HLNE
Price
$148.79
Change
+$2.67 (+1.83%)
Updated
Sep 8, 04:59 PM (EDT)
Capitalization
6.41B
57 days until earnings call
SVVC
Price
$0.06
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Capitalization
419.1K
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HLNE vs SVVC

Header iconHLNE vs SVVC Comparison
Open Charts HLNE vs SVVCBanner chart's image
Hamilton Lane
Price$148.79
Change+$2.67 (+1.83%)
Volume$4.08K
Capitalization6.41B
Firsthand Technology Value Fund
Price$0.06
Change-$0.00 (-0.00%)
Volume$1.02K
Capitalization419.1K
HLNE vs SVVC Comparison Chart in %
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HLNE
Daily Signalchanged days ago
Gain/Loss if bought
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SVVC
Daily Signalchanged days ago
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VS
HLNE vs. SVVC 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 HLNE is a Hold and SVVC is a Hold.

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COMPARISON
Comparison
Sep 08, 2025
Stock price -- (HLNE: $146.12 vs. SVVC: $0.06)
Brand notoriety: HLNE and SVVC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HLNE: 85% vs. SVVC: 30%
Market capitalization -- HLNE: $6.41B vs. SVVC: $419.1K
HLNE [@Investment Managers] is valued at $6.41B. SVVC’s [@Investment Managers] market capitalization is $419.1K. The market cap for tickers in the [@Investment Managers] industry ranges from $170.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.56B.

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).

HLNE’s FA Score shows that 2 FA rating(s) are green whileSVVC’s FA Score has 0 green FA rating(s).

  • HLNE’s FA Score: 2 green, 3 red.
  • SVVC’s FA Score: 0 green, 5 red.
According to our system of comparison, HLNE is a better buy in the long-term than SVVC.

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.

HLNE’s TA Score shows that 5 TA indicator(s) are bullish while SVVC’s TA Score has 4 bullish TA indicator(s).

  • HLNE’s TA Score: 5 bullish, 5 bearish.
  • SVVC’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, both HLNE and SVVC are a good buy in the short-term.

Price Growth

HLNE (@Investment Managers) experienced а -5.33% price change this week, while SVVC (@Investment Managers) price change was -0.33% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.12%. For the same industry, the average monthly price growth was +2.75%, and the average quarterly price growth was +44.99%.

Reported Earning Dates

HLNE is expected to report earnings on Nov 04, 2025.

Industries' Descriptions

@Investment Managers (-0.12% 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
Fundamentals
HLNE($6.41B) has a higher market cap than SVVC($419K). HLNE has higher P/E ratio than SVVC: HLNE (27.99) vs SVVC (0.47). HLNE YTD gains are higher at: -0.562 vs. SVVC (-1.299). HLNE has more cash in the bank: 316M vs. SVVC (2.64K). HLNE has higher revenues than SVVC: HLNE (692M) vs SVVC (849K).
HLNESVVCHLNE / SVVC
Capitalization6.41B419K1,530,310%
EBITDA375MN/A-
Gain YTD-0.562-1.29943%
P/E Ratio27.990.475,956%
Revenue692M849K81,508%
Total Cash316M2.64K11,951,589%
Total Debt365MN/A-
FUNDAMENTALS RATINGS
HLNE vs SVVC: Fundamental Ratings
HLNE
SVVC
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
29
Undervalued
65
Fair valued
PROFIT vs RISK RATING
1..100
41100
SMR RATING
1..100
3097
PRICE GROWTH RATING
1..100
6145
P/E GROWTH RATING
1..100
7585
SEASONALITY SCORE
1..100
5085

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.

HLNE's Valuation (29) in the Investment Managers industry is somewhat better than the same rating for SVVC (65) in the null industry. This means that HLNE’s stock grew somewhat faster than SVVC’s over the last 12 months.

HLNE's Profit vs Risk Rating (41) in the Investment Managers industry is somewhat better than the same rating for SVVC (100) in the null industry. This means that HLNE’s stock grew somewhat faster than SVVC’s over the last 12 months.

HLNE's SMR Rating (30) in the Investment Managers industry is significantly better than the same rating for SVVC (97) in the null industry. This means that HLNE’s stock grew significantly faster than SVVC’s over the last 12 months.

SVVC's Price Growth Rating (45) in the null industry is in the same range as HLNE (61) in the Investment Managers industry. This means that SVVC’s stock grew similarly to HLNE’s over the last 12 months.

HLNE's P/E Growth Rating (75) in the Investment Managers industry is in the same range as SVVC (85) in the null industry. This means that HLNE’s stock grew similarly to SVVC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
HLNESVVC
RSI
ODDS (%)
Bullish Trend 4 days ago
70%
N/A
Stochastic
ODDS (%)
Bullish Trend 4 days ago
70%
Bearish Trend 4 days ago
80%
Momentum
ODDS (%)
Bearish Trend 4 days ago
68%
Bullish Trend 4 days ago
67%
MACD
ODDS (%)
Bearish Trend 4 days ago
73%
Bullish Trend 4 days ago
78%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
69%
Bullish Trend 4 days ago
67%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
65%
Bullish Trend 4 days ago
62%
Advances
ODDS (%)
Bullish Trend 12 days ago
69%
Bullish Trend 11 days ago
54%
Declines
ODDS (%)
Bearish Trend 6 days ago
66%
Bearish Trend 14 days ago
89%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
79%
N/A
Aroon
ODDS (%)
Bullish Trend 4 days ago
68%
Bearish Trend 4 days ago
83%
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HLNE
Daily Signalchanged days ago
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SVVC
Daily Signalchanged days ago
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HLNE and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HLNE
1D Price
Change %
HLNE100%
-0.63%
STEP - HLNE
81%
Closely correlated
-1.22%
JHG - HLNE
76%
Closely correlated
-1.82%
BX - HLNE
75%
Closely correlated
+0.05%
CG - HLNE
74%
Closely correlated
-1.82%
KKR - HLNE
74%
Closely correlated
-1.33%
More

SVVC and

Correlation & Price change

A.I.dvisor tells us that SVVC and GSBD have been poorly correlated (+13% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SVVC and GSBD's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVVC
1D Price
Change %
SVVC100%
+1.33%
GSBD - SVVC
13%
Poorly correlated
-0.44%
TPVG - SVVC
12%
Poorly correlated
+0.44%
JHG - SVVC
10%
Poorly correlated
-1.82%
AC - SVVC
9%
Poorly correlated
N/A
HLNE - SVVC
7%
Poorly correlated
-0.63%
More