IWR
Price
$107.97
Change
-$0.26 (-0.24%)
Updated
Jun 3, 04:59 PM (EDT)
Net Assets
54.88B
Intraday BUY SELL Signals
SRHQ
Price
$44.34
Change
+$1.43 (+3.33%)
Updated
Jun 2, 11:32 AM (EDT)
Net Assets
197.95M
Intraday BUY SELL Signals
Interact to see
Advertisement

IWR vs SRHQ

Header iconIWR vs SRHQ Comparison
Open Charts IWR vs SRHQBanner chart's image
IWR vs SRHQ Comparison Chart in %
loading
loading
View a ticker or compare two or three
VS
IWR vs. SRHQ commentary
Jun 04, 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 IWR is a Buy and SRHQ is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IWR has more net assets: 54.9B vs. SRHQ (198M). IWR has a higher annual dividend yield than SRHQ: IWR (12.724) vs SRHQ (8.518). IWR was incepted earlier than SRHQ: IWR (25 years) vs SRHQ (4 years). IWR (0.18) has a lower expense ratio than SRHQ (0.35). SRHQ has a higher turnover IWR (11.00) vs IWR (11.00).
IWRSRHQIWR / SRHQ
Gain YTD12.7248.518149%
Net Assets54.9B198M27,727%
Total Expense Ratio0.180.3551%
Turnover11.0035.0031%
Yield1.160.70165%
Fund Existence25 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
IWRSRHQ
RSI
ODDS (%)
Bearish Trend 2 days ago
80%
Bearish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
82%
Bullish Trend 2 days ago
81%
Momentum
ODDS (%)
Bullish Trend 2 days ago
82%
Bearish Trend 2 days ago
67%
MACD
ODDS (%)
Bullish Trend 2 days ago
81%
Bearish Trend 3 days ago
53%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
77%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
80%
Bearish Trend 2 days ago
53%
Advances
ODDS (%)
Bullish Trend 2 days ago
82%
N/A
Declines
ODDS (%)
Bearish Trend 16 days ago
78%
Bearish Trend 22 days ago
58%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
88%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
75%
View a ticker or compare two or three
Interact to see
Advertisement
IWR
Daily Signal:
Gain/Loss:
SRHQ
Daily Signal:
Gain/Loss:
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MOSNX8.55N/A
N/A
MassMutual Overseas R3
OFSCX19.50N/A
N/A
Olstein Strategic Opportunities C
HSWYX23.55N/A
N/A
Hartford Schroders International Stk Y
GEIYX20.55N/A
N/A
GuideStone Funds Growth Equity Idx Instl
CUURX62.67N/A
N/A
Columbia Small Cap Value Discv Inst 2

SRHQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, SRHQ has been loosely correlated with MAS. These tickers have moved in lockstep 35% of the time. This A.I.-generated data suggests there is some statistical probability that if SRHQ jumps, then MAS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SRHQ
1D Price
Change %
SRHQ100%
N/A
MAS - SRHQ
35%
Loosely correlated
+0.03%
IVZ - SRHQ
33%
Poorly correlated
-0.14%
TKR - SRHQ
32%
Poorly correlated
+4.24%
KEYS - SRHQ
32%
Poorly correlated
+5.02%
NVR - SRHQ
31%
Poorly correlated
+0.97%
More