Pimco Total Competition

PRAPX Fund

USD 7.60 0.01 0.13%

Pimco Total Return competes with Transamerica Financial, Gabelli Global, Davis Financial, Royce Global, and 1919 Financial; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of PIMCO family. Analyzing Pimco Total 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 Pimco Total to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pimco Total 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 Pimco Total competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
7.33	7.60	7.87

Details

Intrinsic

Valuation

Low	Real	High
7.36	7.63	7.90

Details

Pimco Total Competition Correlation Matrix

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

	IAAEX	GCFSX	FTIXX	RPFGX	RGFIX	SBFAX	BTO
IAAEX		0.83	0.05	0.74	0.0	0.72	0.81	IAAEX
GCFSX	0.83		0.43	0.93	0.0	0.91	0.93	GCFSX
FTIXX	0.05	0.43		0.39	0.0	0.41	0.34	FTIXX
RPFGX	0.74	0.93	0.39		0.0	0.99	0.94	RPFGX
RGFIX	0.0	0.0	0.0	0.0		0.0	0.0	RGFIX
SBFAX	0.72	0.91	0.41	0.99	0.0		0.96	SBFAX
BTO	0.81	0.93	0.34	0.94	0.0	0.96		BTO
	IAAEX	GCFSX	FTIXX	RPFGX	RGFIX	SBFAX	BTO

Click cells to compare fundamentals

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High positive correlations

SBFAX	+ 0.99	RPFGX
BTO	+ 0.96	SBFAX
BTO	+ 0.94	RPFGX
RPFGX	+ 0.93	GCFSX
BTO	+ 0.93	GCFSX
SBFAX	+ 0.91	GCFSX

High negative correlations

BTO	- 0.0	RGFIX
SBFAX	- 0.0	RGFIX
RGFIX	- 0.0	RPFGX
RGFIX	- 0.0	FTIXX
RGFIX	- 0.0	GCFSX
RGFIX	- 0.0	IAAEX

Risk-Adjusted Indicators

There is a big difference between Pimco Mutual Fund performing well and Pimco Total 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 Pimco Total'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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
IAAEX	0.53	(0.03)	(0.08)	0.06	0.53	(0.60)	1.33	(0.98)	3.17
GCFSX	0.69	0.04	0.06	0.14	0.49	(0.94)	1.52	(1.41)	4.94
FTIXX	0.03	0.01	0.00	(0.18)	0.00	0.00	0.00	0.00	1.01
RPFGX	0.78	0.20	0.10	(1.05)	0.55	(0.96)	1.85	(1.40)	7.59
RGFIX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
SBFAX	0.79	0.24	0.15	(1.73)	0.51	(0.93)	1.73	(1.44)	8.60
BTO	0.96	0.16	0.19	0.21	0.72	(1.08)	2.02	(1.32)	9.88

Unable to evaluate fundamental data of [IAAEX, GCFSX, FTIXX, RPFGX, RGFIX, SBFAX, BTO] at this time. Please try again later

All Fundamental Data

Pimco Total Competitive Analysis

The better you understand Pimco Total competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pimco Total'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 Pimco Total'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

	PRAPX	IAAEX	GCFSX	FTIXX	RPFGX	RGFIX	SBFAX	BTO
	0.13 7.60 Pimco	0.98 12.31 Transamerica	0.55 16.46 Gabelli	0.00 1.00 Goldman	1.22 67.99 Davis	0.00 6.52 Royce	1.01 33.26 1919	1.88 38.95 John
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Insignificant	Good	OK	Good	Very Weak	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	About Average	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Sell	Hold	Hold	Strong Sell	Strong Sell	Hold	Cautious Hold	Strong Buy
Net Asset	1.13 B	1.39 B	11.02 M	75.53 B	770.11 M	50.85 M	127.89 M	N/A
Price To Book	N/A	N/A	N/A	N/A	1.29 X	N/A	1.61 X	1.14 X
Five Year Return	(0.39) %	N/A	12.63 %	N/A	12.62 %	6.66 %	9.23 %	9.75 %
One Year Return	8.26 %	N/A	48.34 %	N/A	48.60 %	11.61 %	43.92 %	54.67 %
Last Dividend Paid	0.02	N/A	0.08	N/A	0.58	0.04	0.25	2.6
Price To Earning	N/A	N/A	N/A	N/A	15.47 X	9.87 X	16.80 X	2.71 X
Beta	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1.5
Price To Sales	N/A	N/A	N/A	N/A	2.37 X	N/A	2.89 X	32.25 X
Cash Position Weight	(74.89) %	N/A	1.60 %	N/A	1.16 %	4.16 %	1.83 %	N/A
Equity Positions Weight	0.01 %	N/A	98.40 %	N/A	98.83 %	94.78 %	98.17 %	N/A
Three Year Return	(2.91) %	N/A	11.65 %	N/A	10.64 %	(1.83) %	3.46 %	4.72 %
Annual Yield	0 %	0.01 %	0.01 %	0 %	0.02 %	0.07 %	0.01 %	0.01 %
Year To Date Return	2.25 %	N/A	29.94 %	N/A	33.65 %	0.91 %	30.46 %	31.49 %
Bond Positions Weight	16.83 %	N/A	N/A	N/A	N/A	0.62 %	N/A	N/A
Ten Year Return	3.93 %	N/A	N/A	N/A	7.75 %	9.47 %	9.37 %	N/A
Day Typical Price	7.6	12.31	16.46	1.0	67.99	6.52	33.26	38.78
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1797.34
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	0.0	(9,223,372,036,855)	0.0	(9,223,372,036,855)	0.6102
Period Momentum Indicator	(0.01)	0.12	0.09	N/A	(0.84)	N/A	(0.34)	0.72
Rate Of Daily Change	1.0	1.01	1.01	1.0	0.99	1.0	0.99	1.02
Day Median Price	7.6	12.31	16.46	1.0	67.99	6.52	33.26	38.69
Price Action Indicator	(0.01)	0.06	0.045	N/A	(0.42)	N/A	(0.17)	0.62
Coefficient Of Variation	(1,174)	1195.49	602.87	812.4	604.89	N/A	512.97	468.24
Mean Deviation	0.2152	0.5304	0.6916	0.0301	0.7823	N/A	0.7915	0.96
Jensen Alpha	(0.04)	(0.03)	0.0444	0.0083	0.1988	N/A	0.2355	0.1626
Total Risk Alpha	(0.07)	(0.04)	0.0236	(0.01)	0.0304	N/A	0.067	0.1154
Sortino Ratio	N/A	(0.08)	0.0649	N/A	0.1007	N/A	0.1487	0.1946
Downside Variance	N/A	0.3942	0.5416	N/A	0.6642	N/A	0.6859	1.2
Standard Deviation	0.2743	0.6776	0.9482	0.1243	1.16	N/A	1.19	1.51
Kurtosis	0.4054	0.4247	2.36	66.0	10.07	N/A	12.91	12.56
Potential Upside	0.3881	1.33	1.52	N/A	1.85	N/A	1.73	2.02
Treynor Ratio	(0.91)	0.063	0.1424	(0.18)	(1.05)	N/A	(1.73)	0.2076
Maximum Drawdown	1.31	3.17	4.94	1.01	7.59	N/A	8.6	9.88
Variance	0.0752	0.4592	0.899	0.0155	1.34	N/A	1.42	2.28
Market Risk Adjusted Performance	(0.90)	0.073	0.1524	(0.17)	(1.04)	N/A	(1.72)	0.2176
Risk Adjusted Performance	(0.08)	0.0625	0.1285	0.0425	0.1295	N/A	0.1523	0.1678
Skewness	(0.39)	0.5283	0.9983	8.12	2.14	N/A	2.5	2.47
Semi Deviation	N/A	0.5254	0.492	N/A	0.5477	N/A	0.5141	0.7227
Information Ratio	(0.48)	(0.08)	0.0504	(0.76)	0.0708	N/A	0.1032	0.141
Value At Risk	(0.52)	(0.98)	(1.41)	N/A	(1.40)	N/A	(1.44)	(1.32)
Expected Short fall	N/A	(0.60)	(0.94)	N/A	(0.96)	N/A	(0.93)	(1.08)
Downside Deviation	N/A	0.6278	0.7359	N/A	0.815	N/A	0.8282	1.09
Semi Variance	N/A	0.276	0.2421	N/A	0.3	N/A	0.2643	0.5223

Pimco Total Competition Performance Charts

Five steps to successful analysis of Pimco Total Competition

Pimco Total'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 Pimco Total Return in relation to its competition. Pimco Total's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Pimco Total 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 Pimco Total's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pimco Total Return, 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 Pimco Total position

In addition to having Pimco Total 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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Copper

Companies involved in production of copper. The Copper theme has 39 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 Copper Theme or any other thematic opportunities.

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Other Information on Investing in Pimco Mutual Fund

Pimco Total financial ratios help investors to determine whether Pimco 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 Pimco with respect to the benefits of owning Pimco Total security.

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