IVZ
Price
$21.57
Change
+$0.90 (+4.35%)
Updated
Aug 22, 04:59 PM (EDT)
Capitalization
9.22B
67 days until earnings call
IXG
Price
$115.87
Change
+$1.58 (+1.38%)
Updated
Aug 22, 04:39 PM (EDT)
Net Assets
571.7M
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IVZ vs IXG

Header iconIVZ vs IXG Comparison
Open Charts IVZ vs IXGBanner chart's image
Inves
Price$21.57
Change+$0.90 (+4.35%)
Volume$30.71K
Capitalization9.22B
iShares Global Financials ETF
Price$115.87
Change+$1.58 (+1.38%)
Volume$100
Net Assets571.7M
IVZ vs IXG Comparison Chart in %
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
IXG
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ vs. IXG commentary
Aug 23, 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 IVZ is a Buy and IXG is a Buy.

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COMPARISON
Comparison
Aug 23, 2025
Stock price -- (IVZ: $20.67)
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).

IVZ’s FA Score shows that 3 FA rating(s) are green while.

  • IVZ’s FA Score: 3 green, 2 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.

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

  • IVZ’s TA Score: 4 bullish, 5 bearish.

Price Growth

IVZ (@Investment Managers) experienced а -3.14% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.89%. For the same industry, the average monthly price growth was +0.17%, and the average quarterly price growth was +29.67%.

Reported Earning Dates

IVZ is expected to report earnings on Oct 28, 2025.

Industries' Descriptions

@Investment Managers (+0.89% 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
IVZ: Fundamental Ratings
IVZ
OUTLOOK RATING
1..100
61
VALUATION
overvalued / fair valued / undervalued
1..100
18
Undervalued
PROFIT vs RISK RATING
1..100
47
SMR RATING
1..100
87
PRICE GROWTH RATING
1..100
5
P/E GROWTH RATING
1..100
20
SEASONALITY SCORE
1..100
50

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
IVZIXG
RSI
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
79%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
81%
Momentum
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
54%
Bullish Trend 2 days ago
87%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
77%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 9 days ago
71%
Bullish Trend 9 days ago
88%
Declines
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 4 days ago
82%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 2 days ago
80%
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
85%
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
IXG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
-0.53%
JHG - IVZ
79%
Closely correlated
-0.31%
CG - IVZ
74%
Closely correlated
+1.57%
STEP - IVZ
69%
Closely correlated
+0.24%
TPG - IVZ
68%
Closely correlated
+0.81%
APO - IVZ
67%
Closely correlated
-0.98%
More

IXG and

Correlation & Price change

A.I.dvisor indicates that over the last year, IXG has been closely correlated with IVZ. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if IXG jumps, then IVZ could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IXG
1D Price
Change %
IXG100%
-0.21%
IVZ - IXG
72%
Closely correlated
-0.53%
G - IXG
22%
Poorly correlated
+1.09%
MA - IXG
22%
Poorly correlated
-0.13%
MMC - IXG
21%
Poorly correlated
-0.05%
FIS - IXG
20%
Poorly correlated
-0.30%
More