FEDERATED INTERNATIONAL Competition

IVFIX Fund

USD 4.88 -0.03 -0.61%

The fund is listed under the Foreign Large Value category and is part of the Federated family. Federated International competes with FEDERATED INTERNATIONAL, Fiera Capital, Columbia Small, Fam Equity, and HOTCHKIS WILEY and other related companies. The list provides context for competitive positioning. This peer module benchmarks FEDERATED INTERNATIONAL across key technical and fundamental signals.

FEDERATED INTERNATIONAL vs Calvert US Correlation Overview

Excellent diversification

IVFIX currently posts a -0.57 correlation with CGJIX, indicating a Excellent diversification relationship for the active sample. This matters because lower overlap can improve diversification, while higher overlap leaves more of the same risk inside the portfolio.

Moving together with FEDERATED Mutual Fund

0.85	EMDIX	Federated Emerging Market	Pair Corr
0.8	SBFIX	Federated Global	Pair Corr
0.82	FRIEX	Federated Hermes Emerging	Pair Corr

Moving against FEDERATED Mutual Fund

0.53	FRSAX	Federated Floating Rate	Pair Corr
0.48	PIUCX	Pnc International Equity	Pair Corr
0.47	PIUIX	Pnc International Equity	Pair Corr
0.46	PIGDX	Pnc International Growth	Pair Corr

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The mean reversion principle applied to FEDERATED INTERNATIONAL's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.

Hype

Prediction

Low	Estimated	High
4.13	4.88	5.63

Details

Intrinsic

Valuation

Low	Real	High
4.51	5.26	6.01

Details

Naive

Forecast

Low	Next	High
4.07	4.82	5.57

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
4.83	5.03	5.23

Details

Peer comparison enriches FEDERATED INTERNATIONAL analysis by revealing how the company ranks against competitors on key metrics. This relative perspective often changes investment conclusions drawn from standalone fundamental analysis.

FEDERATED INTERNATIONAL Competition Correlation Matrix

Competition correlation for Federated International Strategic matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	IVFAX	FCIRX	COVAX	FAMEX	HWAIX	EEMAX	SGLYX	EMO	CIMDX	CGJIX
IVFAX		0.36	0.84	0.39	-0.11	0.86	0.8	0.92	-0.4	-0.57	IVFAX
FCIRX	0.36		0.58	0.84	0.54	0.59	0.43	0.13	0.44	0.42	FCIRX
COVAX	0.84	0.58		0.74	0.31	0.86	0.72	0.7	0.01	-0.27	COVAX
FAMEX	0.39	0.84	0.74		0.64	0.62	0.44	0.24	0.55	0.33	FAMEX
HWAIX	-0.11	0.54	0.31	0.64		0.27	0.08	-0.21	0.72	0.64	HWAIX
EEMAX	0.86	0.59	0.86	0.62	0.27		0.88	0.8	-0.08	-0.26	EEMAX
SGLYX	0.8	0.43	0.72	0.44	0.08	0.88		0.75	-0.09	-0.37	SGLYX
EMO	0.92	0.13	0.7	0.24	-0.21	0.8	0.75		-0.45	-0.66	EMO
CIMDX	-0.4	0.44	0.01	0.55	0.72	-0.08	-0.09	-0.45		0.71	CIMDX
CGJIX	-0.57	0.42	-0.27	0.33	0.64	-0.26	-0.37	-0.66	0.71		CGJIX
	IVFAX	FCIRX	COVAX	FAMEX	HWAIX	EEMAX	SGLYX	EMO	CIMDX	CGJIX

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High positive correlations

EMO	+ 0.92	IVFAX
SGLYX	+ 0.88	EEMAX
EEMAX	+ 0.86	IVFAX
EEMAX	+ 0.86	COVAX
COVAX	+ 0.84	IVFAX
FAMEX	+ 0.84	FCIRX

High negative correlations

CGJIX	- 0.66	EMO
CGJIX	- 0.57	IVFAX
CIMDX	- 0.45	EMO
CIMDX	- 0.4	IVFAX
CGJIX	- 0.37	SGLYX
CGJIX	- 0.27	COVAX

Risk-Adjusted Indicators

There is a big difference between FEDERATED Mutual Fund performing well and FEDERATED INTERNATIONAL Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare FEDERATED INTERNATIONAL's efficiency and downside exposure against peers in a more meaningful way. 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
IVFAX	0.52	0.14	0.19	0.39	0.65	-0.60	1.20	-0.87	4.65
FCIRX	0.68	-0.04	0.00	-0.10	0.00	0.00	1.09	-1.89	4.47
COVAX	0.79	0.08	0.08	0.03	0.96	-0.91	1.66	-1.85	5.22
FAMEX	0.67	-0.03	0.00	-0.08	0.00	0.00	1.23	-1.53	3.90
HWAIX	0.64	0.02	0.00	-0.03	0.00	0.00	1.54	-1.76	4.68
EEMAX	1.07	0.22	0.14	0.18	1.44	-1.16	2.34	-2.03	10.14
SGLYX	0.47	0.18	0.44	0.70	0.00	-0.58	0.66	-0.81	9.28
EMO	0.69	0.24	0.36	-12.05	0.44	-0.82	2.18	-1.09	4.86
CIMDX	0.78	-0.01	0.00	-0.05	0.00	0.00	1.82	-1.54	5.58
CGJIX	0.66	-0.06	0.00	-0.11	0.00	0.00	1.11	-1.58	4.10

FEDERATED INTERNATIONAL Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	IVFIX	IVFAX	FCIRX	COVAX	FAMEX	HWAIX	EEMAX	SGLYX	EMO	CIMDX
	0.61 4.88 FEDERATED	0.41 4.87 FEDERATED	1.17 16.85 Fiera	1.73 13.09 Columbia	0.11 52.72 Fam	0.17 40.52 HOTCHKIS	0.18 17.01 COLUMBIA	0.09 10.79 SIMT	0.06 51.75 ClearBridge	0.38 15.86 CLARKSTON
Market Volatility (90 Days Market Risk)	Low	Low	Very Low	Very Low	Very Low	Very Low	Very Low	Low	Very Low	Very Low
Market Performance (90 Days Performance)	Balanced	Balanced	Weak	Weak	Weak	Weak	Balanced	Balanced	Constructive	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	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	Strong Buy	Strong Hold	Hold	Strong Hold	Strong Hold	Strong Buy	Cautious Hold	Cautious Hold	Strong Hold
Net Asset	898.5 M	898.5 M	125.21 M	826.37 M	700.02 M	721.39 M	846.78 M	1.42 B	N/A	381.42 M
Minimum Initial Investment	N/A	1.5 K	1 K	N/A	500	N/A	N/A	N/A	N/A	N/A
Price To Book	2.62	2.62	N/A	1.67	3.33	1.05	2.29	N/A	N/A	N/A
Five Year Return	10.97	10.61	4.17	5.83	7.37	10.59	-0.53	8.91	27.17	2.04
One Year Return	27.21	26.71	3.55	23.08	0.26	8.54	41.94	12.38	18.64	6.92
Last Dividend Paid	0.01	0.01	0.04	N/A	0.04	0.11	0.03	N/A	2.04	0.02
Price To Earning	17.77	17.77	N/A	17.78	20.87	12.99	17.29	N/A	2.56	N/A
Beta	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1.43	N/A
Price To Sales	1.8	1.8	N/A	1.12	1.72	0.67	1.69	N/A	N/A	N/A
Cash Position Weight	0.56	0.89	N/A	4.91	5.22	2.32	1.19	1.61	N/A	12.68
Equity Positions Weight	99.44	99.11	98.44	95.1	94.78	93.4	98.81	98.39	N/A	87.32
Three Year Return	16.21	15.88	7.89	12.6	8.01	14.66	19.09	12.96	29.98	6.06
Annual Yield	0.0319	0.0299	0.0051	0.0054	9.0E-4	0.0109	4.0E-4	0.0116	0.0824	0.0032
Year To Date Return	6.96	6.71	4.49	4.13	1.14	0.41	9.81	2.28	17.97	1.27
Ten Year Return	4.03	3.75	N/A	7.05	11.88	9.51	4.22	8.69	N/A	N/A
Day Typical Price	4.88	4.87	16.85	13.09	52.72	40.52	17.01	10.79	51.69	15.86
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.006	N/A
Market Facilitation Index	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.31	N/A
Daily Balance Of Power	0	0	0	0	9.2 T	0	0	9.2 T	0.0968	9.2 T
Period Momentum Indicator	-0.03	-0.02	-0.20	-0.23	0.06	-0.07	-0.03	0.01	0.03	0.06
Rate Of Daily Change	0.99	1.0	0.99	0.98	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	4.88	4.87	16.85	13.09	52.72	40.52	17.01	10.79	51.66	15.86
Price Action Indicator	-0.01	-0.01	-0.10	-0.12	0.03	-0.04	-0.01	0.005	0.11	0.03
Relative Strength Index	50.34	50.45	35.07	39.5	33.9	42.41	47.65	54.91	67.72	39.11
Coefficient Of Variation	539.74	537.2	-1,682	2318.14	-1,533	-6,907	789.09	605.18	372.3	-2,606
Mean Deviation	0.524	0.5214	0.6805	0.7867	0.6723	0.6388	1.07	0.4684	0.6859	0.776
Jensen Alpha	0.1396	0.1406	-0.04	0.0842	-0.03	0.0161	0.2249	0.1841	0.2352	-0.01
Total Risk Alpha	0.167	0.1672	-0.01	0.0946	-0.02	0.0272	0.2642	0.2354	0.2878	0.0094
Sortino Ratio	0.1922	0.1932	N/A	0.0764	N/A	N/A	0.1367	0.44	0.3633	N/A
Downside Variance	0.7874	0.7812	N/A	1.1	N/A	N/A	2.7	0.245	0.598	N/A
Standard Deviation	0.7324	0.7304	0.9097	1.05	0.8446	0.8871	1.5	1.11	0.9162	1.08
Kurtosis	3.14	3.23	1.22	0.2797	0.2414	1.71	4.1	47.51	1.05	1.12
Potential Upside	1.2	1.2	1.09	1.66	1.23	1.54	2.34	0.656	2.18	1.82
Treynor Ratio	0.4051	0.3855	-0.1	0.0324	-0.08	-0.03	0.1784	0.6964	-12.05	-0.05
Maximum Drawdown	4.64	4.65	4.47	5.22	3.9	4.68	10.14	9.28	4.86	5.58
Variance	0.5365	0.5335	0.8276	1.1	0.7133	0.787	2.24	1.23	0.8394	1.16
Market Risk Adjusted Performance	0.4151	0.3955	-0.09	0.0424	-0.07	-0.02	0.1884	0.7064	-12.04	-0.04
Risk Adjusted Performance	0.1464	0.1471	-0.05	0.0367	-0.05	-0.01	0.1054	0.1342	0.2149	-0.03
Skewness	-0.74	-0.73	-0.95	-0.05	-0.47	-0.53	-0.95	6.35	0.3971	0.4964
Semi Deviation	0.6346	0.6459	N/A	0.9637	N/A	N/A	1.44	0.0	0.4438	N/A
Information Ratio	0.2328	0.2338	-0.02	0.0763	-0.02	0.0248	0.15	0.1967	0.3066	-0.01
Value At Risk	-0.87	-0.87	-1.89	-1.85	-1.53	-1.76	-2.03	-0.81	-1.09	-1.54
Expected Short fall	-0.62	-0.60	N/A	-0.91	N/A	N/A	-1.16	-0.58	-0.82	N/A
Downside Deviation	0.8874	0.8839	N/A	1.05	N/A	N/A	1.64	0.495	0.7733	N/A
Semi Variance	0.4027	0.4172	N/A	0.9288	N/A	N/A	2.08	-0.04	0.197	N/A

FEDERATED INTERNATIONAL Competition Peer Performance Charts

How to Analyze FEDERATED INTERNATIONAL Against Peers

FEDERATED INTERNATIONAL's peer analysis compares FEDERATED INTERNATIONAL with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether FEDERATED INTERNATIONAL trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where FEDERATED INTERNATIONAL leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Liquidity and float comparison across FEDERATED INTERNATIONAL peers frames which names in the competitive set are more or less accessible for institutional-scale positioning. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.

Inputs for Federated International Strategic come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors

Last reviewed on March 10th, 2026

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

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FEDERATED INTERNATIONAL Competition

FEDERATED INTERNATIONAL vs Calvert US Correlation Overview

Moving together with FEDERATED Mutual Fund

Moving against FEDERATED Mutual Fund

Specify up to 10 symbols:

FEDERATED INTERNATIONAL Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

FEDERATED INTERNATIONAL Competitive Analysis

FEDERATED INTERNATIONAL Competition Peer Performance Charts

How to Analyze FEDERATED INTERNATIONAL Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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