Bny Mellon Competition

Funds . USA . 
Fund . Bny Mellon Municipal
DMB Fund  USD 10.93  0.12  1.11%   
Bny Mellon Municipal competes with Tekla Healthcare, Flaherty Crumrine, Flaherty Crumrine, Calamos Dynamic, and Blackrock Resources; as well as few others. The fund is not classified under any group at the present time. 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
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10.4110.9311.45
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Intrinsic
Valuation
LowRealHigh
10.4010.9211.44
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10.4110.9311.45
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10.5910.7510.90
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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 Municipal does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
FRA
+ 0.97
CBH
CBH
+ 0.91
NIE
FLC
+ 0.9
FFC
FRA
+ 0.9
NIE
CCD
+ 0.82
FLC
FRA
+ 0.71
MPV
  
High negative correlations   
CBH
- 0.55
THQ
CBH
- 0.48
RFI
FRA
- 0.48
THQ
FRA
- 0.47
RFI
RFI
- 0.45
NIE
RFI
- 0.36
BCX

Risk-Adjusted Indicators

There is a big difference between Bny Fund performing well and Bny Mellon 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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
THQ  0.79 (0.14) 0.00 (0.09) 0.00 
 0.00 
 1.38 
(1.67)
 5.19 
FFC  0.46  0.00 (0.15) 0.17  0.62 
(0.46)
 1.17 
(0.99)
 3.02 
FLC  0.43  0.00 (0.16) 0.14  0.52 
(0.44)
 0.78 
(1.01)
 2.66 
CCD  0.75 (0.03)(0.10) 0.06  0.92 
(0.83)
 1.88 
(1.68)
 4.88 
BCX  0.70 (0.05)(0.10) 0.04  0.87 
(0.75)
 1.49 
(1.57)
 4.21 
MPV  0.63  0.00 (0.02) 0.00  0.63 
(0.69)
 1.70 
(1.27)
 3.21 
NIE  0.53  0.06  0.03  0.21  0.57 
(0.58)
 1.44 
(1.52)
 4.02 
RFI  0.78  0.00 (0.10) 0.13  1.03 
(0.80)
 1.42 
(1.67)
 5.38 
CBH  0.13  0.04 (0.40)(1.71) 0.00 
(0.18)
 0.22 
(0.22)
 0.78 
FRA  0.46  0.12  0.03  0.96  0.30 
(0.53)
 1.08 
(0.85)
 2.42 
All Fundamental Data

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
DMB THQ FFC FLC CCD BCX MPV NIE RFI CBH
 1.11 
 10.93 
Bny
 1.33 
 20.59 
Tekla
 0.90 
 15.73 
Flaherty
 0.48 
 16.68 
Flaherty
 0.51 
 23.68 
Calamos
 1.07 
 9.45 
Blackrock
 0.48 
 16.69 
Barings
 0.04 
 24.32 
Allianzgi
 1.47 
 13.10 
Cohen
 93.04 
 17.74 
CBH
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)
Weak
Very Weak
Weak
Insignificant
Insignificant
Insignificant
OK
Good
Weak
Excellent
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Low
Low
Very Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly 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
Strong Sell
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Hold
Cautious Hold
Cautious Hold
Hold
Strong Hold
Strong Hold
Buy
Sell
Not Rated
Current Ratio
4.04
N/A
7.84
6.76
N/A
N/A
19.07
N/A
1.41
N/A
Net Asset
N/A
N/A
N/A
N/A
N/A
N/A
190.48 M
N/A
N/A
N/A
Profit Margin
10.58
N/A
-111.74
-111.73
N/A
N/A
0.86
N/A
-198.65
N/A
EBITDA
N/A
N/A
N/A
N/A
N/A
N/A
19.82 M
N/A
N/A
N/A
Price To Book
0.78
N/A
0.76
0.73
N/A
N/A
1.06
N/A
1.0
N/A
Operating Margin
81.28
N/A
90.11
85.84
N/A
N/A
0.87
N/A
57.67
N/A
Current Valuation
324.55 M
N/A
1.2 B
275.24 M
N/A
N/A
188.13 M
N/A
327.51 M
N/A
Five Year Return
0.83
7.91
3.84
3.71
10.51
9.88
6.9
12.3
6.11
5.41
Retained Earnings
N/A
N/A
(656.2 M)
(142.89 M)
N/A
N/A
19.09 M
(232.29 M)
(12.21 M)
N/A
One Year Return
10.44
14.65
22.53
21.88
24.48
7.62
N/A
24.43
22.36
5.34
Beta
0.38
0.9
0.76
0.75
1.3
1.09
0.6
1.1
1.06
N/A
Shares Outstanding
18.4 M
41.34 M
45.09 M
10.1 M
24.85 M
88.32 M
10.64 M
27.71 M
26.27 M
18.26 M
Three Year Return
-1.84
2.65
0.36
0.2
-3.56
7.44
N/A
3.05
1.31
2.63
Cash Flow From Operations
30.31 M
N/A
(18.84 M)
2.96 M
N/A
N/A
15.86 M
N/A
N/A
N/A
Annual Yield
0.0042
0.0055
0.0069
0.0064
0.0067
0.0172
0.0883
0.0225
0.0047
0.0046
Total Debt
59.89 M
N/A
502 M
118.5 M
N/A
N/A
21.57 M
N/A
N/A
N/A
Return On Equity
0.51
N/A
-10.12
-10.2
N/A
N/A
0.11
N/A
-4.62
N/A
Return On Asset
2.09
N/A
3.29
3.16
N/A
N/A
0.0595
N/A
0.84
N/A
Number Of Shares Shorted
51.66 K
14.15 K
90.85 K
3.66 K
267.44 K
49.78 K
11.35 K
59.09 K
64.63 K
1.4 K
Book Value Per Share
14.26
N/A
20.56
21.97
N/A
N/A
15.82
N/A
13.09
N/A
Total Asset
N/A
N/A
637.13 M
157.24 M
N/A
N/A
190.48 M
305.74 M
79.98 M
N/A
Last Dividend Paid
0.48
1.35
1.39
1.44
2.34
0.62
1.42
2.0
0.96
0.55
Debt To Equity
0.18
N/A
0.59
0.6
N/A
N/A
0.14
N/A
N/A
N/A
Short Ratio
0.9
0.14
0.48
0.12
2.67
0.17
0.6
0.56
1.12
0.06
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
5.65
N/A
N/A
N/A
Shares Owned By Institutions
16.24
19.54
12.74
10.4
32.94
29.12
28.94
24.95
23.95
27.37
Market Capitalization
213.02 M
951.66 M
891.12 M
197.66 M
387.31 M
1.02 B
178.45 M
707.69 M
409.04 M
135.47 M
Price To Earning
42.93
6.76
9.78
9.22
2.31
17.87
21.15
8.07
2.74
6.39
Price To Sales
12.72
N/A
8.68
8.33
N/A
N/A
8.81
N/A
39.72
N/A
Net Income
1.7 M
N/A
(90.84 M)
(21.68 M)
N/A
N/A
18.12 M
N/A
(17.13 M)
N/A
Earnings Per Share
0.26
2.71
1.6
1.74
8.99
0.55
1.65
2.68
-0.1
1.37
Shares Owned By Insiders
N/A
N/A
N/A
N/A
20.45
N/A
N/A
0.01
N/A
N/A
Year To Date Return
3.78
7.75
15.04
14.57
13.96
3.94
N/A
18.6
11.75
2.77
Revenue
16.08 M
N/A
81.29 M
19.41 M
N/A
N/A
20.12 M
N/A
8.62 M
N/A
Cash And Equivalents
957.42 K
N/A
94 K
29.38 K
N/A
N/A
5.73 M
N/A
122.03 K
N/A
Cash Per Share
0.05
N/A
N/A
N/A
N/A
N/A
0.54
N/A
N/A
N/A
Gross Profit
16.08 M
N/A
78.87 M
18.99 M
N/A
N/A
14.05 M
15.02 M
8.15 M
N/A
Day Typical Price
10.89
20.52
15.67
16.65
23.69
9.45
16.72
24.35
13.08
14.89
Accumulation Distribution
1016.15
2720.33
1571.33
253.83
273.93
3050.09
323.14
461.59
425.5
0.48
Market Facilitation Index
0.0
0.0
0.0
0.0
0.0
N/A
0.0
0.0
0.0
8.55
Daily Balance Of Power
0.6667
0.7941
0.7778
0.6154
0.6316
1.111111
(0.25)
(0.04)
1.357143
1.0
Period Momentum Indicator
0.12
0.27
0.14
0.08
0.12
0.1
(0.08)
(0.01)
0.19
8.55
Rate Of Daily Change
1.01
1.01
1.01
1.0
1.01
1.01
1.0
1.0
1.01
1.93
Day Median Price
10.87
20.49
15.64
16.63
23.7
9.45
16.74
24.37
13.07
13.47
Price Action Indicator
0.12
0.23
0.16
0.085
0.045
0.055
(0.09)
(0.06)
0.12
8.55
Relative Strength Index
42.12
32.16
42.36
41.93
50.17
38.88
35.3
69.68
44.35
75.79
Coefficient Of Variation
7435.69
(1,995)
2352.17
1530.12
2988.25
2668.83
713.5
499.61
4404.04
346.3
Mean Deviation
0.3918
0.7862
0.463
0.4321
0.7491
0.6982
0.632
0.5316
0.782
0.1328
Jensen Alpha
(0.02)
(0.14)
0.005
0.0039
(0.03)
(0.05)
N/A
0.0602
0.001
0.0396
Total Risk Alpha
(0.08)
(0.22)
(0.08)
(0.06)
(0.13)
(0.12)
(0.02)
0.0224
(0.14)
0.0114
Sortino Ratio
(0.25)
N/A
(0.15)
(0.16)
(0.1)
(0.10)
(0.02)
0.025
(0.1)
(0.40)
Downside Variance
0.2441
N/A
0.4559
0.3455
0.9596
0.8646
0.6145
0.7476
1.24
0.0426
Standard Deviation
0.5144
1.03
0.6209
0.5451
1.0
0.8905
0.805
0.7596
0.9952
0.1628
Kurtosis
1.46
1.95
0.4681
0.1105
0.3577
(0.06)
(0.37)
1.3
0.2678
0.0815
Potential Upside
0.8212
1.38
1.17
0.7775
1.88
1.49
1.7
1.44
1.42
0.225
Treynor Ratio
(0.02)
(0.09)
0.1726
0.142
0.056
0.0366
N/A
0.209
0.1303
(1.71)
Maximum Drawdown
2.2
5.19
3.02
2.66
4.88
4.21
3.21
4.02
5.38
0.7835
Variance
0.2647
1.07
0.3855
0.2971
1.0
0.793
0.648
0.577
0.9904
0.0265
Market Risk Adjusted Performance
(0.01)
(0.08)
0.1826
0.152
0.066
0.0466
N/A
0.219
0.1403
(1.70)
Risk Adjusted Performance
0.0054
(0.04)
0.0302
0.0459
0.0279
0.0301
0.1076
0.153
0.0197
0.1838
Skewness
0.3838
(0.82)
(0.19)
(0.16)
0.0613
(0.27)
0.1389
(0.12)
(0.37)
(0.51)
Semi Deviation
0.4573
N/A
0.6189
0.5236
0.9168
0.867
0.6318
0.5721
1.03
0.0
Information Ratio
(0.24)
(0.18)
(0.17)
(0.17)
(0.1)
(0.11)
(0.02)
0.0285
(0.11)
(0.51)
Value At Risk
(0.64)
(1.67)
(0.99)
(1.01)
(1.68)
(1.57)
(1.27)
(1.52)
(1.67)
(0.22)
Expected Short fall
(0.44)
N/A
(0.46)
(0.44)
(0.83)
(0.75)
(0.69)
(0.58)
(0.80)
(0.18)
Downside Deviation
0.4941
N/A
0.6752
0.5878
0.9796
0.9299
0.7839
0.8647
1.11
0.2065
Semi Variance
0.2091
N/A
0.3831
0.2741
0.8404
0.7516
0.3992
0.3273
1.06
(0.03)

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 Municipal 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 Municipal, 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 Bny Mellon position

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Other Information on Investing in Bny Fund

Bny Mellon financial ratios help investors to determine whether Bny 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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