Intraday BUY SELL Signals
Intraday BUY SELL Signals
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HELO vs PHEQ
HELO vs PHEQ Comparison Chart in %
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HELO vs. PHEQ commentary
Nov 20, 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 Hold and PHEQ is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.5B vs. PHEQ (134M). PHEQ has a higher annual dividend yield than HELO: PHEQ (9.366) vs HELO (5.104). 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 (25.00) vs PHEQ (25.00).
| HELO | PHEQ | HELO / PHEQ | |
| Gain YTD | 5.104 | 9.366 | 54% |
| Net Assets | 3.5B | 134M | 2,612% |
| Total Expense Ratio | 0.50 | 0.29 | 172% |
| Turnover | 30.00 | 25.00 | 120% |
| Yield | 0.71 | 1.30 | 55% |
| Fund Existence | 2 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| HELO | PHEQ | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 26% |
| Stochastic ODDS (%) | 2 days ago 87% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 48% | 2 days ago 45% |
| MACD ODDS (%) | 2 days ago 44% | 2 days ago 53% |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 49% |
| TrendMonth ODDS (%) | 2 days ago 63% | 2 days ago 90% |
| Advances ODDS (%) | 8 days ago 83% | 9 days ago 90% |
| Declines ODDS (%) | 2 days ago 55% | 2 days ago 42% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 83% | 2 days ago 90% |
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HELO and
Correlation & Price change
A.I.dvisor indicates that over the last year, HELO has been closely correlated with GS. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then GS could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To HELO | 1D Price Change % | ||
|---|---|---|---|---|
| HELO | 100% | +0.23% | ||
| GS - HELO | 79% Closely correlated | +1.25% | ||
| AXP - HELO | 78% Closely correlated | +1.17% | ||
| AMP - HELO | 76% Closely correlated | +1.58% | ||
| ADI - HELO | 76% Closely correlated | +0.90% | ||
| DOV - HELO | 76% Closely correlated | -0.08% | ||
More | ||||
PHEQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with MS. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHEQ jumps, then MS could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | +0.10% | ||
| MS - PHEQ | 80% Closely correlated | +1.54% | ||
| AXP - PHEQ | 80% Closely correlated | +1.17% | ||
| SYF - PHEQ | 80% Closely correlated | +1.87% | ||
| ARES - PHEQ | 77% Closely correlated | +1.74% | ||
| APO - PHEQ | 77% Closely correlated | +2.32% | ||
More | ||||