MDIV
Price
$15.97
Change
+$0.03 (+0.19%)
Updated
Aug 7, 04:56 PM (EDT)
Net Assets
430M
SOR
Price
$43.88
Change
+$0.03 (+0.07%)
Updated
Aug 7, 04:59 PM (EDT)
Net Assets
377.11M
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MDIV vs SOR

Header iconMDIV vs SOR Comparison
Open Charts MDIV vs SORBanner chart's image
Multi-Asset Diversified Income ETF
Price$15.97
Change+$0.03 (+0.19%)
Volume$452
Net Assets430M
Source Capital
Price$43.88
Change+$0.03 (+0.07%)
Volume$100
Net Assets377.11M
MDIV vs SOR Comparison Chart in %
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MDIV
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
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VS
MDIV vs. SOR commentary
Aug 08, 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 MDIV is a Hold and SOR is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
MDIV has more net assets: 430M vs. SOR (377M). SOR has a higher annual dividend yield than MDIV: SOR (4.361) vs MDIV (2.304). MDIV was incepted earlier than SOR: MDIV (13 years) vs SOR (57 years). SOR (0.00) has a lower expense ratio than MDIV (0.75). MDIV has a higher turnover SOR (11.00) vs SOR (11.00).
MDIVSORMDIV / SOR
Gain YTD2.3044.36153%
Net Assets430M377M114%
Total Expense Ratio0.750.00-
Turnover73.0011.00664%
Yield6.5711.2059%
Fund Existence13 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
MDIVSOR
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
58%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
65%
Bullish Trend 2 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 14 days ago
90%
Declines
ODDS (%)
Bearish Trend 7 days ago
68%
Bearish Trend 9 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
74%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
90%
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MDIV
Daily Signalchanged days ago
Gain/Loss if bought
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SOR
Daily Signalchanged days ago
Gain/Loss if bought
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MDIV and

Correlation & Price change

A.I.dvisor indicates that over the last year, MDIV has been closely correlated with LADR. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if MDIV jumps, then LADR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MDIV
1D Price
Change %
MDIV100%
-0.13%
LADR - MDIV
74%
Closely correlated
-0.09%
BXP - MDIV
72%
Closely correlated
-0.12%
KEY - MDIV
72%
Closely correlated
-1.80%
STWD - MDIV
72%
Closely correlated
-0.97%
FNB - MDIV
71%
Closely correlated
-1.33%
More

SOR and

Correlation & Price change

A.I.dvisor tells us that SOR and C have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SOR and C's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOR
1D Price
Change %
SOR100%
+0.19%
C - SOR
9%
Poorly correlated
+0.78%
IFF - SOR
5%
Poorly correlated
-6.32%
CMCSA - SOR
4%
Poorly correlated
-1.08%
ADI - SOR
3%
Poorly correlated
+0.00%
TEL - SOR
2%
Poorly correlated
-0.73%
More