IVZ
Price
$14.39
Change
+$0.14 (+0.98%)
Updated
Jun 6 closing price
Capitalization
7.41B
52 days until earnings call
VALQ
Price
$61.44
Change
+$0.71 (+1.17%)
Updated
Jun 6 closing price
Net Assets
246.24M
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IVZ vs VALQ

Header iconIVZ vs VALQ Comparison
Open Charts IVZ vs VALQBanner chart's image
Inves
Price$14.39
Change+$0.14 (+0.98%)
Volume$6.67M
Capitalization7.41B
American Century® U.S. Quality Value ETF
Price$61.44
Change+$0.71 (+1.17%)
Volume$1.34K
Net Assets246.24M
IVZ vs VALQ Comparison Chart
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VALQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
IVZ vs. VALQ commentary
Jun 07, 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 IVZ is a Hold and VALQ is a Buy.

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COMPARISON
Comparison
Jun 07, 2025
Stock price -- (IVZ: $14.39)
Brand notoriety:
Market capitalization --

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).

IVZ’s FA Score shows that 1 FA rating(s) are green while.

  • IVZ’s FA Score: 1 green, 4 red.

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.

IVZ’s TA Score shows that 5 TA indicator(s) are bullish.

  • IVZ’s TA Score: 5 bullish, 5 bearish.

Price Growth

IVZ (@Investment Managers) experienced а -0.48% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.30%. For the same industry, the average monthly price growth was +4.55%, and the average quarterly price growth was +1.73%.

Reported Earning Dates

IVZ is expected to report earnings on Jul 29, 2025.

Industries' Descriptions

@Investment Managers (+0.30% 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 RATINGS
IVZ: Fundamental Ratings
IVZ
OUTLOOK RATING
1..100
65
VALUATION
overvalued / fair valued / undervalued
1..100
17
Undervalued
PROFIT vs RISK RATING
1..100
54
SMR RATING
1..100
82
PRICE GROWTH RATING
1..100
60
P/E GROWTH RATING
1..100
85
SEASONALITY SCORE
1..100
n/a

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.

TECHNICAL ANALYSIS
Technical Analysis
IVZVALQ
RSI
ODDS (%)
Bearish Trend 1 day ago
63%
N/A
Stochastic
ODDS (%)
Bullish Trend 1 day ago
74%
Bearish Trend 1 day ago
61%
Momentum
ODDS (%)
Bearish Trend 1 day ago
61%
Bullish Trend 1 day ago
85%
MACD
ODDS (%)
Bearish Trend 1 day ago
65%
Bullish Trend 1 day ago
86%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
68%
Bullish Trend 1 day ago
85%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
83%
Advances
ODDS (%)
Bullish Trend 24 days ago
70%
Bullish Trend 8 days ago
85%
Declines
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
81%
Aroon
ODDS (%)
Bullish Trend 1 day ago
79%
Bullish Trend 1 day ago
76%
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VALQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+0.98%
JHG - IVZ
84%
Closely correlated
+2.20%
AMG - IVZ
81%
Closely correlated
+1.08%
BN - IVZ
80%
Closely correlated
+1.34%
CG - IVZ
79%
Closely correlated
+2.30%
KKR - IVZ
77%
Closely correlated
+2.29%
More

VALQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, VALQ has been closely correlated with BLK. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if VALQ jumps, then BLK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VALQ
1D Price
Change %
VALQ100%
+1.17%
BLK - VALQ
79%
Closely correlated
+0.36%
LIN - VALQ
75%
Closely correlated
+0.52%
IVZ - VALQ
73%
Closely correlated
+0.98%
MA - VALQ
73%
Closely correlated
+0.80%
DOV - VALQ
73%
Closely correlated
+1.25%
More