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HELO vs SWAN
HELO vs SWAN Comparison Chart in %
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HELO vs. SWAN commentary
Jul 17, 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 SWAN is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.3B vs. SWAN (250M). SWAN has a higher annual dividend yield than HELO: SWAN (5.214) vs HELO (1.940). HELO was incepted earlier than SWAN: HELO (2 years) vs SWAN (7 years). SWAN (0.49) and HELO (0.50) have comparable expense ratios . SWAN has a higher turnover HELO (30.00) vs HELO (30.00).
| HELO | SWAN | HELO / SWAN | |
| Gain YTD | 1.940 | 5.214 | 37% |
| Net Assets | 3.3B | 250M | 1,320% |
| Total Expense Ratio | 0.50 | 0.49 | 102% |
| Turnover | 30.00 | 61.00 | 49% |
| Yield | 0.67 | 2.69 | 25% |
| Fund Existence | 2 years | 7 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| HELO | SWAN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 46% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 57% | 2 days ago 76% |
| Momentum ODDS (%) | N/A | 2 days ago 72% |
| MACD ODDS (%) | 2 days ago 50% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 83% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 83% | 2 days ago 75% |
| Advances ODDS (%) | 7 days ago 81% | 8 days ago 74% |
| Declines ODDS (%) | 3 days ago 59% | 10 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 60% | 2 days ago 71% |
| Aroon ODDS (%) | 2 days ago 81% | 2 days ago 69% |
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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 80% 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% | +0.13% | ||
| ADI - HELO | 80% Closely correlated | +0.08% | ||
| AXP - HELO | 78% Closely correlated | +0.40% | ||
| GS - HELO | 78% Closely correlated | +0.90% | ||
| AMZN - HELO | 77% Closely correlated | -1.40% | ||
| DOV - HELO | 76% Closely correlated | +0.41% | ||
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