MFS Special Value Trust (MFV) Competitors

$4.41
-0.01 (-0.23%)
(As of 04/10/2024)

MFV vs. CIF, NOM, EQS, CUBA, EEA, CEE, GCV, CEV, DTF, and JEQ

Should you be buying MFS Special Value Trust stock or one of its competitors? The main competitors of MFS Special Value Trust include MFS Intermediate High Income Fund (CIF), Nuveen Missouri Quality Municipal Income Fund (NOM), Equus Total Return (EQS), The Herzfeld Caribbean Basin Fund (CUBA), The European Equity Fund (EEA), The Central and Eastern Europe Fund (CEE), The Gabelli Convertible and Income Securities Fund (GCV), Eaton Vance California Municipal Income Trust (CEV), DTF Tax-Free Income 2028 Term Fund (DTF), and Abrdn Japan Equity Fund (JEQ).

MFS Special Value Trust vs.

MFS Special Value Trust (NYSE:MFV) and MFS Intermediate High Income Fund (NYSE:CIF) are both small-cap financial services companies, but which is the superior business? We will compare the two businesses based on the strength of their community ranking, risk, valuation, profitability, media sentiment, analyst recommendations, earnings, institutional ownership and dividends.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MFS Special Value TrustN/AN/AN/AN/AN/A
MFS Intermediate High Income FundN/AN/AN/AN/AN/A

MFS Special Value Trust pays an annual dividend of $0.40 per share and has a dividend yield of 9.1%. MFS Intermediate High Income Fund pays an annual dividend of $0.17 per share and has a dividend yield of 10.1%.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MFS Special Value Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
MFS Intermediate High Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

MFS Special Value Trust has a beta of 0.8, indicating that its stock price is 20% less volatile than the S&P 500. Comparatively, MFS Intermediate High Income Fund has a beta of 0.77, indicating that its stock price is 23% less volatile than the S&P 500.

MFS Special Value Trust received 130 more outperform votes than MFS Intermediate High Income Fund when rated by MarketBeat users. However, 100.00% of users gave MFS Intermediate High Income Fund an outperform vote while only 66.50% of users gave MFS Special Value Trust an outperform vote.

CompanyUnderperformOutperform
MFS Special Value TrustOutperform Votes
131
66.50%
Underperform Votes
66
33.50%
MFS Intermediate High Income FundOutperform Votes
1
100.00%
Underperform Votes
No Votes

6.4% of MFS Special Value Trust shares are held by institutional investors. Comparatively, 6.9% of MFS Intermediate High Income Fund shares are held by institutional investors. 0.2% of MFS Special Value Trust 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.

Company Net Margins Return on Equity Return on Assets
MFS Special Value TrustN/A N/A N/A
MFS Intermediate High Income Fund N/A N/A N/A

In the previous week, MFS Intermediate High Income Fund had 1 more articles in the media than MFS Special Value Trust. MarketBeat recorded 2 mentions for MFS Intermediate High Income Fund and 1 mentions for MFS Special Value Trust. MFS Intermediate High Income Fund's average media sentiment score of 0.84 beat MFS Special Value Trust's score of 0.00 indicating that MFS Intermediate High Income Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MFS Special Value Trust
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
MFS Intermediate High Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

MFS Intermediate High Income Fund beats MFS Special Value Trust on 5 of the 8 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 MFV 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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MFV vs. The Competition

MetricMFS Special Value TrustAsset Management IndustryFinancial SectorNYSE Exchange
Market Cap$32.19M$717.70M$3.12B$17.41B
Dividend Yield9.05%13.24%4.65%3.53%
P/E RatioN/A916.98445.5324.96
Price / SalesN/A13,655.182,329.0310.36
Price / CashN/A79.1144.8117.74
Price / BookN/A1.741.534.87
Net IncomeN/A$51.15M$389.23M$965.13M
7 Day PerformanceN/A0.93%0.57%-0.11%
1 Month Performance0.23%-0.04%-0.07%-3.34%
1 Year Performance4.75%2.84%7.95%96.46%

MFS Special Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CIF
MFS Intermediate High Income Fund
0 of 5 stars
$1.66
-0.6%
N/A+1.8%$31.41MN/A0.00N/AHigh Trading Volume
NOM
Nuveen Missouri Quality Municipal Income Fund
0 of 5 stars
$9.93
+0.2%
N/A-2.1%$23.34MN/A0.00N/A
EQS
Equus Total Return
0 of 5 stars
$1.45
-1.4%
N/A-3.9%$19.64M$250,000.000.002,011Upcoming Earnings
Gap Down
CUBA
The Herzfeld Caribbean Basin Fund
0 of 5 stars
$2.41
+0.4%
N/A-36.2%$17.23MN/A0.00N/A
EEA
The European Equity Fund
0 of 5 stars
$8.65
+0.8%
N/A+0.2%$59.69MN/A0.00N/AHigh Trading Volume
CEE
The Central and Eastern Europe Fund
0 of 5 stars
$9.72
-0.1%
N/A+16.2%$61.20MN/A0.00N/A
GCV
The Gabelli Convertible and Income Securities Fund
0 of 5 stars
$3.52
+0.6%
N/A-19.6%$67.87MN/A0.00N/A
CEV
Eaton Vance California Municipal Income Trust
0 of 5 stars
$10.44
+0.4%
N/A+3.6%$73.39MN/A0.00N/ANews Coverage
DTF
DTF Tax-Free Income 2028 Term Fund
0 of 5 stars
$10.74
+0.9%
N/A-0.8%$75.50MN/A0.00N/A
JEQ
Abrdn Japan Equity Fund
0 of 5 stars
$5.89
+0.7%
N/A+9.1%$81.58MN/A0.00N/A

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This page (NYSE:MFV) was last updated on 5/2/2024 by MarketBeat.com Staff

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