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BERZ vs SH
BERZ vs SH Comparison Chart
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Annualized Return+17%
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VS
VS
BERZ vs. SH commentary
Apr 08, 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 BERZ is a Hold and SH is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
SH has more net assets: 1.44B vs. BERZ (9.81M). BERZ has a higher annual dividend yield than SH: BERZ (66.966) vs SH (16.572). BERZ was incepted earlier than SH: BERZ (4 years) vs SH (19 years). SH (0.89) has a lower expense ratio than BERZ (0.95).
| BERZ | SH | BERZ / SH | |
| Gain YTD | 66.966 | 16.572 | 404% |
| Net Assets | 9.81M | 1.44B | 1% |
| Total Expense Ratio | 0.95 | 0.89 | 107% |
| Turnover | N/A | N/A | - |
| Yield | 0.00 | 5.32 | - |
| Fund Existence | 4 years | 19 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BERZ | SH | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 90% | 4 days ago 87% |
| Stochastic ODDS (%) | 4 days ago 90% | 4 days ago 81% |
| Momentum ODDS (%) | 4 days ago 85% | 4 days ago 73% |
| MACD ODDS (%) | 4 days ago 84% | 4 days ago 74% |
| TrendWeek ODDS (%) | 4 days ago 90% | 4 days ago 76% |
| TrendMonth ODDS (%) | 4 days ago 90% | 4 days ago 77% |
| Advances ODDS (%) | 4 days ago 90% | 4 days ago 76% |
| Declines ODDS (%) | 6 days ago 90% | 6 days ago 87% |
| BollingerBands ODDS (%) | 4 days ago 90% | 4 days ago 87% |
| Aroon ODDS (%) | 4 days ago 88% | 4 days ago 81% |
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BERZ and
Correlation & Price change
A.I.dvisor tells us that BERZ and AVGO have been poorly correlated (+-14% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BERZ and AVGO's prices will move in lockstep.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BERZ | 1D Price Change % | ||
|---|---|---|---|---|
| BERZ | 100% | +22.08% | ||
| AVGO - BERZ | -14% Poorly correlated | -5.01% | ||
| INTC - BERZ | -51% Negatively correlated | -11.50% | ||
| CRM - BERZ | -52% Negatively correlated | -5.67% | ||
| AAPL - BERZ | -52% Negatively correlated | -7.29% | ||
| GOOGL - BERZ | -58% Negatively correlated | -3.40% | ||
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