Interact to see
Advertisement
Advertisement
BXMX vs PHEQ
BXMX vs PHEQ Comparison Chart
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
BXMX vs. PHEQ commentary
Jun 13, 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: 1.56B vs. PHEQ (94.9M). PHEQ has a higher annual dividend yield than BXMX: PHEQ (2.602) vs BXMX (0.601). 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 | 0.601 | 2.602 | 23% |
| Net Assets | 1.56B | 94.9M | 1,648% |
| Total Expense Ratio | 0.89 | 0.29 | 307% |
| Turnover | 8.00 | 4.00 | 200% |
| Yield | 0.66 | 1.43 | 46% |
| Fund Existence | 21 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BXMX | PHEQ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 82% | 2 days ago 35% |
| Stochastic ODDS (%) | 2 days ago 79% | 2 days ago 53% |
| Momentum ODDS (%) | N/A | 2 days ago 90% |
| MACD ODDS (%) | 2 days ago 83% | 2 days ago 86% |
| TrendWeek ODDS (%) | 2 days ago 85% | 2 days ago 90% |
| TrendMonth ODDS (%) | 2 days ago 82% | 2 days ago 90% |
| Advances ODDS (%) | 4 days ago 83% | 4 days ago 90% |
| Declines ODDS (%) | N/A | 9 days ago 51% |
| BollingerBands ODDS (%) | 2 days ago 85% | 2 days ago 50% |
| Aroon ODDS (%) | 2 days ago 82% | 2 days ago 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LEMB | 39.71 | 0.12 | +0.30% |
| iShares JP Morgan EM Local Ccy Bd ETF | |||
| GEMD | 40.57 | 0.08 | +0.20% |
| Goldman Sachs Access Emrg Mkts USD BdETF | |||
| SPMD | 53.69 | 0.06 | +0.11% |
| SPDR® Portfolio S&P 400™ Mid Cap ETF | |||
| GEM | 36.55 | -0.01 | -0.03% |
| Goldman Sachs ActiveBeta® EMkts Eq ETF | |||
| FAZ | 4.83 | -0.01 | -0.21% |
| Direxion Daily Financial Bear 3X ETF | |||
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
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BXMX | 1D Price Change % | ||
|---|---|---|---|---|
| BXMX | 100% | +0.15% | ||
| MSFT - BXMX | 9% Poorly correlated | +1.32% | ||
| AAPL - BXMX | 9% Poorly correlated | +0.21% | ||
| JPM - BXMX | 9% Poorly correlated | +0.03% | ||
| NVDA - BXMX | 5% Poorly correlated | +1.52% | ||
| LLY - BXMX | 5% Poorly correlated | +0.42% | ||
More | ||||
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.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | +0.08% | ||
| AXP - PHEQ | 80% Closely correlated | -0.37% | ||
| ARES - PHEQ | 78% Closely correlated | +1.20% | ||
| APO - PHEQ | 78% Closely correlated | +0.06% | ||
| MS - PHEQ | 77% Closely correlated | +0.08% | ||
| KKR - PHEQ | 76% Closely correlated | -0.60% | ||
More | ||||