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HELO vs PHEQ
HELO vs PHEQ Comparison Chart in %
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HELO vs. PHEQ commentary
Jul 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 StrongBuy and PHEQ is a StrongBuy.
SUMMARIES
FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.3B vs. PHEQ (99.8M). PHEQ has a higher annual dividend yield than HELO: PHEQ (6.266) vs HELO (2.522). 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 | 2.522 | 6.266 | 40% |
| Net Assets | 3.3B | 99.8M | 3,309% |
| Total Expense Ratio | 0.50 | 0.29 | 172% |
| Turnover | 30.00 | 25.00 | 120% |
| Yield | 0.67 | 1.34 | 50% |
| Fund Existence | 2 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| HELO | PHEQ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 42% | 2 days ago 26% |
| Stochastic ODDS (%) | 2 days ago 57% | 2 days ago 50% |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | 2 days ago 55% | 2 days ago 50% |
| TrendWeek ODDS (%) | 2 days ago 83% | 2 days ago 90% |
| TrendMonth ODDS (%) | 2 days ago 83% | 2 days ago 90% |
| Advances ODDS (%) | 4 days ago 81% | 2 days ago 90% |
| Declines ODDS (%) | 12 days ago 59% | 13 days ago 48% |
| BollingerBands ODDS (%) | 2 days ago 47% | 2 days ago 33% |
| Aroon ODDS (%) | 2 days ago 81% | 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 ADI. 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 ADI could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To HELO | 1D Price Change % | ||
|---|---|---|---|---|
| HELO | 100% | +0.02% | ||
| ADI - HELO | 79% Closely correlated | +0.64% | ||
| AXP - HELO | 79% Closely correlated | +1.09% | ||
| GS - HELO | 78% Closely correlated | +1.36% | ||
| AMZN - HELO | 77% Closely correlated | -0.34% | ||
| DOV - HELO | 77% Closely correlated | -0.07% | ||
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 80% 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% | +0.03% | ||
| AXP - PHEQ | 80% Closely correlated | +1.09% | ||
| ARES - PHEQ | 80% Closely correlated | +3.13% | ||
| KKR - PHEQ | 79% Closely correlated | +1.31% | ||
| APO - PHEQ | 78% Closely correlated | -0.34% | ||
| DOV - PHEQ | 77% Closely correlated | -0.07% | ||
More | ||||