FGB
Price
$4.45
Change
+$0.04 (+0.91%)
Updated
Mar 3, 04:59 PM (EDT)
Net Assets
65.52M
STEW
Price
$16.82
Change
-$0.11 (-0.65%)
Updated
Mar 3, 04:57 PM (EDT)
Net Assets
2.13B
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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$4.45
Change+$0.04 (+0.91%)
VolumeN/A
Net Assets65.52M
SRH Total Return Fund
Price$16.82
Change-$0.11 (-0.65%)
Volume$600
Net Assets2.13B
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
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 FGB is a Hold and STEW is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
STEW has more net assets: 2.13B vs. FGB (65.5M). FGB (7.074) and STEW (6.740) have matching annual dividend yield . FGB was incepted earlier than STEW: FGB (18 years) vs STEW (52 years). FGB has a higher turnover STEW (10.00) vs STEW (10.00).
FGBSTEWFGB / STEW
Gain YTD7.0746.740105%
Net Assets65.5M2.13B3%
Total Expense RatioN/AN/A-
Turnover16.0010.00160%
Yield6.250.621,017%
Fund Existence18 years52 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBSTEW
RSI
ODDS (%)
Bearish Trend 4 days ago
82%
Bearish Trend 4 days ago
71%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
88%
Bearish Trend 4 days ago
72%
Momentum
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
85%
MACD
ODDS (%)
Bearish Trend 4 days ago
84%
Bearish Trend 4 days ago
71%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
83%
Bullish Trend 4 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
83%
Advances
ODDS (%)
N/A
N/A
Declines
ODDS (%)
Bearish Trend 6 days ago
86%
Bearish Trend 5 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
78%
Bearish Trend 4 days ago
65%
Aroon
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
85%
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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%
N/A
MAIN - FGB
7%
Poorly correlated
+3.16%
ARCC - FGB
6%
Poorly correlated
+1.12%
NMFC - FGB
6%
Poorly correlated
+1.30%
TCPC - FGB
5%
Poorly correlated
N/A
HTGC - FGB
4%
Poorly correlated
+1.75%
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%
+1.32%
WFC - STEW
58%
Loosely correlated
+2.22%
PFE - STEW
21%
Poorly correlated
+1.26%
SWK - STEW
11%
Poorly correlated
+1.07%
EPD - STEW
9%
Poorly correlated
+1.80%
YUM - STEW
8%
Poorly correlated
+1.73%
More