1.0	1.0	1.0	0.92	0.92	0.96	AFMFX
FFMMX	0.8	1.0		1.0	1.0	0.92	0.92	0.96	FFMMX
FFFMX	0.81	1.0	1.0		1.0	0.92	0.92	0.96	FFFMX
AMRMX	0.8	1.0	1.0	1.0		0.92	0.92	0.96	AMRMX
AMFFX	0.86	0.92	0.92	0.92	0.92		1.0	0.88	AMFFX
AMFCX	0.85	0.92	0.92	0.92	0.92	1.0		0.88	AMFCX
VIVAX	0.89	0.96	0.96	0.96	0.96	0.88	0.88		VIVAX
	DOXGX	AFMFX	FFMMX	FFFMX	AMRMX	AMFFX	AMFCX	VIVAX

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Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Bny Mutual Fund performing well and Bny Mellon 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 Bny Mellon'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
DOXGX	0.52	0.09	(0.05)	(1.61)	0.45	(0.59)	0.94	(0.93)	4.22
AFMFX	0.46	(0.02)	(0.11)	0.09	0.43	(0.51)	0.90	(0.86)	2.68
FFMMX	0.46	(0.02)	(0.11)	0.09	0.43	(0.51)	0.90	(0.86)	2.66
FFFMX	0.45	(0.02)	(0.11)	0.09	0.42	(0.51)	0.90	(0.86)	2.68
AMRMX	0.45	(0.02)	(0.11)	0.09	0.43	(0.51)	0.91	(0.86)	2.66
AMFFX	0.45	0.05	(0.12)	2.39	0.43	(0.50)	0.90	(0.86)	2.68
AMFCX	0.45	0.05	(0.13)	2.07	0.43	(0.50)	0.90	(0.88)	2.68
VIVAX	0.51	(0.01)	(0.05)	0.11	0.38	(0.60)	1.05	(0.83)	3.45

Unable to evaluate fundamental data of [DOXGX, AFMFX, FFMMX, FFFMX, AMRMX, AMFFX, AMFCX, VIVAX] at this time. Please try again later

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Bny Mellon Competitive Analysis

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

	BMIAX	DOXGX	AFMFX	FFMMX	FFFMX	AMRMX	AMFFX	AMFCX	VIVAX
	0.11 8.81 Bny	0.19 286.56 Dodge	0.15 60.36 American	0.35 60.47 American	0.35 60.46 American	0.15 60.38 American	0.35 59.90 American	0.35 59.10 American	0.03 70.74 Vanguard
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	OK	OK	OK	OK	OK	OK	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Fairly 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	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Sell	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Hold	Strong Hold
Net Asset	1.22 B	101.03 B	97.55 B	91.75 B	91.75 B	89.87 B	89.87 B	89.87 B	80.26 B
Price To Book	1.82	N/A	N/A	N/A	N/A	3.02	3.02	3.02	2.13
Five Year Return	12.94	9.57	11.26	N/A	N/A	10.89	10.83	10.06	11.76
One Year Return	27.58	29.48	25.35	N/A	N/A	25.21	25.14	24.27	30.3
Last Dividend Paid	N/A	N/A	0.24	0.23	0.24	0.2	0.2	0.11	0.01
Price To Earning	16.99	N/A	4.52	N/A	N/A	4.49	4.46	4.44	28.71
Price To Sales	1.46	N/A	N/A	N/A	N/A	2.06	2.06	2.06	1.48
Cash Position Weight	3.59	N/A	9.92	9.92	9.92	9.92	9.92	9.92	0.04
Equity Positions Weight	94.14	N/A	89.77	89.77	89.77	89.77	89.77	89.77	99.96
Three Year Return	12.55	15.84	9.11	N/A	N/A	8.69	8.64	7.89	10.44
Annual Yield	0.0151	0.0149	0.0213	0.0204	0.0208	0.0184	0.018	0.0121	0.0218
Year To Date Return	22.25	21.03	19.32	N/A	N/A	19.54	19.49	18.76	23.31
Ten Year Return	9.67	N/A	10.9	N/A	N/A	10.79	10.71	9.91	10.6
Day Typical Price	8.81	286.56	60.36	60.47	60.46	60.38	59.9	59.1	70.74
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(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)	(9,223,372,036,855)
Period Momentum Indicator	(0.01)	(0.55)	(0.09)	0.21	0.21	(0.09)	(0.21)	(0.21)	(0.02)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	8.81	286.56	60.36	60.47	60.46	60.38	59.9	59.1	70.74
Price Action Indicator	(0.01)	(0.28)	(0.04)	0.11	0.11	(0.04)	(0.11)	(0.11)	(0.01)
Relative Strength Index	63.59	64.92	55.93	55.86	55.91	55.8	55.89	55.45	60.04
Coefficient Of Variation	530.29	728.63	789.71	793.67	791.53	799.51	862.4	891.87	650.4
Mean Deviation	0.5218	0.5186	0.4561	0.4554	0.4524	0.4543	0.4507	0.4506	0.5059
Jensen Alpha	0.0207	0.0944	(0.02)	(0.02)	(0.02)	(0.02)	0.0529	0.0502	(0.01)
Total Risk Alpha	0.0113	(0.02)	(0.03)	(0.03)	(0.03)	(0.03)	(0.03)	(0.04)	(0.01)
Sortino Ratio	(0)	(0.05)	(0.11)	(0.11)	(0.11)	(0.11)	(0.12)	(0.13)	(0.05)
Downside Variance	0.2854	0.3529	0.2728	0.2719	0.2687	0.2727	0.2738	0.2749	0.2982
Standard Deviation	0.687	0.7129	0.5677	0.5662	0.5647	0.5661	0.5663	0.5648	0.6618
Kurtosis	4.73	5.77	0.3656	0.3171	0.3998	0.3477	0.4037	0.3628	2.23
Potential Upside	1.04	0.9444	0.8974	0.8971	0.8972	0.9142	0.9024	0.8973	1.05
Treynor Ratio	0.1457	(1.61)	0.0934	0.0928	0.093	0.092	2.39	2.07	0.1136
Maximum Drawdown	4.01	4.22	2.68	2.66	2.68	2.66	2.68	2.68	3.45
Variance	0.4719	0.5082	0.3223	0.3205	0.3188	0.3205	0.3207	0.3191	0.438
Market Risk Adjusted Performance	0.1557	(1.60)	0.1034	0.1028	0.103	0.102	2.4	2.08	0.1236
Risk Adjusted Performance	0.143	0.1042	0.0933	0.0928	0.093	0.0921	0.0851	0.0822	0.116
Skewness	1.28	1.22	0.182	0.1736	0.1968	0.1697	0.2027	0.1969	0.7774
Semi Deviation	0.2806	0.4497	0.4264	0.4261	0.4224	0.4275	0.4259	0.43	0.3801
Information Ratio	(0)	(0.05)	(0.10)	(0.10)	(0.10)	(0.11)	(0.11)	(0.12)	(0.04)
Value At Risk	(0.83)	(0.93)	(0.86)	(0.86)	(0.86)	(0.86)	(0.86)	(0.88)	(0.83)
Expected Short fall	(0.68)	(0.59)	(0.51)	(0.51)	(0.51)	(0.51)	(0.50)	(0.50)	(0.60)
Downside Deviation	0.5342	0.594	0.5223	0.5215	0.5184	0.5222	0.5233	0.5244	0.5461
Semi Variance	0.0787	0.2022	0.1818	0.1815	0.1784	0.1828	0.1814	0.1849	0.1445

Bny Mellon Competition Performance Charts

Five steps to successful analysis of Bny Mellon Competition

Bny Mellon'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 Bny Mellon Income in relation to its competition. Bny Mellon's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Bny Mellon 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 Bny Mellon's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Bny Mellon Income, 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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Bny Mellon financial ratios help investors to determine whether Bny 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 Bny with respect to the benefits of owning Bny Mellon security.

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Bny Mellon Competition

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Bny Mellon Competition Correlation Matrix

Risk-Adjusted Indicators

Bny Mellon Competitive Analysis

Bny Mellon Competition Performance Charts

Five steps to successful analysis of Bny Mellon Competition

Complement your Bny Mellon position

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