Value Line Competition

VALIX Fund

USD 13.05 0.06 0.46%

Value Line Income competes with American Funds, American Funds, American Balanced, American Balanced, and American Balanced; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of Value Line family. Analyzing Value Line 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 Value Line to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Value Line Correlation with its peers.

For more information on how to buy Value Mutual Fund please use our How to Invest in Value Line guide.

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 Value Line competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
12.20	12.99	13.78

Details

Intrinsic

Valuation

Low	Real	High
12.43	13.22	14.01

Details

Value Line Competition Correlation Matrix

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

	FBONX	FBAFX	ABALX	BALCX	BALFX	RLBCX	RLBBX	CLBAX
FBONX		1.0	1.0	1.0	1.0	1.0	1.0	1.0	FBONX
FBAFX	1.0		1.0	1.0	1.0	1.0	1.0	1.0	FBAFX
ABALX	1.0	1.0		1.0	1.0	1.0	1.0	1.0	ABALX
BALCX	1.0	1.0	1.0		1.0	1.0	1.0	1.0	BALCX
BALFX	1.0	1.0	1.0	1.0		1.0	1.0	1.0	BALFX
RLBCX	1.0	1.0	1.0	1.0	1.0		1.0	1.0	RLBCX
RLBBX	1.0	1.0	1.0	1.0	1.0	1.0		1.0	RLBBX
CLBAX	1.0	1.0	1.0	1.0	1.0	1.0	1.0		CLBAX
	FBONX	FBAFX	ABALX	BALCX	BALFX	RLBCX	RLBBX	CLBAX

Click cells to compare fundamentals

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Risk-Adjusted Indicators

There is a big difference between Value Mutual Fund performing well and Value Line 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 Value Line'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
FBONX	0.37	(0.02)	(0.14)	0.07	0.45	(0.38)	0.75	(0.90)	2.11
FBAFX	0.37	(0.02)	(0.14)	0.07	0.45	(0.38)	0.75	(0.88)	2.11
ABALX	0.37	(0.02)	(0.14)	0.07	0.45	(0.38)	0.75	(0.90)	2.11
BALCX	0.37	(0.03)	(0.15)	0.07	0.45	(0.38)	0.75	(0.91)	2.13
BALFX	0.37	(0.02)	(0.14)	0.07	0.45	(0.38)	0.72	(0.91)	2.11
RLBCX	0.36	(0.02)	(0.14)	0.07	0.45	(0.38)	0.75	(0.88)	2.12
RLBBX	0.37	(0.03)	(0.15)	0.07	0.44	(0.38)	0.75	(0.89)	2.13
CLBAX	0.36	(0.02)	(0.14)	0.07	0.43	(0.39)	0.72	(0.91)	2.12

Unable to evaluate fundamental data of [FBONX, FBAFX, ABALX, BALCX, BALFX, RLBCX, RLBBX, CLBAX] at this time. Please try again later

All Fundamental Data

Value Line Competitive Analysis

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

	VALIX	FBONX	FBAFX	ABALX	BALCX	BALFX	RLBCX	RLBBX	CLBAX
	0.46 13.05 Value	0.16 36.77 American	0.16 36.78 American	0.46 36.94 American	0.47 36.61 American	0.46 36.90 American	0.47 36.69 American	0.47 36.60 American	0.46 36.86 American
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Good	Good	Good	Good	Good	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Buy	Buy	Buy	Buy	Buy	Buy	Buy	Buy
Net Asset	422.38 M	211.34 B	211.34 B	202.13 B	202.13 B	202.13 B	135.34 B	135.34 B	135.34 B
Price To Book	3.2	N/A	N/A	2.67	2.67	2.67	2.67	2.67	2.89
Five Year Return	11.48	N/A	N/A	8.77	7.95	8.7	8.41	7.92	8.73
One Year Return	33.8	N/A	N/A	21.87	20.28	21.14	21.45	20.23	21.85
Last Dividend Paid	N/A	0.12	0.12	0.1	0.04	0.09	0.07	0.04	0.1
Price To Earning	22.75	N/A	N/A	19.97	19.97	19.97	19.97	19.97	19.83
Price To Sales	3.23	N/A	N/A	1.91	1.91	1.91	1.91	1.91	2.05
Cash Position Weight	8.99	4.55	4.55	4.55	4.55	4.55	4.55	4.55	4.55
Equity Positions Weight	77.85	59.3	59.3	59.3	59.3	59.3	59.3	59.3	59.3
Three Year Return	4.78	N/A	N/A	5.74	4.81	5.54	5.38	4.79	5.69
Annual Yield	0.0065	0.0242	0.0239	0.0219	0.0151	0.0213	0.019	0.015	0.0216
Year To Date Return	24.19	N/A	N/A	16.02	14.55	15.26	15.68	14.51	15.99
Bond Positions Weight	0.49	2.53	2.53	2.53	2.53	2.53	2.53	2.53	2.53
Ten Year Return	10.19	N/A	N/A	9.94	9.08	9.9	9.57	9.11	9.86
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	13.05	36.77	36.78	36.94	36.61	36.9	36.69	36.6	36.86
Period Momentum Indicator	0.06	(0.06)	(0.06)	0.17	0.17	0.17	0.17	0.17	0.17
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	13.05	36.77	36.78	36.94	36.61	36.9	36.69	36.6	36.86
Price Action Indicator	0.03	(0.03)	(0.03)	0.085	0.085	0.085	0.085	0.085	0.085
Coefficient Of Variation	541.79	1013.26	1004.69	1018.92	1083.27	1026.06	1046.16	1093.6	1009.05
Mean Deviation	0.6273	0.3677	0.3689	0.3664	0.366	0.368	0.3645	0.3662	0.3644
Jensen Alpha	0.059	(0.02)	(0.02)	(0.02)	(0.03)	(0.02)	(0.02)	(0.03)	(0.02)
Total Risk Alpha	0.0184	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)
Sortino Ratio	0.0321	(0.14)	(0.14)	(0.14)	(0.15)	(0.14)	(0.14)	(0.15)	(0.14)
Downside Variance	0.8106	0.2997	0.3002	0.2979	0.3001	0.2863	0.2985	0.2863	0.2925
Standard Deviation	0.8359	0.4959	0.4959	0.4943	0.493	0.4939	0.4929	0.4931	0.4903
Kurtosis	0.8227	0.7817	0.7503	0.8095	0.8006	0.7445	0.8194	0.7544	0.7733
Potential Upside	1.4	0.7493	0.7493	0.7491	0.7465	0.7207	0.7456	0.7467	0.7215
Treynor Ratio	0.1951	0.0736	0.0743	0.0731	0.0676	0.0723	0.0705	0.0667	0.0738
Maximum Drawdown	3.97	2.11	2.11	2.11	2.13	2.11	2.12	2.13	2.12
Variance	0.6987	0.2459	0.2459	0.2443	0.243	0.2439	0.243	0.2432	0.2404
Market Risk Adjusted Performance	0.2051	0.0836	0.0843	0.0831	0.0776	0.0823	0.0805	0.0767	0.0838
Risk Adjusted Performance	0.1423	0.0702	0.0708	0.0697	0.0652	0.0692	0.0677	0.0645	0.0703
Skewness	(0.33)	(0.44)	(0.45)	(0.44)	(0.46)	(0.43)	(0.44)	(0.41)	(0.44)
Semi Deviation	0.6517	0.4482	0.4482	0.447	0.4525	0.4469	0.4491	0.4417	0.4331
Information Ratio	0.0346	(0.15)	(0.15)	(0.16)	(0.16)	(0.16)	(0.16)	(0.16)	(0.16)
Value At Risk	(1.22)	(0.90)	(0.88)	(0.90)	(0.91)	(0.91)	(0.88)	(0.89)	(0.91)
Expected Short fall	(0.73)	(0.38)	(0.38)	(0.38)	(0.38)	(0.38)	(0.38)	(0.38)	(0.39)
Downside Deviation	0.9003	0.5474	0.5479	0.5458	0.5478	0.535	0.5463	0.5351	0.5408
Semi Variance	0.4247	0.2009	0.2009	0.1998	0.2047	0.1997	0.2017	0.1951	0.1876

Value Line Competition Performance Charts

Five steps to successful analysis of Value Line Competition

Value Line'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 Value Line Income in relation to its competition. Value Line's competition analysis typically involves several steps, including:

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

In addition to having Value Line 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 Value Mutual Fund

Value Line financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Line security.

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