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FUND vs IWS
FUND vs IWS Comparison Chart in %
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FUND vs. IWS commentary
Jul 07, 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 FUND is a Hold and IWS is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
IWS has more net assets: 13.6B vs. FUND (261M). FUND has a higher annual dividend yield than IWS: FUND (9.754) vs IWS (5.109). FUND was incepted earlier than IWS: FUND (37 years) vs IWS (24 years). IWS (0.23) has a lower expense ratio than FUND (1.12). IWS has a higher turnover FUND (16.00) vs FUND (16.00).
| FUND | IWS | FUND / IWS | |
| Gain YTD | 9.754 | 5.109 | 191% |
| Net Assets | 261M | 13.6B | 2% |
| Total Expense Ratio | 1.12 | 0.23 | 487% |
| Turnover | 16.00 | 19.00 | 84% |
| Yield | 1.68 | 1.59 | 105% |
| Fund Existence | 37 years | 24 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| FUND | IWS | |
|---|---|---|
| RSI ODDS (%) | 5 days ago 87% | 5 days ago 89% |
| Stochastic ODDS (%) | 5 days ago 74% | 5 days ago 79% |
| Momentum ODDS (%) | 5 days ago 88% | 5 days ago 86% |
| MACD ODDS (%) | 5 days ago 90% | 5 days ago 82% |
| TrendWeek ODDS (%) | 5 days ago 88% | 5 days ago 83% |
| TrendMonth ODDS (%) | 5 days ago 85% | 5 days ago 81% |
| Advances ODDS (%) | 5 days ago 85% | 5 days ago 81% |
| Declines ODDS (%) | N/A | N/A |
| BollingerBands ODDS (%) | 5 days ago 90% | 5 days ago 88% |
| Aroon ODDS (%) | 5 days ago 83% | 5 days ago 79% |
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FUND and
Correlation & Price change
A.I.dvisor indicates that over the last year, FUND has been closely correlated with APAM. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if FUND jumps, then APAM could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To FUND | 1D Price Change % | ||
|---|---|---|---|---|
| FUND | 100% | +0.84% | ||
| APAM - FUND | 75% Closely correlated | -0.02% | ||
| RS - FUND | 68% Closely correlated | +0.47% | ||
| NUE - FUND | 67% Closely correlated | -0.71% | ||
| STLD - FUND | 66% Closely correlated | -0.61% | ||
| HP - FUND | 65% Loosely correlated | -0.85% | ||
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