EQH
Price
$53.37
Change
-$0.70 (-1.29%)
Updated
Sep 5 closing price
Capitalization
15.99B
53 days until earnings call
RFG
Price
$51.24
Change
+$0.37 (+0.73%)
Updated
Sep 5 closing price
Net Assets
296.68M
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EQH vs RFG

Header iconEQH vs RFG Comparison
Open Charts EQH vs RFGBanner chart's image
Equitable Holdings
Price$53.37
Change-$0.70 (-1.29%)
Volume$3.7M
Capitalization15.99B
Invesco S&P MidCap 400® Pure Growth ETF
Price$51.24
Change+$0.37 (+0.73%)
Volume$11.78K
Net Assets296.68M
EQH vs RFG Comparison Chart in %
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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RFG
Daily Signalchanged days ago
Gain/Loss if bought
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EQH vs. RFG commentary
Sep 06, 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 EQH is a StrongBuy and RFG is a StrongBuy.

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COMPARISON
Comparison
Sep 06, 2025
Stock price -- (EQH: $53.37)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

EQH’s FA Score shows that 4 FA rating(s) are green while.

  • EQH’s FA Score: 4 green, 1 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

EQH’s TA Score shows that 5 TA indicator(s) are bullish.

  • EQH’s TA Score: 5 bullish, 4 bearish.

Price Growth

EQH (@Investment Managers) experienced а +0.21% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.75%, and the average quarterly price growth was +21.27%.

Reported Earning Dates

EQH is expected to report earnings on Oct 29, 2025.

Industries' Descriptions

@Investment Managers (-0.32% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS RATINGS
EQH: Fundamental Ratings
EQH
OUTLOOK RATING
1..100
75
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
PROFIT vs RISK RATING
1..100
10
SMR RATING
1..100
1
PRICE GROWTH RATING
1..100
49
P/E GROWTH RATING
1..100
7
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
EQHRFG
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
81%
Momentum
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
81%
MACD
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
80%
Advances
ODDS (%)
Bullish Trend 3 days ago
69%
Bullish Trend 2 days ago
85%
Declines
ODDS (%)
Bearish Trend 10 days ago
66%
Bearish Trend 4 days ago
79%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
71%
N/A
Aroon
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
83%
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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RFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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RFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, RFG has been closely correlated with BDC. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if RFG jumps, then BDC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RFG
1D Price
Change %
RFG100%
+0.73%
BDC - RFG
83%
Closely correlated
+0.22%
AIT - RFG
79%
Closely correlated
-0.94%
TNL - RFG
78%
Closely correlated
-1.20%
EQH - RFG
78%
Closely correlated
-1.29%
VNT - RFG
78%
Closely correlated
+0.37%
More