OCIO
Price
$36.53
Change
+$0.16 (+0.44%)
Updated
Aug 28, 03:17 PM (EDT)
Net Assets
161.37M
SOR
Price
$44.41
Change
+$0.24 (+0.54%)
Updated
Aug 28, 02:22 PM (EDT)
Net Assets
384.08M
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OCIO vs SOR

Header iconOCIO vs SOR Comparison
Open Charts OCIO vs SORBanner chart's image
ClearShares OCIO ETF
Price$36.53
Change+$0.16 (+0.44%)
Volume$445
Net Assets161.37M
Source Capital
Price$44.41
Change+$0.24 (+0.54%)
Volume$544
Net Assets384.08M
OCIO vs SOR Comparison Chart in %
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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 vs. SOR commentary
Aug 28, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SOR has more net assets: 384M vs. OCIO (161M). OCIO has a higher annual dividend yield than SOR: OCIO (7.098) vs SOR (5.634). 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 YTD7.0985.634126%
Net Assets161M384M42%
Total Expense Ratio0.640.00-
Turnover55.0011.00500%
Yield1.5311.2014%
Fund Existence8 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
OCIOSOR
RSI
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
60%
Bullish Trend 7 days ago
90%
Momentum
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
77%
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 3 days ago
90%
Declines
ODDS (%)
Bearish Trend 14 days ago
57%
Bearish Trend 30 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
73%
Aroon
ODDS (%)
Bullish Trend 2 days ago
67%
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%
N/A
FIG - OCIO
15%
Poorly correlated
-0.36%