Fixed Income Competition

Mutual Funds USA . 
Fund . Fixed Income Shares
FXICX Fund  USD 9.06  0.04  0.44%   
Fixed Income Shares competes with HUMANA, Barloworld, Morningstar Unconstrained, High-yield Municipal, and Thrivent High; as well as few others. The fund is listed under Miscellaneous Fixed Income category and is part of PIMCO family. Analyzing Fixed 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 Fixed Income to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fixed Income 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 Fixed Income competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fixed Income'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.
Hype
Prediction
LowEstimatedHigh
8.749.069.38
Details
Intrinsic
Valuation
LowRealHigh
8.699.019.33
Details
Naive
Forecast
LowNextHigh
8.769.099.41
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.868.979.08
Details

Fixed Income Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fixed 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 Fixed 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 Fixed Income Shares does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.86
MSTSX
RRTLX
+ 0.84
AAEVX
AAEVX
+ 0.81
MSTSX
RRTLX
+ 0.77
LBHIX
AAEVX
+ 0.75
LBHIX
LBHIX
+ 0.69
MSTSX
  
High negative correlations   
VIASP
- 0.83
SCAXF
AAEVX
- 0.65
444859BR2
LBHIX
- 0.55
444859BR2
AAEVX
- 0.53
SCAXF
MSTSX
- 0.5
444859BR2
VIASP
- 0.45
444859BR2

Risk-Adjusted Indicators

There is a big difference between Fixed Mutual Fund performing well and Fixed 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 Fixed 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
444859BR2  1.36 (0.01) 0.00  0.16  0.00 
 0.00 
 5.93 
(5.79)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.11) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.03)(0.13) 0.07  0.50 
(0.61)
 1.21 
(1.02)
 2.80 
ABHYX  0.18  0.03 (0.23)(0.15) 0.24 
(0.24)
 0.34 
(0.33)
 1.91 
LBHIX  0.12  0.01 (0.44) 0.51  0.00 
(0.28)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.37) 0.00 (19.66) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.75  0.08 (0.04)(1.44) 1.13 
(0.82)
 2.28 
(1.20)
 7.18 
AAEVX  0.49 (0.01)(0.08) 0.11  0.52 
(0.59)
 0.93 
(0.77)
 2.76 
RRTLX  0.23 (0.02)(0.30) 0.07  0.23 
(0.25)
 0.48 
(0.56)
 1.36 
All Fundamental Data

Fixed Income Competitive Analysis

The better you understand Fixed Income competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fixed 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 Fixed 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
FXICX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF VIASP AAEVX
 0.44 
 9.06 
Fixed
 1.95 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.17 
 11.97 
Morningstar
 0.22 
 9.03 
High-yield
 0.24 
 4.26 
Thrivent
 0.00 
 0.01 
Sparta
 0.23 
 22.16 
Via
 0.51 
 11.72 
American
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
OK
Modest
Good
Very Weak
Modest
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Above Average
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly 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
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
N/A
Net Asset
1.29 B
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
355.28 M
5.82 M
Profit Margin
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
N/A
EBITDA
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
Current Valuation
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
N/A
Operating Margin
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
N/A
Price To Book
N/A
N/A
N/A
0.99
N/A
N/A
1.58
34.42
N/A
N/A
Five Year Return
0.99
N/A
N/A
3.98
8.72
1.83
3.46
N/A
8.97
N/A
Retained Earnings
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
10.53
N/A
N/A
N/A
20.75
10.82
11.94
N/A
N/A
N/A
Beta
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
N/A
Cash Position Weight
11.02
N/A
N/A
N/A
14.28
0.1
6.56
N/A
N/A
2.21
Number Of Employees
1
N/A
7
36
1
1
1
8
169
1
Equity Positions Weight
N/A
N/A
N/A
N/A
61.63
N/A
0.07
N/A
N/A
87.86
Shares Outstanding
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
N/A
Three Year Return
-1.36
N/A
N/A
N/A
7.94
-0.39
3.06
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
N/A
Annual Yield
0.0064
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
0.0972
0.0176
Total Debt
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
N/A
Return On Equity
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
70.29
N/A
N/A
N/A
22.72
2.0
92.23
N/A
N/A
2.26
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
N/A
Book Value Per Share
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
1.54 B
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
355.28 M
2.16 M
Last Dividend Paid
0.03
N/A
N/A
4.6
N/A
0.03
0.02
N/A
0.73
N/A
Debt To Equity
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
N/A
Target Price
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Market Capitalization
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
N/A
Price To Earning
N/A
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
26.83
N/A
Price To Sales
N/A
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
N/A
N/A
Net Income
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
Earnings Per Share
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
Year To Date Return
5.41
N/A
N/A
N/A
14.75
7.0
7.32
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
N/A
Ten Year Return
5.44
N/A
N/A
N/A
N/A
4.84
6.0
N/A
N/A
N/A
Working Capital
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
N/A
Cash Per Share
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
N/A
Gross Profit
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
N/A
Day Typical Price
9.06
80.35
0.006
4.23
11.97
9.03
4.26
0.015
22.12
11.72
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
68.13
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
0.0
0.2941
9.2 T
Period Momentum Indicator
0.04
(1.60)
N/A
N/A
0.02
0.02
0.01
N/A
0.05
0.06
Rate Of Daily Change
1.0
0.98
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.01
Day Median Price
9.06
80.35
0.006
4.23
11.97
9.03
4.26
0.015
22.11
11.72
Price Action Indicator
0.02
(0.80)
N/A
N/A
0.01
0.01
0.005
N/A
0.08
0.03
Coefficient Of Variation
5847.66
(5,752)
N/A
25169.77
1146.07
1056.97
601.89
(812.40)
1351.4
748.93
Mean Deviation
0.2437
1.36
N/A
1.27
0.4864
0.1771
0.116
0.7004
0.7534
0.4856
Jensen Alpha
(0)
(0.01)
N/A
(0.11)
(0.03)
0.0327
0.0142
(0.37)
0.083
(0.01)
Total Risk Alpha
(0.06)
(0.49)
N/A
(0.69)
(0.06)
(0.03)
(0.01)
(0.85)
(0.12)
(0.03)
Sortino Ratio
(0.38)
N/A
N/A
N/A
(0.13)
(0.23)
(0.44)
N/A
(0.04)
(0.08)
Downside Variance
0.1215
N/A
N/A
N/A
0.4253
0.2328
0.0617
N/A
1.66
0.4533
Standard Deviation
0.3241
2.62
N/A
4.2
0.6315
0.2908
0.1738
2.89
1.17
0.6317
Kurtosis
1.45
5.47
N/A
11.15
0.0249
8.34
3.08
66.0
5.25
1.03
Potential Upside
0.4435
5.93
N/A
N/A
1.21
0.3382
0.2375
N/A
2.28
0.9276
Treynor Ratio
0.2518
0.1582
N/A
0.0074
0.0738
(0.15)
0.5144
(19.66)
(1.44)
0.1064
Maximum Drawdown
1.57
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
7.18
2.76
Variance
0.105
6.89
N/A
17.65
0.3988
0.0845
0.0302
8.35
1.36
0.3991
Market Risk Adjusted Performance
0.2618
0.1682
N/A
0.0174
0.0838
(0.14)
0.5244
(19.65)
(1.43)
0.1164
Risk Adjusted Performance
(0.0005)
(0.01)
N/A
0.0112
0.0646
0.056
0.093
(0.09)
0.06
0.1
Skewness
0.1774
0.8851
N/A
0.4951
0.0472
(1.75)
1.04
(8.12)
(0.87)
(0.39)
Semi Deviation
0.2967
N/A
N/A
N/A
0.5005
0.2446
0.0
N/A
1.13
0.5198
Information Ratio
(0.41)
(0.07)
N/A
(0.03)
(0.13)
(0.38)
(0.63)
(0.17)
(0.04)
(0.08)
Value At Risk
(0.56)
(5.79)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
(1.20)
(0.77)
Expected Short fall
(0.27)
N/A
N/A
N/A
(0.61)
(0.24)
(0.28)
N/A
(0.82)
(0.59)
Downside Deviation
0.3486
N/A
N/A
N/A
0.6522
0.4825
0.2483
N/A
1.29
0.6733
Semi Variance
0.088
N/A
N/A
N/A
0.2505
0.0598
(0.02)
N/A
1.27
0.2702

Fixed Income Competition Performance Charts

Five steps to successful analysis of Fixed Income Competition

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

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Insurance Providers
Insurance Providers Theme
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Other Information on Investing in Fixed Mutual Fund

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