FGB
Price
$3.94
Change
+$0.05 (+1.29%)
Updated
Apr 25 closing price
Net Assets
58.76M
STEW
Price
$16.95
Change
+$0.04 (+0.24%)
Updated
Apr 25 closing price
Net Assets
2.04B
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FGB vs STEW

Header iconFGB vs STEW Comparison
Open Charts FGB vs STEWBanner chart's image
First Trust Specialty Finance and Financial Opportunities Fund
Price$3.94
Change+$0.05 (+1.29%)
Volume$8.04K
Net Assets58.76M
SRH Total Return Fund
Price$16.95
Change+$0.04 (+0.24%)
Volume$89.51K
Net Assets2.04B
FGB vs STEW Comparison Chart
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
FGB vs. STEW commentary
Apr 28, 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 FGB is a Buy and STEW is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
STEW has more net assets: 2.04B vs. FGB (58.8M). STEW has a higher annual dividend yield than FGB: STEW (7.940) vs FGB (-4.399). FGB was incepted earlier than STEW: FGB (18 years) vs STEW (52 years). STEW (2.28) has a lower expense ratio than FGB (4.58). FGB has a higher turnover STEW (7.00) vs STEW (7.00).
FGBSTEWFGB / STEW
Gain YTD-4.3997.940-55%
Net Assets58.8M2.04B3%
Total Expense Ratio4.582.28201%
Turnover27.007.00386%
Yield7.900.292,695%
Fund Existence18 years52 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBSTEW
RSI
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
77%
Bearish Trend 4 days ago
72%
Momentum
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
88%
MACD
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
84%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
82%
Bullish Trend 4 days ago
83%
Advances
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
86%
Declines
ODDS (%)
Bearish Trend 13 days ago
86%
Bearish Trend 22 days ago
75%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
Aroon
ODDS (%)
Bearish Trend 4 days ago
85%
N/A
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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FGB and

Correlation & Price change

A.I.dvisor tells us that FGB and MAIN have been poorly correlated (+7% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that FGB and MAIN's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FGB
1D Price
Change %
FGB100%
+1.22%
MAIN - FGB
7%
Poorly correlated
-0.90%
ARCC - FGB
6%
Poorly correlated
+0.05%
NMFC - FGB
6%
Poorly correlated
+0.10%
TCPC - FGB
5%
Poorly correlated
+0.57%
HTGC - FGB
4%
Poorly correlated
-0.11%
More

STEW and

Correlation & Price change

A.I.dvisor indicates that over the last year, STEW has been loosely correlated with WFC. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if STEW jumps, then WFC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STEW
1D Price
Change %
STEW100%
+0.24%
WFC - STEW
58%
Loosely correlated
+0.24%
PFE - STEW
21%
Poorly correlated
+0.61%
SWK - STEW
11%
Poorly correlated
-0.55%
EPD - STEW
9%
Poorly correlated
-0.26%
YUM - STEW
8%
Poorly correlated
-0.19%
More