JBAXY
Price
$14.28
Change
+$0.09 (+0.63%)
Updated
Sep 5 closing price
Capitalization
14.51B
77 days until earnings call
TGOPY
Price
$13.43
Change
+$0.19 (+1.44%)
Updated
Sep 5 closing price
Capitalization
50.9B
66 days until earnings call
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JBAXY vs TGOPY

Header iconJBAXY vs TGOPY Comparison
Open Charts JBAXY vs TGOPYBanner chart's image
Julius Baer Group
Price$14.28
Change+$0.09 (+0.63%)
Volume$23.94K
Capitalization14.51B
3i Group
Price$13.43
Change+$0.19 (+1.44%)
Volume$240.09K
Capitalization50.9B
JBAXY vs TGOPY Comparison Chart in %
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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TGOPY
Daily Signalchanged days ago
Gain/Loss if bought
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JBAXY vs. TGOPY 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 JBAXY is a StrongBuy and TGOPY is a StrongBuy.

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COMPARISON
Comparison
Sep 08, 2025
Stock price -- (JBAXY: $14.28 vs. TGOPY: $13.43)
Brand notoriety: JBAXY and TGOPY are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: JBAXY: 14% vs. TGOPY: 71%
Market capitalization -- JBAXY: $14.51B vs. TGOPY: $50.9B
JBAXY [@Investment Managers] is valued at $14.51B. TGOPY’s [@Investment Managers] market capitalization is $50.9B. 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).

JBAXY’s FA Score shows that 3 FA rating(s) are green whileTGOPY’s FA Score has 2 green FA rating(s).

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

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.

JBAXY’s TA Score shows that 3 TA indicator(s) are bullish while TGOPY’s TA Score has 4 bullish TA indicator(s).

  • JBAXY’s TA Score: 3 bullish, 4 bearish.
  • TGOPY’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, JBAXY is a better buy in the short-term than TGOPY.

Price Growth

JBAXY (@Investment Managers) experienced а -0.70% price change this week, while TGOPY (@Investment Managers) price change was -2.11% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.76%, and the average quarterly price growth was +38.68%.

Reported Earning Dates

JBAXY is expected to report earnings on Nov 24, 2025.

TGOPY is expected to report earnings on Nov 13, 2025.

Industries' Descriptions

@Investment Managers (-0.32% 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
TGOPY($50.9B) has a higher market cap than JBAXY($14.5B). JBAXY has higher P/E ratio than TGOPY: JBAXY (13.63) vs TGOPY (7.68). TGOPY YTD gains are higher at: 21.317 vs. JBAXY (16.899).
JBAXYTGOPYJBAXY / TGOPY
Capitalization14.5B50.9B28%
EBITDAN/AN/A-
Gain YTD16.89921.31779%
P/E Ratio13.637.68178%
Revenue3.89BN/A-
Total CashN/AN/A-
Total Debt3.92BN/A-
FUNDAMENTALS RATINGS
JBAXY vs TGOPY: Fundamental Ratings
JBAXY
TGOPY
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
15
Undervalued
25
Undervalued
PROFIT vs RISK RATING
1..100
322
SMR RATING
1..100
2442
PRICE GROWTH RATING
1..100
4855
P/E GROWTH RATING
1..100
9456
SEASONALITY SCORE
1..100
5050

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.

JBAXY's Valuation (15) in the null industry is in the same range as TGOPY (25). This means that JBAXY’s stock grew similarly to TGOPY’s over the last 12 months.

TGOPY's Profit vs Risk Rating (2) in the null industry is in the same range as JBAXY (32). This means that TGOPY’s stock grew similarly to JBAXY’s over the last 12 months.

JBAXY's SMR Rating (24) in the null industry is in the same range as TGOPY (42). This means that JBAXY’s stock grew similarly to TGOPY’s over the last 12 months.

JBAXY's Price Growth Rating (48) in the null industry is in the same range as TGOPY (55). This means that JBAXY’s stock grew similarly to TGOPY’s over the last 12 months.

TGOPY's P/E Growth Rating (56) in the null industry is somewhat better than the same rating for JBAXY (94). This means that TGOPY’s stock grew somewhat faster than JBAXY’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JBAXYTGOPY
RSI
ODDS (%)
Bearish Trend 3 days ago
60%
Bullish Trend 3 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
61%
Bullish Trend 3 days ago
81%
Momentum
ODDS (%)
Bearish Trend 3 days ago
46%
Bearish Trend 3 days ago
61%
MACD
ODDS (%)
Bearish Trend 3 days ago
49%
Bearish Trend 3 days ago
61%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
54%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
52%
Bearish Trend 3 days ago
57%
Advances
ODDS (%)
Bullish Trend 3 days ago
64%
Bullish Trend 17 days ago
73%
Declines
ODDS (%)
Bearish Trend 5 days ago
56%
Bearish Trend 6 days ago
47%
BollingerBands
ODDS (%)
N/A
Bullish Trend 3 days ago
86%
Aroon
ODDS (%)
Bullish Trend 3 days ago
43%
Bearish Trend 3 days ago
60%
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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TGOPY
Daily Signalchanged days ago
Gain/Loss if bought
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JBAXY and

Correlation & Price change

A.I.dvisor tells us that JBAXY and TGOPY have been poorly correlated (+29% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that JBAXY and TGOPY's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBAXY
1D Price
Change %
JBAXY100%
+0.60%
TGOPY - JBAXY
29%
Poorly correlated
+1.44%
PGPHF - JBAXY
27%
Poorly correlated
+3.99%
JBARF - JBAXY
27%
Poorly correlated
N/A
ARES - JBAXY
22%
Poorly correlated
-1.52%
IGIFF - JBAXY
21%
Poorly correlated
N/A
More

TGOPY and

Correlation & Price change

A.I.dvisor indicates that over the last year, TGOPY has been loosely correlated with IVZ. These tickers have moved in lockstep 39% of the time. This A.I.-generated data suggests there is some statistical probability that if TGOPY jumps, then IVZ could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TGOPY
1D Price
Change %
TGOPY100%
+1.44%
IVZ - TGOPY
39%
Loosely correlated
+0.14%
AAMI - TGOPY
34%
Loosely correlated
+4.34%
CG - TGOPY
32%
Poorly correlated
-1.82%
CCAP - TGOPY
32%
Poorly correlated
+0.19%
BN - TGOPY
31%
Poorly correlated
-0.08%
More