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HELO vs PHEQ
HELO vs PHEQ Comparison Chart
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HELO vs. PHEQ commentary
Apr 27, 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 HELO is a Buy and PHEQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
HELO has more net assets: 2.87B vs. PHEQ (92.2M). PHEQ has a higher annual dividend yield than HELO: PHEQ (-3.769) vs HELO (-4.714). HELO was incepted earlier than PHEQ: HELO (2 years) vs PHEQ (2 years). PHEQ (0.29) has a lower expense ratio than HELO (0.50). HELO has a higher turnover PHEQ (4.00) vs PHEQ (4.00).
| HELO | PHEQ | HELO / PHEQ | |
| Gain YTD | -4.714 | -3.769 | 125% |
| Net Assets | 2.87B | 92.2M | 3,112% |
| Total Expense Ratio | 0.50 | 0.29 | 172% |
| Turnover | 30.00 | 4.00 | 750% |
| Yield | 0.68 | 1.49 | 46% |
| Fund Existence | 2 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| HELO | PHEQ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 80% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 43% | 2 days ago 43% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 90% |
| MACD ODDS (%) | 2 days ago 81% | 2 days ago 90% |
| TrendWeek ODDS (%) | 2 days ago 81% | 2 days ago 90% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 74% |
| Advances ODDS (%) | 2 days ago 80% | 2 days ago 90% |
| Declines ODDS (%) | 6 days ago 60% | 11 days ago 47% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 67% |
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HELO and
Correlation & Price change
A.I.dvisor indicates that over the last year, HELO has been closely correlated with MSFT. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then MSFT could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To HELO | 1D Price Change % | ||
|---|---|---|---|---|
| HELO | 100% | +0.36% | ||
| MSFT - HELO | 78% Closely correlated | +1.17% | ||
| GS - HELO | 77% Closely correlated | -0.09% | ||
| ADI - HELO | 76% Closely correlated | -0.33% | ||
| AXP - HELO | 75% Closely correlated | -0.94% | ||
| AMZN - HELO | 75% Closely correlated | +1.31% | ||
More | ||||
PHEQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with AXP. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHEQ jumps, then AXP could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | +0.44% | ||
| AXP - PHEQ | 78% Closely correlated | -0.94% | ||
| ARES - PHEQ | 77% Closely correlated | +0.59% | ||
| MS - PHEQ | 76% Closely correlated | +0.35% | ||
| APO - PHEQ | 75% Closely correlated | +0.06% | ||
| AMZN - PHEQ | 74% Closely correlated | +1.31% | ||
More | ||||