IWR
Price
$96.55
Change
+$0.18 (+0.19%)
Updated
Sep 8, 04:59 PM (EDT)
Net Assets
44.66B
SOVF
Price
$30.76
Change
-$0.05 (-0.16%)
Updated
Sep 8, 04:48 PM (EDT)
Net Assets
122.67M
Interact to see
Advertisement

IWR vs SOVF

Header iconIWR vs SOVF Comparison
Open Charts IWR vs SOVFBanner chart's image
iShares Russell Mid-Cap ETF
Price$96.55
Change+$0.18 (+0.19%)
Volume$1.96K
Net Assets44.66B
Sovereign's Capital Flourish Fund
Price$30.76
Change-$0.05 (-0.16%)
Volume$225
Net Assets122.67M
IWR vs SOVF Comparison Chart in %
Loading...
IWR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOVF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IWR vs. SOVF commentary
Sep 09, 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 IWR is a Buy and SOVF is a Buy.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IWR has more net assets: 44.7B vs. SOVF (123M). IWR has a higher annual dividend yield than SOVF: IWR (9.659) vs SOVF (0.183). IWR was incepted earlier than SOVF: IWR (24 years) vs SOVF (2 years). IWR (0.18) has a lower expense ratio than SOVF (0.75). SOVF has a higher turnover IWR (11.00) vs IWR (11.00).
IWRSOVFIWR / SOVF
Gain YTD9.6590.1835,276%
Net Assets44.7B123M36,341%
Total Expense Ratio0.180.7524%
Turnover11.0041.0027%
Yield1.270.30426%
Fund Existence24 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWRSOVF
RSI
ODDS (%)
N/A
Bullish Trend 5 days ago
83%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
79%
Bearish Trend 4 days ago
78%
Momentum
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
82%
MACD
ODDS (%)
Bullish Trend 4 days ago
90%
Bearish Trend 4 days ago
75%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
84%
Bearish Trend 4 days ago
68%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
84%
Advances
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 21 days ago
87%
Declines
ODDS (%)
Bearish Trend 6 days ago
83%
Bearish Trend 6 days ago
66%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
87%
Bearish Trend 4 days ago
79%
Aroon
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
73%
View a ticker or compare two or three
Interact to see
Advertisement
IWR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOVF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PRCEX28.090.25
+0.90%
Principal Real Estate Securities C
DHLTX26.410.08
+0.30%
Diamond Hill Select I
ALTFX154.570.30
+0.19%
AB Sustainable Global Thematic A
RYCSX47.020.04
+0.09%
Rydex Telecommunications C
WAMFX24.31-0.02
-0.08%
Boston Trust Walden Midcap

SOVF and

Correlation & Price change

A.I.dvisor indicates that over the last year, SOVF has been closely correlated with GGG. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if SOVF jumps, then GGG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOVF
1D Price
Change %
SOVF100%
-0.40%
GGG - SOVF
78%
Closely correlated
-0.38%
EEFT - SOVF
75%
Closely correlated
+0.32%
PRI - SOVF
74%
Closely correlated
-0.19%
DD - SOVF
74%
Closely correlated
+0.87%
AZZ - SOVF
73%
Closely correlated
+0.19%
More