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BXMX vs HELO
BXMX vs HELO Comparison Chart in %
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BXMX vs. HELO commentary
Oct 19, 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 BXMX is a Hold and HELO is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.47B vs. BXMX (1.64B). BXMX has a higher annual dividend yield than HELO: BXMX (8.094) vs HELO (5.153). BXMX was incepted earlier than HELO: BXMX (21 years) vs HELO (2 years). HELO (0.50) has a lower expense ratio than BXMX (0.89). HELO has a higher turnover BXMX (8.00) vs BXMX (8.00).
| BXMX | HELO | BXMX / HELO | |
| Gain YTD | 8.094 | 5.153 | 157% |
| Net Assets | 1.64B | 3.47B | 47% |
| Total Expense Ratio | 0.89 | 0.50 | 178% |
| Turnover | 8.00 | 30.00 | 27% |
| Yield | 1.98 | 0.72 | 275% |
| Fund Existence | 21 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BXMX | HELO | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 76% | 3 days ago 41% |
| Stochastic ODDS (%) | 3 days ago 85% | 3 days ago 37% |
| Momentum ODDS (%) | 3 days ago 66% | 3 days ago 55% |
| MACD ODDS (%) | 3 days ago 75% | 3 days ago 52% |
| TrendWeek ODDS (%) | 3 days ago 85% | 3 days ago 84% |
| TrendMonth ODDS (%) | 3 days ago 83% | 3 days ago 85% |
| Advances ODDS (%) | 11 days ago 84% | 6 days ago 83% |
| Declines ODDS (%) | 17 days ago 73% | 4 days ago 57% |
| BollingerBands ODDS (%) | 3 days ago 66% | 3 days ago 85% |
| Aroon ODDS (%) | 3 days ago 82% | 3 days ago 82% |
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BXMX and
Correlation & Price change
A.I.dvisor tells us that BXMX and MSFT have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BXMX and MSFT's prices will move in lockstep.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BXMX | 1D Price Change % | ||
|---|---|---|---|---|
| BXMX | 100% | +0.35% | ||
| MSFT - BXMX | 9% Poorly correlated | +0.39% | ||
| AAPL - BXMX | 9% Poorly correlated | +1.96% | ||
| JPM - BXMX | 9% Poorly correlated | -0.33% | ||
| NVDA - BXMX | 5% Poorly correlated | +0.78% | ||
| LLY - BXMX | 5% Poorly correlated | -2.02% | ||
More | ||||
HELO and
Correlation & Price change
A.I.dvisor indicates that over the last year, HELO has been closely correlated with GS. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then GS could also see price increases.
1D
1W
1M
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1Y
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| Ticker / NAME | Correlation To HELO | 1D Price Change % | ||
|---|---|---|---|---|
| HELO | 100% | +0.43% | ||
| GS - HELO | 79% Closely correlated | -0.97% | ||
| AXP - HELO | 79% Closely correlated | +7.27% | ||
| DOV - HELO | 77% Closely correlated | +0.22% | ||
| AMZN - HELO | 76% Closely correlated | -0.67% | ||
| BX - HELO | 76% Closely correlated | -1.05% | ||
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