Invesco Asia Trust (IAT) Competitors

GBX 334
+3.00 (+0.91%)
(As of 05/17/2024 ET)

IAT vs. FJV, BSV, JCGI, BVT, BMD, SMIF, SCP, SCF, EGL, and FTV

Should you be buying Invesco Asia Trust stock or one of its competitors? The main competitors of Invesco Asia Trust include Fidelity Japan Trust (FJV), British Smaller Companies VCT (BSV), JPMorgan China Growth & Income (JCGI), Baronsmead Venture Trust (BVT), Baronsmead Second Venture Trust (BMD), TwentyFour Select Monthly Income (SMIF), Schroder UK Mid Cap (SCP), Schroder Income Growth Fund (SCF), Ecofin Global Utilities & Infra (EGL), and Foresight VCT (FTV). These companies are all part of the "asset management" industry.

Invesco Asia Trust vs.

Invesco Asia Trust (LON:IAT) and Fidelity Japan Trust (LON:FJV) are both small-cap financial services companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, profitability, media sentiment, earnings, analyst recommendations, institutional ownership, risk, community ranking and valuation.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco Asia Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Fidelity Japan Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

In the previous week, Fidelity Japan Trust had 1 more articles in the media than Invesco Asia Trust. MarketBeat recorded 1 mentions for Fidelity Japan Trust and 0 mentions for Invesco Asia Trust. Fidelity Japan Trust's average media sentiment score of 0.92 beat Invesco Asia Trust's score of 0.00 indicating that Fidelity Japan Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Invesco Asia Trust Neutral
Fidelity Japan Trust Positive

Invesco Asia Trust received 42 more outperform votes than Fidelity Japan Trust when rated by MarketBeat users. Likewise, 76.42% of users gave Invesco Asia Trust an outperform vote while only 72.22% of users gave Fidelity Japan Trust an outperform vote.

CompanyUnderperformOutperform
Invesco Asia TrustOutperform Votes
94
76.42%
Underperform Votes
29
23.58%
Fidelity Japan TrustOutperform Votes
52
72.22%
Underperform Votes
20
27.78%

Fidelity Japan Trust has a net margin of 89.65% compared to Invesco Asia Trust's net margin of 85.11%. Fidelity Japan Trust's return on equity of 11.21% beat Invesco Asia Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco Asia Trust85.11% 9.54% 6.09%
Fidelity Japan Trust 89.65%11.21%7.25%

Invesco Asia Trust has a beta of 0.69, suggesting that its stock price is 31% less volatile than the S&P 500. Comparatively, Fidelity Japan Trust has a beta of 0.71, suggesting that its stock price is 29% less volatile than the S&P 500.

Fidelity Japan Trust has higher revenue and earnings than Invesco Asia Trust. Fidelity Japan Trust is trading at a lower price-to-earnings ratio than Invesco Asia Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Asia Trust£25.20M8.74£21.45M£0.321,043.75
Fidelity Japan Trust£30.89M6.90£27.70M£0.21835.71

60.8% of Invesco Asia Trust shares are held by institutional investors. Comparatively, 72.2% of Fidelity Japan Trust shares are held by institutional investors. 1.6% of Invesco Asia Trust shares are held by insiders. Comparatively, 0.5% of Fidelity Japan Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Fidelity Japan Trust beats Invesco Asia Trust on 9 of the 15 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding IAT 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 LON 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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IAT vs. The Competition

MetricInvesco Asia TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£220.14M£1.03B£3.15B£1.71B
Dividend Yield4.26%5.17%4.52%6.70%
P/E Ratio1,043.75945.32452.541,951.46
Price / Sales8.742,250.041,979.09379,642.15
Price / Cash300.7461.0248.7727.10
Price / Book0.971.841.572.93
Net Income£21.45M£55.23M£328.47M£172.69M
7 Day Performance2.14%0.58%0.87%0.85%
1 Month Performance11.65%3.92%16.29%28.47%
1 Year Performance4.05%5.90%18.42%11.52%

Invesco Asia Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FJV
Fidelity Japan Trust
0 of 5 stars
GBX 177
-0.3%
N/A-2.5%£215.46M£30.89M804.55N/ANews Coverage
BSV
British Smaller Companies VCT
0 of 5 stars
GBX 80
flat
N/A+2.6%£211.04M£15.21M1,333.33N/ANews Coverage
JCGI
JPMorgan China Growth & Income
0 of 5 stars
GBX 250.50
+2.7%
N/A-6.7%£208.42M£5.33M-4,175.00N/ANews Coverage
High Trading Volume
BVT
Baronsmead Venture Trust
0 of 5 stars
GBX 53
+1.0%
N/A-4.5%£206.97M£-17,380,000.00-757.14N/ADividend Increase
Gap Down
BMD
Baronsmead Second Venture Trust
0 of 5 stars
GBX 55.50
+0.9%
N/AN/A£206.59M£-1,200,000.00-2,775.00N/ADividend Announcement
SMIF
TwentyFour Select Monthly Income
0 of 5 stars
GBX 82.80
+0.2%
N/A+16.9%£202.25MN/A-1,035.00N/ANews Coverage
SCP
Schroder UK Mid Cap
0 of 5 stars
GBX 582
+0.7%
N/A+8.2%£201.26M£36.18M606.25N/ADividend Increase
SCF
Schroder Income Growth Fund
0 of 5 stars
GBX 288
-0.7%
N/A-3.3%£200.05M£18.73M1,252.17N/ANews Coverage
EGL
Ecofin Global Utilities & Infra
0 of 5 stars
GBX 177
+1.4%
N/A-10.0%£196.97M£-16,190,000.00-983.338,700
FTV
Foresight VCT
0 of 5 stars
GBX 79
flat
N/AN/A£195.89M£19.03M1,316.6717,000

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This page (LON:IAT) was last updated on 5/19/2024 by MarketBeat.com Staff

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