FGB
Price
$3.99
Change
-$0.08 (-1.97%)
Updated
May 22, 04:59 PM (EDT)
Net Assets
61.35M
STEW
Price
$17.41
Change
-$0.04 (-0.23%)
Updated
May 22, 04:58 PM (EDT)
Net Assets
2.1B
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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$3.99
Change-$0.08 (-1.97%)
Volume$100
Net Assets61.35M
SRH Total Return Fund
Price$17.41
Change-$0.04 (-0.23%)
Volume$350
Net Assets2.1B
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
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VS
FGB vs. STEW commentary
May 23, 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: 2.1B vs. FGB (61.3M). STEW has a higher annual dividend yield than FGB: STEW (11.124) vs FGB (-1.181). 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-1.18111.124-11%
Net Assets61.3M2.1B3%
Total Expense Ratio4.582.28201%
Turnover27.007.00386%
Yield9.840.224,406%
Fund Existence18 years52 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBSTEW
RSI
ODDS (%)
Bearish Trend 2 days ago
88%
Bearish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
85%
Bearish Trend 2 days ago
78%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
82%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
83%
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 (%)
Bullish Trend 4 days ago
90%
Bullish Trend 7 days ago
86%
Declines
ODDS (%)
Bearish Trend 23 days ago
86%
Bearish Trend 2 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
76%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
84%
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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 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%
-0.73%
MAIN - FGB
7%
Poorly correlated
-2.43%
ARCC - FGB
6%
Poorly correlated
-2.09%
NMFC - FGB
6%
Poorly correlated
-2.21%
TCPC - FGB
5%
Poorly correlated
-1.68%
HTGC - FGB
4%
Poorly correlated
-2.97%
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%
-1.58%
WFC - STEW
58%
Loosely correlated
-3.09%
PFE - STEW
21%
Poorly correlated
-2.04%
SWK - STEW
11%
Poorly correlated
-5.76%
EPD - STEW
9%
Poorly correlated
-1.24%
YUM - STEW
8%
Poorly correlated
-1.74%
More