SOR
Price
$44.17
Change
-$0.19 (-0.43%)
Updated
Aug 27 closing price
Net Assets
384.08M
UPAR
Price
$14.29
Change
+$0.01 (+0.07%)
Updated
Aug 27 closing price
Net Assets
57.44M
Interact to see
Advertisement

SOR vs UPAR

Header iconSOR vs UPAR Comparison
Open Charts SOR vs UPARBanner chart's image
Source Capital
Price$44.17
Change-$0.19 (-0.43%)
Volume$4.97K
Net Assets384.08M
UPAR Ultra Risk Parity ETF
Price$14.29
Change+$0.01 (+0.07%)
Volume$1.39K
Net Assets57.44M
SOR vs UPAR Comparison Chart in %
Loading...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
UPAR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
SOR vs. UPAR 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 SOR is a Buy and UPAR is a StrongBuy.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
SOR has more net assets: 384M vs. UPAR (57.4M). UPAR has a higher annual dividend yield than SOR: UPAR (13.175) vs SOR (5.634). SOR was incepted earlier than UPAR: SOR (57 years) vs UPAR (4 years). SOR (0.00) has a lower expense ratio than UPAR (0.65). UPAR has a higher turnover SOR (11.00) vs SOR (11.00).
SORUPARSOR / UPAR
Gain YTD5.63413.17543%
Net Assets384M57.4M669%
Total Expense Ratio0.000.65-
Turnover11.0012.0092%
Yield11.203.72301%
Fund Existence57 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
SORUPAR
RSI
ODDS (%)
Bearish Trend 3 days ago
90%
N/A
Stochastic
ODDS (%)
Bullish Trend 7 days ago
90%
Bearish Trend 3 days ago
67%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
88%
MACD
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
80%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
78%
Advances
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 9 days ago
79%
Declines
ODDS (%)
Bearish Trend 30 days ago
68%
Bearish Trend 11 days ago
86%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
81%
Bearish Trend 3 days ago
78%
Aroon
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
76%
View a ticker or compare two or three
Interact to see
Advertisement
SOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
UPAR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BCLPX8.56N/A
N/A
BlackRock Event Driven Equity Inv C
MRSPX15.40N/A
N/A
BlackRock Advantage SMID Cap R
ABYEX9.69N/A
N/A
AB Emerging Markets Multi-Asset Advisor
FIKIX49.23N/A
N/A
Fidelity Advisor Utilities Z
LYRNX14.61N/A
N/A
Lyrical International Value Equity Inv

UPAR and

Correlation & Price change

A.I.dvisor tells us that UPAR and WTRG have been poorly correlated (+32% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPAR and WTRG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPAR
1D Price
Change %
UPAR100%
+0.07%
WTRG - UPAR
32%
Poorly correlated
+2.05%
MP - UPAR
29%
Poorly correlated
+2.25%
SMG - UPAR
20%
Poorly correlated
-0.08%
VALE - UPAR
20%
Poorly correlated
+0.29%
WDS - UPAR
17%
Poorly correlated
+1.27%
More