MVFD
Price
$26.21
Change
+$0.45 (+1.75%)
Updated
Jul 22, 04:50 PM (EDT)
Net Assets
70.22M
SOR
Price
$43.80
Change
+$0.07 (+0.16%)
Updated
Jul 22, 04:37 PM (EDT)
Net Assets
377.84M
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MVFD vs SOR

Header iconMVFD vs SOR Comparison
Open Charts MVFD vs SORBanner chart's image
Monarch Volume Factor Dividend Tree ETF
Price$26.21
Change+$0.45 (+1.75%)
Volume$100
Net Assets70.22M
Source Capital
Price$43.80
Change+$0.07 (+0.16%)
Volume$200
Net Assets377.84M
MVFD vs SOR Comparison Chart in %
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MVFD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
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VS
MVFD vs. SOR commentary
Jul 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 MVFD is a Hold and SOR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SOR has more net assets: 378M vs. MVFD (70.2M). SOR has a higher annual dividend yield than MVFD: SOR (4.087) vs MVFD (-0.205). MVFD was incepted earlier than SOR: MVFD (1 year) vs SOR (57 years). SOR (0.00) has a lower expense ratio than MVFD (1.19). MVFD has a higher turnover SOR (11.00) vs SOR (11.00).
MVFDSORMVFD / SOR
Gain YTD-0.2054.087-5%
Net Assets70.2M378M19%
Total Expense Ratio1.190.00-
Turnover264.0011.002,400%
Yield1.5311.2314%
Fund Existence1 year57 years-
TECHNICAL ANALYSIS
Technical Analysis
MVFDSOR
RSI
ODDS (%)
Bearish Trend 2 days ago
82%
Bearish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
60%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
75%
Bearish Trend 2 days ago
81%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
68%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 6 days ago
80%
Bullish Trend 2 days ago
90%
Declines
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 6 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
74%
Aroon
ODDS (%)
Bullish Trend 2 days ago
63%
Bullish Trend 2 days ago
90%
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MVFD
Daily Signalchanged days ago
Gain/Loss if bought
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SOR
Daily Signalchanged days ago
Gain/Loss if bought
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MVFD and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
-0.56%
PFG - MVFD
78%
Closely correlated
-2.86%
JHG - MVFD
75%
Closely correlated
-0.51%
DCI - MVFD
75%
Closely correlated
-0.64%
ZWS - MVFD
73%
Closely correlated
-1.49%
DOV - MVFD
72%
Closely correlated
-0.67%
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