PBL
Price
$29.92
Change
+$0.14 (+0.47%)
Updated
Jul 25 closing price
Net Assets
67.65M
SOR
Price
$43.83
Change
+$0.07 (+0.16%)
Updated
Jul 25 closing price
Net Assets
381.45M
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PBL vs SOR

Header iconPBL vs SOR Comparison
Open Charts PBL vs SORBanner chart's image
PGIM Portfolio Ballast ETF
Price$29.92
Change+$0.14 (+0.47%)
Volume$2.44K
Net Assets67.65M
Source Capital
Price$43.83
Change+$0.07 (+0.16%)
Volume$13.47K
Net Assets381.45M
PBL vs SOR Comparison Chart in %
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PBL
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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PBL vs. SOR commentary
Jul 28, 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 PBL is a Buy and SOR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SOR has more net assets: 381M vs. PBL (67.7M). PBL has a higher annual dividend yield than SOR: PBL (6.442) vs SOR (4.313). PBL was incepted earlier than SOR: PBL (3 years) vs SOR (57 years). SOR (0.00) has a lower expense ratio than PBL (0.45). PBL has a higher turnover SOR (11.00) vs SOR (11.00).
PBLSORPBL / SOR
Gain YTD6.4424.313149%
Net Assets67.7M381M18%
Total Expense Ratio0.450.00-
Turnover127.0011.001,155%
Yield1.9711.2318%
Fund Existence3 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
PBLSOR
RSI
ODDS (%)
Bearish Trend 3 days ago
46%
Bearish Trend 3 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
58%
Bullish Trend 3 days ago
90%
Momentum
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 3 days ago
90%
MACD
ODDS (%)
Bullish Trend 3 days ago
87%
Bearish Trend 3 days ago
75%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 3 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
77%
Bullish Trend 3 days ago
90%
Advances
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
90%
Declines
ODDS (%)
Bearish Trend 12 days ago
58%
Bearish Trend 5 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 3 days ago
70%
Aroon
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 3 days ago
90%
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PBL
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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Brown Advisory Global Leaders Investor

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%
+0.15%
FIG - SOR
4%
Poorly correlated
N/A