Balanced Fund Competition

SVBAX Fund

USD 30.24 0.19 0.63%

Balanced Fund Class competes with Fundamental Large, John Hancock, John Hancock, Blue Chip, and John Hancock; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of John Hancock family. Analyzing Balanced Fund 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 Balanced Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Balanced Fund 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 Balanced Fund competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
29.79	30.24	30.69

Details

Intrinsic

Valuation

Low	Real	High
29.58	30.03	30.48

Details

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

Balanced Fund Competition Correlation Matrix

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

	TAGRX	JHNBX	JVLAX	JBGAX	JHFIX
TAGRX		-0.41	0.82	0.96	-0.34	TAGRX
JHNBX	-0.41		-0.62	-0.58	0.98	JHNBX
JVLAX	0.82	-0.62		0.8	-0.57	JVLAX
JBGAX	0.96	-0.58	0.8		-0.52	JBGAX
JHFIX	-0.34	0.98	-0.57	-0.52		JHFIX
	TAGRX	JHNBX	JVLAX	JBGAX	JHFIX

Click cells to compare fundamentals

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High positive correlations

JHFIX	+ 0.98	JHNBX
JBGAX	+ 0.96	TAGRX
JVLAX	+ 0.82	TAGRX
JBGAX	+ 0.8	JVLAX

High negative correlations

JVLAX	- 0.62	JHNBX
JBGAX	- 0.58	JHNBX
JHFIX	- 0.57	JVLAX
JHFIX	- 0.52	JBGAX
JHNBX	- 0.41	TAGRX
JHFIX	- 0.34	TAGRX

Risk-Adjusted Indicators

There is a big difference between Balanced Mutual Fund performing well and Balanced Fund 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 Balanced Fund'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
TAGRX	0.51	0.06	0.06	0.15	0.45	(0.55)	0.97	(0.74)	4.03
JHNBX	0.24	(0.05)	0.00	4.68	0.00	0.00	0.44	(0.59)	1.34
JVLAX	0.53	(0.01)	(0.03)	0.06	0.41	(0.69)	1.18	(0.89)	5.09
JBGAX	0.65	0.13	0.11	0.25	0.64	(0.67)	1.66	(1.31)	4.89
JHFIX	0.15	(0.03)	0.00	8.64	0.00	0.00	0.34	(0.34)	0.85

Unable to evaluate fundamental data of [TAGRX, JHNBX, JVLAX, JBGAX, JHFIX] at this time. Please try again later

All Fundamental Data

Balanced Fund Competitive Analysis

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

	SVBAX	TAGRX	JHNBX	JVLAX	JBGAX	JHFIX
	0.63 30.24 Balanced	0.41 78.28 Fundamental	0.07 13.48 John	0.33 27.51 John	0.83 64.49 Blue	0.17 5.87 John
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Very Weak	Modest	Solid	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Under 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	Strong Buy	Strong Hold	Strong Hold	Strong Buy	Strong Buy
Net Asset	4.36 B	5.12 B	21.97 B	12.55 B	3.56 B	1.83 B
Price To Book	2.46 X	2.01 X	1.17 X	1.71 X	N/A	1.63 X
Five Year Return	9.24 %	14.60 %	0.17 %	11.47 %	15.46 %	1.27 %
One Year Return	20.03 %	27.23 %	4.38 %	21.68 %	41.28 %	5.06 %
Last Dividend Paid	0.06	N/A	0.04	N/A	N/A	0.02
Price To Earning	4.91 X	10.92 X	12.87 X	15.13 X	N/A	13.53 X
Price To Sales	1.69 X	1.79 X	0.93 X	1.37 X	N/A	1.51 X
Cash Position Weight	2.89 %	0.28 %	4.30 %	4.39 %	0.61 %	2.95 %
Equity Positions Weight	57.85 %	99.72 %	0.23 %	95.60 %	99.20 %	1.86 %
Three Year Return	5.39 %	7.61 %	(2.34) %	9.93 %	8.97 %	(0.12) %
Annual Yield	0.01 %	0 %	0.01 %	0.01 %	N/A	0.01 %
Year To Date Return	15.65 %	24.84 %	2.89 %	18.76 %	39.83 %	3.45 %
Bond Positions Weight	3.23 %	N/A	8.14 %	N/A	N/A	40.09 %
Ten Year Return	8.41 %	10.81 %	5.06 %	9.01 %	16.45 %	4.29 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)
Day Typical Price	30.24	78.28	13.48	27.51	64.49	5.87
Period Momentum Indicator	0.19	0.32	0.01	(0.09)	0.53	(0.01)
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.01	1.0
Day Median Price	30.24	78.28	13.48	27.51	64.49	5.87
Price Action Indicator	0.095	0.16	0.005	(0.04)	0.26	(0.01)
Coefficient Of Variation	630.28	546.72	(704.83)	1100.5	482.46	(909.95)
Mean Deviation	0.3334	0.513	0.237	0.5295	0.6525	0.1538
Jensen Alpha	0.028	0.0565	(0.05)	(0.01)	0.1254	(0.03)
Total Risk Alpha	0.014	0.0434	(0.09)	(0.02)	0.0837	(0.05)
Sortino Ratio	(0.03)	0.0604	N/A	(0.03)	0.106	N/A
Downside Variance	0.1903	0.4144	N/A	0.2534	0.9495	N/A
Standard Deviation	0.4424	0.6791	0.3089	0.7762	0.9102	0.2078
Kurtosis	0.3973	1.99	0.8367	11.31	1.31	0.1985
Potential Upside	0.8565	0.9729	0.4412	1.18	1.66	0.3407
Treynor Ratio	0.1408	0.149	4.68	0.0606	0.2529	8.64
Maximum Drawdown	2.15	4.03	1.34	5.09	4.89	0.8538
Variance	0.1957	0.4612	0.0954	0.6024	0.8284	0.0432
Market Risk Adjusted Performance	0.1508	0.159	4.69	0.0706	0.2629	8.65
Risk Adjusted Performance	0.1082	0.1314	(0.12)	0.0663	0.1517	(0.10)
Skewness	(0.04)	0.4361	0.2618	2.44	(0.20)	(0.03)
Semi Deviation	0.2639	0.455	N/A	0.4096	0.6375	N/A
Information Ratio	(0.03)	0.0573	(0.42)	(0.02)	0.1135	(0.52)
Value At Risk	(0.70)	(0.74)	(0.59)	(0.89)	(1.31)	(0.34)
Expected Short fall	(0.37)	(0.55)	N/A	(0.69)	(0.67)	N/A
Downside Deviation	0.4362	0.6437	N/A	0.5034	0.9744	N/A
Semi Variance	0.0697	0.207	N/A	0.1677	0.4064	N/A

Balanced Fund Competition Performance Charts

Five steps to successful analysis of Balanced Fund Competition

Balanced Fund'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 Balanced Fund Class in relation to its competition. Balanced Fund's competition analysis typically involves several steps, including:

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

In addition to having Balanced Fund 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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Other Information on Investing in Balanced Mutual Fund

Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.

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