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BXMX vs PHEQ
BXMX vs PHEQ Comparison Chart in %
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BXMX vs. PHEQ commentary
Aug 16, 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 BXMX is a Hold and PHEQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
BXMX has more net assets: 1.62B vs. PHEQ (104M). PHEQ has a higher annual dividend yield than BXMX: PHEQ (7.161) vs BXMX (4.791). BXMX was incepted earlier than PHEQ: BXMX (21 years) vs PHEQ (2 years). PHEQ (0.29) has a lower expense ratio than BXMX (0.89). PHEQ has a higher turnover BXMX (8.00) vs BXMX (8.00).
| BXMX | PHEQ | BXMX / PHEQ | |
| Gain YTD | 4.791 | 7.161 | 67% |
| Net Assets | 1.62B | 104M | 1,560% |
| Total Expense Ratio | 0.89 | 0.29 | 307% |
| Turnover | 8.00 | 25.00 | 32% |
| Yield | 3.47 | 1.33 | 262% |
| Fund Existence | 21 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BXMX | PHEQ | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 81% | 1 day ago 30% |
| Stochastic ODDS (%) | 1 day ago 71% | 1 day ago 90% |
| Momentum ODDS (%) | 1 day ago 78% | 1 day ago 90% |
| MACD ODDS (%) | 2 days ago 60% | 1 day ago 88% |
| TrendWeek ODDS (%) | 1 day ago 73% | 1 day ago 90% |
| TrendMonth ODDS (%) | 1 day ago 83% | 1 day ago 90% |
| Advances ODDS (%) | 8 days ago 84% | 1 day ago 90% |
| Declines ODDS (%) | 17 days ago 74% | 15 days ago 48% |
| BollingerBands ODDS (%) | 1 day ago 76% | 1 day ago 50% |
| Aroon ODDS (%) | 1 day ago 81% | 1 day ago 89% |
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Interesting Tickers
BXMX and
Correlation & Price change
A.I.dvisor tells us that BXMX and MSFT have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BXMX and MSFT's prices will move in lockstep.
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1Y
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| Ticker / NAME | Correlation To BXMX | 1D Price Change % | ||
|---|---|---|---|---|
| BXMX | 100% | -1.05% | ||
| MSFT - BXMX | 9% Poorly correlated | -0.44% | ||
| AAPL - BXMX | 9% Poorly correlated | -0.51% | ||
| JPM - BXMX | 9% Poorly correlated | -1.25% | ||
| NVDA - BXMX | 5% Poorly correlated | -0.86% | ||
| LLY - BXMX | 5% Poorly correlated | +2.68% | ||
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PHEQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with AXP. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHEQ jumps, then AXP could also see price increases.
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1M
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1Y
5Y
| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | +0.06% | ||
| AXP - PHEQ | 81% Closely correlated | -0.73% | ||
| ARES - PHEQ | 80% Closely correlated | -1.40% | ||
| KKR - PHEQ | 79% Closely correlated | -2.59% | ||
| APO - PHEQ | 78% Closely correlated | -0.92% | ||
| DOV - PHEQ | 78% Closely correlated | -1.59% | ||
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