FGB
Price
$4.12
Change
-$0.02 (-0.48%)
Updated
Jun 13 closing price
Net Assets
59.77M
STEW
Price
$17.16
Change
-$0.13 (-0.75%)
Updated
Jun 13 closing price
Net Assets
2.06B
Interact to see
Advertisement

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$4.12
Change-$0.02 (-0.48%)
Volume$14.45K
Net Assets59.77M
SRH Total Return Fund
Price$17.16
Change-$0.13 (-0.75%)
Volume$94.26K
Net Assets2.06B
FGB vs STEW Comparison Chart
Loading...
FGB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
FGB vs. STEW commentary
Jun 15, 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 Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
STEW has more net assets: 2.06B vs. FGB (59.8M). STEW has a higher annual dividend yield than FGB: STEW (9.277) vs FGB (2.552). 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 YTD2.5529.27728%
Net Assets59.8M2.06B3%
Total Expense Ratio4.582.28201%
Turnover27.007.00386%
Yield9.470.224,293%
Fund Existence18 years53 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBSTEW
RSI
ODDS (%)
Bearish Trend 3 days ago
81%
Bearish Trend 3 days ago
72%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 3 days ago
86%
Momentum
ODDS (%)
Bullish Trend 4 days ago
90%
Bearish Trend 3 days ago
67%
MACD
ODDS (%)
N/A
Bearish Trend 3 days ago
79%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
71%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
73%
Advances
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 7 days ago
87%
Declines
ODDS (%)
Bearish Trend 3 days ago
85%
Bearish Trend 3 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
84%
Bullish Trend 3 days ago
78%
Aroon
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
87%
View a ticker or compare two or three
Interact to see
Advertisement
FGB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STEW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SGDIX81.231.11
+1.39%
Sprott Gold Equity Institutional
BALPX9.90-0.04
-0.40%
BlackRock Event Driven Equity Inv A
ARGYX9.10-0.08
-0.87%
Invesco Global Real Estate Y
PEMZX14.36-0.20
-1.37%
Putnam Emerging Markets Equity C
PHPSX18.77-0.39
-2.04%
ProFunds Pharmaceuticals UltraSector Svc

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%
-0.48%
MAIN - FGB
7%
Poorly correlated
-0.81%
ARCC - FGB
6%
Poorly correlated
-1.24%
NMFC - FGB
6%
Poorly correlated
-1.86%
TCPC - FGB
5%
Poorly correlated
-0.38%
HTGC - FGB
4%
Poorly correlated
-0.72%
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%
-0.75%
WFC - STEW
58%
Loosely correlated
-2.23%
PFE - STEW
21%
Poorly correlated
-1.21%
SWK - STEW
11%
Poorly correlated
-3.20%
EPD - STEW
9%
Poorly correlated
+0.28%
YUM - STEW
8%
Poorly correlated
+0.02%
More