BTO
Price
$31.96
Change
-$0.24 (-0.75%)
Updated
Apr 25, 04:59 PM (EDT)
Net Assets
616.69M
STEW
Price
$16.98
Change
+$0.07 (+0.41%)
Updated
Apr 25, 04:59 PM (EDT)
Net Assets
2.01B
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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$31.96
Change-$0.24 (-0.75%)
Volume$100
Net Assets616.69M
SRH Total Return Fund
Price$16.98
Change+$0.07 (+0.41%)
Volume$700
Net Assets2.01B
BTO vs STEW Comparison Chart
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BTO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
BTO vs. STEW commentary
Apr 26, 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: 2.01B vs. BTO (617M). STEW has a higher annual dividend yield than BTO: STEW (7.685) vs BTO (-7.961). BTO was incepted earlier than STEW: BTO (31 years) vs STEW (52 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 YTD-7.9617.685-104%
Net Assets617M2.01B31%
Total Expense Ratio2.012.2888%
Turnover13.007.00186%
Yield1.230.29421%
Fund Existence31 years52 years-
TECHNICAL ANALYSIS
Technical Analysis
BTOSTEW
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
88%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
69%
Momentum
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
80%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
87%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
86%
Declines
ODDS (%)
Bearish Trend 18 days ago
86%
Bearish Trend 19 days ago
75%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 5 days ago
88%
N/A
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BTO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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%
+1.96%
BAC - BTO
24%
Poorly correlated
+2.14%
USB - BTO
23%
Poorly correlated
+1.37%
FITB - BTO
20%
Poorly correlated
+1.98%
HBAN - BTO
15%
Poorly correlated
+2.61%
BPOP - BTO
15%
Poorly correlated
+1.21%
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%
+1.02%
WFC - STEW
58%
Loosely correlated
+2.38%
PFE - STEW
21%
Poorly correlated
+1.74%
SWK - STEW
11%
Poorly correlated
+4.70%
EPD - STEW
9%
Poorly correlated
+1.95%
YUM - STEW
8%
Poorly correlated
+0.97%
More