HEQ
Price
$11.41
Change
-$0.09 (-0.78%)
Updated
Jul 2 closing price
Net Assets
151.1M
Intraday BUY SELL Signals
TBLD
Price
$21.96
Change
+$0.06 (+0.27%)
Updated
Jul 2 closing price
Net Assets
734.68M
Intraday BUY SELL Signals
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HEQ vs TBLD

HEQ vs TBLD Comparison Chart in %
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HEQ vs. TBLD commentary
Jul 06, 2026

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 HEQ is a Hold and TBLD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
TBLD has more net assets: 735M vs. HEQ (151M). TBLD has a higher annual dividend yield than HEQ: TBLD (11.904) vs HEQ (10.963). HEQ was incepted earlier than TBLD: HEQ (15 years) vs TBLD (5 years). HEQ (1.20) has a lower expense ratio than TBLD (1.74). HEQ has a higher turnover TBLD (22.51) vs TBLD (22.51).
HEQTBLDHEQ / TBLD
Gain YTD10.96311.90492%
Net Assets151M735M21%
Total Expense Ratio1.201.7469%
Turnover192.0022.51853%
Yield4.823.94122%
Fund Existence15 years5 years-
TECHNICAL ANALYSIS
Technical Analysis
HEQTBLD
RSI
ODDS (%)
Bearish Trend 5 days ago
67%
Bearish Trend 7 days ago
83%
Stochastic
ODDS (%)
Bullish Trend 5 days ago
89%
Bearish Trend 5 days ago
77%
Momentum
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
89%
MACD
ODDS (%)
Bearish Trend 5 days ago
71%
Bullish Trend 5 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 5 days ago
85%
Bullish Trend 5 days ago
90%
TrendMonth
ODDS (%)
Bearish Trend 5 days ago
75%
Bearish Trend 5 days ago
76%
Advances
ODDS (%)
Bullish Trend 6 days ago
87%
Bullish Trend 11 days ago
90%
Declines
ODDS (%)
Bearish Trend 11 days ago
75%
Bearish Trend 14 days ago
81%
BollingerBands
ODDS (%)
Bullish Trend 5 days ago
90%
N/A
Aroon
ODDS (%)
Bullish Trend 5 days ago
86%
Bullish Trend 5 days ago
88%
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HEQ
Daily Signal:
Gain/Loss:
TBLD
Daily Signal:
Gain/Loss:
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HEQ and

Correlation & Price change

A.I.dvisor tells us that HEQ and IBM have been poorly correlated (+8% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HEQ and IBM's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HEQ
1D Price
Change %
HEQ100%
-0.78%
IBM - HEQ
8%
Poorly correlated
+1.14%
JPM - HEQ
4%
Poorly correlated
+0.12%
JNJ - HEQ
4%
Poorly correlated
+3.57%
MRK - HEQ
-1%
Poorly correlated
+3.34%

TBLD and

Correlation & Price change

A.I.dvisor tells us that TBLD and BHP have been poorly correlated (+10% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that TBLD and BHP's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBLD
1D Price
Change %
TBLD100%
+0.27%
BHP - TBLD
10%
Poorly correlated
+1.35%
TSM - TBLD
6%
Poorly correlated
-2.27%
JPM - TBLD
2%
Poorly correlated
+0.12%
T - TBLD
-1%
Poorly correlated
+0.49%
CME - TBLD
-3%
Poorly correlated
+2.42%