IWR
Price
$110.01
Change
+$0.65 (+0.59%)
Updated
Jul 27, 04:59 PM (EDT)
Net Assets
55.78B
Intraday BUY SELL Signals
UPGD
Price
$82.71
Change
+$0.96 (+1.17%)
Updated
Jul 27, 02:30 PM (EDT)
Net Assets
118.03M
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 28, 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: 55.8B vs. UPGD (118M). IWR has a higher annual dividend yield than UPGD: IWR (14.205) vs UPGD (10.494). 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 YTD14.20510.494135%
Net Assets55.8B118M47,288%
Total Expense Ratio0.180.4045%
Turnover11.00170.006%
Yield1.151.5873%
Fund Existence25 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
IWRUPGD
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
81%
Momentum
ODDS (%)
Bearish Trend 4 days ago
85%
Bearish Trend 4 days ago
77%
MACD
ODDS (%)
Bearish Trend 4 days ago
81%
Bearish Trend 4 days ago
75%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
82%
Bearish Trend 4 days ago
73%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
80%
Advances
ODDS (%)
Bullish Trend 18 days ago
83%
Bullish Trend 18 days ago
79%
Declines
ODDS (%)
Bearish Trend 5 days ago
77%
Bearish Trend 8 days ago
71%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
90%
Bearish Trend 4 days ago
67%
Aroon
ODDS (%)
Bullish Trend 4 days ago
82%
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 LMT have been poorly correlated (+16% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPGD and LMT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPGD
1D Price
Change %
UPGD100%
+0.86%
LMT - UPGD
16%
Poorly correlated
+2.46%
SOLV - UPGD
11%
Poorly correlated
+1.00%
WEC - UPGD
10%
Poorly correlated
+0.92%
ORCL - UPGD
8%
Poorly correlated
-4.21%
ED - UPGD
7%
Poorly correlated
+0.20%
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