EWC
Price
$39.71
Change
-$0.74 (-1.83%)
Updated
Mar 4, 11:05 AM (EDT)
Net Assets
2.65B
SWZ
Price
$9.01
Change
+$0.06 (+0.67%)
Updated
Mar 4, 11:22 AM (EDT)
Net Assets
128.35M
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EWC vs SWZ

Header iconEWC vs SWZ Comparison
Open Charts EWC vs SWZBanner chart's image
iShares MSCI Canada ETF
Price$39.71
Change-$0.74 (-1.83%)
Volume$500
Net Assets2.65B
Swiss Helvetia Fund
Price$9.01
Change+$0.06 (+0.67%)
Volume$388
Net Assets128.35M
EWC vs SWZ Comparison Chart
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EWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SWZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
EWC vs. SWZ commentary
Mar 04, 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 EWC is a Hold and SWZ is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
EWC has more net assets: 2.65B vs. SWZ (128M). SWZ has a higher annual dividend yield than EWC: SWZ (19.493) vs EWC (0.372). EWC was incepted earlier than SWZ: EWC (29 years) vs SWZ (38 years). SWZ has a higher turnover EWC (6.00) vs EWC (6.00).
EWCSWZEWC / SWZ
Gain YTD0.37219.4932%
Net Assets2.65B128M2,071%
Total Expense RatioN/AN/A-
Turnover6.0014.0043%
Yield2.171.14191%
Fund Existence29 years38 years-
TECHNICAL ANALYSIS
Technical Analysis
EWCSWZ
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
85%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
72%
Momentum
ODDS (%)
Bearish Trend 2 days ago
78%
Bullish Trend 2 days ago
86%
MACD
ODDS (%)
Bearish Trend 2 days ago
82%
Bearish Trend 2 days ago
80%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
80%
Bearish Trend 2 days ago
75%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
78%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 22 days ago
85%
N/A
Declines
ODDS (%)
Bearish Trend 8 days ago
80%
Bearish Trend 6 days ago
76%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
89%
Bearish Trend 2 days ago
81%
Aroon
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
76%
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EWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SWZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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EWC and

Correlation & Price change

A.I.dvisor indicates that over the last year, EWC has been closely correlated with BN. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if EWC jumps, then BN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EWC
1D Price
Change %
EWC100%
-1.89%
BN - EWC
80%
Closely correlated
-2.31%
RY - EWC
80%
Closely correlated
-1.12%
BMO - EWC
75%
Closely correlated
-1.17%
MFC - EWC
73%
Closely correlated
-1.73%
CM - EWC
72%
Closely correlated
-1.39%
More

SWZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, SWZ has been loosely correlated with ALC. These tickers have moved in lockstep 38% of the time. This A.I.-generated data suggests there is some statistical probability that if SWZ jumps, then ALC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWZ
1D Price
Change %
SWZ100%
N/A
ALC - SWZ
38%
Loosely correlated
+1.77%
CFR - SWZ
16%
Poorly correlated
-1.54%
ROG - SWZ
11%
Poorly correlated
-7.22%