BTO
Price
$33.63
Change
-$0.21 (-0.62%)
Updated
May 23, 01:43 PM (EDT)
Net Assets
670.85M
STEW
Price
$17.34
Change
-$0.11 (-0.63%)
Updated
May 23, 02:04 PM (EDT)
Net Assets
2.07B
Interact to see
Advertisement

BTO vs STEW

Header iconBTO vs STEW Comparison
Open Charts BTO vs STEWBanner chart's image
John Hancock Financial Opportunities Fund
Price$33.63
Change-$0.21 (-0.62%)
Volume$200
Net Assets670.85M
SRH Total Return Fund
Price$17.34
Change-$0.11 (-0.63%)
Volume$100
Net Assets2.07B
BTO vs STEW Comparison Chart
Loading...
BTO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
BTO vs. STEW commentary
May 23, 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 Buy and STEW is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
STEW has more net assets: 2.07B vs. BTO (671M). STEW has a higher annual dividend yield than BTO: STEW (11.124) vs BTO (-3.302). 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-3.30211.124-30%
Net Assets671M2.07B32%
Total Expense Ratio2.012.2888%
Turnover13.007.00186%
Yield1.870.22837%
Fund Existence31 years52 years-
TECHNICAL ANALYSIS
Technical Analysis
BTOSTEW
RSI
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
76%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
84%
Bearish Trend 2 days ago
78%
Momentum
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
82%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
74%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
87%
Bearish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 8 days ago
90%
Bullish Trend 8 days ago
86%
Declines
ODDS (%)
Bearish Trend 3 days ago
86%
Bearish Trend 2 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
86%
Aroon
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
84%
View a ticker or compare two or three
Interact to see
Advertisement
BTO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RFEBX82.510.01
+0.01%
American Funds Fundamental Invs R2E
KMKNX88.70N/A
N/A
Kinetics Market Opportunities No Load
GCTIX46.74N/A
N/A
Goldman Sachs US Tax-Managed Eq Instl
HMVRX16.05N/A
N/A
Hartford MidCap Value R3
MLOIX8.15-0.03
-0.37%
Cohen & Steers Future of Energy I

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%
+0.03%
BAC - BTO
24%
Poorly correlated
N/A
USB - BTO
23%
Poorly correlated
+0.54%
FITB - BTO
20%
Poorly correlated
N/A
HBAN - BTO
15%
Poorly correlated
+0.72%
BPOP - BTO
15%
Poorly correlated
N/A
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%
N/A
WFC - STEW
58%
Loosely correlated
+0.27%
PFE - STEW
21%
Poorly correlated
N/A
SWK - STEW
11%
Poorly correlated
-0.21%
EPD - STEW
9%
Poorly correlated
-1.26%
YUM - STEW
8%
Poorly correlated
-0.64%
More