Jpmorgan Disciplined Competition

Mutual Funds . USA . 
Fund . Jpmorgan Disciplined Equity
JDEAX Fund  USD 47.57  0.09  0.19%   
Jpmorgan Disciplined competes with Hartford Core, Hartford Core, Jpmorgan Mid, T Rowe, and Blue Chip; as well as few others. The fund is listed under Large Blend category and is part of JPMorgan family. Analyzing Jpmorgan Disciplined 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 Jpmorgan Disciplined to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Jpmorgan Disciplined Correlation with its peers.

Jpmorgan Disciplined vs Fuller Thaler Correlation

Almost no diversification

The correlation between Jpmorgan Disciplined Equity and FTHNX is 0.9 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Jpmorgan Disciplined Equity and FTHNX in the same portfolio, assuming nothing else is changed.

Moving together with Jpmorgan Mutual Fund

  0.96SRJIX Jpmorgan SmartretirementPairCorr
  0.96SRJQX Jpmorgan SmartretirementPairCorr
  0.96SRJPX Jpmorgan SmartretirementPairCorr
  0.96SRJSX Jpmorgan SmartretirementPairCorr
  0.96SRJYX Jpmorgan SmartretirementPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
46.6047.5748.54
Details
Intrinsic
Valuation
LowRealHigh
42.8152.0953.06
Details
Naive
Forecast
LowNextHigh
46.8047.7748.74
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
45.0647.0449.03
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Jpmorgan Disciplined. Your research has to be compared to or analyzed against Jpmorgan Disciplined's peers to derive any actionable benefits. When done correctly, Jpmorgan Disciplined'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 Jpmorgan Disciplined.

Jpmorgan Disciplined Competition Correlation Matrix

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

High positive correlations

HGIYX
+ 1.0
HAIAX
PBLAX
+ 0.99
HAIAX
PBLAX
+ 0.99
HGIYX
GETGX
+ 0.97
JAMCX
FTHNX
+ 0.97
JAMCX
GETGX
+ 0.97
MRSAX
  

High negative correlations

PRAFX
- 0.14
AKRIX

Risk-Adjusted Indicators

There is a big difference between Jpmorgan Mutual Fund performing well and Jpmorgan Disciplined 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 Jpmorgan Disciplined'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
HAIAX  0.71  0.14  0.18  0.19  0.48 
(0.79)
 1.21 
(1.12)
 15.28 
HGIYX  0.71  0.14  0.18  0.18  0.48 
(0.78)
 1.18 
(1.12)
 14.97 
JAMCX  0.58  0.01 (0.01) 0.08  0.59 
(0.64)
 1.47 
(1.11)
 3.62 
PAROX  0.55  0.07  0.07  0.16  0.55 
(0.62)
 1.18 
(1.11)
 5.12 
PBLAX  1.11  0.25  0.30  0.21  0.56 
(1.37)
 1.24 
(1.62)
 29.21 
MRSAX  0.53  0.12  0.16  0.28  0.28 
(0.65)
 1.16 
(0.78)
 3.79 
AKRIX  0.73 (0.16) 0.00 (0.10) 0.00 
 0.00 
 1.35 
(1.77)
 5.02 
GETGX  0.64  0.10  0.12  0.21  0.43 
(0.79)
 1.69 
(1.21)
 4.59 
PRAFX  0.69  0.16  0.13  0.33  0.69 
(0.78)
 1.42 
(1.23)
 3.12 
FTHNX  0.69  0.02  0.02  0.09  0.76 
(0.69)
 1.76 
(1.31)
 3.56 

Jpmorgan Disciplined Competitive Analysis

The better you understand Jpmorgan Disciplined competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jpmorgan Disciplined'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 Jpmorgan Disciplined'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
JDEAX HAIAX HGIYX JAMCX PAROX PBLAX MRSAX AKRIX GETGX PRAFX
 0.19 
 47.57 
Jpmorgan
 0.18 
 54.33 
Hartford
 0.18 
 55.47 
Hartford
 0.63 
 31.39 
Jpmorgan
 0.17 
 23.28 
PAROX
 0.73 
 39.87 
Blue
 0.48 
 27.35 
Mfs
 0.30 
 62.45 
Akre
 0.38 
 46.65 
Victory
 1.19 
 19.55 
PRAFX
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Fair
Fair
Fair
Fair
Good
Fair
Solid
Weakest
Good
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Under 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)
Buy
Strong Buy
Strong Buy
Strong Hold
Buy
Strong Buy
Strong Buy
Strong Hold
Strong Buy
Strong Buy
Net Asset
11.48 B
11.41 B
11.41 B
11.35 B
3.73 B
9.79 B
17.67 B
13.09 B
11.67 B
10.73 B
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
250 K
N/A
2.5 K
Price To Book
2.5
2.8
2.72
2.19
2.13
N/A
1.94
3.15
2.3
1.65
Five Year Return
13.89
11.2
11.68
9.34
0.0614
10.6
5.83
7.38
9.32
10.35
One Year Return
13.07
11.84
12.23
6.46
0.0478
8.19
28.01
-6.76
5.54
34.4
Last Dividend Paid
0.07
N/A
N/A
N/A
0.02
N/A
0.16
N/A
0.16
0.04
Price To Earning
18.52
19.8
19.32
19.97
18.78
N/A
5.26
27.77
2.42
23.02
Price To Sales
1.87
1.95
1.58
1.24
1.57
N/A
1.66
2.61
1.13
1.83
Cash Position Weight
0.56
0.54
0.54
3.12
8.31
0.09
1.24
1.93
2.18
4.28
Equity Positions Weight
99.43
99.46
99.46
96.88
91.41
99.91
98.76
97.57
97.82
94.82
Three Year Return
21.5
18.88
19.55
9.46
0.0733
20.22
11.17
10.9
7.47
11.5
Annual Yield
0.0062
0.0029
0.0049
0.0066
0.0107
N/A
0.0172
N/A
0.0056
0.0294
Year To Date Return
0.47
1.24
0.27
4.36
-0.0716
0.45
3.0
0.3
3.96
7.35
Bond Positions Weight
N/A
N/A
N/A
N/A
0.32
N/A
N/A
N/A
N/A
0.87
Ten Year Return
12.45
13.77
14.21
9.03
9.53
N/A
5.82
17.88
10.22
N/A
Day Typical Price
47.57
54.33
55.47
31.39
23.28
39.87
27.35
62.53
46.65
19.55
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0073
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.46
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
0
9.2 T
9.2 T
9.2 T
(0.41)
0
9.2 T
Period Momentum Indicator
0.09
0.1
0.1
(0.20)
0.04
0.29
0.13
(0.19)
(0.18)
0.23
Rate Of Daily Change
1.0
1.0
1.0
0.99
1.0
1.01
1.0
1.0
1.0
1.01
Day Median Price
47.57
54.33
55.47
31.39
23.28
39.87
27.35
62.57
46.65
19.55
Price Action Indicator
0.045
0.05
0.05
(0.10)
0.02
0.14
0.065
(0.21)
(0.09)
0.12
Coefficient Of Variation
820.3
740.2
736.84
1035.49
596.82
885.87
414.35
(1,169)
543.73
409.17
Mean Deviation
0.6021
0.7128
0.7051
0.5827
0.5491
1.11
0.5344
0.727
0.64
0.6866
Jensen Alpha
0.0406
0.1426
0.1396
0.0091
0.0675
0.2495
0.1209
(0.16)
0.1032
0.1599
Total Risk Alpha
0.0174
0.0627
0.0623
(0.01)
0.0479
0.0564
0.0946
(0.19)
0.0695
0.1205
Sortino Ratio
0.0433
0.1797
0.1756
(0.01)
0.0715
0.3004
0.1633
N/A
0.1201
0.1336
Downside Variance
0.7927
0.7642
0.7616
0.5102
0.5345
1.03
0.319
N/A
0.4803
0.9893
Standard Deviation
0.9589
1.74
1.71
0.7556
0.7797
3.4
0.7067
1.01
0.8784
0.8642
Kurtosis
11.45
45.62
44.87
0.0653
5.14
57.62
3.69
2.2
1.9
0.3223
Potential Upside
1.21
1.21
1.18
1.47
1.18
1.24
1.16
1.35
1.69
1.42
Treynor Ratio
0.1102
0.1861
0.1848
0.0798
0.1552
0.2056
0.2768
(0.1)
0.2141
0.3329
Maximum Drawdown
7.3
15.28
14.97
3.62
5.12
29.21
3.79
5.02
4.59
3.12
Variance
0.9194
3.04
2.91
0.5709
0.6079
11.56
0.4994
1.02
0.7716
0.7469
Market Risk Adjusted Performance
0.1202
0.1961
0.1948
0.0898
0.1652
0.2156
0.2868
(0.09)
0.2241
0.3429
Risk Adjusted Performance
0.0916
0.1047
0.1051
0.071
0.1233
0.0905
0.1763
(0.06)
0.1363
0.1805
Skewness
1.98
6.14
6.06
0.3173
1.03
7.34
1.0
(0.95)
0.911
(0.72)
Semi Deviation
0.6847
0.4774
0.48
0.5876
0.5545
0.5559
0.2775
N/A
0.4269
0.6895
Information Ratio
0.0402
0.0901
0.0898
(0.01)
0.0671
0.0898
0.1305
(0.16)
0.0947
0.1537
Value At Risk
(1.15)
(1.12)
(1.12)
(1.11)
(1.11)
(1.62)
(0.78)
(1.77)
(1.21)
(1.23)
Expected Short fall
(0.62)
(0.79)
(0.78)
(0.64)
(0.62)
(1.37)
(0.65)
N/A
(0.79)
(0.78)
Downside Deviation
0.8903
0.8742
0.8727
0.7143
0.7311
1.02
0.5648
N/A
0.693
0.9946
Semi Variance
0.4688
0.2279
0.2304
0.3453
0.3075
0.309
0.077
N/A
0.1822
0.4754

Jpmorgan Disciplined Competition Performance Charts

Five steps to successful analysis of Jpmorgan Disciplined Competition

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

In addition to having Jpmorgan Disciplined 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 Social Domain Thematic Idea Now

Social Domain
Social Domain Theme
New or established large and mid-sized companies that are involved in the social media industry, including entities that provide web-based or mobile media applications and services across across large segment of population in multiple geographical areas. The Social Domain theme has 25 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 Social Domain Theme or any other thematic opportunities.
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Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Disciplined financial ratios help investors to determine whether Jpmorgan 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 Jpmorgan with respect to the benefits of owning Jpmorgan Disciplined security.
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