SEIC
Price
$87.42
Change
+$0.25 (+0.29%)
Updated
Sep 8, 04:59 PM (EDT)
Capitalization
10.81B
43 days until earnings call
SMIZ
Price
$37.00
Change
+$0.17 (+0.46%)
Updated
Sep 8, 04:59 PM (EDT)
Net Assets
145.49M
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SEIC vs SMIZ

Header iconSEIC vs SMIZ Comparison
Open Charts SEIC vs SMIZBanner chart's image
SEI Investments
Price$87.42
Change+$0.25 (+0.29%)
Volume$35.76K
Capitalization10.81B
Zacks Small/Mid Cap ETF
Price$37.00
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets145.49M
SEIC vs SMIZ Comparison Chart in %
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SEIC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SMIZ
Daily Signalchanged days ago
Gain/Loss if bought
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SEIC vs. SMIZ 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 SEIC is a Hold and SMIZ is a Hold.

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COMPARISON
Comparison
Sep 09, 2025
Stock price -- (SEIC: $87.43)
Brand notoriety:
Market capitalization --

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).

SEIC’s FA Score shows that 2 FA rating(s) are green while.

  • SEIC’s FA Score: 2 green, 3 red.

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.

SEIC’s TA Score shows that 4 TA indicator(s) are bullish.

  • SEIC’s TA Score: 4 bullish, 6 bearish.

Price Growth

SEIC (@Investment Managers) experienced а -0.96% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.14%. For the same industry, the average monthly price growth was +2.84%, and the average quarterly price growth was +43.88%.

Reported Earning Dates

SEIC is expected to report earnings on Oct 22, 2025.

Industries' Descriptions

@Investment Managers (-0.14% 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 RATINGS
SEIC: Fundamental Ratings
SEIC
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
88
Overvalued
PROFIT vs RISK RATING
1..100
24
SMR RATING
1..100
32
PRICE GROWTH RATING
1..100
51
P/E GROWTH RATING
1..100
59
SEASONALITY SCORE
1..100
n/a

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.

TECHNICAL ANALYSIS
Technical Analysis
SEICSMIZ
RSI
ODDS (%)
Bullish Trend 5 days ago
68%
Bearish Trend 4 days ago
71%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
61%
Bearish Trend 4 days ago
70%
Momentum
ODDS (%)
Bearish Trend 4 days ago
53%
Bullish Trend 4 days ago
83%
MACD
ODDS (%)
Bearish Trend 4 days ago
52%
Bullish Trend 4 days ago
82%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
51%
Bullish Trend 4 days ago
87%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
47%
Bullish Trend 4 days ago
85%
Advances
ODDS (%)
Bullish Trend 13 days ago
50%
Bullish Trend 4 days ago
86%
Declines
ODDS (%)
Bearish Trend 6 days ago
51%
Bearish Trend 6 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
57%
Bearish Trend 4 days ago
63%
Aroon
ODDS (%)
Bullish Trend 4 days ago
47%
Bullish Trend 4 days ago
82%
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SEIC
Daily Signalchanged days ago
Gain/Loss if bought
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SMIZ
Daily Signalchanged days ago
Gain/Loss if bought
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SEIC and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SEIC
1D Price
Change %
SEIC100%
-2.30%
TROW - SEIC
78%
Closely correlated
-3.01%
JHG - SEIC
76%
Closely correlated
-1.82%
BN - SEIC
76%
Closely correlated
-0.08%
KKR - SEIC
74%
Closely correlated
-1.33%
AMG - SEIC
73%
Closely correlated
-1.19%
More

SMIZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, SMIZ has been closely correlated with JHG. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMIZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMIZ
1D Price
Change %
SMIZ100%
+0.23%
JHG - SMIZ
84%
Closely correlated
-1.82%
KKR - SMIZ
81%
Closely correlated
-1.33%
MC - SMIZ
81%
Closely correlated
-1.46%
FLS - SMIZ
80%
Closely correlated
+1.19%
SEIC - SMIZ
79%
Closely correlated
-2.30%
More