SOR
Price
$43.77
Change
+$0.09 (+0.21%)
Updated
Aug 15 closing price
Net Assets
381.12M
UPAR
Price
$14.09
Change
-$0.05 (-0.35%)
Updated
Aug 15 closing price
Net Assets
56.56M
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SOR vs UPAR

Header iconSOR vs UPAR Comparison
Open Charts SOR vs UPARBanner chart's image
Source Capital
Price$43.77
Change+$0.09 (+0.21%)
Volume$2.5K
Net Assets381.12M
UPAR Ultra Risk Parity ETF
Price$14.09
Change-$0.05 (-0.35%)
Volume$1.43K
Net Assets56.56M
SOR vs UPAR Comparison Chart in %
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SOR
Daily Signalchanged days ago
Gain/Loss if bought
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UPAR
Daily Signalchanged days ago
Gain/Loss if bought
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VS
SOR vs. UPAR commentary
Aug 18, 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 SOR is a StrongBuy and UPAR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SOR has more net assets: 381M vs. UPAR (56.6M). UPAR has a higher annual dividend yield than SOR: UPAR (11.564) vs SOR (4.677). SOR was incepted earlier than UPAR: SOR (57 years) vs UPAR (4 years). SOR (0.00) has a lower expense ratio than UPAR (0.65). UPAR has a higher turnover SOR (11.00) vs SOR (11.00).
SORUPARSOR / UPAR
Gain YTD4.67711.56440%
Net Assets381M56.6M673%
Total Expense Ratio0.000.65-
Turnover11.0012.0092%
Yield11.203.72301%
Fund Existence57 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
SORUPAR
RSI
ODDS (%)
Bearish Trend 3 days ago
62%
N/A
Stochastic
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
74%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
76%
MACD
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 3 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
77%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
79%
Declines
ODDS (%)
Bearish Trend 19 days ago
67%
Bearish Trend 3 days ago
86%
BollingerBands
ODDS (%)
N/A
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
77%
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SOR
Daily Signalchanged days ago
Gain/Loss if bought
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UPAR
Daily Signalchanged days ago
Gain/Loss if bought
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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%
+0.21%
FIG - SOR
4%
Poorly correlated
+4.08%

UPAR and

Correlation & Price change

A.I.dvisor tells us that UPAR and VALE have been poorly correlated (+19% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPAR and VALE's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPAR
1D Price
Change %
UPAR100%
-0.39%
VALE - UPAR
19%
Poorly correlated
+0.10%
WDS - UPAR
16%
Poorly correlated
-0.46%
HES - UPAR
15%
Poorly correlated
N/A
RIO - UPAR
14%
Poorly correlated
+0.33%
BHP - UPAR
13%
Poorly correlated
+0.61%
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