MVFD
Price
$26.04
Change
-$0.04 (-0.15%)
Updated
Jul 25, 11:27 AM (EDT)
Net Assets
72.57M
SOR
Price
$43.83
Change
+$0.07 (+0.16%)
Updated
Jul 25, 04:54 PM (EDT)
Net Assets
381.86M
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MVFD vs SOR

Header iconMVFD vs SOR Comparison
Open Charts MVFD vs SORBanner chart's image
Monarch Volume Factor Dividend Tree ETF
Price$26.04
Change-$0.04 (-0.15%)
Volume$200
Net Assets72.57M
Source Capital
Price$43.83
Change+$0.07 (+0.16%)
Volume$100
Net Assets381.86M
MVFD vs SOR Comparison Chart in %
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MVFD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
MVFD vs. SOR commentary
Jul 26, 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 MVFD is a Hold and SOR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SOR has more net assets: 382M vs. MVFD (72.6M). SOR has a higher annual dividend yield than MVFD: SOR (4.313) vs MVFD (1.488). MVFD was incepted earlier than SOR: MVFD (1 year) vs SOR (57 years). SOR (0.00) has a lower expense ratio than MVFD (1.19). MVFD has a higher turnover SOR (11.00) vs SOR (11.00).
MVFDSORMVFD / SOR
Gain YTD1.4884.31334%
Net Assets72.6M382M19%
Total Expense Ratio1.190.00-
Turnover264.0011.002,400%
Yield1.5311.2314%
Fund Existence1 year57 years-
TECHNICAL ANALYSIS
Technical Analysis
MVFDSOR
RSI
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
63%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
50%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 5 days ago
90%
Declines
ODDS (%)
Bearish Trend 5 days ago
70%
Bearish Trend 3 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
63%
Aroon
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
90%
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MVFD
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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MVFD and

Correlation & Price change

A.I.dvisor indicates that over the last year, MVFD has been closely correlated with PFG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if MVFD jumps, then PFG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
+0.45%
PFG - MVFD
77%
Closely correlated
+0.90%
JHG - MVFD
76%
Closely correlated
+0.19%
DCI - MVFD
75%
Closely correlated
+0.93%
DOV - MVFD
73%
Closely correlated
-0.07%
NDSN - MVFD
72%
Closely correlated
+0.77%
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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%
+0.15%
C - SOR
9%
Poorly correlated
+0.71%
IFF - SOR
5%
Poorly correlated
+0.99%
CMCSA - SOR
4%
Poorly correlated
-4.78%
ADI - SOR
3%
Poorly correlated
+0.64%
TEL - SOR
2%
Poorly correlated
+1.20%
More