BEN
Price
$24.99
Change
-$0.08 (-0.32%)
Updated
Apr 26, 6:59 PM EST
2 days until earnings call
SCHD
Price
$77.47
Change
-$0.09 (-0.12%)
Updated
Apr 26, 6:59 PM EST
Ad is loading...

Analysis and predictions BEN vs SCHD

Header iconBEN vs SCHD Comparison
Open Charts BEN vs SCHDBanner chart's image
Franklin Resources
Price$24.99
Change-$0.08 (-0.32%)
Volume$2.66M
CapitalizationN/A
Schwab US Dividend Equity ETF™
Price$77.47
Change-$0.09 (-0.12%)
Volume$1.32M
CapitalizationN/A
View a ticker or compare two or three
BEN vs SCHD Comparison Chart

Loading...

BENDaily Signal changed days agoGain/Loss if shorted
 
Show more...
SCHDDaily Signal changed days agoGain/Loss if shorted
 
Show more...
VS
BEN vs. SCHD commentary
Apr 27, 2024

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 BEN is a Hold and SCHD is a Hold.

COMPARISON
Comparison
Apr 27, 2024
Stock price -- (BEN: $24.99)
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).

BEN’s FA Score shows that 0 FA rating(s) are green while.

  • BEN’s FA Score: 0 green, 5 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.

BEN’s TA Score shows that 4 TA indicator(s) are bullish.

  • BEN’s TA Score: 4 bullish, 6 bearish.

Price Growth

BEN (@Investment Managers) experienced а -0.64% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.79%. For the same industry, the average monthly price growth was -0.93%, and the average quarterly price growth was +24.32%.

Reported Earning Dates

BEN is expected to report earnings on Jul 26, 2024.

Industries' Descriptions

@Investment Managers (+0.79% 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
A.I.dvisor published
a Summary for BEN with price predictions.
OPEN
A.I.dvisor published
a Summary for SCHD with price predictions.
OPEN
FUNDAMENTALS RATINGS
BEN: Fundamental Ratings
BEN
OUTLOOK RATING
1..100
7
VALUATION
overvalued / fair valued / undervalued
1..100
87
Overvalued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
79
PRICE GROWTH RATING
1..100
60
P/E GROWTH RATING
1..100
59
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
BENSCHD
RSI
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
86%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
68%
Bearish Trend 2 days ago
71%
Momentum
ODDS (%)
Bearish Trend 2 days ago
71%
Bullish Trend 2 days ago
88%
MACD
ODDS (%)
Bearish Trend 2 days ago
74%
Bullish Trend 2 days ago
76%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
69%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
78%
Advances
ODDS (%)
Bullish Trend 6 days ago
65%
Bullish Trend 4 days ago
83%
Declines
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
74%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
89%
Aroon
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
76%
View a ticker or compare two or three
Ad is loading...
BENDaily Signal changed days agoGain/Loss if shorted
 
Show more...
SCHDDaily Signal changed days agoGain/Loss if shorted
 
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
RKDA2.090.19
+9.99%
Arcadia Biosciences
VCSA7.500.62
+9.01%
Vacasa
MUX12.260.32
+2.68%
McEwen Mining
MKTX201.790.21
+0.10%
MarketAxess Holdings
CRTO36.32-0.23
-0.63%
Criteo SA