Intraday BUY SELL Signals
Intraday BUY SELL Signals
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HELO vs PHEQ
HELO vs PHEQ Comparison Chart in %
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HELO vs. PHEQ commentary
Jan 15, 2026
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 HELO is a Hold and PHEQ is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.7B vs. PHEQ (139M). HELO has a higher annual dividend yield than PHEQ: HELO (0.888) vs PHEQ (0.797). HELO was incepted earlier than PHEQ: HELO (2 years) vs PHEQ (2 years). PHEQ (0.29) has a lower expense ratio than HELO (0.50). HELO has a higher turnover PHEQ (13.00) vs PHEQ (13.00).
| HELO | PHEQ | HELO / PHEQ | |
| Gain YTD | 0.888 | 0.797 | 111% |
| Net Assets | 3.7B | 139M | 2,661% |
| Total Expense Ratio | 0.50 | 0.29 | 172% |
| Turnover | 30.00 | 13.00 | 231% |
| Yield | 0.67 | 1.19 | 56% |
| Fund Existence | 2 years | 2 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| HELO | PHEQ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 48% | 2 days ago 37% |
| Stochastic ODDS (%) | 2 days ago 44% | 2 days ago 44% |
| Momentum ODDS (%) | 2 days ago 88% | 2 days ago 90% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 84% | 2 days ago 53% |
| TrendMonth ODDS (%) | 2 days ago 84% | 2 days ago 90% |
| Advances ODDS (%) | 3 days ago 82% | 3 days ago 89% |
| Declines ODDS (%) | 15 days ago 55% | 15 days ago 45% |
| BollingerBands ODDS (%) | 2 days ago 86% | 2 days ago 52% |
| Aroon ODDS (%) | 2 days ago 85% | 2 days ago 90% |
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HELO and
Correlation & Price change
A.I.dvisor indicates that over the last year, HELO has been closely correlated with AXP. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then AXP could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To HELO | 1D Price Change % | ||
|---|---|---|---|---|
| HELO | 100% | -0.13% | ||
| AXP - HELO | 79% Closely correlated | -0.44% | ||
| GS - HELO | 78% Closely correlated | -1.20% | ||
| AMZN - HELO | 76% Closely correlated | -1.57% | ||
| BX - HELO | 75% Closely correlated | -0.85% | ||
| ADI - HELO | 75% Closely correlated | +0.80% | ||
More | ||||
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 79% 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.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To PHEQ | 1D Price Change % | ||
|---|---|---|---|---|
| PHEQ | 100% | -0.21% | ||
| AXP - PHEQ | 79% Closely correlated | -0.44% | ||
| MS - PHEQ | 78% Closely correlated | -2.04% | ||
| APO - PHEQ | 78% Closely correlated | -0.47% | ||
| ARES - PHEQ | 77% Closely correlated | -2.91% | ||
| KKR - PHEQ | 77% Closely correlated | -2.90% | ||
More | ||||