Bny Mellon Competition

Funds . USA . 
Fund . Bny Mellon Strategic
DSM Fund  USD 5.57  0.02  0.36%   
Bny Mellon Strategic competes with DWS Municipal, Munivest Fund, Invesco Quality, Blackrock Muniyield, and Blackrock Muni; as well as few others. The fund is not classified under any group at the present time. Analyzing Bny Mellon 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 Bny Mellon to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Bny Mellon 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 Bny Mellon competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Bny Mellon's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
4.955.576.19
Details
Intrinsic
Valuation
LowRealHigh
4.995.616.23
Details
Naive
Forecast
LowNextHigh
4.905.516.13
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.565.585.60
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Bny Mellon. Your research has to be compared to or analyzed against Bny Mellon's peers to derive any actionable benefits. When done correctly, Bny Mellon'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 Bny Mellon Strategic.

Bny Mellon Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Bny Mellon 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 Bny 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 Bny Mellon Strategic does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MQY
+ 0.94
MUI
MVT
+ 0.93
MYI
MVT
+ 0.93
MUE
MVT
+ 0.92
MVF
MQY
+ 0.92
MYD
MUE
+ 0.92
MUI
  
High negative correlations   
CIK
- 0.28
KTF
MYI
- 0.07
KTF
MVT
- 0.05
KTF

Risk-Adjusted Indicators

There is a big difference between Bny Fund performing well and Bny Mellon 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 Bny Mellon'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
KTF  0.51  0.06  0.02  0.65  0.52 
(0.59)
 0.92 
(0.89)
 8.00 
MVF  0.50 (0.02)(0.09) 0.01  0.57 
(0.60)
 0.88 
(1.15)
 3.60 
IQI  0.39 (0.03) 0.00 (0.61) 0.00 
 0.00 
 0.75 
(0.84)
 2.44 
MYD  0.50  0.01 (0.05) 0.09  0.53 
(0.57)
 1.02 
(1.02)
 3.15 
MUI  0.44  0.00 (0.07) 0.04  0.57 
(0.44)
 0.87 
(0.83)
 2.80 
MQY  0.39 (0.02)(0.12)(0.01) 0.46 
(0.42)
 0.85 
(0.74)
 2.65 
MYI  0.45 (0.03)(0.12)(0.02) 0.51 
(0.50)
 0.80 
(0.89)
 2.70 
MUE  0.39 (0.04) 0.00 (0.04) 0.00 
 0.00 
 0.70 
(0.82)
 2.83 
MVT  0.43 (0.04) 0.00 (0.06) 0.00 
 0.00 
 0.77 
(0.93)
 2.70 
CIK  0.61 (0.06) 0.00 (0.24) 0.00 
 0.00 
 1.35 
(1.35)
 8.04 

Bny Mellon Competitive Analysis

The better you understand Bny Mellon competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Bny Mellon'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 Bny Mellon'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
DSM KTF MVF IQI MYD MUI MQY MYI MUE MVT
 0.36 
 5.57 
Bny
 0.64 
 9.32 
DWS
 0.29 
 6.83 
Munivest
 0.22 
 9.31 
Invesco
 0.84 
 10.64 
Blackrock
 0.09 
 11.62 
Blackrock
 0.50 
 11.97 
Blackrock
 0.54 
 11.00 
Blackrock
 0.31 
 9.72 
Blackrock
 0.19 
 10.43 
Blackrock
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)
Very Weak
Modest
Weak
Weak
OK
Modest
Weak
Weak
Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Quite High
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over 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
Strong Buy
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Hold
Hold
Cautious Hold
Hold
Hold
Hold
Hold
Hold
Hold
Current Ratio
3.45
0.16
2.84
1.38
0.17
0.04
0.09
0.06
0.21
0.09
Net Asset
N/A
604.68 M
N/A
886.11 M
N/A
N/A
N/A
N/A
N/A
N/A
Profit Margin
-199.43
0.57
-278.32
-0.0158
134.34
163.95
140.24
-242.25
-223.63
77.99
EBITDA
N/A
15.48 M
N/A
(123.6 M)
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
0.72
0.93
0.73
0.88
0.75
0.73
0.74
0.85
0.71
0.72
Operating Margin
84.89
0.87
84.98
0.87
85.67
82.82
86.46
80.04
84.04
84.65
Current Valuation
431.51 M
607.96 M
765.06 M
742.71 M
839.21 M
1.51 B
1.46 B
1.35 B
391.82 M
406.33 M
Five Year Return
0.11
4.95
0.74
5.2
0.68
0.67
1.0
1.32
0.78
0.51
Retained Earnings
N/A
(34.64 M)
(24.67 M)
(81.14 M)
(99.31 M)
N/A
N/A
N/A
(23.84 M)
N/A
One Year Return
0.87
N/A
2.31
N/A
1.26
0.63
1.2
1.52
2.47
1.39
Beta
0.44
0.43
0.41
0.56
0.52
0.35
0.24
0.25
0.42
0.5
Number Of Employees
26
N/A
19
N/A
19
20
20
21
17
20
Shares Outstanding
49.42 M
39.17 M
64.84 M
52.88 M
46.92 M
38.3 M
73.19 M
68.15 M
22.52 M
21.35 M
Three Year Return
-3.67
N/A
-3.41
N/A
-3.42
-2.84
-3.17
-2.64
-2.97
-3.67
Cash Flow From Operations
52.27 M
60.4 M
40.44 M
94.38 M
173 M
124.18 M
163.57 M
39.13 M
26.57 M
66.64 M
Annual Yield
4.64
0.078
0.0058
0.0519
0.0055
0.0048
0.0082
0.0035
0.0097
0.0096
Total Debt
121.16 M
16.02 M
351.41 M
97.16 M
390.65 M
742.23 M
681.09 M
597.84 M
179.18 M
201.18 M
Return On Equity
-10.17
0.0393
0.59
-0.0011
-14.25
-11.9
-13.68
-13.82
-13.26
-13.98
Return On Asset
2.07
0.0237
1.88
0.0242
1.96
1.2
1.98
1.77
1.91
1.95
Number Of Shares Shorted
17.2 K
22.07 K
27.38 K
49.61 K
45.94 K
89.16 K
35.51 K
38.35 K
20.69 K
18.36 K
Book Value Per Share
8.24
10.05
9.6
10.63
14.52
15.67
16.04
13.04
14.44
14.88
Total Asset
N/A
604.68 M
964.46 M
886.11 M
877.5 M
N/A
N/A
N/A
476.79 M
N/A
Last Dividend Paid
0.36
0.31
0.32
0.47
0.49
0.52
0.56
0.49
0.5
0.48
Debt To Equity
0.3
0.59
0.58
0.59
0.66
0.75
0.68
0.67
0.66
0.73
Short Ratio
0.12
0.09
0.14
0.45
0.27
0.41
0.14
0.16
0.27
0.26
Shares Owned By Institutions
30.39
61.47
31.31
32.99
20.73
66.05
15.69
34.92
21.72
11.04
Market Capitalization
324.7 M
365.87 M
499.24 M
492.35 M
545.21 M
474.11 M
935.07 M
799.41 M
252.29 M
262.78 M
Price To Earning
19.73
15.16
38.73
27.68
36.22
27.32
21.05
15.74
13.98
33.31
Price To Sales
13.18
13.44
13.27
12.05
13.67
7.01
12.78
13.49
13.01
12.95
Net Income
(44.42 M)
15.48 M
(95.32 M)
(87.81 M)
49.95 M
102.26 M
94.66 M
(135.09 M)
(39.71 M)
13.84 M
Earnings Per Share
0.3
0.39
0.18
-0.01
0.3
0.42
0.56
-0.35
0.73
0.32
Shares Owned By Insiders
N/A
N/A
N/A
0.007
N/A
0.01
N/A
N/A
N/A
0.01
Year To Date Return
0.21
N/A
9.99
N/A
0.05
9.31
0.0551
0.0169
0.14
0.18
Revenue
22.2 M
15.81 M
34.25 M
(87.4 M)
37.18 M
62.37 M
67.5 M
55.76 M
17.76 M
17.74 M
Cash And Equivalents
5.87 M
19.96 K
94.72 K
247.64 K
78.92 K
617.29 K
592.59 K
52.84 K
30.09 K
311
Cash Per Share
0.12
N/A
N/A
N/A
N/A
0.01
0.01
N/A
N/A
N/A
Gross Profit
22.74 M
25.66 M
34.25 M
41.38 M
37.18 M
62.37 M
67.5 M
55.76 M
17.76 M
17.74 M
Day Typical Price
5.58
9.33
6.82
9.31
10.68
11.61
11.99
11.02
9.73
10.43
Accumulation Distribution
0.0089
0.0064
0.0073
0.0054
0.0121
0.0026
0.0116
0.0072
0.0051
0.0038
Market Facilitation Index
0.05
0.06
0.05
0.05
0.13
0.03
0.14
0.08
0.05
0.04
Daily Balance Of Power
(0.40)
(1.00)
0.4
0.4
(0.69)
0.3333
(0.43)
(0.75)
(0.60)
(0.50)
Period Momentum Indicator
(0.02)
(0.06)
0.02
0.02
(0.09)
0.01
(0.06)
(0.06)
(0.03)
(0.02)
Rate Of Daily Change
1.0
0.99
1.0
1.0
0.99
1.0
1.0
0.99
1.0
1.0
Day Median Price
5.59
9.33
6.82
9.32
10.71
11.61
12.0
11.03
9.74
10.43
Price Action Indicator
(0.03)
(0.04)
0.025
0.005
(0.11)
0.02
(0.06)
(0.06)
(0.03)
(0.01)
Relative Strength Index
53.04
51.27
34.76
55.66
38.47
36.43
25.61
35.93
74.09
51.32
Coefficient Of Variation
(9,099)
1221.94
4892.03
(3,749)
1655.2
2458.36
6587.34
13009.66
(10,517)
(5,343)
Mean Deviation
0.4786
0.5123
0.4955
0.3942
0.4969
0.4378
0.3882
0.447
0.388
0.4272
Jensen Alpha
(0.03)
0.0632
(0.02)
(0.03)
0.0096
(0)
(0.02)
(0.03)
(0.04)
(0.04)
Total Risk Alpha
(0.08)
(0.02)
(0.06)
(0.07)
(0.03)
(0.04)
(0.05)
(0.06)
(0.06)
(0.07)
Sortino Ratio
N/A
0.0171
(0.09)
N/A
(0.05)
(0.07)
(0.12)
(0.12)
N/A
N/A
Downside Variance
N/A
0.4077
0.4233
N/A
0.3485
0.3836
0.2592
0.2963
N/A
N/A
Standard Deviation
0.6176
0.9718
0.6447
0.5002
0.6285
0.5537
0.4983
0.5579
0.5161
0.5413
Kurtosis
(0.19)
30.09
1.07
0.3955
0.4697
0.4165
0.7031
0.1302
0.9812
0.1784
Potential Upside
1.05
0.9164
0.8798
0.7455
1.02
0.8688
0.8467
0.8021
0.6958
0.7685
Treynor Ratio
(0.05)
0.6468
0.0079
(0.61)
0.0892
0.0421
(0.01)
(0.02)
(0.04)
(0.06)
Maximum Drawdown
2.8
8.0
3.6
2.44
3.15
2.8
2.65
2.7
2.83
2.7
Variance
0.3814
0.9445
0.4156
0.2502
0.3951
0.3065
0.2483
0.3113
0.2664
0.293
Market Risk Adjusted Performance
(0.04)
0.6568
0.0179
(0.60)
0.0992
0.0521
0.0021
(0.01)
(0.03)
(0.05)
Risk Adjusted Performance
(0.01)
0.0542
0.013
(0.02)
0.0375
0.024
0.007
0.0037
(0.01)
(0.01)
Skewness
(0.07)
4.46
0.2136
(0.47)
0.2871
(0.43)
0.1899
0.3121
(0.70)
(0.40)
Semi Deviation
N/A
0.5241
0.5742
N/A
0.5278
0.5674
0.4618
0.508
N/A
N/A
Information Ratio
(0.12)
0.0113
(0.09)
(0.16)
(0.05)
(0.08)
(0.12)
(0.12)
(0.14)
(0.15)
Value At Risk
(1.06)
(0.89)
(1.15)
(0.84)
(1.02)
(0.83)
(0.74)
(0.89)
(0.82)
(0.93)
Expected Short fall
N/A
(0.59)
(0.60)
N/A
(0.57)
(0.44)
(0.42)
(0.50)
N/A
N/A
Downside Deviation
N/A
0.6385
0.6506
N/A
0.5903
0.6194
0.5091
0.5443
N/A
N/A
Semi Variance
N/A
0.2747
0.3297
N/A
0.2786
0.322
0.2133
0.258
N/A
N/A

Bny Mellon Competition Performance Charts

Five steps to successful analysis of Bny Mellon Competition

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

In addition to having Bny Mellon 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 Computers Thematic Idea Now

Computers
Computers Theme
Companies that manufacture and distribute personal and business computers. The Computers theme has 45 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 Computers Theme or any other thematic opportunities.
View All  Next Launch
Check out Bny Mellon Correlation with its peers.
You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Bny Mellon's value and its price as these two are different measures arrived at by different means. Investors typically determine if Bny Mellon is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bny Mellon's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2024 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY