MVFD
Price
$27.21
Change
+$0.09 (+0.33%)
Updated
Sep 26 closing price
Net Assets
75.84M
SOR
Price
$44.73
Change
-$0.12 (-0.27%)
Updated
Sep 26 closing price
Net Assets
387.78M
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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$27.21
Change+$0.09 (+0.33%)
Volume$343
Net Assets75.84M
Source Capital
Price$44.73
Change-$0.12 (-0.27%)
Volume$4.56K
Net Assets387.78M
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
Show more...
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VS
MVFD vs. SOR commentary
Sep 27, 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 StrongBuy and SOR is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SOR has more net assets: 388M vs. MVFD (75.8M). SOR has a higher annual dividend yield than MVFD: SOR (7.470) vs MVFD (5.842). MVFD was incepted earlier than SOR: MVFD (2 years) 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 YTD5.8427.47078%
Net Assets75.8M388M20%
Total Expense Ratio1.190.00-
Turnover264.0011.002,400%
Yield1.4410.9813%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
MVFDSOR
RSI
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
64%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
90%
Bearish Trend 1 day ago
72%
Momentum
ODDS (%)
Bullish Trend 1 day ago
90%
Bearish Trend 1 day ago
70%
MACD
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
73%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
79%
Bearish Trend 1 day ago
68%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
62%
Bullish Trend 1 day ago
90%
Advances
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 10 days ago
90%
Declines
ODDS (%)
Bearish Trend 13 days ago
70%
Bearish Trend 1 day ago
67%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
83%
Bearish Trend 4 days ago
81%
Aroon
ODDS (%)
Bullish Trend 1 day ago
85%
Bullish Trend 1 day 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
Show more...
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MVFD and

Correlation & Price change

A.I.dvisor indicates that over the last year, MVFD has been loosely correlated with BRSL. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if MVFD jumps, then BRSL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
+0.74%
BRSL - MVFD
57%
Loosely correlated
+1.12%
AOS - MVFD
15%
Poorly correlated
+1.47%
LOW - MVFD
15%
Poorly correlated
+0.62%
DGX - MVFD
13%
Poorly correlated
+1.94%
POOL - MVFD
12%
Poorly correlated
+0.26%
More

SOR and

Correlation & Price change

A.I.dvisor tells us that SOR and FIG have been poorly correlated (+4% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SOR and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOR
1D Price
Change %
SOR100%
-0.27%
FIG - SOR
4%
Poorly correlated
-2.72%