Vanguard Total Competition

VTABX Fund

USD 19.97 0.01 0.05%

Vanguard Total Inter competes with Qs Growth, Rbb Fund, Artisan Thematic, Semiconductor Ultrasector, and Volumetric Fund; as well as few others. The fund is listed under World Bond-USD Hedged category and is part of Vanguard family. Analyzing Vanguard Total 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 Vanguard Total to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Vanguard Total 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 Vanguard Total competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
19.77	19.97	20.17

Details

Intrinsic

Valuation

Low	Real	High
19.76	19.96	20.16

Details

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

Vanguard Total Competition Correlation Matrix

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

	LANIX	OPTCX	APDTX	SMPIX	VOLMX	AUERX	CABIX	BXECX
LANIX		0.92	0.91	0.79	0.96	0.77	0.41	0.32	LANIX
OPTCX	0.92		0.92	0.72	0.95	0.57	0.39	0.28	OPTCX
APDTX	0.91	0.92		0.82	0.86	0.68	0.51	0.36	APDTX
SMPIX	0.79	0.72	0.82		0.78	0.62	0.15	-0.01	SMPIX
VOLMX	0.96	0.95	0.86	0.78		0.61	0.23	0.15	VOLMX
AUERX	0.77	0.57	0.68	0.62	0.61		0.6	0.52	AUERX
CABIX	0.41	0.39	0.51	0.15	0.23	0.6		0.86	CABIX
BXECX	0.32	0.28	0.36	-0.01	0.15	0.52	0.86		BXECX
	LANIX	OPTCX	APDTX	SMPIX	VOLMX	AUERX	CABIX	BXECX

Click cells to compare fundamentals

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High positive correlations

VOLMX	+ 0.96	LANIX
VOLMX	+ 0.95	OPTCX
OPTCX	+ 0.92	LANIX
APDTX	+ 0.92	OPTCX
APDTX	+ 0.91	LANIX
VOLMX	+ 0.86	APDTX

High negative correlations

BXECX

- 0.01

SMPIX

Risk-Adjusted Indicators

There is a big difference between Vanguard Mutual Fund performing well and Vanguard Total 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 Vanguard Total'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
LANIX	0.53	(0.01)	(0.04)	0.08	0.56	(0.57)	1.22	(0.87)	3.14
OPTCX	0.16	0.04	(0.27)	1.08	0.00	(0.24)	0.41	(0.21)	1.07
APDTX	0.76	0.11	0.02	3.19	1.03	(0.76)	1.73	(1.27)	5.07
SMPIX	2.81	0.15	0.01	(0.56)	4.14	(2.45)	5.38	(6.39)	18.07
VOLMX	0.61	0.02	0.02	0.11	0.61	(0.70)	1.14	(1.35)	4.49
AUERX	0.76	(0.08)	(0.07)	0.02	0.98	(0.82)	1.90	(1.45)	5.60
CABIX	0.33	0.01	(0.20)	(0.66)	0.39	(0.37)	0.69	(0.73)	2.27
BXECX	0.27	(0.01)	(0.27)	0.00	0.26	(0.38)	0.67	(0.52)	1.45

Unable to evaluate fundamental data of [LANIX, OPTCX, APDTX, SMPIX, VOLMX, AUERX, CABIX, BXECX] at this time. Please try again later

All Fundamental Data

Vanguard Total Competitive Analysis

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

	VTABX	LANIX	OPTCX	APDTX	SMPIX	VOLMX	AUERX	CABIX	BXECX
	0.05 19.97 Vanguard	0.86 18.41 LANIX	0.10 9.65 Rbb	0.77 24.45 Artisan	5.06 45.59 Semiconductor	0.23 26.33 Volumetric	1.17 17.30 Auer	0.40 17.59 CABIX	0.13 7.55 Barings
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)	Insignificant	Modest	Solid	OK	Weak	OK	Weak	Very Weak	Very Weak
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	Over Valued	Under Valued	Over 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 Hold	Strong Buy	Strong Sell	Strong Buy	Strong Sell	Strong Buy	Strong Buy	Strong Hold	Buy
Net Asset	86.1 B	758.86 M	N/A	1.29 B	123.22 M	36.55 M	41.54 M	245.76 M	168.96 M
Minimum Initial Investment	N/A	1000 K	N/A	250 K	15 K	500	2 K	2 M	N/A
Price To Book	N/A	2.0	N/A	N/A	3.32	2.53	1.48	1.93	N/A
Five Year Return	-0.0543	9.66	N/A	13.63	50.91	8.32	18.51	5.77	0.14
One Year Return	7.73	25.48	N/A	39.87	100.0	23.93	29.66	13.73	8.92
Last Dividend Paid	0.02	N/A	N/A	N/A	N/A	N/A	N/A	0.6	0.04
Price To Earning	N/A	16.55	N/A	N/A	13.29	17.28	12.47	17.7	N/A
Price To Sales	N/A	1.19	N/A	N/A	3.32	1.27	0.97	1.18	N/A
Cash Position Weight	1.06	13.82	N/A	15.08	26.48	14.7	1.14	8.4	3.17
Equity Positions Weight	N/A	76.2	N/A	84.92	73.52	85.3	98.86	38.19	N/A
Three Year Return	-0.83	6.17	N/A	5.34	38.25	4.31	16.2	0.77	-3.76
Annual Yield	0.0475	0.0116	N/A	N/A	N/A	N/A	0.0065	0.0048	5.0E-4
Year To Date Return	3.13	18.3	N/A	32.38	100.0	16.87	16.67	7.65	2.31
Bond Positions Weight	95.14	8.05	N/A	N/A	N/A	N/A	N/A	53.36	161.41
Ten Year Return	N/A	7.79	N/A	N/A	22.01	7.57	1.26	5.73	N/A
Day Typical Price	19.97	18.41	9.65	24.45	45.59	26.33	17.3	17.59	7.55
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)	9.2 T
Period Momentum Indicator	0.01	(0.16)	(0.01)	(0.19)	(2.43)	0.06	0.2	(0.07)	0.01
Rate Of Daily Change	1.0	0.99	1.0	0.99	0.95	1.0	1.01	1.0	1.0
Day Median Price	19.97	18.41	9.65	24.45	45.59	26.33	17.3	17.59	7.55
Price Action Indicator	0.005	(0.08)	(0.01)	(0.1)	(1.21)	0.03	0.1	(0.04)	0.005
Relative Strength Index	46.05	48.23	63.33	53.42	62.43	59.85	35.55	36.45	23.34
Coefficient Of Variation	1472.75	975.36	415.65	854.94	2662.24	702.5	3343.73	2927.19	3284.58
Mean Deviation	0.1508	0.5263	0.1611	0.764	2.81	0.6105	0.7621	0.3273	0.2717
Jensen Alpha	0.0022	(0.01)	0.0378	0.1066	0.1503	0.0187	(0.08)	0.0054	(0.01)
Total Risk Alpha	(0.02)	(0.02)	0.0155	(0.01)	(0.32)	0.0073	(0.10)	(0.05)	(0.04)
Sortino Ratio	(0.40)	(0.04)	(0.27)	0.0157	0.0083	0.0185	(0.07)	(0.20)	(0.27)
Downside Variance	0.0494	0.5271	0.0344	1.38	20.93	0.5932	1.14	0.1957	0.1158
Standard Deviation	0.1935	0.6969	0.2134	1.02	3.71	0.8117	1.03	0.4322	0.3505
Kurtosis	(0.11)	0.8222	2.33	1.94	1.52	2.46	1.21	0.4131	(0.24)
Potential Upside	0.3015	1.22	0.4145	1.73	5.38	1.14	1.9	0.6873	0.6667
Treynor Ratio	0.3018	0.0796	1.08	3.19	(0.56)	0.111	0.0198	(0.66)	0.0044
Maximum Drawdown	0.9024	3.14	1.07	5.07	18.07	4.49	5.6	2.27	1.45
Variance	0.0374	0.4857	0.0455	1.05	13.73	0.6588	1.07	0.1868	0.1229
Market Risk Adjusted Performance	0.3118	0.0896	1.09	3.2	(0.55)	0.121	0.0298	(0.65)	0.0144
Risk Adjusted Performance	0.0222	0.0765	0.1561	0.0909	0.0363	0.1081	0.0253	0.0183	0.0114
Skewness	(0.28)	(0.11)	0.9825	(0.68)	(0.65)	0.3382	(0.14)	(0.08)	0.4276
Semi Deviation	0.1428	0.5644	0.0	1.03	4.14	0.6053	0.9841	0.3906	0.261
Information Ratio	(0.46)	(0.04)	(0.23)	0.0181	0.0102	0.0176	(0.07)	(0.20)	(0.26)
Value At Risk	(0.35)	(0.87)	(0.21)	(1.27)	(6.39)	(1.35)	(1.45)	(0.73)	(0.52)
Expected Short fall	(0.18)	(0.57)	(0.24)	(0.76)	(2.45)	(0.70)	(0.82)	(0.37)	(0.38)
Downside Deviation	0.2223	0.726	0.1853	1.18	4.58	0.7702	1.07	0.4424	0.3403
Semi Variance	0.0204	0.3185	(0.03)	1.06	17.18	0.3664	0.9685	0.1526	0.0681

Vanguard Total Competition Performance Charts

Five steps to successful analysis of Vanguard Total Competition

Vanguard Total'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 Vanguard Total Inter in relation to its competition. Vanguard Total's competition analysis typically involves several steps, including:

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

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Other Information on Investing in Vanguard Mutual Fund

Vanguard Total financial ratios help investors to determine whether Vanguard 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 Vanguard with respect to the benefits of owning Vanguard Total security.

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