BTO
Price
$33.61
Change
-$0.68 (-1.98%)
Updated
Jun 13 closing price
Net Assets
648.71M
STEW
Price
$17.16
Change
-$0.13 (-0.75%)
Updated
Jun 13 closing price
Net Assets
2.08B
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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$33.61
Change-$0.68 (-1.98%)
Volume$31.2K
Net Assets648.71M
SRH Total Return Fund
Price$17.16
Change-$0.13 (-0.75%)
Volume$94.26K
Net Assets2.08B
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
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BTO vs. STEW commentary
Jun 14, 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 Hold and STEW is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
STEW has more net assets: 2.08B vs. BTO (649M). STEW has a higher annual dividend yield than BTO: STEW (9.277) vs BTO (-2.106). 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 YTD-2.1069.277-23%
Net Assets649M2.08B31%
Total Expense Ratio2.012.2888%
Turnover13.007.00186%
Yield1.790.22813%
Fund Existence31 years53 years-
TECHNICAL ANALYSIS
Technical Analysis
BTOSTEW
RSI
ODDS (%)
Bearish Trend 2 days ago
84%
Bearish Trend 2 days ago
72%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
90%
Bullish Trend 2 days ago
86%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
67%
MACD
ODDS (%)
Bearish Trend 2 days ago
89%
Bearish Trend 2 days ago
79%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
71%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
73%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 6 days ago
87%
Declines
ODDS (%)
Bearish Trend 25 days ago
86%
Bearish Trend 2 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
87%
Bullish Trend 2 days ago
78%
Aroon
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
87%
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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%
-1.98%
BAC - BTO
24%
Poorly correlated
-1.19%
USB - BTO
23%
Poorly correlated
-2.65%
FITB - BTO
20%
Poorly correlated
-2.57%
HBAN - BTO
15%
Poorly correlated
-2.82%
BPOP - BTO
15%
Poorly correlated
-1.60%
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%
-0.75%
WFC - STEW
58%
Loosely correlated
-2.23%
PFE - STEW
21%
Poorly correlated
-1.21%
SWK - STEW
11%
Poorly correlated
-3.20%
EPD - STEW
9%
Poorly correlated
+0.28%
YUM - STEW
8%
Poorly correlated
+0.02%
More