IVSXF
Price
$29.25
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Capitalization
62.33B
JBARF
Price
$69.19
Change
+$0.42 (+0.61%)
Updated
Jul 1 closing price
Capitalization
14.48B
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IVSXF vs JBARF

Header iconIVSXF vs JBARF Comparison
Open Charts IVSXF vs JBARFBanner chart's image
Investors AB
Price$29.25
Change-$0.00 (-0.00%)
Volume$879
Capitalization62.33B
Julius Baer Group
Price$69.19
Change+$0.42 (+0.61%)
Volume$798
Capitalization14.48B
IVSXF vs JBARF Comparison Chart in %
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IVSXF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JBARF
Daily Signalchanged days ago
Gain/Loss if bought
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IVSXF vs. JBARF commentary
Jul 06, 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 IVSXF is a Hold and JBARF is a Buy.

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COMPARISON
Comparison
Jul 06, 2025
Stock price -- (IVSXF: $29.25 vs. JBARF: $69.19)
Brand notoriety: IVSXF and JBARF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVSXF: 133% vs. JBARF: 65%
Market capitalization -- IVSXF: $62.33B vs. JBARF: $14.48B
IVSXF [@Investment Managers] is valued at $62.33B. JBARF’s [@Investment Managers] market capitalization is $14.48B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.16B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

IVSXF’s FA Score shows that 1 FA rating(s) are green whileJBARF’s FA Score has 2 green FA rating(s).

  • IVSXF’s FA Score: 1 green, 4 red.
  • JBARF’s FA Score: 2 green, 3 red.
According to our system of comparison, JBARF is a better buy in the long-term than IVSXF.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

IVSXF’s TA Score shows that 4 TA indicator(s) are bullish while JBARF’s TA Score has 4 bullish TA indicator(s).

  • IVSXF’s TA Score: 4 bullish, 3 bearish.
  • JBARF’s TA Score: 4 bullish, 3 bearish.
According to our system of comparison, IVSXF is a better buy in the short-term than JBARF.

Price Growth

IVSXF (@Investment Managers) experienced а +0.27% price change this week, while JBARF (@Investment Managers) price change was +1.96% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.17%. For the same industry, the average monthly price growth was +6.54%, and the average quarterly price growth was +10.33%.

Industries' Descriptions

@Investment Managers (+2.17% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IVSXF($62.3B) has a higher market cap than JBARF($14.5B). JBARF has higher P/E ratio than IVSXF: JBARF (12.22) vs IVSXF (4.66). IVSXF YTD gains are higher at: 10.607 vs. JBARF (3.727). JBARF has less debt than IVSXF: JBARF (17.3B) vs IVSXF (96.1B). IVSXF has higher revenues than JBARF: IVSXF (189B) vs JBARF (3.87B).
IVSXFJBARFIVSXF / JBARF
Capitalization62.3B14.5B430%
EBITDAN/AN/A-
Gain YTD10.6073.727285%
P/E Ratio4.6612.2238%
Revenue189B3.87B4,890%
Total Cash10.4BN/A-
Total Debt96.1B17.3B555%
FUNDAMENTALS RATINGS
IVSXF vs JBARF: Fundamental Ratings
IVSXF
JBARF
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
39
Fair valued
21
Undervalued
PROFIT vs RISK RATING
1..100
8037
SMR RATING
1..100
10012
PRICE GROWTH RATING
1..100
5547
P/E GROWTH RATING
1..100
396
SEASONALITY SCORE
1..100
5075

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

JBARF's Valuation (21) in the null industry is in the same range as IVSXF (39). This means that JBARF’s stock grew similarly to IVSXF’s over the last 12 months.

JBARF's Profit vs Risk Rating (37) in the null industry is somewhat better than the same rating for IVSXF (80). This means that JBARF’s stock grew somewhat faster than IVSXF’s over the last 12 months.

JBARF's SMR Rating (12) in the null industry is significantly better than the same rating for IVSXF (100). This means that JBARF’s stock grew significantly faster than IVSXF’s over the last 12 months.

JBARF's Price Growth Rating (47) in the null industry is in the same range as IVSXF (55). This means that JBARF’s stock grew similarly to IVSXF’s over the last 12 months.

IVSXF's P/E Growth Rating (3) in the null industry is significantly better than the same rating for JBARF (96). This means that IVSXF’s stock grew significantly faster than JBARF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVSXFJBARF
RSI
ODDS (%)
Bullish Trend 3 days ago
53%
N/A
Stochastic
ODDS (%)
Bullish Trend 3 days ago
41%
Bearish Trend 3 days ago
50%
Momentum
ODDS (%)
Bearish Trend 3 days ago
30%
Bullish Trend 3 days ago
46%
MACD
ODDS (%)
N/A
Bullish Trend 3 days ago
44%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
48%
Bullish Trend 3 days ago
35%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
38%
Bullish Trend 3 days ago
34%
Advances
ODDS (%)
N/A
N/A
Declines
ODDS (%)
N/A
N/A
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
61%
Bullish Trend 3 days ago
46%
Aroon
ODDS (%)
Bullish Trend 3 days ago
54%
Bearish Trend 3 days ago
44%
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IVSXF
Daily Signalchanged days ago
Gain/Loss if bought
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JBARF
Daily Signalchanged days ago
Gain/Loss if bought
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IVSXF and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVSXF has been loosely correlated with DVDDF. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if IVSXF jumps, then DVDDF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVSXF
1D Price
Change %
IVSXF100%
N/A
DVDDF - IVSXF
48%
Loosely correlated
N/A
ICGUF - IVSXF
14%
Poorly correlated
N/A
JBARF - IVSXF
7%
Poorly correlated
N/A
IVSBF - IVSXF
5%
Poorly correlated
+2.69%
IPZYF - IVSXF
1%
Poorly correlated
N/A
More

JBARF and

Correlation & Price change

A.I.dvisor tells us that JBARF and JBAXY have been poorly correlated (+32% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that JBARF and JBAXY's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBARF
1D Price
Change %
JBARF100%
N/A
JBAXY - JBARF
32%
Poorly correlated
-1.03%
SSSS - JBARF
23%
Poorly correlated
+0.73%
JHG - JBARF
20%
Poorly correlated
+0.47%
HLNE - JBARF
20%
Poorly correlated
+1.29%
FNCSF - JBARF
20%
Poorly correlated
N/A
More