IWR
Price
$110.34
Change
+$0.16 (+0.15%)
Updated
Jul 2 closing price
Net Assets
56.99B
Intraday BUY SELL Signals
UPGD
Price
$83.00
Change
+$1.07 (+1.31%)
Updated
Jul 2 closing price
Net Assets
119.93M
Intraday BUY SELL Signals
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IWR vs UPGD

IWR vs UPGD Comparison Chart in %
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IWR vs. UPGD commentary
Jul 05, 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 UPGD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWR has more net assets: 57B vs. UPGD (120M). IWR has a higher annual dividend yield than UPGD: IWR (15.229) vs UPGD (12.186). IWR was incepted earlier than UPGD: IWR (25 years) vs UPGD (20 years). IWR (0.18) has a lower expense ratio than UPGD (0.40). UPGD has a higher turnover IWR (11.00) vs IWR (11.00).
IWRUPGDIWR / UPGD
Gain YTD15.22912.186125%
Net Assets57B120M47,500%
Total Expense Ratio0.180.4045%
Turnover11.00191.006%
Yield1.151.5873%
Fund Existence25 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
IWRUPGD
RSI
ODDS (%)
Bearish Trend 4 days ago
85%
Bearish Trend 4 days ago
72%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
85%
Bearish Trend 4 days ago
76%
Momentum
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
83%
MACD
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
79%
Advances
ODDS (%)
Bullish Trend 6 days ago
82%
Bullish Trend 7 days ago
78%
Declines
ODDS (%)
Bearish Trend 19 days ago
78%
Bearish Trend 13 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
90%
Bearish Trend 4 days ago
77%
Aroon
ODDS (%)
Bullish Trend 4 days ago
78%
Bullish Trend 4 days ago
78%
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IWR
Daily Signal:
Gain/Loss:
UPGD
Daily Signal:
Gain/Loss:
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UPGD and

Correlation & Price change

A.I.dvisor tells us that UPGD and ORCL have been poorly correlated (+18% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPGD and ORCL's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPGD
1D Price
Change %
UPGD100%
+1.31%
ORCL - UPGD
18%
Poorly correlated
-1.56%
NTAP - UPGD
11%
Poorly correlated
N/A
NOC - UPGD
10%
Poorly correlated
+5.59%
EXPD - UPGD
10%
Poorly correlated
+0.46%
SOLV - UPGD
9%
Poorly correlated
-0.10%
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