Dreyfus Equity Competition

Mutual Funds . USA . 
Fund . Dreyfus Equity Income
DQIRX Fund  USD 31.53  0.21  0.67%   
Dreyfus Equity Income competes with Dreyfus High, Dreyfusthe Boston, Dreyfus International, Dreyfus International, and Dreyfus International; as well as few others. The fund is listed under Large Value category and is part of Dreyfus family. Analyzing Dreyfus Equity 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 Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Dreyfus Equity 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 Equity competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
30.7031.5332.36
Details
Intrinsic
Valuation
LowRealHigh
30.9131.7432.57
Details
Naive
Forecast
LowNextHigh
29.5930.4231.25
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
30.7432.5534.35
Details

Dreyfus Equity Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Dreyfus Equity 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 Equity Income does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
DIBYX
+ 1.0
DIBRX
DIERX
+ 1.0
DIEYX
DISYX
+ 1.0
DISRX
DINIX
+ 0.98
DIEYX
DINIX
+ 0.98
DIERX
DIMIX
+ 0.97
DHYYX
  
High negative correlations   
DIERX
- 0.75
SSETX
DIEYX
- 0.75
SSETX
DISYX
- 0.74
SSETX
DISRX
- 0.74
SSETX
DIBYX
- 0.69
SSETX
DIBRX
- 0.69
SSETX

Risk-Adjusted Indicators

There is a big difference between Dreyfus Mutual Fund performing well and Dreyfus Equity 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 Equity'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
DHYYX  0.21  0.00  0.00  0.09  0.00 
 0.00 
 0.45 
(0.54)
 2.18 
SSETX  0.87  0.09  0.10  0.16  0.87 
(0.92)
 2.20 
(1.50)
 7.09 
DIBRX  0.31 (0.07) 0.00  0.71  0.00 
 0.00 
 0.60 
(0.67)
 2.06 
DIBYX  0.31 (0.06) 0.00  0.73  0.00 
 0.00 
 0.55 
(0.67)
 2.00 
DIEYX  0.63 (0.09) 0.00 (0.24) 0.00 
 0.00 
 1.09 
(1.41)
 3.76 
DIERX  0.63 (0.09) 0.00 (0.24) 0.00 
 0.00 
 1.09 
(1.41)
 3.76 
DIMIX  0.05 (0.01)(0.64) 0.37  0.07 
(0.10)
 0.08 
(0.16)
 0.47 
DINIX  0.64 (0.08) 0.00 (0.18) 0.00 
 0.00 
 1.11 
(1.45)
 4.08 
DISRX  0.72 (0.17) 0.00 (0.34) 0.00 
 0.00 
 1.29 
(1.76)
 6.68 
DISYX  0.73 (0.17) 0.00 (0.34) 0.00 
 0.00 
 1.27 
(1.75)
 6.73 
All Fundamental Data

Dreyfus Equity Competitive Analysis

The better you understand Dreyfus Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Dreyfus Equity'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 Equity'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
DQIRX DHYYX SSETX DIBRX DIBYX DIEYX DIERX DIMIX DINIX DISRX
 0.67 
 31.53 
Dreyfus
 0.45 
 11.06 
Dreyfus
 0.55 
 41.71 
Dreyfusthe
 0.31 
 12.79 
Dreyfus
 0.23 
 12.86 
Dreyfus
 0.08 
 39.35 
Dreyfus
 0.08 
 39.37 
Dreyfus
 0.16 
 12.79 
Dreyfus
 0.34 
 20.27 
Dreyfus
 0.34 
 23.43 
International
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Weak
Very Weak
Good
Very Weak
Very Weak
Very Weak
Very Weak
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
Over Valued
Under Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Over 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
Strong Sell
Strong Buy
Strong Sell
Strong Sell
Hold
Hold
Sell
Hold
Hold
Net Asset
809.84 M
257.91 M
7.79 M
1.04 B
1.04 B
745.23 M
745.23 M
318.6 M
617.34 M
4.08 B
Minimum Initial Investment
1 K
N/A
1 K
1 K
N/A
N/A
1 K
1 K
N/A
1 K
Price To Book
2.2
N/A
2.97
N/A
N/A
N/A
1.55
N/A
N/A
2.37
Five Year Return
14.08
1.07
10.73
-2.17
-2.02
4.83
4.89
0.96
5.89
5.56
One Year Return
36.52
9.85
31.98
3.69
3.92
10.54
10.03
3.62
13.0
9.82
Last Dividend Paid
0.05
0.04
N/A
0.04
0.04
0.96
0.96
0.01
0.35
0.15
Price To Earning
15.62
N/A
29.81
N/A
N/A
N/A
15.45
N/A
N/A
21.42
Price To Sales
1.17
N/A
1.74
N/A
N/A
N/A
0.9
N/A
N/A
2.18
Cash Position Weight
1.92
0.55
4.01
25.27
3.07
0.18
0.93
2.54
1.14
2.32
Equity Positions Weight
98.08
N/A
95.69
N/A
N/A
99.81
99.07
N/A
98.8
97.68
Three Year Return
13.59
-1.29
0.12
-4.45
-4.28
2.86
2.32
0.73
3.98
-0.0838
Annual Yield
0.0161
0.004
N/A
0.007
0.0047
0.0334
0.0333
0.003
0.0324
0.0081
Year To Date Return
30.25
7.24
21.12
0.62
0.92
5.38
5.48
2.94
7.75
4.21
Bond Positions Weight
N/A
4.07
N/A
50.07
88.35
N/A
N/A
97.46
N/A
N/A
Ten Year Return
10.81
4.7
15.19
2.36
2.42
6.0
6.0
1.42
4.94
7.7
Day Typical Price
31.53
11.06
41.71
12.79
12.86
39.35
39.37
12.79
20.27
23.43
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
0.21
(0.05)
(0.23)
(0.04)
(0.03)
0.03
0.03
(0.02)
(0.07)
(0.08)
Rate Of Daily Change
1.01
1.0
0.99
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
31.53
11.06
41.71
12.79
12.86
39.35
39.37
12.79
20.27
23.43
Price Action Indicator
0.11
(0.03)
(0.11)
(0.02)
(0.01)
0.015
0.015
(0.01)
(0.04)
(0.04)
Relative Strength Index
63.15
66.31
73.18
43.89
44.85
45.81
45.86
64.79
45.9
43.97
Coefficient Of Variation
2662.26
(17,216)
558.75
(631.80)
(649.35)
(1,346)
(1,345)
243108.57
(1,875)
(833.06)
Mean Deviation
0.4743
0.2143
0.874
0.3147
0.3121
0.6348
0.6344
0.0474
0.6441
0.7238
Jensen Alpha
(0.04)
5.0E-4
0.0863
(0.07)
(0.06)
(0.09)
(0.09)
(0.01)
(0.08)
(0.17)
Total Risk Alpha
(0.08)
(0.06)
0.0539
(0.13)
(0.13)
(0.17)
(0.17)
(0.02)
(0.16)
(0.26)
Sortino Ratio
(0.06)
N/A
0.0992
N/A
N/A
N/A
N/A
(0.64)
N/A
N/A
Downside Variance
1.16
N/A
1.21
N/A
N/A
N/A
N/A
0.0244
N/A
N/A
Standard Deviation
0.8272
0.3606
1.17
0.412
0.4137
0.7863
0.7857
0.0835
0.8209
1.03
Kurtosis
19.9
7.29
1.97
1.04
1.13
(0.22)
(0.22)
3.61
0.4248
3.79
Potential Upside
0.8808
0.4517
2.2
0.5961
0.5503
1.09
1.09
0.0785
1.11
1.29
Treynor Ratio
0.0314
0.0868
0.1591
0.7149
0.7328
(0.24)
(0.24)
0.3719
(0.18)
(0.34)
Maximum Drawdown
7.13
2.18
7.09
2.06
2.0
3.76
3.76
0.4699
4.08
6.68
Variance
0.6843
0.13
1.36
0.1697
0.1712
0.6182
0.6173
0.007
0.6738
1.07
Market Risk Adjusted Performance
0.0414
0.0968
0.1691
0.7249
0.7428
(0.23)
(0.23)
0.3819
(0.17)
(0.33)
Risk Adjusted Performance
0.0285
(0.01)
0.1336
(0.12)
(0.12)
(0.05)
(0.05)
(0.08)
(0.04)
(0.08)
Skewness
(3.06)
(1.67)
0.6184
(0.37)
(0.32)
(0.05)
(0.05)
(0.86)
0.1869
(0.87)
Semi Deviation
0.9522
N/A
0.8663
N/A
N/A
N/A
N/A
0.0738
N/A
N/A
Information Ratio
(0.08)
(0.28)
0.0933
(0.40)
(0.40)
(0.20)
(0.20)
(1.20)
(0.18)
(0.22)
Value At Risk
(0.90)
(0.54)
(1.50)
(0.67)
(0.67)
(1.41)
(1.41)
(0.16)
(1.45)
(1.76)
Expected Short fall
(0.47)
N/A
(0.92)
N/A
N/A
N/A
N/A
(0.1)
N/A
N/A
Downside Deviation
1.07
N/A
1.1
N/A
N/A
N/A
N/A
0.1564
N/A
N/A
Semi Variance
0.9067
N/A
0.7505
N/A
N/A
N/A
N/A
0.0055
N/A
N/A

Dreyfus Equity Competition Performance Charts

Five steps to successful analysis of Dreyfus Equity Competition

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

In addition to having Dreyfus Equity 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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Convertibles Funds
Convertibles Funds Theme
Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 12 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 Convertibles Funds Theme or any other thematic opportunities.
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Other Information on Investing in Dreyfus Mutual Fund

Dreyfus Equity 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 Equity security.
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