Franklin Long Competition

FLDBX Fund

10.08 0.03 0.30%

Franklin Long Duration competes with Blackrock Health, Prudential Health, T Rowe, John Hancock, and Vanguard Health; as well as few others. The fund is listed under Long-Term Bond category and is part of Franklin Templeton Investments family. Analyzing Franklin Long 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 Franklin Long to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Franklin Long Correlation with its peers.

Franklin Long vs Putnam Global Correlation

Good diversification

The correlation between Franklin Long Duration and PGHAX is -0.19 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Franklin Long Duration and PGHAX in the same portfolio, assuming nothing else is changed.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
9.71	10.11	10.51

Details

Intrinsic

Valuation

Low	Real	High
9.72	10.12	10.52

Details

Naive

Forecast

Low	Next	High
9.66	10.06	10.46

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
10.07	10.15	10.23

Details

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

Franklin Long Competition Correlation Matrix

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

	BHSRX	PHSZX	PRHSX	JEHSX	VGHCX	PGHAX
BHSRX		0.91	0.94	0.91	0.95	0.92	BHSRX
PHSZX	0.91		0.94	0.81	0.86	0.84	PHSZX
PRHSX	0.94	0.94		0.78	0.86	0.81	PRHSX
JEHSX	0.91	0.81	0.78		0.98	0.97	JEHSX
VGHCX	0.95	0.86	0.86	0.98		0.98	VGHCX
PGHAX	0.92	0.84	0.81	0.97	0.98		PGHAX
	BHSRX	PHSZX	PRHSX	JEHSX	VGHCX	PGHAX

Risk-Adjusted Indicators

There is a big difference between Franklin Mutual Fund performing well and Franklin Long 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 Franklin Long'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
BHSRX	0.69	0.14	0.16	0.37	0.44	(0.89)	1.82	(1.07)	4.84
PHSZX	1.01	0.25	0.27	0.42	0.56	(1.31)	2.04	(1.41)	15.14
PRHSX	0.96	0.29	0.32	0.69	0.36	(1.22)	1.83	(1.32)	15.40
JEHSX	0.72	0.08	0.07	0.21	0.67	(0.86)	1.83	(1.38)	4.78
VGHCX	0.67	0.09	0.08	0.22	0.61	(0.79)	1.94	(1.24)	4.26
PGHAX	0.64	0.07	0.06	0.19	0.56	(0.74)	1.80	(1.15)	3.94

Franklin Long Competitive Analysis

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

	FLDBX	BHSRX	PHSZX	PRHSX	JEHSX	VGHCX	PGHAX
	0.30 10.08 Franklin	0.18 62.06 Blackrock	0.50 46.13 PRUDENTIAL	0.35 82.72 PRHSX	0.39 22.89 John	0.21 204.67 Vanguard	0.32 71.77 Putnam
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weakest	Solid	Good	Good	Fair	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Holdings Turnover	N/A	N/A	N/A	N/A	29.00 %	N/A	N/A
Net Asset	N/A	7.14 B	1.48 B	12.07 B	218.08 M	39.6 B	1.6 B
Minimum Initial Investment	N/A	N/A	N/A	2.5 K	N/A	N/A	N/A
Price To Book	N/A	3.10 X	2.63 X	2.86 X	N/A	2.74 X	N/A
Five Year Return	N/A	5.47 %	7.29 %	3.31 %	8.32 %	6.53 %	N/A
One Year Return	N/A	8.88 %	14.69 %	13.88 %	18.49 %	12.17 %	N/A
Last Dividend Paid	N/A	N/A	N/A	N/A	2.66	N/A	0.6
Price To Earning	N/A	18.98 X	25.62 X	4.12 X	N/A	22.84 X	N/A
Price To Sales	N/A	1.37 X	2.12 X	1.30 X	N/A	1.62 X	N/A
Cash Position Weight	N/A	2.30 %	5.13 %	0.18 %	2.69 %	1.72 %	3.38 %
Equity Positions Weight	N/A	96.90 %	94.87 %	91.87 %	96.80 %	98.28 %	96.51 %
Three Year Return	N/A	8.10 %	13.85 %	7.77 %	22.44 %	7.28 %	N/A
Annual Yield	N/A	0 %	0 %	0 %	N/A	0.01 %	0 %
Year To Date Return	N/A	1.19 %	0.43 %	2.12 %	19.07 %	1.16 %	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	0.20 %	N/A	0.11 %
Ten Year Return	N/A	16.42 %	17.74 %	19.93 %	8.57 %	15.61 %	N/A
Day Typical Price	10.08	62.06	46.13	82.72	22.89	204.67	71.77
Daily Balance Of Power	0	9.2 T	0	0	0	9.2 T	9.2 T
Period Momentum Indicator	(0.03)	0.11	(0.23)	(0.29)	(0.09)	0.43	0.23
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	10.08	62.06	46.13	82.72	22.89	204.67	71.77
Price Action Indicator	(0.01)	0.055	(0.11)	(0.15)	(0.04)	0.21	0.11
Relative Strength Index	46.77	55.86	56.22	57.0	49.44	53.23	55.75
Coefficient Of Variation	(1,265)	540.81	641.82	603.26	804.23	735.6	778.85
Mean Deviation	0.3396	0.6875	1.01	0.9568	0.722	0.6676	0.6415
Jensen Alpha	(0.06)	0.1387	0.254	0.2859	0.0805	0.0865	0.0711
Total Risk Alpha	(0.07)	0.0956	0.1533	0.173	0.0407	0.0489	0.0385
Sortino Ratio	N/A	0.1635	0.2673	0.322	0.066	0.0821	0.0639
Downside Variance	N/A	0.4494	0.7902	0.6407	0.72	0.5578	0.5303
Standard Deviation	0.4199	0.9242	1.92	1.92	0.9436	0.9018	0.8399
Kurtosis	(0.52)	2.19	34.5	38.89	0.2369	0.8383	0.271
Potential Upside	0.5941	1.82	2.04	1.83	1.83	1.94	1.8
Treynor Ratio	(0.18)	0.3713	0.4244	0.686	0.2053	0.221	0.1878
Maximum Drawdown	1.58	4.84	15.14	15.4	4.78	4.26	3.94
Variance	0.1763	0.8542	3.68	3.7	0.8904	0.8133	0.7054
Market Risk Adjusted Performance	(0.17)	0.3813	0.4344	0.696	0.2153	0.231	0.1978
Risk Adjusted Performance	(0.06)	0.1364	0.1193	0.1266	0.0926	0.1006	0.0946
Skewness	(0.35)	0.9323	5.07	5.52	0.1706	0.6346	0.5085
Semi Deviation	N/A	0.4419	0.5576	0.3562	0.6666	0.6054	0.5629
Information Ratio	(0.23)	0.1186	0.1239	0.1339	0.0594	0.068	0.0554
Value At Risk	(0.78)	(1.07)	(1.41)	(1.32)	(1.38)	(1.24)	(1.15)
Expected Short fall	N/A	(0.89)	(1.31)	(1.22)	(0.86)	(0.79)	(0.74)
Downside Deviation	N/A	0.6704	0.889	0.8004	0.8485	0.7468	0.7282
Semi Variance	N/A	0.1953	0.3109	0.1269	0.4443	0.3665	0.3169

Franklin Long Competition Performance Charts

Five steps to successful analysis of Franklin Long Competition

Franklin Long'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 Franklin Long Duration in relation to its competition. Franklin Long's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Franklin Long 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 Franklin Long's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Franklin Long Duration, 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 Franklin Mutual Fund

Franklin Long financial ratios help investors to determine whether Franklin 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 Franklin with respect to the benefits of owning Franklin Long security.

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Franklin Long Competition

Franklin Long vs Putnam Global Correlation

Good diversification

Specify up to 10 symbols:

Franklin Long Competition Correlation Matrix

Risk-Adjusted Indicators

Franklin Long Competitive Analysis

Franklin Long Competition Performance Charts

Five steps to successful analysis of Franklin Long Competition

Complement your Franklin Long position

Did You Try This Idea?

Run Gambling Thematic Idea Now

Gambling

Other Information on Investing in Franklin Mutual Fund

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