AOR
Price
$63.45
Change
+$0.23 (+0.36%)
Updated
Sep 8, 12:32 PM (EDT)
Net Assets
2.71B
SOR
Price
$45.02
Change
+$0.26 (+0.58%)
Updated
Sep 8, 12:45 PM (EDT)
Net Assets
387.11M
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AOR vs SOR

Header iconAOR vs SOR Comparison
Open Charts AOR vs SORBanner chart's image
iShares Core 60/40 Balanced Allc ETF
Price$63.45
Change+$0.23 (+0.36%)
Volume$101
Net Assets2.71B
Source Capital
Price$45.02
Change+$0.26 (+0.58%)
Volume$100
Net Assets387.11M
AOR vs SOR Comparison Chart in %
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AOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
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VS
AOR vs. SOR commentary
Sep 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 AOR is a Hold and SOR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
AOR has more net assets: 2.71B vs. SOR (387M). AOR has a higher annual dividend yield than SOR: AOR (11.620) vs SOR (7.045). AOR was incepted earlier than SOR: AOR (17 years) vs SOR (57 years). SOR (0.00) has a lower expense ratio than AOR (0.15). SOR has a higher turnover AOR (5.00) vs AOR (5.00).
AORSORAOR / SOR
Gain YTD11.6207.045165%
Net Assets2.71B387M700%
Total Expense Ratio0.150.00-
Turnover5.0011.0045%
Yield2.5410.9823%
Fund Existence17 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
AORSOR
RSI
ODDS (%)
Bearish Trend 4 days ago
64%
Bearish Trend 4 days ago
88%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
60%
Bearish Trend 4 days ago
75%
Momentum
ODDS (%)
Bullish Trend 4 days ago
79%
Bullish Trend 7 days ago
90%
MACD
ODDS (%)
Bearish Trend 4 days ago
62%
Bullish Trend 4 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
75%
Bullish Trend 4 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
71%
Bullish Trend 4 days ago
90%
Advances
ODDS (%)
Bullish Trend 4 days ago
73%
Bullish Trend 4 days ago
90%
Declines
ODDS (%)
Bearish Trend 7 days ago
67%
Bearish Trend 6 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
74%
Bearish Trend 4 days ago
71%
Aroon
ODDS (%)
Bullish Trend 4 days ago
70%
Bullish Trend 4 days ago
90%
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AOR
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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AOR and

Correlation & Price change

A.I.dvisor tells us that AOR and FIG have been poorly correlated (+14% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that AOR and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AOR
1D Price
Change %
AOR100%
+0.25%
FIG - AOR
14%
Poorly correlated
+0.55%

SOR and

Correlation & Price change

A.I.dvisor tells us that SOR and FIG have been poorly correlated (+4% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SOR and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOR
1D Price
Change %
SOR100%
+0.18%
FIG - SOR
4%
Poorly correlated
+0.55%