Dreyfus Appreciation Competition

DGAGX Fund

USD 39.82 0.30 0.76%

Dreyfus Appreciation competes with Marsico Focus, Dreyfus Sp, Dreyfus Institutional, Causeway International, and T Rowe; as well as few others. The fund is listed under Large Growth category and is part of BNY Mellon family. Analyzing Dreyfus Appreciation 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 Dreyfus Appreciation to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Dreyfus Appreciation 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 Dreyfus Appreciation competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
38.20	39.87	41.54

Details

Intrinsic

Valuation

Low	Real	High
38.97	40.64	42.31

Details

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

Dreyfus Appreciation Competition Correlation Matrix

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

	MFOCX	PEOPX	DSPIX	CIVVX	PAHIX
MFOCX		0.93	0.67	-0.47	0.53	MFOCX
PEOPX	0.93		0.59	-0.58	0.48	PEOPX
DSPIX	0.67	0.59		-0.04	0.44	DSPIX
CIVVX	-0.47	-0.58	-0.04		0.01	CIVVX
PAHIX	0.53	0.48	0.44	0.01		PAHIX
	MFOCX	PEOPX	DSPIX	CIVVX	PAHIX

Click cells to compare fundamentals

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High positive correlations

PEOPX	+ 0.93	MFOCX
DSPIX	+ 0.67	MFOCX
DSPIX	+ 0.59	PEOPX
PAHIX	+ 0.53	MFOCX
PAHIX	+ 0.48	PEOPX
PAHIX	+ 0.44	DSPIX

High negative correlations

CIVVX	- 0.58	PEOPX
CIVVX	- 0.47	MFOCX
CIVVX	- 0.04	DSPIX

Risk-Adjusted Indicators

There is a big difference between Dreyfus Mutual Fund performing well and Dreyfus Appreciation 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 Dreyfus Appreciation'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
MFOCX	0.84	0.03	0.01	0.06	1.37	(0.80)	1.61	(2.06)	7.32
PEOPX	0.51	0.05	0.03	0.79	0.73	(0.53)	0.96	(0.95)	5.46
DSPIX	0.90	(0.27)	0.00	(0.35)	0.00	0.00	0.96	(1.32)	5.50
CIVVX	0.77	(0.23)	0.00	(1.85)	0.00	0.00	0.94	(1.89)	10.50
PAHIX	0.12	(0.02)	0.00	(10.56)	0.00	0.00	0.17	(0.17)	1.19

Unable to evaluate fundamental data of [MFOCX, PEOPX, DSPIX, CIVVX, PAHIX] at this time. Please try again later

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Dreyfus Appreciation Competitive Analysis

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

	DGAGX	MFOCX	PEOPX	DSPIX	CIVVX	PAHIX
	0.76 39.82 Dreyfus	1.29 30.64 Marsico	8.61 58.51 Dreyfus	1.12 52.35 Dreyfus	0.49 18.45 Causeway	0.17 5.89 PAHIX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Weak	Modest	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Hold	Strong Hold	Cautious Hold	Sell
Net Asset	2.19 B	711.59 M	2.09 B	2.08 B	6.88 B	6.91 B
Minimum Initial Investment	N/A	N/A	2.5 K	1 K	N/A	N/A
Price To Book	3.29 X	5.38 X	2.71 X	2.61 X	1.23 X	0.87 X
Five Year Return	12.34 %	20.23 %	14.21 %	15.31 %	7.42 %	3.43 %
One Year Return	14.77 %	44.77 %	27.32 %	30.22 %	8.80 %	7.96 %
Last Dividend Paid	N/A	N/A	0.75	0.24	0.18	0.02
Price To Earning	20.26 X	32.42 X	19.37 X	18.74 X	13.91 X	6.73 X
Price To Sales	2.89 X	3.05 X	1.89 X	1.83 X	0.92 X	0.60 X
Cash Position Weight	0.60 %	12.52 %	0.55 %	0.56 %	2.55 %	0.15 %
Equity Positions Weight	99.40 %	87.48 %	99.45 %	99.44 %	97.44 %	0.83 %
Three Year Return	5.43 %	13.41 %	10.25 %	10.63 %	8.79 %	2.67 %
Annual Yield	0 %	N/A	0.01 %	0.01 %	0.02 %	0.06 %
Year To Date Return	13.39 %	43.27 %	25.41 %	28.77 %	6.18 %	6.96 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	12.36 %
Ten Year Return	11.89 %	14.36 %	12.60 %	12.95 %	4.10 %	6.03 %
Daily Balance Of Power	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	39.82	30.64	58.51	52.35	18.45	5.89
Period Momentum Indicator	0.3	0.39	(5.51)	0.58	0.09	(0.01)
Rate Of Daily Change	1.01	1.01	0.91	1.01	1.0	1.0
Day Median Price	39.82	30.64	58.51	52.35	18.45	5.89
Price Action Indicator	0.15	0.2	(2.75)	0.29	0.045	(0.01)
Coefficient Of Variation	(919.60)	2337.86	1192.48	(1,083)	(582.44)	(1,859)
Mean Deviation	0.692	0.8359	0.5085	0.8977	0.769	0.1165
Jensen Alpha	(0.21)	0.0251	0.0506	(0.27)	(0.23)	(0.02)
Total Risk Alpha	(0.24)	0.006	0.0304	(0.33)	(0.27)	(0.03)
Sortino Ratio	N/A	0.0115	0.0339	N/A	N/A	N/A
Downside Variance	N/A	2.31	0.7264	N/A	N/A	N/A
Standard Deviation	1.64	1.19	0.7405	2.63	1.29	0.1871
Kurtosis	43.88	4.36	4.96	55.43	21.13	4.64
Potential Upside	0.8083	1.61	0.9611	0.9629	0.9443	0.1698
Treynor Ratio	(0.25)	0.0603	0.7905	(0.35)	(1.85)	(10.56)
Maximum Drawdown	13.73	7.32	5.46	5.5	10.5	1.19
Variance	2.69	1.41	0.5483	6.89	1.67	0.035
Market Risk Adjusted Performance	(0.24)	0.0703	0.8005	(0.34)	(1.84)	(10.55)
Risk Adjusted Performance	(0.08)	0.0372	0.0657	(0.07)	(0.13)	(0.07)
Skewness	(6.09)	(1.50)	(0.78)	(7.16)	(3.57)	1.18
Semi Deviation	N/A	1.37	0.7254	N/A	N/A	N/A
Information Ratio	(0.13)	0.0148	0.0391	(0.10)	(0.20)	(0.23)
Value At Risk	(1.77)	(2.06)	(0.95)	(1.32)	(1.89)	(0.17)
Expected Short fall	N/A	(0.80)	(0.53)	N/A	N/A	N/A
Downside Deviation	N/A	1.52	0.8523	N/A	N/A	N/A
Semi Variance	N/A	1.87	0.5262	N/A	N/A	N/A

Dreyfus Appreciation Competition Performance Charts

Five steps to successful analysis of Dreyfus Appreciation Competition

Dreyfus Appreciation'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 Dreyfus Appreciation in relation to its competition. Dreyfus Appreciation's competition analysis typically involves several steps, including:

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

In addition to having Dreyfus Appreciation 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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Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 43 constituents at this time.

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Other Information on Investing in Dreyfus Mutual Fund

Dreyfus Appreciation financial ratios help investors to determine whether Dreyfus 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 Dreyfus with respect to the benefits of owning Dreyfus Appreciation security.

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