SRH Total Return Fund (STEW) Competitors

$14.52
+0.03 (+0.21%)
(As of 05/10/2024 ET)

STEW vs. GAB, CET, TY, RVT, QQQX, GAM, MUC, GSBD, MFIC, and NUV

Should you be buying SRH Total Return Fund stock or one of its competitors? The main competitors of SRH Total Return Fund include The Gabelli Equity Trust (GAB), Central Securities (CET), Tri-Continental (TY), Royce Value Trust (RVT), Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX), General American Investors (GAM), BlackRock MuniHoldings California Quality Fund (MUC), Goldman Sachs BDC (GSBD), MidCap Financial Investment (MFIC), and Nuveen Municipal Value Fund (NUV). These companies are all part of the "investment offices, not elsewhere classified" industry.

SRH Total Return Fund vs.

SRH Total Return Fund (NYSE:STEW) and The Gabelli Equity Trust (NYSE:GAB) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, media sentiment, earnings, dividends, analyst recommendations, risk, community ranking, valuation and institutional ownership.

SRH Total Return Fund pays an annual dividend of $0.52 per share and has a dividend yield of 3.6%. The Gabelli Equity Trust pays an annual dividend of $0.60 per share and has a dividend yield of 11.0%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return Fund$142.97M9.86N/AN/AN/A
The Gabelli Equity TrustN/AN/AN/AN/AN/A

SRH Total Return Fund has a beta of 0.95, indicating that its stock price is 5% less volatile than the S&P 500. Comparatively, The Gabelli Equity Trust has a beta of 0.86, indicating that its stock price is 14% less volatile than the S&P 500.

Company Net Margins Return on Equity Return on Assets
SRH Total Return FundN/A N/A N/A
The Gabelli Equity Trust N/A N/A N/A

The Gabelli Equity Trust received 157 more outperform votes than SRH Total Return Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
SRH Total Return FundN/AN/A
The Gabelli Equity TrustOutperform Votes
157
63.82%
Underperform Votes
89
36.18%

In the previous week, SRH Total Return Fund and SRH Total Return Fund both had 3 articles in the media. SRH Total Return Fund's average media sentiment score of 1.14 beat The Gabelli Equity Trust's score of 0.72 indicating that SRH Total Return Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SRH Total Return Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
The Gabelli Equity Trust
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

15.6% of SRH Total Return Fund shares are owned by institutional investors. Comparatively, 7.2% of The Gabelli Equity Trust shares are owned by institutional investors. 0.1% of SRH Total Return Fund shares are owned by company insiders. Comparatively, 0.9% of The Gabelli Equity Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
The Gabelli Equity Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

SRH Total Return Fund beats The Gabelli Equity Trust on 4 of the 7 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding STEW and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

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.
Skip Chart

STEW vs. The Competition

MetricSRH Total Return FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.41B$7.07B$9.65B$17.98B
Dividend Yield3.62%6.23%6.27%3.46%
P/E RatioN/A0.4551.1425.17
Price / Sales9.8621.473,413.6210.41
Price / CashN/A7.8828.6118.08
Price / BookN/A1.023.086.05
Net IncomeN/A$73.96M$1.00B$967.12M
7 Day Performance1.26%1.01%1.04%1.48%
1 Month Performance-1.36%1.41%1.84%0.92%
1 Year Performance16.07%6.02%18.95%122.16%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.39
+0.2%
N/A-0.2%$1.63BN/A0.00N/AUpcoming Earnings
Short Interest ↓
CET
Central Securities
0 of 5 stars
$41.49
+0.2%
N/AN/A$1.18BN/A0.00N/APositive News
TY
Tri-Continental
0 of 5 stars
$30.35
+0.7%
N/A+17.2%$1.64BN/A0.00N/APositive News
RVT
Royce Value Trust
0 of 5 stars
$14.79
+0.3%
N/A+18.0%$1.65BN/A0.00147,000Short Interest ↓
News Coverage
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 of 5 stars
$23.65
0.0%
N/A-1.0%$1.15BN/A0.00N/ANews Coverage
GAM
General American Investors
0 of 5 stars
$47.10
+0.5%
N/A+20.3%$1.13BN/A0.00N/AShort Interest ↑
MUC
BlackRock MuniHoldings California Quality Fund
0 of 5 stars
$10.98
+1.2%
N/A+1.0%$1.05BN/A0.00147,000Short Interest ↓
GSBD
Goldman Sachs BDC
0.4155 of 5 stars
$15.69
flat
$15.00
-4.4%
+20.9%$1.76B$454.91M8.72N/ADividend Announcement
Analyst Upgrade
Short Interest ↑
News Coverage
MFIC
MidCap Financial Investment
0.7668 of 5 stars
$15.34
-0.6%
$14.79
-3.6%
+37.3%$1.01B$133.15M8.43N/ADividend Announcement
News Coverage
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.71
+0.9%
N/A-1.6%$1.81BN/A0.00640Short Interest ↑

Related Companies and Tools

This page (NYSE:STEW) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners