Interact to see
Advertisement
Advertisement
BALI vs SPYI
BALI vs SPYI Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
BALI vs. SPYI commentary
Sep 06, 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 BALI is a Hold and SPYI is a StrongBuy.
SUMMARIES
FUNDAMENTALS
Fundamentals
SPYI has more net assets: 4.99B vs. BALI (413M). SPYI has a higher annual dividend yield than BALI: SPYI (10.335) vs BALI (9.470). BALI was incepted earlier than SPYI: BALI (2 years) vs SPYI (3 years). BALI (0.35) has a lower expense ratio than SPYI (0.68). BALI has a higher turnover SPYI (14.00) vs SPYI (14.00).
| BALI | SPYI | BALI / SPYI | |
| Gain YTD | 9.470 | 10.335 | 92% |
| Net Assets | 413M | 4.99B | 8% |
| Total Expense Ratio | 0.35 | 0.68 | 51% |
| Turnover | 90.00 | 14.00 | 643% |
| Yield | 8.02 | 11.88 | 68% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | SPYI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 50% |
| Stochastic ODDS (%) | 2 days ago 65% | 2 days ago 44% |
| Momentum ODDS (%) | 2 days ago 79% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 52% | 2 days ago 43% |
| TrendWeek ODDS (%) | 2 days ago 90% | 2 days ago 83% |
| TrendMonth ODDS (%) | 2 days ago 90% | 2 days ago 84% |
| Advances ODDS (%) | 2 days ago 90% | 2 days ago 84% |
| Declines ODDS (%) | 4 days ago 61% | 4 days ago 62% |
| BollingerBands ODDS (%) | 2 days ago 53% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 88% | 2 days ago 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MMEAX | 44.97 | 0.80 | +1.81% |
| Victory Integrity Discovery A | |||
| MOINX | 26.01 | 0.29 | +1.13% |
| NYLI WMC Small Companies Investor Class | |||
| IVOYX | 20.07 | 0.20 | +1.01% |
| Macquarie Mid Cap Income Opps Y | |||
| TIBMX | 31.48 | 0.23 | +0.74% |
| Thornburg Investment Income Builder R5 | |||
| MSFBX | 34.31 | N/A | N/A |
| Morgan Stanley Inst Global Franchise A | |||
BALI and
Correlation & Price change
A.I.dvisor indicates that over the last year, BALI has been closely correlated with PH. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if BALI jumps, then PH could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | +0.68% | ||
| PH - BALI | 79% Closely correlated | +1.13% | ||
| JHG - BALI | 79% Closely correlated | +2.48% | ||
| MS - BALI | 78% Closely correlated | +1.35% | ||
| MCO - BALI | 78% Closely correlated | +0.67% | ||
| TROW - BALI | 76% Closely correlated | +5.84% | ||
More | ||||
SPYI and
Correlation & Price change
A.I.dvisor indicates that over the last year, SPYI has been loosely correlated with AAPL. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if SPYI jumps, then AAPL could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To SPYI | 1D Price Change % | ||
|---|---|---|---|---|
| SPYI | 100% | +0.60% | ||
| AAPL - SPYI | 62% Loosely correlated | +0.55% | ||
| MSFT - SPYI | 60% Loosely correlated | +0.52% | ||
| AVGO - SPYI | 60% Loosely correlated | +1.23% | ||
| NVDA - SPYI | 59% Loosely correlated | +0.61% | ||
| AMZN - SPYI | 58% Loosely correlated | +4.29% | ||
More | ||||