Franklin Balance Competition
| FRBSX Fund | USD 38.44 0.17 0.44% |
Franklin Balance vs Templeton Growth Correlation
Poor diversification
The correlation between Franklin Balance Sheet and TEGRX is 0.62 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Franklin Balance Sheet and TEGRX in the same portfolio, assuming nothing else is changed.
Moving together with Franklin Mutual Fund
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Franklin Balance's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Franklin Balance Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Franklin Balance 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 Balance Sheet does not affect the price movement of the other competitor.
Risk-Adjusted Indicators
There is a big difference between Franklin Mutual Fund performing well and Franklin Balance 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 Balance'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| PEYAX | 0.55 | 0.08 | 0.10 | 0.17 | 0.45 | 1.38 | 3.29 | |||
| TEBIX | 0.44 | 0.16 | 0.17 | (1.21) | 0.05 | 0.99 | 2.35 | |||
| TEDMX | 0.74 | 0.24 | 0.26 | 0.44 | 0.38 | 1.99 | 3.95 | |||
| TEDIX | 0.50 | 0.09 | 0.11 | 0.20 | 0.38 | 1.20 | 3.62 | |||
| TEDSX | 0.50 | 0.09 | 0.11 | 0.20 | 0.39 | 1.21 | 3.60 | |||
| TEDRX | 0.50 | 0.09 | 0.11 | 0.21 | 0.36 | 1.22 | 3.63 | |||
| TEFRX | 0.56 | 0.24 | 0.19 | (2.30) | 0.36 | 1.58 | 4.00 | |||
| TEFTX | 0.57 | 0.24 | 0.20 | (2.43) | 0.36 | 1.53 | 3.98 | |||
| TEGBX | 0.30 | 0.08 | 0.03 | 3.27 | 0.05 | 0.68 | 2.16 | |||
| TEGRX | 0.80 | 0.34 | 0.38 | 0.82 | 0.00 | 1.28 | 16.99 |
Franklin Balance Competitive Analysis
The better you understand Franklin Balance competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Franklin Balance'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 Balance'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 |
Franklin Balance Competition Performance Charts
Five steps to successful analysis of Franklin Balance Competition
Franklin Balance'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 Balance Sheet in relation to its competition. Franklin Balance's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Franklin Balance 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 Balance's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Franklin Balance Sheet, 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.
Complement your Franklin Balance position
In addition to having Franklin Balance 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 Insurance Providers Thematic Idea Now
Insurance Providers
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 43 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 Insurance Providers Theme or any other thematic opportunities.
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Other Information on Investing in Franklin Mutual Fund
Franklin Balance 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 Balance security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |