Fidelity Series Competition

Mutual Funds . USA . 
Fund . Fidelity Series Investment
FSIGX Fund  USD 9.97  0.01  0.10%   
Fidelity Series Inve competes with Vanguard Total, ABIVAX Socit, SCOR PK, HUMANA, and Small Cap; as well as few others. The fund is listed under Intermediate Core Bond category and is part of Fidelity Investments family. Analyzing Fidelity Series 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 Series to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fidelity Series 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 Fidelity Series competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
9.669.9710.28
Details
Intrinsic
Valuation
LowRealHigh
9.7010.0110.32
Details
Naive
Forecast
LowNextHigh
9.639.9410.25
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.949.969.98
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Fidelity Series. Your research has to be compared to or analyzed against Fidelity Series' peers to derive any actionable benefits. When done correctly, Fidelity Series' 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 Fidelity Series Inve.

Fidelity Series Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fidelity Series 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 Series Inve does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
LBHIX
+ 0.72
MSTSX
444859BR2
+ 0.63
VBTIX
ID
+ 0.62
SCRYX
LBHIX
+ 0.6
SCRYX
MSTSX
+ 0.58
SCRYX
LBHIX
+ 0.5
SCRYY
  
High negative correlations   
AQUI
- 1.0
AAVXF
ID
- 0.65
444859BR2
SCRYX
- 0.63
444859BR2
SCAXF
- 0.63
SCRYY
MSTSX
- 0.62
444859BR2
ID
- 0.61
VBTIX

Risk-Adjusted Indicators

There is a big difference between Fidelity Mutual Fund performing well and Fidelity Series 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 Series' 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
VBTIX  0.22 (0.03) 0.00  0.55  0.00 
 0.00 
 0.42 
(0.62)
 1.36 
AAVXF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SCRYY  2.12  0.43  0.13 (1.15) 2.05 
(2.81)
 5.61 
(4.09)
 12.99 
444859BR2  1.32  0.04  0.00  0.04  0.00 
 0.00 
 5.93 
(4.60)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SCRYX  0.97  0.09  0.01  0.99  0.96 
(1.10)
 2.39 
(1.69)
 7.88 
MSTSX  0.49 (0.03)(0.09) 0.05  0.52 
(0.59)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.00 (0.27) 0.00  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ID  3.81  0.25  0.03  1.85  4.78 
(4.93)
 7.69 
(7.69)
 23.97 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
All Fundamental Data

Fidelity Series Competitive Analysis

The better you understand Fidelity Series competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fidelity Series' 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 Series' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
FSIGX VBTIX AAVXF SCRYY 444859BR2 AQUI SCRYX MSTSX LBHIX ID
 0.10 
 9.97 
Fidelity
 0.10 
 9.55 
Vanguard
 0.00 
 11.05 
ABIVAX
 1.18 
 2.57 
SCOR
 0.29 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.14 
 14.38 
Small
 0.09 
 11.68 
Morningstar
 0.24 
 4.25 
Thrivent
 7.14 
 0.45 
SPACE
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Risky
Very steady
Very steady
Very steady
Very steady
Very steady
Extremely risky
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
OK
Very Weak
Very Weak
Insignificant
Weak
Good
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Above Average
Below Average
Below Average
Average
Low
Low
Low
Very High
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly 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)
Strong Sell
Strong Sell
Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
2.03
9.99
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
33.53 B
199.72 B
110.36 M
51.52 B
N/A
3.19 K
973.72 M
116.1 M
674.44 M
N/A
Profit Margin
N/A
N/A
N/A
-0.0209
N/A
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
(42.25 M)
1.23 B
N/A
(727.69 K)
N/A
N/A
N/A
N/A
Operating Margin
N/A
N/A
4.66
-0.0092
N/A
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
N/A
165.28 M
4.75 B
N/A
912.76 K
N/A
N/A
N/A
N/A
Price To Book
N/A
N/A
27.57
0.67
N/A
N/A
N/A
N/A
1.58
N/A
Five Year Return
0.99
-0.2
N/A
4.83
N/A
N/A
9.71
8.13
3.31
N/A
Retained Earnings
N/A
N/A
N/A
(645.5 M)
N/A
(4.18 M)
N/A
N/A
N/A
N/A
One Year Return
7.59
7.16
N/A
N/A
N/A
N/A
26.78
18.78
11.68
N/A
Beta
N/A
N/A
1.26
1.25
N/A
7.05
N/A
N/A
N/A
N/A
Cash Position Weight
7.6
0.8
N/A
N/A
N/A
N/A
1.28
14.28
6.56
N/A
Number Of Employees
1
1
24
3.59 K
N/A
7
1
1
1
N/A
Equity Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
98.72
61.63
0.07
N/A
Shares Outstanding
N/A
N/A
22.3 M
1.78 B
N/A
965.83 K
N/A
N/A
N/A
N/A
Three Year Return
-1.48
-2.22
N/A
N/A
N/A
N/A
2.42
5.8
2.59
N/A
Cash Flow From Operations
N/A
N/A
(45.66 M)
2.41 B
N/A
(218.19 K)
N/A
N/A
N/A
N/A
Annual Yield
7.0E-4
0.0056
N/A
0.0789
N/A
N/A
0.0063
0.021
0.0617
N/A
Total Debt
N/A
N/A
53.45 M
3.05 B
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
-12.86
-0.0574
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
90.79
6.9
N/A
N/A
N/A
N/A
N/A
22.72
92.23
N/A
Z Score
N/A
N/A
1.8
0.6
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
Return On Asset
N/A
N/A
-0.44
-0.002
N/A
-5.5
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
0.36
3.04
N/A
-1.18
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Current Liabilities
N/A
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
Total Asset
N/A
271.09 B
110.36 M
51.52 B
N/A
3.19 K
686.96 M
215.11 M
347.66 M
N/A
Last Dividend Paid
0.02
N/A
N/A
N/A
N/A
N/A
0.06
N/A
0.02
N/A
Debt To Equity
N/A
N/A
8.03
0.43
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
57.27
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
165.36 M
4.35 B
N/A
96.58 K
N/A
50.36 M
N/A
947.97 K
Price To Earning
N/A
N/A
-7.88
12.21
N/A
-0.22
N/A
N/A
35.48
N/A
Price To Earnings To Growth
N/A
N/A
N/A
0.28
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
N/A
N/A
20.65
0.2
N/A
N/A
N/A
N/A
1.23
N/A
Net Income
N/A
N/A
(41.36 M)
456 M
N/A
(627.79 K)
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
-2.59
0.25
N/A
-0.63
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
4.67
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
2.38
1.43
N/A
N/A
N/A
N/A
12.62
11.76
6.69
N/A
Revenue
N/A
N/A
37 K
16.03 B
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
4.25
3.89
N/A
N/A
N/A
N/A
N/A
N/A
6.0
N/A
Working Capital
N/A
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
26.57 M
3.52 B
N/A
1.15 K
N/A
N/A
N/A
N/A
Cash Per Share
N/A
N/A
1.58
1.97
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
(45.52 M)
(853 M)
N/A
(143.88 K)
N/A
N/A
N/A
N/A
Day Typical Price
9.97
9.55
11.05
2.55
80.35
0.006
14.38
11.68
4.25
0.45
Accumulation Distribution
N/A
N/A
N/A
0.0272
N/A
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
0.07
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
0.0
0.4286
(9,223,372,036,855)
0.0
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
Period Momentum Indicator
0.01
(0.01)
N/A
0.03
(0.23)
N/A
0.02
(0.01)
0.01
0.03
Rate Of Daily Change
1.0
1.0
1.0
1.01
1.0
1.0
1.0
1.0
1.0
1.07
Day Median Price
9.97
9.55
11.05
2.54
80.35
0.006
14.38
11.68
4.25
0.45
Price Action Indicator
0.005
(0.01)
N/A
0.05
(0.12)
N/A
0.01
(0.01)
0.005
0.015
Relative Strength Index
46.11
45.3
N/A
55.31
39.79
N/A
70.38
59.72
68.15
54.84
Coefficient Of Variation
(1,627)
(1,118)
N/A
710.08
(8,332)
N/A
1304.74
1576.86
582.72
1824.8
Mean Deviation
0.2417
0.2209
N/A
2.12
1.32
N/A
0.9681
0.4856
0.11
3.81
Jensen Alpha
(0.03)
(0.03)
N/A
0.4252
0.0446
N/A
0.0866
(0.03)
N/A
0.2548
Total Risk Alpha
(0.06)
(0.07)
N/A
0.0691
(0.33)
N/A
(0.06)
(0.04)
(0.0002)
(0.31)
Sortino Ratio
N/A
N/A
N/A
0.1271
N/A
N/A
0.0085
(0.09)
(0.27)
0.0294
Downside Variance
N/A
N/A
N/A
5.97
N/A
N/A
1.23
0.3987
0.0625
38.19
Standard Deviation
0.3116
0.2941
N/A
2.88
2.57
N/A
1.37
0.6318
0.169
5.06
Kurtosis
0.439
0.5379
N/A
1.46
5.82
N/A
4.76
0.1097
3.68
1.41
Potential Upside
0.4012
0.4184
N/A
5.61
5.93
N/A
2.39
1.21
0.2398
7.69
Treynor Ratio
(0.60)
0.5476
N/A
(1.15)
0.0408
N/A
0.9857
0.0462
N/A
1.85
Maximum Drawdown
1.59
1.36
N/A
12.99
16.62
N/A
7.88
2.8
0.9552
23.97
Variance
0.0971
0.0865
N/A
8.3
6.61
N/A
1.87
0.3991
0.0286
25.58
Market Risk Adjusted Performance
(0.59)
0.5576
N/A
(1.14)
0.0508
N/A
0.9957
0.0562
N/A
1.86
Risk Adjusted Performance
(0.06)
(0.08)
N/A
0.1135
(0)
N/A
0.0622
0.0459
0.0947
0.0498
Skewness
(0.08)
(0.21)
N/A
0.7326
1.04
N/A
1.36
0.1403
1.16
(0.70)
Semi Deviation
N/A
N/A
N/A
2.05
N/A
N/A
0.9601
0.5186
0.0
4.78
Information Ratio
(0.37)
(0.41)
N/A
0.1077
(0.05)
N/A
0.0069
(0.09)
(0.39)
0.0359
Value At Risk
(0.60)
(0.62)
N/A
(4.09)
(4.60)
N/A
(1.69)
(1.02)
(0.24)
(7.69)
Expected Short fall
N/A
N/A
N/A
(2.81)
N/A
N/A
(1.10)
(0.59)
(0.29)
(4.93)
Downside Deviation
N/A
N/A
N/A
2.44
N/A
N/A
1.11
0.6314
0.25
6.18
Semi Variance
N/A
N/A
N/A
4.22
N/A
N/A
0.9218
0.2689
(0.02)
22.83

Fidelity Series Competition Performance Charts

Five steps to successful analysis of Fidelity Series Competition

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

In addition to having Fidelity Series 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 Aircraft Thematic Idea Now

Aircraft
Aircraft Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Aircraft theme has 46 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 Aircraft Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Fidelity Mutual Fund

Fidelity Series 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 Series security.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Fundamental Analysis
View fundamental data based on most recent published financial statements
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2024 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY