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BXMX vs PHEQ
BXMX vs PHEQ Comparison Chart
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BXMX vs. PHEQ commentary
Jun 16, 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 PHEQ is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
BXMX has more net assets: 1.53B vs. PHEQ (95.9M). PHEQ has a higher annual dividend yield than BXMX: PHEQ (1.770) vs BXMX (-0.199). 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). BXMX has a higher turnover PHEQ (4.00) vs PHEQ (4.00).
| BXMX | PHEQ | BXMX / PHEQ | |
| Gain YTD | -0.199 | 1.770 | -11% |
| Net Assets | 1.53B | 95.9M | 1,593% |
| Total Expense Ratio | 0.89 | 0.29 | 307% |
| Turnover | 8.00 | 4.00 | 200% |
| Yield | 0.66 | 1.43 | 46% |
| Fund Existence | 21 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BXMX | PHEQ | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 74% | 3 days ago 35% |
| Stochastic ODDS (%) | 3 days ago 64% | 3 days ago 47% |
| Momentum ODDS (%) | N/A | 3 days ago 90% |
| MACD ODDS (%) | 3 days ago 70% | 3 days ago 54% |
| TrendWeek ODDS (%) | 3 days ago 73% | 3 days ago 59% |
| TrendMonth ODDS (%) | 3 days ago 84% | 3 days ago 90% |
| Advances ODDS (%) | 6 days ago 85% | 6 days ago 90% |
| Declines ODDS (%) | N/A | 26 days ago 51% |
| BollingerBands ODDS (%) | 3 days ago 73% | 3 days ago 50% |
| Aroon ODDS (%) | 3 days ago 85% | 3 days ago 89% |
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PHEQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with AXP. 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 AXP could also see price increases.
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1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | -0.81% | ||
| AXP - PHEQ | 80% Closely correlated | -3.42% | ||
| ARES - PHEQ | 79% Closely correlated | -2.49% | ||
| APO - PHEQ | 78% Closely correlated | -4.34% | ||
| MS - PHEQ | 77% Closely correlated | -1.84% | ||
| KKR - PHEQ | 77% Closely correlated | -3.12% | ||
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