BAM
Price
$57.25
Change
-$0.05 (-0.09%)
Updated
May 22, 04:59 PM (EDT)
Capitalization
16.34B
FPXI
Price
$52.36
Change
-$0.34 (-0.65%)
Updated
May 22, 04:48 PM (EDT)
Net Assets
145.51M
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BAM vs FPXI

Header iconBAM vs FPXI Comparison
Open Charts BAM vs FPXIBanner chart's image
Brookfield Asset Management
Price$57.25
Change-$0.05 (-0.09%)
Volume$11.26K
Capitalization16.34B
First Trust International Eq Opps ETF
Price$52.36
Change-$0.34 (-0.65%)
Volume$131
Net Assets145.51M
BAM vs FPXI Comparison Chart
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BAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
FPXI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
BAM vs. FPXI commentary
May 23, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAM is a Buy and FPXI is a StrongBuy.

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COMPARISON
Comparison
May 23, 2025
Stock price -- (BAM: $57.30)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BAM’s FA Score shows that 1 FA rating(s) are green while.

  • BAM’s FA Score: 1 green, 4 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BAM’s TA Score shows that 6 TA indicator(s) are bullish.

  • BAM’s TA Score: 6 bullish, 3 bearish.

Price Growth

BAM (@Investment Managers) experienced а -2.75% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.53%. For the same industry, the average monthly price growth was +6.64%, and the average quarterly price growth was +2.63%.

Reported Earning Dates

BAM is expected to report earnings on Mar 17, 2025.

Industries' Descriptions

@Investment Managers (-0.53% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS RATINGS
BAM: Fundamental Ratings
BAM
OUTLOOK RATING
1..100
21
VALUATION
overvalued / fair valued / undervalued
1..100
29
Undervalued
PROFIT vs RISK RATING
1..100
46
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
41
P/E GROWTH RATING
1..100
34
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
BAMFPXI
RSI
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
81%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 7 days ago
77%
Momentum
ODDS (%)
Bullish Trend 3 days ago
72%
Bullish Trend 3 days ago
88%
MACD
ODDS (%)
N/A
N/A
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 2 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 7 days ago
65%
Bullish Trend 3 days ago
85%
Declines
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 15 days ago
83%
BollingerBands
ODDS (%)
N/A
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
61%
Bullish Trend 2 days ago
80%
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BAM
Daily Signalchanged days ago
Gain/Loss if bought
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FPXI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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BAM and

Correlation & Price change

A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BAM
1D Price
Change %
BAM100%
-2.58%
BN - BAM
86%
Closely correlated
-3.44%
BX - BAM
78%
Closely correlated
-4.65%
CG - BAM
76%
Closely correlated
-6.12%
KKR - BAM
74%
Closely correlated
-5.14%
ARES - BAM
73%
Closely correlated
-4.25%
More

FPXI and

Correlation & Price change

A.I.dvisor indicates that over the last year, FPXI has been closely correlated with ARM. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if FPXI jumps, then ARM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FPXI
1D Price
Change %
FPXI100%
-0.15%
ARM - FPXI
74%
Closely correlated
-0.45%
BAM - FPXI
65%
Loosely correlated
-2.58%
TEL - FPXI
63%
Loosely correlated
-1.65%
SPOT - FPXI
61%
Loosely correlated
-2.37%
NVT - FPXI
61%
Loosely correlated
-3.16%
More