IWR
Price
$109.86
Change
+$0.90 (+0.83%)
Updated
Sep 11 closing price
Net Assets
55.58B
Intraday BUY SELL Signals
TAX
Price
$30.81
Change
+$0.36 (+1.18%)
Updated
Sep 11 closing price
Net Assets
25M
Intraday BUY SELL Signals
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IWR vs TAX

IWR vs TAX Comparison Chart in %
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VS
IWR vs. TAX commentary
Sep 13, 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 Hold and TAX is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWR has more net assets: 55.6B vs. TAX (25M). IWR has a higher annual dividend yield than TAX: IWR (14.727) vs TAX (7.548). IWR was incepted earlier than TAX: IWR (25 years) vs TAX (2 years). IWR (0.18) has a lower expense ratio than TAX (0.54). TAX has a higher turnover IWR (11.00) vs IWR (11.00).
IWRTAXIWR / TAX
Gain YTD14.7277.548195%
Net Assets55.6B25M222,400%
Total Expense Ratio0.180.5433%
Turnover11.0078.0014%
Yield1.130.32359%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWRTAX
RSI
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
45%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
88%
Momentum
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
65%
MACD
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
47%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
65%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
80%
Bearish Trend 2 days ago
68%
Advances
ODDS (%)
Bullish Trend 10 days ago
83%
Bullish Trend 9 days ago
81%
Declines
ODDS (%)
Bearish Trend 3 days ago
76%
Bearish Trend 3 days ago
87%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
89%
Aroon
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
88%
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IWR
Daily Signal:
Gain/Loss:
TAX
Daily Signal:
Gain/Loss:
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TAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, TAX has been loosely correlated with IBKR. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if TAX jumps, then IBKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TAX
1D Price
Change %
TAX100%
+1.20%
IBKR - TAX
46%
Loosely correlated
+2.18%
WCC - TAX
45%
Loosely correlated
+3.73%
JBL - TAX
44%
Loosely correlated
+5.05%
MS - TAX
43%
Loosely correlated
+0.81%
AME - TAX
42%
Loosely correlated
+3.26%
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