FGB
Price
$4.15
Change
-$0.00 (-0.00%)
Updated
Jun 27 closing price
Net Assets
60.2M
STEW
Price
$17.56
Change
+$0.02 (+0.11%)
Updated
Aug 7, 04:53 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$4.15
Change-$0.00 (-0.00%)
Volume$15.5K
Net Assets60.2M
SRH Total Return Fund
Price$17.56
Change+$0.02 (+0.11%)
Volume$2.1K
Net Assets2.13B
FGB vs STEW Comparison Chart in %
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
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STEW
Daily Signalchanged days ago
Gain/Loss if bought
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FGB vs. STEW commentary
Aug 08, 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 (60.2M). STEW has a higher annual dividend yield than FGB: STEW (13.056) vs FGB (3.299). FGB was incepted earlier than STEW: FGB (18 years) vs STEW (53 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 YTD3.29913.05625%
Net Assets60.2M2.13B3%
Total Expense Ratio4.582.28201%
Turnover27.007.00386%
Yield9.290.118,761%
Fund Existence18 years53 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBSTEW
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
84%
Momentum
ODDS (%)
N/A
Bearish Trend 2 days ago
75%
MACD
ODDS (%)
N/A
Bearish Trend 2 days ago
65%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
N/A
Bullish Trend 14 days ago
86%
Declines
ODDS (%)
N/A
Bearish Trend 3 days ago
75%
BollingerBands
ODDS (%)
N/A
Bearish Trend 2 days ago
85%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
85%
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
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STEW
Daily Signalchanged days ago
Gain/Loss if bought
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STEW and

Correlation & Price change

A.I.dvisor indicates that over the last year, STEW has been closely correlated with JPM. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if STEW jumps, then JPM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STEW
1D Price
Change %
STEW100%
+0.29%
JPM - STEW
74%
Closely correlated
-0.01%
CSCO - STEW
64%
Loosely correlated
+2.50%
WFC - STEW
58%
Loosely correlated
-0.45%
SWK - STEW
55%
Loosely correlated
-1.57%
EPD - STEW
54%
Loosely correlated
+0.26%
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