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BXMX vs PHEQ
BXMX vs PHEQ Comparison Chart in %
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BXMX vs. PHEQ 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 BXMX is a Buy and PHEQ is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
BXMX has more net assets: 1.64B vs. PHEQ (103M). PHEQ has a higher annual dividend yield than BXMX: PHEQ (7.917) vs BXMX (6.280). 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 | 6.280 | 7.917 | 79% |
| Net Assets | 1.64B | 103M | 1,587% |
| Total Expense Ratio | 0.89 | 0.29 | 307% |
| Turnover | 8.00 | 25.00 | 32% |
| Yield | 3.41 | 1.30 | 262% |
| Fund Existence | 21 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BXMX | PHEQ | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 28% |
| Stochastic ODDS (%) | 4 days ago 69% | 4 days ago 37% |
| Momentum ODDS (%) | 4 days ago 79% | 4 days ago 90% |
| MACD ODDS (%) | 4 days ago 87% | 4 days ago 88% |
| TrendWeek ODDS (%) | 4 days ago 86% | 4 days ago 90% |
| TrendMonth ODDS (%) | 4 days ago 84% | 4 days ago 90% |
| Advances ODDS (%) | 5 days ago 85% | 5 days ago 90% |
| Declines ODDS (%) | 19 days ago 70% | 7 days ago 48% |
| BollingerBands ODDS (%) | 4 days ago 72% | N/A |
| Aroon ODDS (%) | 4 days ago 86% | 4 days ago 90% |
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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 79% 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.
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6M
1Y
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| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | -0.09% | ||
| ARES - PHEQ | 79% Closely correlated | -1.52% | ||
| KKR - PHEQ | 79% Closely correlated | -1.33% | ||
| APO - PHEQ | 78% Closely correlated | -2.38% | ||
| DOV - PHEQ | 77% Closely correlated | -0.34% | ||
| MS - PHEQ | 77% Closely correlated | -1.62% | ||
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