EQH
Price
$45.63
Change
+$1.21 (+2.72%)
Updated
Dec 3 closing price
Capitalization
13.07B
69 days until earnings call
Intraday BUY SELL Signals
RFG
Price
$52.57
Change
+$0.45 (+0.86%)
Updated
Dec 3, 04:49 PM (EDT)
Net Assets
293.04M
Intraday BUY SELL Signals
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EQH vs RFG

Header iconEQH vs RFG Comparison
Open Charts EQH vs RFGBanner chart's image
Equitable Holdings
Price$45.63
Change+$1.21 (+2.72%)
Volume$2.59M
Capitalization13.07B
Invesco S&P MidCap 400® Pure Growth ETF
Price$52.57
Change+$0.45 (+0.86%)
Volume$141
Net Assets293.04M
EQH vs RFG Comparison Chart in %
EQH
Daily Signal:
Gain/Loss:
RFG
Daily Signal:
Gain/Loss:
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VS
EQH vs. RFG commentary
Dec 04, 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 EQH is a Buy and RFG is a Hold.

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COMPARISON
Comparison
Dec 04, 2025
Stock price -- (EQH: $44.42)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

EQH’s FA Score shows that 4 FA rating(s) are green while.

  • EQH’s FA Score: 4 green, 1 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

EQH’s TA Score shows that 4 TA indicator(s) are bullish.

  • EQH’s TA Score: 4 bullish, 4 bearish.

Price Growth

EQH (@Investment Managers) experienced а -4.93% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.24%. For the same industry, the average monthly price growth was -0.38%, and the average quarterly price growth was +9.27%.

Reported Earning Dates

EQH is expected to report earnings on Feb 11, 2026.

Industries' Descriptions

@Investment Managers (+0.24% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS RATINGS
EQH: Fundamental Ratings
EQH
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
PROFIT vs RISK RATING
1..100
20
SMR RATING
1..100
1
PRICE GROWTH RATING
1..100
74
P/E GROWTH RATING
1..100
7
SEASONALITY SCORE
1..100
n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
EQHRFG
RSI
ODDS (%)
Bullish Trend 6 days ago
68%
N/A
Stochastic
ODDS (%)
Bearish Trend 6 days ago
55%
Bearish Trend 6 days ago
83%
Momentum
ODDS (%)
Bullish Trend 6 days ago
70%
Bullish Trend 6 days ago
84%
MACD
ODDS (%)
Bullish Trend 6 days ago
63%
Bullish Trend 6 days ago
85%
TrendWeek
ODDS (%)
Bullish Trend 6 days ago
64%
Bullish Trend 6 days ago
82%
TrendMonth
ODDS (%)
Bearish Trend 6 days ago
65%
Bullish Trend 6 days ago
79%
Advances
ODDS (%)
Bullish Trend 8 days ago
66%
Bullish Trend 6 days ago
83%
Declines
ODDS (%)
Bearish Trend 17 days ago
67%
Bearish Trend 17 days ago
78%
BollingerBands
ODDS (%)
Bearish Trend 6 days ago
65%
Bullish Trend 6 days ago
90%
Aroon
ODDS (%)
Bearish Trend 6 days ago
58%
Bearish Trend 6 days ago
83%
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EQH
Daily Signal:
Gain/Loss:
RFG
Daily Signal:
Gain/Loss:
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EQH and

Correlation & Price change

A.I.dvisor indicates that over the last year, EQH has been closely correlated with CRBG. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQH jumps, then CRBG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQH
1D Price
Change %
EQH100%
-2.53%
CRBG - EQH
83%
Closely correlated
-2.54%
PFG - EQH
79%
Closely correlated
-0.15%
KKR - EQH
76%
Closely correlated
+0.42%
AMP - EQH
75%
Closely correlated
+0.41%
CG - EQH
74%
Closely correlated
-0.02%
More

RFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, RFG has been closely correlated with BDC. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if RFG jumps, then BDC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RFG
1D Price
Change %
RFG100%
-0.03%
BDC - RFG
81%
Closely correlated
+0.03%
VNT - RFG
79%
Closely correlated
-0.61%
AIT - RFG
79%
Closely correlated
+0.35%
EQH - RFG
76%
Closely correlated
-2.53%
CR - RFG
76%
Closely correlated
+0.55%
More