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Cohen & Steers Total Return Realty Fund (RFI) Competitors

$11.16
-0.20 (-1.76%)
(As of 05/28/2024 ET)

RFI vs. WHF, ASG, MIN, PMO, MHN, MIY, NCA, RCS, PMM, and PPT

Should you be buying Cohen & Steers Total Return Realty Fund stock or one of its competitors? The main competitors of Cohen & Steers Total Return Realty Fund include WhiteHorse Finance (WHF), Liberty All-Star Growth Fund (ASG), MFS Intermediate Income Trust (MIN), Putnam Municipal Opportunities Trust (PMO), BlackRock MuniHoldings New York Quality Fund (MHN), BlackRock MuniYield Michigan Quality Fund (MIY), Nuveen California Municipal Value Fund (NCA), PIMCO Strategic Income Fund (RCS), Putnam Managed Municipal Income Trust (PMM), and Putnam Premier Income Trust (PPT).

Cohen & Steers Total Return Realty Fund vs.

Cohen & Steers Total Return Realty Fund (NYSE:RFI) and WhiteHorse Finance (NASDAQ:WHF) are both small-cap financial services companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, dividends, risk, valuation, profitability, earnings, media sentiment and community ranking.

Cohen & Steers Total Return Realty Fund has a beta of 1.07, indicating that its share price is 7% more volatile than the S&P 500. Comparatively, WhiteHorse Finance has a beta of 1.24, indicating that its share price is 24% more volatile than the S&P 500.

Cohen & Steers Total Return Realty Fund pays an annual dividend of $0.96 per share and has a dividend yield of 8.5%. WhiteHorse Finance pays an annual dividend of $1.54 per share and has a dividend yield of 11.5%. WhiteHorse Finance pays out 187.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, WhiteHorse Finance had 3 more articles in the media than Cohen & Steers Total Return Realty Fund. MarketBeat recorded 3 mentions for WhiteHorse Finance and 0 mentions for Cohen & Steers Total Return Realty Fund. WhiteHorse Finance's average media sentiment score of 0.30 beat Cohen & Steers Total Return Realty Fund's score of 0.00 indicating that WhiteHorse Finance is being referred to more favorably in the news media.

Company Overall Sentiment
Cohen & Steers Total Return Realty Fund Neutral
WhiteHorse Finance Neutral

WhiteHorse Finance has higher revenue and earnings than Cohen & Steers Total Return Realty Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cohen & Steers Total Return Realty FundN/AN/AN/AN/AN/A
WhiteHorse Finance$24.11M12.89$20.41M$0.8216.30

WhiteHorse Finance has a net margin of 18.40% compared to Cohen & Steers Total Return Realty Fund's net margin of 0.00%. WhiteHorse Finance's return on equity of 13.40% beat Cohen & Steers Total Return Realty Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Cohen & Steers Total Return Realty FundN/A N/A N/A
WhiteHorse Finance 18.40%13.40%5.74%

WhiteHorse Finance has a consensus price target of $12.81, suggesting a potential downside of 4.17%. Given WhiteHorse Finance's higher possible upside, analysts clearly believe WhiteHorse Finance is more favorable than Cohen & Steers Total Return Realty Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cohen & Steers Total Return Realty Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
WhiteHorse Finance
1 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

20.4% of Cohen & Steers Total Return Realty Fund shares are held by institutional investors. Comparatively, 13.2% of WhiteHorse Finance shares are held by institutional investors. 0.0% of Cohen & Steers Total Return Realty Fund shares are held by company insiders. Comparatively, 2.3% of WhiteHorse Finance shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

WhiteHorse Finance received 202 more outperform votes than Cohen & Steers Total Return Realty Fund when rated by MarketBeat users. However, 75.82% of users gave Cohen & Steers Total Return Realty Fund an outperform vote while only 61.39% of users gave WhiteHorse Finance an outperform vote.

CompanyUnderperformOutperform
Cohen & Steers Total Return Realty FundOutperform Votes
116
75.82%
Underperform Votes
37
24.18%
WhiteHorse FinanceOutperform Votes
318
61.39%
Underperform Votes
200
38.61%

Summary

WhiteHorse Finance beats Cohen & Steers Total Return Realty Fund on 12 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding RFI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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RFI vs. The Competition

MetricCohen & Steers Total Return Realty FundAsset Management IndustryFinancial SectorNYSE Exchange
Market Cap$300.55M$735.52M$2.99B$17.72B
Dividend Yield8.45%13.33%4.63%3.53%
P/E RatioN/A949.24483.6122.62
Price / SalesN/A13,390.772,436.1310.26
Price / CashN/A79.0847.7115.70
Price / BookN/A1.761.565.10
Net IncomeN/A$45.88M$381.39M$974.28M
7 Day Performance-2.41%0.02%-0.03%-1.14%
1 Month Performance1.62%2.87%2.11%4.77%
1 Year Performance2.82%6.94%23.67%23.90%

Cohen & Steers Total Return Realty Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHF
WhiteHorse Finance
0.6184 of 5 stars
$13.19
+0.7%
$12.81
-2.9%
+14.5%$306.54M$103.26M16.09N/AShort Interest ↑
Negative News
ASG
Liberty All-Star Growth Fund
0 of 5 stars
$5.32
+0.6%
N/A+2.1%$309.84MN/A0.00N/A
MIN
MFS Intermediate Income Trust
0 of 5 stars
$2.63
flat
N/A-6.8%$299.80MN/A0.00N/AShort Interest ↑
Positive News
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$10.13
+0.3%
N/A+2.1%$322.24MN/A0.00N/AShort Interest ↑
Positive News
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.70
-0.2%
N/A+6.0%$323.57MN/A0.00N/AShort Interest ↑
News Coverage
Positive News
MIY
BlackRock MuniYield Michigan Quality Fund
0 of 5 stars
$11.28
-0.2%
N/A+4.5%$331.18MN/A0.00N/AShort Interest ↑
NCA
Nuveen California Municipal Value Fund
0 of 5 stars
$8.59
-1.5%
N/A-0.6%$284.42MN/A0.00N/AShort Interest ↑
Positive News
High Trading Volume
RCS
PIMCO Strategic Income Fund
0 of 5 stars
$6.08
+0.5%
N/A+21.7%$280.11MN/A0.00N/APositive News
PMM
Putnam Managed Municipal Income Trust
0 of 5 stars
$6.03
+0.2%
N/A+6.1%$279.97MN/A0.00N/APositive News
PPT
Putnam Premier Income Trust
0 of 5 stars
$3.53
+0.3%
N/A-2.8%$339.83MN/A0.00N/APositive News

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This page (NYSE:RFI) was last updated on 5/28/2024 by MarketBeat.com Staff

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