IWR
Price
$96.14
Change
+$2.13 (+2.27%)
Updated
Aug 22, 04:59 PM (EDT)
Net Assets
43.54B
SOVF
Price
$31.29
Change
+$0.82 (+2.69%)
Updated
Aug 22, 04:59 PM (EDT)
Net Assets
120.67M
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IWR vs SOVF

Header iconIWR vs SOVF Comparison
Open Charts IWR vs SOVFBanner chart's image
iShares Russell Mid-Cap ETF
Price$96.14
Change+$2.13 (+2.27%)
Volume$18.93K
Net Assets43.54B
Sovereign's Capital Flourish Fund
Price$31.29
Change+$0.82 (+2.69%)
VolumeN/A
Net Assets120.67M
IWR vs SOVF Comparison Chart in %
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IWR
Daily Signalchanged days ago
Gain/Loss if bought
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SOVF
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IWR vs. SOVF commentary
Aug 23, 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 IWR is a Hold and SOVF is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWR has more net assets: 43.5B vs. SOVF (121M). IWR has a higher annual dividend yield than SOVF: IWR (6.985) vs SOVF (-0.916). IWR was incepted earlier than SOVF: IWR (24 years) vs SOVF (2 years). IWR (0.18) has a lower expense ratio than SOVF (0.75). SOVF has a higher turnover IWR (11.00) vs IWR (11.00).
IWRSOVFIWR / SOVF
Gain YTD6.985-0.916-763%
Net Assets43.5B121M35,950%
Total Expense Ratio0.180.7524%
Turnover11.0041.0027%
Yield1.300.31418%
Fund Existence24 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWRSOVF
RSI
ODDS (%)
N/A
Bullish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
85%
Bearish Trend 2 days ago
76%
Momentum
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
89%
MACD
ODDS (%)
Bearish Trend 2 days ago
86%
Bullish Trend 2 days ago
89%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
80%
Bullish Trend 2 days ago
88%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
80%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
87%
Declines
ODDS (%)
Bearish Trend 2 days ago
83%
Bearish Trend 2 days ago
66%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
86%
Bullish Trend 2 days ago
83%
Aroon
ODDS (%)
Bullish Trend 2 days ago
80%
Bearish Trend 2 days ago
73%
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IWR
Daily Signalchanged days ago
Gain/Loss if bought
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SOVF
Daily Signalchanged days ago
Gain/Loss if bought
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SOVF and

Correlation & Price change

A.I.dvisor indicates that over the last year, SOVF has been closely correlated with GGG. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if SOVF jumps, then GGG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOVF
1D Price
Change %
SOVF100%
-0.05%
GGG - SOVF
78%
Closely correlated
-0.73%
PRI - SOVF
75%
Closely correlated
-0.86%
DD - SOVF
74%
Closely correlated
+0.09%
EEFT - SOVF
74%
Closely correlated
-1.15%
LECO - SOVF
72%
Closely correlated
-0.24%
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