Fidelity Equity Competition
| FEQIX Fund | USD 73.82 2.16 2.84% |
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 Fidelity Equity competition on your existing holdings.
Fidelity |
Fidelity Equity Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fidelity 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 Fidelity 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 Fidelity Equity Income does not affect the price movement of the other competitor.
| 0.84 | 0.89 | 0.92 | 0.9 | FSMVX | ||
| 0.84 | 0.97 | 0.85 | 0.68 | FBCVX | ||
| 0.89 | 0.97 | 0.92 | 0.79 | FVDFX | ||
| 0.92 | 0.85 | 0.92 | 0.93 | FDSCX | ||
| 0.9 | 0.68 | 0.79 | 0.93 | FCPVX | ||
| Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
Risk-Adjusted Indicators
There is a big difference between Fidelity Mutual Fund performing well and Fidelity 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 Fidelity 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 Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| FSMVX | 0.77 | (0.19) | 0.00 | (0.21) | 0.00 | 1.41 | 6.98 | |||
| FBCVX | 0.55 | (0.14) | 0.00 | (0.20) | 0.00 | 1.16 | 4.24 | |||
| FVDFX | 0.46 | (0.09) | 0.00 | (0.11) | 0.00 | 0.97 | 4.34 | |||
| FDSCX | 0.86 | (0.12) | 0.00 | (0.07) | 0.00 | 1.62 | 8.76 | |||
| FCPVX | 0.81 | (0.07) | 0.00 | (0.03) | 0.00 | 1.59 | 10.16 |
Fidelity Equity Competitive Analysis
The better you understand Fidelity Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fidelity 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 Fidelity 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 |
| FEQIX | FSMVX | FBCVX | FVDFX | FDSCX | FCPVX | |
| 2.84 73.82 Fidelity | 7.76 30.09 Fidelity | 1.77 23.88 Fidelity | 0.28 36.14 Fidelity | 0.59 37.36 Fidelity | 0.74 20.50 Fidelity | Market Volatility (90 Days Market Risk) |
| Market Performance (90 Days Performance) | ||||||
| Odds of Financial Distress (Probability Of Bankruptcy) | ||||||
| Current Valuation (Equity Enterprise Value) | ||||||
| Buy or Sell Advice (Average Analysts Consensus) | ||||||
Trade Advice (90 Days Macroaxis Advice) | ||||||
| Net Asset | ||||||
| Price To Book | ||||||
| Five Year Return | ||||||
| One Year Return | ||||||
| Last Dividend Paid | ||||||
| Price To Earning | ||||||
| Price To Sales | ||||||
| Cash Position Weight | ||||||
| Equity Positions Weight | ||||||
| Three Year Return | ||||||
| Annual Yield | ||||||
| Year To Date Return | ||||||
| Ten Year Return | ||||||
| Daily Balance Of Power | ||||||
| Day Typical Price | ||||||
| Period Momentum Indicator | ||||||
| Rate Of Daily Change | ||||||
| Day Median Price | ||||||
| Price Action Indicator | ||||||
| Coefficient Of Variation | ||||||
| Mean Deviation | ||||||
| Jensen Alpha | ||||||
| Total Risk Alpha | ||||||
| Standard Deviation | ||||||
| Kurtosis | ||||||
| Potential Upside | ||||||
| Treynor Ratio | ||||||
| Maximum Drawdown | ||||||
| Variance | ||||||
| Market Risk Adjusted Performance | ||||||
| Risk Adjusted Performance | ||||||
| Skewness | ||||||
| Information Ratio | ||||||
| Value At Risk |
Fidelity Equity Competition Performance Charts
Five steps to successful analysis of Fidelity Equity Competition
Fidelity 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 Fidelity Equity Income in relation to its competition. Fidelity Equity's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Fidelity 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 Fidelity Equity's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Fidelity 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.
Complement your Fidelity Equity position
In addition to having Fidelity 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.Did You Try This Idea?
Run Non-Metallic and Industrial Metal Mining Thematic Idea Now
Non-Metallic and Industrial Metal Mining
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Non-Metallic and Industrial Metal Mining 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 Non-Metallic and Industrial Metal Mining Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Equity financial ratios help investors to determine whether Fidelity 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 Fidelity with respect to the benefits of owning Fidelity Equity security.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |