Jensen Global Competition

Mutual Funds USA . 
Fund . Jensen Global Quality
JGQIX Fund  USD 17.09  0.02  0.12%   
Jensen Global Quality competes with T Rowe, T Rowe, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under World Large-Stock Growth category and is part of Jensen family. Analyzing Jensen Global 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 Jensen Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Jensen Global 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 Jensen Global competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
16.3517.0917.83
Details
Intrinsic
Valuation
LowRealHigh
16.3217.0617.80
Details
Naive
Forecast
LowNextHigh
16.3017.0417.78
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.9617.0517.15
Details

Jensen Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Jensen Global 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 Jensen 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 Jensen Global Quality does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
TADGX
+ 0.86
PAWAX
MSTSX
+ 0.73
TADGX
MSTSX
+ 0.7
PAWAX
LBHIX
+ 0.67
MSTSX
LBHIX
+ 0.64
PAWAX
LBHIX
+ 0.59
TADGX
  
High negative correlations   
VIASP
- 0.8
SCAXF
444859BR2
- 0.68
PAWAX
LBHIX
- 0.54
444859BR2
MSTSX
- 0.53
444859BR2
SCAXF
- 0.51
PAWAX
MSTSX
- 0.45
BRRAY

Risk-Adjusted Indicators

There is a big difference between Jensen Mutual Fund performing well and Jensen Global 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 Jensen Global'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
PAWAX  0.56 (0.01)(0.03) 0.11  0.67 
(0.61)
 1.08 
(1.61)
 3.74 
TADGX  0.48 (0.04)(0.12) 0.07  0.52 
(0.50)
 0.99 
(0.94)
 2.87 
444859BR2  1.35 (0.09) 0.00 (0.14) 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 (0.13) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.42) 0.38  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.17  0.00 (0.24) 0.19  0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.41) 0.00 (0.98) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.07 (0.04)(2.04) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
All Fundamental Data

Jensen Global Competitive Analysis

The better you understand Jensen Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jensen Global'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 Jensen Global'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
JGQIX PAWAX TADGX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF
 0.12 
 17.09 
Jensen
 0.32 
 78.68 
PAWAX
 0.36 
 83.94 
TADGX
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.08 
 11.87 
Morningstar
 0.24 
 4.26 
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)
Very Weak
Good
OK
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)
Fairly Valued
Fairly 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 Hold
Strong Buy
Strong 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
49.46 M
5.24 B
9.39 B
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
4.52
3.07
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
N/A
18.54
12.17
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
N/A
32.78
23.76
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
6.43
3.63
4.04
N/A
N/A
N/A
14.28
6.56
0.1
N/A
Equity Positions Weight
93.57
96.37
95.96
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
N/A
8.83
7.6
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
0.004
N/A
0.0078
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
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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
38.67 M
7.02 B
18.33 B
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
Last Dividend Paid
0.02
N/A
0.1
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
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
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
N/A
2.49
9.34
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
Price To Sales
N/A
2.44
2.0
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
N/A
27.58
18.93
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
N/A
15.86
12.53
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
17.09
78.68
83.94
80.35
0.006
4.23
11.87
4.26
8.99
0.015
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
9.2 T
9.2 T
0.0
Period Momentum Indicator
0.02
(0.25)
0.3
(1.39)
N/A
N/A
(0.01)
0.01
0.03
N/A
Rate Of Daily Change
1.0
1.0
1.0
0.98
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
17.09
78.68
83.94
80.35
0.006
4.23
11.87
4.26
8.99
0.015
Price Action Indicator
0.01
(0.12)
0.15
(0.70)
N/A
N/A
(0.01)
0.005
0.015
N/A
Relative Strength Index
33.92
42.18
18.26
42.53
N/A
23.95
31.81
17.83
39.88
N/A
Coefficient Of Variation
6362.57
745.65
1020.12
(6,785)
N/A
25169.77
1342.2
679.17
1516.45
(812.40)
Mean Deviation
0.5645
0.5562
0.4831
1.35
N/A
1.27
0.4908
0.1113
0.1719
0.7004
Jensen Alpha
(0.08)
(0.01)
(0.04)
(0.09)
N/A
(0.13)
(0.04)
0.0105
0.0032
(0.41)
Total Risk Alpha
(0.11)
(0.03)
(0.05)
(0.46)
N/A
(0.65)
(0.06)
(0.01)
(0.04)
(0.82)
Sortino Ratio
(0.15)
(0.03)
(0.12)
N/A
N/A
N/A
(0.13)
(0.42)
(0.24)
N/A
Downside Variance
0.6089
0.6326
0.3697
N/A
N/A
N/A
0.4354
0.0617
0.2181
N/A
Standard Deviation
0.7352
0.7675
0.6121
2.61
N/A
4.2
0.6349
0.1719
0.2892
2.89
Kurtosis
0.5596
1.36
0.4337
5.52
N/A
11.15
(0.03)
3.42
8.37
66.0
Potential Upside
1.0
1.08
0.9909
5.93
N/A
N/A
1.21
0.2375
0.3382
N/A
Treynor Ratio
0.0024
0.1139
0.0681
(0.14)
N/A
0.0057
0.06
0.3847
0.1851
(0.98)
Maximum Drawdown
3.56
3.74
2.87
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
Variance
0.5405
0.589
0.3746
6.84
N/A
17.65
0.4031
0.0296
0.0836
8.35
Market Risk Adjusted Performance
0.0124
0.1239
0.0781
(0.13)
N/A
0.0157
0.07
0.3947
0.1951
(0.97)
Risk Adjusted Performance
0.0116
0.1026
0.0724
(0)
N/A
0.0112
0.0549
0.0781
0.034
(0.09)
Skewness
(0.1)
(0.39)
0.2167
0.909
N/A
0.4951
0.0725
1.11
(1.70)
(8.12)
Semi Deviation
0.7233
0.6691
0.5204
N/A
N/A
N/A
0.5156
0.0
0.2536
N/A
Information Ratio
(0.16)
(0.04)
(0.12)
(0.06)
N/A
(0.03)
(0.13)
(0.61)
(0.39)
(0.17)
Value At Risk
(1.47)
(1.61)
(0.94)
(5.79)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
Expected Short fall
(0.59)
(0.61)
(0.50)
N/A
N/A
N/A
(0.61)
(0.29)
(0.24)
N/A
Downside Deviation
0.7803
0.7954
0.6081
N/A
N/A
N/A
0.6599
0.2483
0.467
N/A
Semi Variance
0.5232
0.4477
0.2708
N/A
N/A
N/A
0.2658
(0.01)
0.0643
N/A

Jensen Global Competition Performance Charts

Five steps to successful analysis of Jensen Global Competition

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

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Education
Education Theme
Companies involved in apprenticeship, education, tutoring, schooling, online universities, and other learning services. The Education theme has 45 constituents at this time.
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Other Information on Investing in Jensen Mutual Fund

Jensen Global financial ratios help investors to determine whether Jensen 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 Jensen with respect to the benefits of owning Jensen Global security.
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