IVE
Price
$237.24
Change
+$1.14 (+0.48%)
Updated
Aug 21 closing price
Net Assets
50.15B
Intraday BUY SELL Signals
SMRI
Price
$48.71
Change
+$0.41 (+0.85%)
Updated
Aug 21 closing price
Net Assets
716.04M
Intraday BUY SELL Signals
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IVE vs SMRI

IVE vs SMRI Comparison Chart in %
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IVE vs. SMRI commentary
Aug 23, 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 IVE is a StrongBuy and SMRI is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVE has more net assets: 50.2B vs. SMRI (716M). SMRI has a higher annual dividend yield than IVE: SMRI (35.125) vs IVE (12.310). IVE was incepted earlier than SMRI: IVE (26 years) vs SMRI (3 years). IVE (0.18) has a lower expense ratio than SMRI (0.71). SMRI has a higher turnover IVE (28.00) vs IVE (28.00).
IVESMRIIVE / SMRI
Gain YTD12.31035.12535%
Net Assets50.2B716M7,011%
Total Expense Ratio0.180.7125%
Turnover28.00125.0022%
Yield1.530.86179%
Fund Existence26 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IVESMRI
RSI
ODDS (%)
Bearish Trend 3 days ago
75%
Bearish Trend 3 days ago
62%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
63%
Momentum
ODDS (%)
Bullish Trend 3 days ago
86%
N/A
MACD
ODDS (%)
Bearish Trend 3 days ago
65%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
69%
Bullish Trend 3 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
85%
Bullish Trend 3 days ago
86%
Advances
ODDS (%)
Bullish Trend 10 days ago
84%
Bullish Trend 5 days ago
85%
Declines
ODDS (%)
Bearish Trend 18 days ago
71%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
62%
Bearish Trend 3 days ago
63%
Aroon
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
82%
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IVE
Daily Signal:
Gain/Loss:
SMRI
Daily Signal:
Gain/Loss:
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IVE and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVE has been loosely correlated with SWK. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if IVE jumps, then SWK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVE
1D Price
Change %
IVE100%
+0.48%
SWK - IVE
64%
Loosely correlated
+1.18%
EMR - IVE
64%
Loosely correlated
+1.64%
TFC - IVE
63%
Loosely correlated
+0.38%
CFG - IVE
63%
Loosely correlated
+0.22%
IR - IVE
63%
Loosely correlated
+1.49%
More

SMRI and

Correlation & Price change

A.I.dvisor indicates that over the last year, SMRI has been loosely correlated with ABNB. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if SMRI jumps, then ABNB could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMRI
1D Price
Change %
SMRI100%
+0.85%
ABNB - SMRI
45%
Loosely correlated
+1.24%
DOCU - SMRI
44%
Loosely correlated
-0.45%
PAYX - SMRI
43%
Loosely correlated
+1.27%
HPQ - SMRI
43%
Loosely correlated
+0.81%
NTAP - SMRI
42%
Loosely correlated
-0.28%
More