Vanguard California Competition

Mutual Funds . USA . 
Fund . Vanguard California Long Term
VCLAX Fund  USD 11.53  0.01  0.09%   
Vanguard California competes with HUMANA, Barloworld, Morningstar Unconstrained, High-yield Municipal, and Thrivent High; as well as few others. The fund is listed under Muni California Long category and is part of Vanguard family. Analyzing Vanguard California 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 Vanguard California to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Vanguard California 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 Vanguard California competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
11.2611.5311.80
Details
Intrinsic
Valuation
LowRealHigh
11.2611.5311.80
Details
Naive
Forecast
LowNextHigh
11.2711.5411.82
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.3811.5011.62
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Vanguard California. Your research has to be compared to or analyzed against Vanguard California's peers to derive any actionable benefits. When done correctly, Vanguard California'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 Vanguard California.

Vanguard California Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Vanguard California 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 Vanguard 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 Vanguard California does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
AAEVX
+ 0.86
MSTSX
LBHIX
+ 0.69
MSTSX
AAEVX
+ 0.68
LBHIX
LBHIX
+ 0.56
ABHYX
ABHYX
+ 0.33
MSTSX
AAEVX
+ 0.31
VIASP
  
High negative correlations   
VIASP
- 0.75
SCAXF
AAEVX
- 0.73
444859BR2
MSTSX
- 0.63
444859BR2
LBHIX
- 0.58
444859BR2
MSTSX
- 0.51
BRRAY
ABHYX
- 0.43
BRRAY

Risk-Adjusted Indicators

There is a big difference between Vanguard Mutual Fund performing well and Vanguard California 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 Vanguard California'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.
All Fundamental Data

Vanguard California Competitive Analysis

The better you understand Vanguard California competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Vanguard California'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 Vanguard California'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
VCLAX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF VIASP AAEVX
 0.09 
 11.53 
Vanguard
 0.37 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.43 
 11.73 
Morningstar
 0.11 
 8.96 
High-yield
 0.24 
 4.25 
Thrivent
 23.47 
 0.01 
Sparta
 0.54 
 22.46 
Via
 0.61 
 11.48 
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)
Weak
Very Weak
Very Weak
Very Weak
Insignificant
Insignificant
Good
Very Weak
OK
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Average
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over 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)
Cautious Hold
Strong Sell
Strong Sell
Hold
Sell
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
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
4.05 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
1.47
N/A
N/A
3.98
8.13
1.68
3.31
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
7.79
N/A
N/A
N/A
18.78
12.1
11.68
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
0.02
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
-0.12
N/A
N/A
N/A
5.8
-0.71
2.59
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
0.0018
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
99.98
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
50 K
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
5.72 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
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
Last Dividend Paid
N/A
N/A
N/A
4.6
N/A
0.03
0.02
N/A
0.73
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
2.3
N/A
N/A
N/A
11.76
5.77
6.69
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
4.94
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
11.53
80.35
0.006
4.23
11.73
8.96
4.25
0.015
22.4
11.48
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
123.25
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
(9,223,372,036,855)
0.6316
(9,223,372,036,855)
Period Momentum Indicator
0.01
(0.30)
N/A
N/A
0.05
0.01
0.01
(0)
0.12
(0.07)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
0.77
1.01
0.99
Day Median Price
11.53
80.35
0.006
4.23
11.73
8.96
4.25
0.015
22.37
11.48
Price Action Indicator
0.005
(0.15)
N/A
N/A
0.025
0.005
0.005
(0)
0.16
(0.04)
Relative Strength Index
19.12
27.16
N/A
18.98
20.48
4.99
11.7
N/A
48.61
40.34
Coefficient Of Variation
2799.78
(7,322)
N/A
25169.77
1576.86
2042.34
583.8
(812.40)
957.02
1009.62
Mean Deviation
0.1614
1.31
N/A
1.27
0.4856
0.1632
0.1099
0.7004
0.736
0.5092
Jensen Alpha
(0)
(0.03)
N/A
(0.11)
0.0402
(0.0008)
0.0147
(0.40)
0.1138
0.063
Total Risk Alpha
(0.04)
(0.38)
N/A
(0.54)
(0.05)
(0.03)
(0)
(0.74)
(0.04)
(0.03)
Sortino Ratio
(0.24)
N/A
N/A
N/A
(0.11)
(0.20)
(0.32)
N/A
0.009
(0.07)
Downside Variance
0.1707
N/A
N/A
N/A
0.3987
0.2328
0.0625
N/A
1.57
0.4507
Standard Deviation
0.2683
2.57
N/A
4.2
0.6318
0.2858
0.1689
2.89
1.16
0.6614
Kurtosis
7.48
5.85
N/A
11.15
0.1097
8.76
3.69
66.0
5.62
0.6653
Potential Upside
0.349
5.93
N/A
N/A
1.21
0.3382
0.2381
N/A
2.28
1.07
Treynor Ratio
(0.01)
0.3578
N/A
0.0057
(0.30)
0.0825
0.4414
(1.01)
(3.65)
(0.73)
Maximum Drawdown
1.57
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
7.18
3.24
Variance
0.072
6.6
N/A
17.65
0.3991
0.0817
0.0285
8.35
1.34
0.4375
Market Risk Adjusted Performance
1.0E-4
0.3678
N/A
0.0157
(0.29)
0.0925
0.4514
(1.00)
(3.64)
(0.72)
Risk Adjusted Performance
0.0088
(0)
N/A
0.0112
0.0463
0.0207
0.0955
(0.09)
0.0831
0.074
Skewness
(1.55)
1.05
N/A
0.4951
0.1403
(1.73)
1.16
(8.12)
(0.92)
(0.16)
Semi Deviation
0.2541
N/A
N/A
N/A
0.5186
0.2553
0.0
N/A
1.04
0.5511
Information Ratio
(0.37)
(0.06)
N/A
(0.02)
(0.11)
(0.33)
(0.48)
(0.16)
0.0097
(0.07)
Value At Risk
(0.43)
(4.50)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
(1.15)
(0.77)
Expected Short fall
(0.21)
N/A
N/A
N/A
(0.59)
(0.24)
(0.29)
N/A
(0.83)
(0.61)
Downside Deviation
0.4131
N/A
N/A
N/A
0.6314
0.4825
0.25
N/A
1.25
0.6713
Semi Variance
0.0646
N/A
N/A
N/A
0.2689
0.0652
(0.02)
N/A
1.09
0.3037

Vanguard California Competition Performance Charts

Five steps to successful analysis of Vanguard California Competition

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

In addition to having Vanguard California 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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Run Insurance Thematic Idea Now

Insurance
Insurance Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance theme has 61 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 Insurance Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund

Vanguard California financial ratios help investors to determine whether Vanguard 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 Vanguard with respect to the benefits of owning Vanguard California security.
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