Financial Industries Competition

Mutual Funds . USA . 
Fund . Financial Industries Fund
JFIFX Fund  USD 21.28  0.02  0.09%   
Financial Industries competes with T Rowe, Davis Financial, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Financial category and is part of John Hancock family. The entity is thematically classified as Money Funds. Analyzing Financial Industries 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 Financial Industries to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Financial Industries 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 Financial Industries competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
19.9421.2822.62
Details
Intrinsic
Valuation
LowRealHigh
19.1522.6523.99
Details
Naive
Forecast
LowNextHigh
19.9721.3122.65
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.5320.1721.82
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Financial Industries. Your research has to be compared to or analyzed against Financial Industries' peers to derive any actionable benefits. When done correctly, Financial Industries' 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 Financial Industries.

Financial Industries Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Financial Industries 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 FINANCIAL 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 Financial Industries does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RPFGX
+ 0.97
TFIFX
LBHIX
+ 0.67
MSTSX
LBHIX
+ 0.53
TFIFX
LBHIX
+ 0.53
RPFGX
ABHYX
+ 0.51
LBHIX
MSTSX
+ 0.48
RPFGX
  
High negative correlations   
444859BR2
- 0.72
TFIFX
444859BR2
- 0.69
RPFGX
SCAXF
- 0.68
TFIFX
SCAXF
- 0.66
RPFGX
LBHIX
- 0.54
444859BR2
MSTSX
- 0.53
444859BR2

Risk-Adjusted Indicators

There is a big difference between FINANCIAL Mutual Fund performing well and Financial Industries 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 Financial Industries' 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.
All Fundamental Data

Financial Industries Competitive Analysis

The better you understand Financial Industries competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Financial Industries' 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 Financial Industries' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
JFIFX TFIFX RPFGX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF
 0.09 
 21.28 
FINANCIAL
 1.01 
 48.91 
TFIFX
 0.01 
 70.50 
Davis
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 1.28 
 11.88 
Morningstar
 0.23 
 4.25 
Thrivent
 0.33 
 8.99 
High-yield
 0.00 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Good
Good
Good
Very Weak
Very Weak
Very Weak
Modest
Good
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over 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 Buy
Sell
Buy
Hold
Strong Sell
Hold
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
456.76 M
866.32 M
770.11 M
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Price To Book
N/A
N/A
1.29
N/A
N/A
0.99
N/A
1.58
N/A
34.42
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
11.48
16.18
12.89
N/A
N/A
3.98
8.6
3.46
1.69
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
49.92
51.43
50.72
N/A
N/A
N/A
19.87
11.94
11.13
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Cash Position Weight
1.49
0.24
1.16
N/A
N/A
N/A
14.28
6.56
0.1
N/A
Equity Positions Weight
98.51
99.75
98.83
N/A
N/A
N/A
61.63
0.07
N/A
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
8
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Three Year Return
6.88
11.84
11.95
N/A
N/A
N/A
7.0
3.06
-0.63
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Annual Yield
0.0166
0.0176
0.0151
N/A
N/A
0.0543
0.021
0.0617
0.0041
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Minimum Initial Investment
250 K
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
24.95 M
1.53 B
365.85 M
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
Last Dividend Paid
N/A
0.05
0.58
N/A
N/A
4.6
N/A
0.02
0.03
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
Price To Earning
1.92
26.87
15.47
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
Price To Sales
N/A
N/A
2.37
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Year To Date Return
38.15
37.4
35.77
N/A
N/A
N/A
13.69
7.32
6.09
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Ten Year Return
8.27
8.29
7.75
N/A
N/A
N/A
N/A
6.0
4.84
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
21.28
48.91
70.5
80.35
0.006
4.23
11.88
4.25
8.99
0.015
Daily Balance Of Power
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
0.0
0.0
9.2 T
(9,223,372,036,855)
9.2 T
0.0
Period Momentum Indicator
0.02
0.49
(0.01)
(1.39)
N/A
N/A
0.15
(0.01)
0.03
N/A
Rate Of Daily Change
1.0
1.01
1.0
0.98
1.0
1.0
1.01
1.0
1.0
1.0
Day Median Price
21.28
48.91
70.5
80.35
0.006
4.23
11.88
4.25
8.99
0.015
Price Action Indicator
0.01
0.24
(0.01)
(0.70)
N/A
N/A
0.075
(0.01)
0.015
N/A
Relative Strength Index
60.93
49.81
56.2
42.53
N/A
23.95
31.81
17.83
31.8
N/A
Coefficient Of Variation
484.79
478.03
535.69
(6,785)
N/A
25169.77
1342.2
679.17
1516.45
(812.40)
Mean Deviation
0.8536
0.8003
0.8038
1.35
N/A
1.27
0.4908
0.1113
0.1719
0.7004
Jensen Alpha
0.0855
0.2508
0.0502
(0.09)
N/A
(0.13)
(0.04)
0.0105
0.0032
(0.41)
Total Risk Alpha
0.0544
0.0512
0.0239
(0.46)
N/A
(0.65)
(0.06)
(0.01)
(0.04)
(0.82)
Sortino Ratio
0.1578
0.1395
0.1062
N/A
N/A
N/A
(0.13)
(0.42)
(0.24)
N/A
Downside Variance
0.8107
0.7061
0.6631
N/A
N/A
N/A
0.4354
0.0617
0.2181
N/A
Standard Deviation
1.32
1.18
1.16
2.61
N/A
4.2
0.6349
0.1719
0.2892
2.89
Kurtosis
14.86
11.98
9.7
5.52
N/A
11.15
(0.03)
3.42
8.37
66.0
Potential Upside
1.87
1.68
1.85
5.93
N/A
N/A
1.21
0.2375
0.3382
N/A
Treynor Ratio
0.1786
(2.17)
0.159
(0.14)
N/A
0.0057
0.06
0.3847
0.1851
(0.98)
Maximum Drawdown
9.78
8.41
7.59
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
Variance
1.75
1.4
1.35
6.84
N/A
17.65
0.4031
0.0296
0.0836
8.35
Market Risk Adjusted Performance
0.1886
(2.16)
0.169
(0.13)
N/A
0.0157
0.07
0.3947
0.1951
(0.97)
Risk Adjusted Performance
0.1619
0.1635
0.1461
(0)
N/A
0.0112
0.0549
0.0781
0.034
(0.09)
Skewness
2.74
2.36
2.05
0.909
N/A
0.4951
0.0725
1.11
(1.70)
(8.12)
Semi Deviation
0.5448
0.5254
0.5127
N/A
N/A
N/A
0.5156
0.0
0.2536
N/A
Information Ratio
0.1076
0.099
0.0744
(0.06)
N/A
(0.03)
(0.13)
(0.61)
(0.39)
(0.17)
Value At Risk
(1.35)
(1.29)
(1.40)
(5.79)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
Expected Short fall
(0.98)
(0.94)
(1.00)
N/A
N/A
N/A
(0.61)
(0.29)
(0.24)
N/A
Downside Deviation
0.9004
0.8403
0.8143
N/A
N/A
N/A
0.6599
0.2483
0.467
N/A
Semi Variance
0.2968
0.2761
0.2629
N/A
N/A
N/A
0.2658
(0.01)
0.0643
N/A

Financial Industries Competition Performance Charts

Five steps to successful analysis of Financial Industries Competition

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

In addition to having Financial Industries 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.

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Coal Theme
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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 Coal Theme or any other thematic opportunities.
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Other Information on Investing in FINANCIAL Mutual Fund

Financial Industries financial ratios help investors to determine whether FINANCIAL 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 FINANCIAL with respect to the benefits of owning Financial Industries security.
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