BTO
Price
$36.63
Change
+$0.13 (+0.36%)
Updated
Jul 3 closing price
Net Assets
706.63M
STEW
Price
$17.84
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
2.15B
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BTO vs STEW

Header iconBTO vs STEW Comparison
Open Charts BTO vs STEWBanner chart's image
John Hancock Financial Opportunities Fund
Price$36.63
Change+$0.13 (+0.36%)
Volume$32.92K
Net Assets706.63M
SRH Total Return Fund
Price$17.84
Change+$0.08 (+0.45%)
Volume$57.5K
Net Assets2.15B
BTO vs STEW Comparison Chart in %
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BTO
Daily Signalchanged days ago
Gain/Loss if bought
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STEW
Daily Signalchanged days ago
Gain/Loss if bought
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BTO vs. STEW commentary
Jul 05, 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 BTO is a StrongBuy and STEW is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
STEW has more net assets: 2.15B vs. BTO (707M). STEW has a higher annual dividend yield than BTO: STEW (13.607) vs BTO (6.690). BTO was incepted earlier than STEW: BTO (31 years) vs STEW (53 years). BTO (2.01) has a lower expense ratio than STEW (2.28). BTO has a higher turnover STEW (7.00) vs STEW (7.00).
BTOSTEWBTO / STEW
Gain YTD6.69013.60749%
Net Assets707M2.15B33%
Total Expense Ratio2.012.2888%
Turnover13.007.00186%
Yield1.700.22789%
Fund Existence31 years53 years-
TECHNICAL ANALYSIS
Technical Analysis
BTOSTEW
RSI
ODDS (%)
Bearish Trend 3 days ago
90%
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 3 days ago
74%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
85%
MACD
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
86%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
83%
Advances
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 5 days ago
86%
Declines
ODDS (%)
Bearish Trend 19 days ago
85%
Bearish Trend 10 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
85%
Bearish Trend 3 days ago
88%
Aroon
ODDS (%)
Bearish Trend 3 days ago
81%
Bearish Trend 3 days ago
73%
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BTO
Daily Signalchanged days ago
Gain/Loss if bought
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STEW
Daily Signalchanged days ago
Gain/Loss if bought
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BTO and

Correlation & Price change

A.I.dvisor tells us that BTO and BAC have been poorly correlated (+24% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BTO and BAC's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTO
1D Price
Change %
BTO100%
+0.36%
BAC - BTO
24%
Poorly correlated
+0.45%
USB - BTO
23%
Poorly correlated
+0.93%
FITB - BTO
20%
Poorly correlated
N/A
HBAN - BTO
15%
Poorly correlated
+0.80%
BPOP - BTO
15%
Poorly correlated
+0.77%
More

STEW and

Correlation & Price change

A.I.dvisor indicates that over the last year, STEW has been loosely correlated with WFC. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if STEW jumps, then WFC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STEW
1D Price
Change %
STEW100%
+0.45%
WFC - STEW
58%
Loosely correlated
+1.51%
PFE - STEW
21%
Poorly correlated
+0.24%
SWK - STEW
11%
Poorly correlated
-0.64%
EPD - STEW
9%
Poorly correlated
+0.22%
YUM - STEW
8%
Poorly correlated
-0.25%
More