Allianzgi Nfj Competition

AFJAX Fund

USD 18.31 0.05 0.27%

Allianzgi Nfj Intern competes with Allianzgi Nfj, Allianzgi Nfj, Allianzgi Vertible, Allianzgi Nfj, and Allianzgi Focused; as well as few others. The fund is listed under Foreign Large Blend category and is part of Allianz Global Investors family. Analyzing Allianzgi Nfj 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 Allianzgi Nfj to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Allianzgi Nfj 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 Allianzgi Nfj competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
17.43	18.33	19.23

Details

Intrinsic

Valuation

Low	Real	High
17.71	18.61	19.51

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Allianzgi Nfj. Your research has to be compared to or analyzed against Allianzgi Nfj's peers to derive any actionable benefits. When done correctly, Allianzgi Nfj'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 Allianzgi Nfj Intern.

Allianzgi Nfj Competition Correlation Matrix

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

	NFJEX	ANJIX	ANNPX	ANPRX	PGFIX	DRMCX	ANVIX	AWTAX	AWTCX
NFJEX		0.32	0.11	0.89	0.25	0.16	0.97	0.87	0.87	NFJEX
ANJIX	0.32		-0.67	0.22	-0.56	-0.67	0.14	0.68	0.68	ANJIX
ANNPX	0.11	-0.67		0.34	0.89	0.98	0.29	-0.23	-0.24	ANNPX
ANPRX	0.89	0.22	0.34		0.47	0.37	0.89	0.75	0.75	ANPRX
PGFIX	0.25	-0.56	0.89	0.47		0.92	0.42	-0.05	-0.06	PGFIX
DRMCX	0.16	-0.67	0.98	0.37	0.92		0.35	-0.2	-0.21	DRMCX
ANVIX	0.97	0.14	0.29	0.89	0.42	0.35		0.76	0.76	ANVIX
AWTAX	0.87	0.68	-0.23	0.75	-0.05	-0.2	0.76		1.0	AWTAX
AWTCX	0.87	0.68	-0.24	0.75	-0.06	-0.21	0.76	1.0		AWTCX
	NFJEX	ANJIX	ANNPX	ANPRX	PGFIX	DRMCX	ANVIX	AWTAX	AWTCX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

High positive correlations

AWTCX	+ 1.0	AWTAX
DRMCX	+ 0.98	ANNPX
ANVIX	+ 0.97	NFJEX
DRMCX	+ 0.92	PGFIX
ANPRX	+ 0.89	NFJEX
PGFIX	+ 0.89	ANNPX

High negative correlations

DRMCX	- 0.67	ANJIX
ANNPX	- 0.67	ANJIX
PGFIX	- 0.56	ANJIX
AWTCX	- 0.24	ANNPX
AWTAX	- 0.23	ANNPX
AWTCX	- 0.21	DRMCX

Risk-Adjusted Indicators

There is a big difference between Allianzgi Mutual Fund performing well and Allianzgi Nfj 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 Allianzgi Nfj'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
NFJEX	0.57	(0.10)	0.00	(5.08)	0.00	0.00	1.06	(0.98)	4.62
ANJIX	0.68	(0.11)	0.00	2.68	0.00	0.00	1.02	(2.34)	5.86
ANNPX	0.51	0.08	0.05	1.64	0.58	(0.60)	1.09	(0.89)	4.03
ANPRX	0.63	(0.07)	0.00	(0.70)	0.00	0.00	1.17	(0.99)	6.76
PGFIX	0.82	0.08	0.02	(1.68)	1.79	(0.73)	1.68	(1.54)	10.46
DRMCX	0.77	0.13	0.07	1.21	0.99	(0.92)	1.86	(1.32)	7.55
ANVIX	0.57	(0.07)	0.00	(1.18)	0.00	0.00	1.06	(0.94)	5.39
AWTAX	0.64	(0.23)	0.00	(0.83)	0.00	0.00	0.91	(0.92)	12.13
AWTCX	0.65	(0.23)	0.00	(0.82)	0.00	0.00	0.92	(0.94)	12.35

Unable to evaluate fundamental data of [NFJEX, ANJIX, ANNPX, ANPRX, PGFIX, DRMCX, ANVIX, AWTAX, AWTCX] at this time. Please try again later

All Fundamental Data

Allianzgi Nfj Competitive Analysis

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

	AFJAX	NFJEX	ANJIX	ANNPX	ANPRX	PGFIX	DRMCX	ANVIX	AWTAX	AWTCX
	0.27 18.31 Allianzgi	0.19 10.62 Allianzgi	0.27 18.45 Allianzgi	0.64 35.98 Allianzgi	0.59 28.80 Allianzgi	1.02 78.57 Allianzgi	1.00 6.07 Allianzgi	0.22 27.72 Allianzgi	0.21 19.21 Allianzgi	0.17 17.86 Allianzgi
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	OK	Very Weak	Insignificant	OK	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly 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)	Strong Hold	Hold	Cautious Hold	Strong Buy	Strong Hold	Cautious Hold	Strong Buy	Strong Hold	Buy	Buy
Net Asset	154.4 M	858.37 M	154.4 M	2.7 B	1.06 B	1.32 B	444.54 M	333.02 M	803.16 M	803.16 M
Minimum Initial Investment	N/A	1000 K	1000 K	N/A	N/A	1000 K	1000 K	N/A	N/A	N/A
Price To Book	1.26	1.74	1.32	N/A	N/A	4.76	3.79	1.82	2.7	2.7
Five Year Return	1.02	6.68	1.43	10.94	6.4	21.01	13.28	6.86	6.67	5.87
One Year Return	-0.72	7.63	1.42	17.5	7.05	40.95	26.21	7.49	6.51	5.64
Last Dividend Paid	0.06	0.04	0.09	0.03	0.43	N/A	N/A	0.07	0.04	N/A
Price To Earning	11.32	14.02	11.78	N/A	N/A	23.33	22.98	15.47	21.23	21.23
Price To Sales	0.9	1.21	1.03	N/A	N/A	2.58	2.25	1.49	1.63	1.63
Cash Position Weight	4.13	1.3	4.11	4.74	0.77	1.19	0.75	0.69	1.69	1.69
Equity Positions Weight	95.63	98.7	95.54	2.43	99.22	98.81	99.25	99.31	98.31	98.31
Three Year Return	-4.2	4.52	-2.97	1.85	3.8	12.38	3.18	3.01	-1.5	-2.24
Annual Yield	0.0171	0.0291	0.0209	0.0065	0.0158	N/A	N/A	0.015	0.0055	N/A
Year To Date Return	0.92	5.56	1.65	15.94	4.29	40.66	23.36	6.76	6.07	5.24
Ten Year Return	1.5	8.92	1.85	11.38	9.18	15.57	13.16	9.87	9.37	8.54
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	18.31	10.62	18.45	35.98	28.8	78.57	6.07	27.72	19.21	17.86
Period Momentum Indicator	(0.05)	0.02	(0.05)	0.23	0.17	0.79	0.06	0.06	0.04	0.03
Rate Of Daily Change	1.0	1.0	1.0	1.01	1.01	1.01	1.01	1.0	1.0	1.0
Day Median Price	18.31	10.62	18.45	35.98	28.8	78.57	6.07	27.72	19.21	17.86
Price Action Indicator	(0.03)	0.01	(0.03)	0.11	0.085	0.39	0.03	0.03	0.02	0.015
Coefficient Of Variation	(1,448)	(876.74)	(947.67)	746.57	(1,578)	1590.67	757.86	(1,345)	(677.11)	(667.57)
Mean Deviation	0.7025	0.5716	0.6787	0.5073	0.6341	0.8181	0.7742	0.5684	0.6446	0.6461
Jensen Alpha	(0.09)	(0.10)	(0.11)	0.0786	(0.07)	0.078	0.1296	(0.07)	(0.23)	(0.23)
Total Risk Alpha	(0.13)	(0.14)	(0.17)	0.0438	(0.12)	0.0015	0.0748	(0.11)	(0.29)	(0.30)
Sortino Ratio	N/A	N/A	N/A	0.051	N/A	0.0158	0.0695	N/A	N/A	N/A
Downside Variance	N/A	N/A	N/A	0.54	N/A	4.29	1.72	N/A	N/A	N/A
Standard Deviation	1.01	0.7855	0.9827	0.6775	0.9174	1.37	1.09	0.7809	1.39	1.41
Kurtosis	1.73	3.35	1.96	3.05	10.49	16.78	3.58	3.21	41.44	41.97
Potential Upside	1.34	1.06	1.02	1.09	1.17	1.68	1.86	1.06	0.9058	0.9219
Treynor Ratio	(0.51)	(5.08)	2.68	1.64	(0.70)	(1.68)	1.21	(1.18)	(0.83)	(0.82)
Maximum Drawdown	5.86	4.62	5.86	4.03	6.76	10.46	7.55	5.39	12.13	12.35
Variance	1.02	0.617	0.9657	0.459	0.8416	1.87	1.2	0.6097	1.94	1.99
Market Risk Adjusted Performance	(0.50)	(5.07)	2.69	1.65	(0.69)	(1.67)	1.22	(1.17)	(0.82)	(0.81)
Risk Adjusted Performance	(0.05)	(0.09)	(0.08)	0.1046	(0.05)	0.0541	0.1075	(0.06)	(0.11)	(0.11)
Skewness	(0.27)	(0.99)	(0.36)	(0.96)	(1.96)	(3.12)	(0.61)	(0.25)	(5.72)	(5.78)
Semi Deviation	N/A	N/A	N/A	0.5792	N/A	1.79	0.9894	N/A	N/A	N/A
Information Ratio	(0.12)	(0.18)	(0.16)	0.0553	(0.12)	0.0239	0.0833	(0.14)	(0.19)	(0.19)
Value At Risk	(2.31)	(0.98)	(2.34)	(0.89)	(0.99)	(1.54)	(1.32)	(0.94)	(0.92)	(0.94)
Expected Short fall	N/A	N/A	N/A	(0.60)	N/A	(0.73)	(0.92)	N/A	N/A	N/A
Downside Deviation	N/A	N/A	N/A	0.7348	N/A	2.07	1.31	N/A	N/A	N/A
Semi Variance	N/A	N/A	N/A	0.3355	N/A	3.21	0.979	N/A	N/A	N/A

Allianzgi Nfj Competition Performance Charts

Five steps to successful analysis of Allianzgi Nfj Competition

Allianzgi Nfj'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 Allianzgi Nfj Intern in relation to its competition. Allianzgi Nfj's competition analysis typically involves several steps, including:

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

In addition to having Allianzgi Nfj 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 Buywrite ETFs Thematic Idea Now

Buywrite ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Buywrite ETFs 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 Buywrite ETFs Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Allianzgi Mutual Fund

Allianzgi Nfj financial ratios help investors to determine whether Allianzgi 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 Allianzgi with respect to the benefits of owning Allianzgi Nfj security.

	ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
	USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA
	Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market.
	Share Portfolio Track or share privately all of your investments from the convenience of any device

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC