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BXMX vs PHEQ
BXMX vs PHEQ Comparison Chart
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BXMX vs. PHEQ 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 BXMX is a Buy and PHEQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
BXMX has more net assets: 1.53B vs. PHEQ (95.4M). PHEQ has a higher annual dividend yield than BXMX: PHEQ (0.062) vs BXMX (-2.319). 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). BXMX has a higher turnover PHEQ (4.00) vs PHEQ (4.00).
| BXMX | PHEQ | BXMX / PHEQ | |
| Gain YTD | -2.319 | 0.062 | -3,740% |
| Net Assets | 1.53B | 95.4M | 1,601% |
| Total Expense Ratio | 0.89 | 0.29 | 307% |
| Turnover | 8.00 | 4.00 | 200% |
| Yield | 0.68 | 1.49 | 46% |
| Fund Existence | 21 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BXMX | PHEQ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 3 days ago 35% |
| Stochastic ODDS (%) | 2 days ago 79% | 3 days ago 29% |
| Momentum ODDS (%) | 2 days ago 89% | 3 days ago 86% |
| MACD ODDS (%) | 2 days ago 82% | 3 days ago 82% |
| TrendWeek ODDS (%) | 2 days ago 75% | 3 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 82% | 3 days ago 90% |
| Advances ODDS (%) | 8 days ago 83% | 5 days ago 90% |
| Declines ODDS (%) | 18 days ago 74% | 3 days ago 51% |
| BollingerBands ODDS (%) | 2 days ago 80% | 3 days ago 50% |
| Aroon ODDS (%) | 2 days ago 82% | 3 days ago 88% |
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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.
1D
1W
1M
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6M
1Y
5Y
| Ticker / NAME | Correlation To BXMX | 1D Price Change % | ||
|---|---|---|---|---|
| BXMX | 100% | +0.07% | ||
| MSFT - BXMX | 9% Poorly correlated | +0.51% | ||
| AAPL - BXMX | 9% Poorly correlated | N/A | ||
| JPM - BXMX | 9% Poorly correlated | N/A | ||
| NVDA - BXMX | 5% Poorly correlated | N/A | ||
| LLY - BXMX | 5% Poorly correlated | -1.34% | ||
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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 80% 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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| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | N/A | ||
| AXP - PHEQ | 80% Closely correlated | +0.41% | ||
| ARES - PHEQ | 78% Closely correlated | +0.57% | ||
| APO - PHEQ | 77% Closely correlated | +0.10% | ||
| MS - PHEQ | 77% Closely correlated | N/A | ||
| KKR - PHEQ | 76% Closely correlated | +0.37% | ||
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