Fidelity Income Competition

Mutual Funds . USA . 
Fund . Fidelity Income Replacement
FIRMX Fund  USD 59.35  0.07  0.12%   
Fidelity Income Repl competes with Fidelity Income, Putnam Retirement, RENN Fund, Guinness Atkinson, and Fidelity Income; as well as few others. The fund is listed under Target-Date Retirement category and is part of Fidelity Investments family. Analyzing Fidelity Income 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 Fidelity Income to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fidelity Income Correlation with its peers.

Fidelity Income vs Commonwealth Global Correlation

Very poor diversification

The correlation between Fidelity Income Replacement and CNGLX is 0.88 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Fidelity Income Replacement and CNGLX in the same portfolio, assuming nothing else is changed.

Moving together with Fidelity Mutual Fund

  0.94FPTKX Fidelity Freedom 2015PairCorr
  0.94FPUKX Fidelity PuritanPairCorr
  0.78FPXTX Fidelity PennsylvaniaPairCorr
  0.99FQIFX Fidelity Freedom IndexPairCorr
  0.97FRAGX Aggressive GrowthPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
59.1459.3559.56
Details
Intrinsic
Valuation
LowRealHigh
58.9859.1959.40
Details
Naive
Forecast
LowNextHigh
59.0359.2459.45
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
58.5659.0759.59
Details

Fidelity Income Competition Correlation Matrix

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

High positive correlations

FIRVX
+ 1.0
FRIMX
FIRVX
+ 0.96
PACJX
PACJX
+ 0.94
FRIMX
IASMX
+ 0.91
FIRVX
CNGLX
+ 0.91
IASMX
IASMX
+ 0.9
FRIMX
  

High negative correlations

EAPDX
- 0.12
RCG
CNGLX
- 0.11
EAPDX
EAPDX
- 0.06
FRIMX
EAPDX
- 0.01
FIRVX

Risk-Adjusted Indicators

There is a big difference between Fidelity Mutual Fund performing well and Fidelity Income 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 Fidelity Income'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
FRIMX  0.16 (0.01)(0.37) 0.07  0.11 
(0.16)
 0.34 
(0.36)
 0.86 
PACJX  0.50  0.00 (0.03) 0.09  0.60 
(0.52)
 1.01 
(1.02)
 2.87 
RCG  1.28  0.06 (0.03)(0.28) 1.39 
(1.62)
 2.77 
(2.34)
 6.08 
GAAEX  0.93 (0.04)(0.02) 0.06  1.22 
(0.93)
 1.84 
(2.15)
 4.79 
FIRVX  0.22  0.00 (0.23) 0.08  0.19 
(0.24)
 0.48 
(0.44)
 1.20 
IASMX  0.80  0.13  0.09  0.36  0.59 
(0.95)
 1.58 
(1.20)
 7.24 
GGM  0.65  0.07 (0.01) 0.56  0.81 
(0.64)
 1.38 
(1.44)
 3.40 
FSIKX  0.06  0.01 (0.69) 0.49  0.00 
(0.15)
 0.19 
(0.10)
 0.58 
EAPDX  0.18  0.02 (0.07) 0.57  0.21 
(0.52)
 0.62 
(0.19)
 3.21 
CNGLX  0.54 (0.02)(0.06) 0.07  0.61 
(0.62)
 0.96 
(1.19)
 5.46 

Fidelity Income Competitive Analysis

The better you understand Fidelity Income competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fidelity Income'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 Fidelity Income'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
FIRMX FRIMX PACJX RCG GAAEX FIRVX IASMX GGM FSIKX EAPDX
 0.12 
 59.35 
Fidelity
 0.12 
 59.43 
Fidelity
 0.54 
 13.13 
Putnam
 0.74 
 2.67 
RENN
 0.75 
 6.75 
Guinness
 0.19 
 58.64 
Fidelity
 0.46 
 19.50 
Guinness
 1.34 
 28.03 
Northern
 0.19 
 10.32 
Fidelity
 0.00 
 15.92 
Parametric
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Moderately volatile
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Mild
Mild
Fair
Soft
Soft
Fair
Good
Mild
Good
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Hazard
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Under 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)
Hold
Hold
Strong Hold
Strong Sell
Hold
Hold
Strong Buy
Cautious Hold
Strong Sell
Not Rated
Current Ratio
N/A
N/A
N/A
0.86
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
17.13 M
6.15 M
40.83 K
19.28 M
18.16 M
10.14 M
11.22 M
18.42 M
18.89 M
102.2 M
Profit Margin
N/A
N/A
N/A
8.66
N/A
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
5.51 M
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
2.3
2.29
N/A
0.97
0.98
2.3
1.55
N/A
N/A
2.39
Operating Margin
N/A
N/A
N/A
0.29
N/A
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
18.85 M
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
2.49
2.49
12.19
N/A
0.72
3.77
-0.73
8.0
N/A
10.84
Retained Earnings
N/A
N/A
N/A
(14.04 M)
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
10.52
10.54
20.43
N/A
32.52
13.14
37.19
18.37
N/A
3.55
Beta
N/A
N/A
N/A
0.45
N/A
N/A
N/A
0.68
N/A
N/A
Cash Position Weight
8.15
8.15
1.05
N/A
0.4
5.0
0.36
N/A
2.55
1.61
Equity Positions Weight
19.44
19.44
85.28
N/A
99.6
35.85
99.64
N/A
N/A
98.38
Shares Outstanding
N/A
N/A
N/A
7.02 M
N/A
N/A
N/A
9.8 M
N/A
N/A
Three Year Return
6.62
6.63
20.63
N/A
2.0
8.61
10.68
8.98
N/A
6.54
Cash Flow From Operations
N/A
N/A
N/A
(2.15 M)
N/A
N/A
N/A
N/A
N/A
N/A
Annual Yield
0.0311
0.031
0.0296
0.008
0.0033
0.028
0.0095
0.0157
0.0304
0.0259
Total Debt
N/A
N/A
N/A
22.24 K
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
0.21
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
7.75
7.75
1.22
N/A
N/A
7.08
N/A
N/A
97.45
N/A
Return On Asset
N/A
N/A
N/A
0.0044
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
55.88 K
N/A
N/A
N/A
89.89 K
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
2.74
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
5 K
N/A
5 K
N/A
N/A
N/A
Total Asset
10.44 M
18.14 M
3.17 M
19.28 M
18.16 M
6.81 M
11.22 M
N/A
11.37 M
3.72 M
Last Dividend Paid
0.02
0.01
0.11
0.022
N/A
0.01
0.1
2.18
N/A
0.1
Short Ratio
N/A
N/A
N/A
5.66
N/A
N/A
N/A
1.31
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
16.64
N/A
N/A
N/A
17.78
N/A
N/A
Market Capitalization
N/A
N/A
N/A
18.91 M
N/A
N/A
N/A
126.9 M
N/A
N/A
Price To Earning
19.46
19.33
N/A
2.48
11.07
19.04
2.93
N/A
N/A
17.73
Price To Sales
1.8
1.82
N/A
44.55
0.62
1.75
0.97
N/A
N/A
1.13
Net Income
N/A
N/A
N/A
5.51 M
N/A
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
0.52
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
19.93
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
0.87
0.87
1.86
N/A
5.67
1.28
5.25
10.41
N/A
1.82
Revenue
N/A
N/A
N/A
371.42 K
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
5.68
5.68
N/A
N/A
-3.85
7.49
3.31
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
69.89 K
N/A
N/A
N/A
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
0.01
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
424.4 K
N/A
N/A
N/A
N/A
N/A
N/A
Day Typical Price
59.35
59.43
13.13
2.65
6.75
58.64
19.5
27.97
10.32
15.92
Accumulation Distribution
N/A
N/A
N/A
0.0407
N/A
N/A
N/A
0.0064
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
0.11
N/A
N/A
N/A
0.18
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
(0.18)
9.2 T
9.2 T
9.2 T
2.055556
0
0.0
Period Momentum Indicator
0.07
0.07
0.07
(0.02)
0.05
0.11
0.09
0.37
(0.02)
N/A
Rate Of Daily Change
1.0
1.0
1.01
0.99
1.01
1.0
1.0
1.01
1.0
1.0
Day Median Price
59.35
59.43
13.13
2.65
6.75
58.64
19.5
27.94
10.32
15.92
Price Action Indicator
0.035
0.035
0.035
0.015
0.025
0.055
0.045
0.28
(0.01)
N/A
Relative Strength Index
58.5
58.54
56.51
54.59
57.58
59.19
65.39
56.02
68.27
55.22
Coefficient Of Variation
860.55
851.97
814.54
3040.62
1416.75
784.58
631.0
903.59
590.75
1069.63
Mean Deviation
0.1554
0.1554
0.5025
1.28
0.9285
0.2194
0.8043
0.6533
0.0631
0.1765
Jensen Alpha
(0.01)
(0.01)
(0.0009)
0.0577
(0.04)
(0)
0.1252
0.0682
0.0051
0.0212
Total Risk Alpha
(0.01)
(0.01)
(0.01)
(0.16)
(0.08)
(0.01)
0.0252
(0.02)
(0.01)
(0.02)
Sortino Ratio
(0.37)
(0.37)
(0.03)
(0.03)
(0.02)
(0.23)
0.0924
(0.01)
(0.69)
(0.07)
Downside Variance
0.0478
0.0482
0.55
2.5
1.83
0.0901
0.6577
0.9387
0.0161
0.8717
Standard Deviation
0.2032
0.2031
0.6435
1.61
1.17
0.2842
1.13
0.8306
0.0962
0.3783
Kurtosis
(0.02)
0.033
(0.01)
(0.36)
(0.31)
(0.06)
9.48
(0.32)
3.66
9.94
Potential Upside
0.3563
0.3445
1.01
2.77
1.84
0.4823
1.58
1.38
0.1944
0.6234
Treynor Ratio
0.0644
0.0659
0.0928
(0.28)
0.0629
0.0837
0.363
0.5626
0.4909
0.5675
Maximum Drawdown
0.8646
0.8635
2.87
6.08
4.79
1.2
7.24
3.4
0.584
3.21
Variance
0.0413
0.0413
0.4141
2.6
1.37
0.0808
1.28
0.6899
0.0093
0.1431
Market Risk Adjusted Performance
0.0744
0.0759
0.1028
(0.27)
0.0729
0.0937
0.373
0.5726
0.5009
0.5775
Risk Adjusted Performance
0.0595
0.0603
0.0892
0.0297
0.0558
0.0781
0.1205
0.0828
0.0582
0.0595
Skewness
(0.29)
(0.32)
(0.55)
0.1382
(0.42)
(0.34)
2.14
(0.40)
1.15
(0.25)
Semi Deviation
0.1094
0.1094
0.5992
1.39
1.22
0.1894
0.5854
0.806
0.0
0.2149
Information Ratio
(0.40)
(0.39)
(0.04)
(0.03)
(0.02)
(0.24)
0.0664
(0.01)
(0.91)
(0.18)
Value At Risk
(0.34)
(0.36)
(1.02)
(2.34)
(2.15)
(0.44)
(1.20)
(1.44)
(0.1)
(0.19)
Expected Short fall
(0.16)
(0.16)
(0.52)
(1.62)
(0.93)
(0.24)
(0.95)
(0.64)
(0.15)
(0.52)
Downside Deviation
0.2187
0.2195
0.7416
1.58
1.35
0.3001
0.811
0.9689
0.1271
0.9336
Semi Variance
0.012
0.012
0.359
1.92
1.49
0.0359
0.3427
0.6497
(0.01)
0.0462

Fidelity Income Competition Performance Charts

Five steps to successful analysis of Fidelity Income Competition

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

In addition to having Fidelity Income 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 Video Games Thematic Idea Now

Video Games
Video Games Theme
Companies that are involved in the building and marketing of video games or gaming software. The Video Games theme has 22 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 Video Games Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Fidelity Mutual Fund

Fidelity Income financial ratios help investors to determine whether Fidelity 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 Fidelity with respect to the benefits of owning Fidelity Income security.
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