OCIO
Price
$35.82
Change
+$0.32 (+0.90%)
Updated
Aug 6 closing price
Net Assets
159.35M
SOR
Price
$43.88
Change
+$0.03 (+0.07%)
Updated
Aug 7, 04:59 PM (EDT)
Net Assets
377.11M
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OCIO vs SOR

Header iconOCIO vs SOR Comparison
Open Charts OCIO vs SORBanner chart's image
ClearShares OCIO ETF
Price$35.82
Change+$0.32 (+0.90%)
Volume$276
Net Assets159.35M
Source Capital
Price$43.88
Change+$0.03 (+0.07%)
Volume$100
Net Assets377.11M
OCIO vs SOR Comparison Chart in %
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OCIO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
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OCIO 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 OCIO is a Hold and SOR is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SOR has more net assets: 377M vs. OCIO (159M). OCIO has a higher annual dividend yield than SOR: OCIO (5.491) vs SOR (4.361). OCIO was incepted earlier than SOR: OCIO (8 years) vs SOR (57 years). SOR (0.00) has a lower expense ratio than OCIO (0.64). OCIO has a higher turnover SOR (11.00) vs SOR (11.00).
OCIOSOROCIO / SOR
Gain YTD5.4914.361126%
Net Assets159M377M42%
Total Expense Ratio0.640.00-
Turnover70.0011.00636%
Yield1.5311.2014%
Fund Existence8 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
OCIOSOR
RSI
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 2 days ago
58%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 16 days ago
72%
Bullish Trend 14 days ago
90%
Declines
ODDS (%)
Bearish Trend 8 days ago
57%
Bearish Trend 9 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
70%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
66%
Bullish Trend 2 days ago
90%
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OCIO
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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OCIO and

Correlation & Price change

A.I.dvisor tells us that OCIO and FIG have been poorly correlated (+15% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that OCIO and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OCIO
1D Price
Change %
OCIO100%
+0.81%
FIG - OCIO
15%
Poorly correlated
+14.21%

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%
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