Interact to see
Advertisement
Advertisement
BXMX vs PHEQ
BXMX vs PHEQ Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
BXMX vs. PHEQ commentary
Jul 27, 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 Buy and PHEQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
BXMX has more net assets: 1.6B vs. PHEQ (99.8M). PHEQ has a higher annual dividend yield than BXMX: PHEQ (6.266) vs BXMX (5.461). BXMX was incepted earlier than PHEQ: BXMX (21 years) vs PHEQ (2 years). PHEQ (0.29) has a lower expense ratio than BXMX (0.89). PHEQ has a higher turnover BXMX (8.00) vs BXMX (8.00).
| BXMX | PHEQ | BXMX / PHEQ | |
| Gain YTD | 5.461 | 6.266 | 87% |
| Net Assets | 1.6B | 99.8M | 1,602% |
| Total Expense Ratio | 0.89 | 0.29 | 307% |
| Turnover | 8.00 | 25.00 | 32% |
| Yield | 3.55 | 1.34 | 264% |
| Fund Existence | 21 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BXMX | PHEQ | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 75% | 3 days ago 26% |
| Stochastic ODDS (%) | 3 days ago 68% | 3 days ago 40% |
| Momentum ODDS (%) | 3 days ago 86% | N/A |
| MACD ODDS (%) | 3 days ago 58% | 3 days ago 47% |
| TrendWeek ODDS (%) | 3 days ago 86% | 3 days ago 90% |
| TrendMonth ODDS (%) | 3 days ago 84% | 3 days ago 90% |
| Advances ODDS (%) | 3 days ago 85% | 3 days ago 90% |
| Declines ODDS (%) | 10 days ago 71% | 14 days ago 48% |
| BollingerBands ODDS (%) | 3 days ago 71% | 3 days ago 39% |
| Aroon ODDS (%) | 3 days ago 86% | 3 days ago 90% |
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 % |
| NSNCX | 47.10 | 0.28 | +0.60% |
| Neuberger Berman Small Cap Growth C | |||
| LAMQX | 24.88 | 0.12 | +0.48% |
| Lord Abbett Dividend Growth R2 | |||
| WSHFX | 64.98 | 0.26 | +0.40% |
| American Funds Washington Mutual F1 | |||
| AVEWX | 22.42 | 0.05 | +0.22% |
| Ave Maria World Equity | |||
| CDHRX | 35.66 | -0.01 | -0.03% |
| Calvert International Responsible Idx R6 | |||
PHEQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with ARES. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHEQ jumps, then ARES could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | +0.03% | ||
| ARES - PHEQ | 80% Closely correlated | +3.13% | ||
| AXP - PHEQ | 79% Closely correlated | +1.09% | ||
| KKR - PHEQ | 79% Closely correlated | +1.31% | ||
| APO - PHEQ | 78% Closely correlated | -0.34% | ||
| META - PHEQ | 77% Closely correlated | -0.30% | ||
More | ||||