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Calculus VCT (CLC) Competitors

GBX 50 0.00 (0.00%)
As of 09/14/2026

CLC vs. BVT, JMF, BMD, MGCI, and BSC

Should you buy Calculus VCT stock or one of its competitors? Calculus VCT's main competitors and comparable companies include Baronsmead Venture Trust (BVT), JPMorgan Mid Cap Investment Trust (JMF), Baronsmead Second Venture Trust (BMD), M&G Credit Income Investment (MGCI), and British Smaller Companies VCT2 (BSC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Calculus VCT compare to Baronsmead Venture Trust?

Baronsmead Venture Trust (LON:BVT) and Calculus VCT (LON:CLC) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, media sentiment, analyst recommendations, profitability, risk, dividends and earnings.

Baronsmead Venture Trust has higher earnings, but lower revenue than Calculus VCT. Calculus VCT is trading at a lower price-to-earnings ratio than Baronsmead Venture Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Baronsmead Venture Trust-£289K-643.70£13.28M£0.5182.35
Calculus VCT£974K50.60-£599.38K£0.6774.63

Calculus VCT has a net margin of 28.23% compared to Baronsmead Venture Trust's net margin of -19.61%. Calculus VCT's return on equity of 1.14% beat Baronsmead Venture Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Baronsmead Venture Trust-19.61% -0.49% 1.39%
Calculus VCT 28.23%1.14%-0.14%

0.0% of Baronsmead Venture Trust shares are held by institutional investors. 0.6% of Baronsmead Venture Trust shares are held by insiders. Comparatively, 0.4% of Calculus VCT shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Baronsmead Venture Trust has a beta of 0.139, indicating that its stock price is 86% less volatile than the broader market. Comparatively, Calculus VCT has a beta of 0.39, indicating that its stock price is 61% less volatile than the broader market.

In the previous week, Calculus VCT had 1 more articles in the media than Baronsmead Venture Trust. MarketBeat recorded 1 mentions for Calculus VCT and 0 mentions for Baronsmead Venture Trust. Calculus VCT's average media sentiment score of 1.17 beat Baronsmead Venture Trust's score of 0.00 indicating that Calculus VCT is being referred to more favorably in the news media.

Company Overall Sentiment
Baronsmead Venture Trust Neutral
Calculus VCT Positive

Baronsmead Venture Trust pays an annual dividend of GBX 1.75 per share and has a dividend yield of 4.2%. Calculus VCT pays an annual dividend of GBX 2.94 per share and has a dividend yield of 5.9%. Baronsmead Venture Trust pays out 343.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Calculus VCT pays out 438.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Calculus VCT beats Baronsmead Venture Trust on 9 of the 15 factors compared between the two stocks.

How does Calculus VCT compare to JPMorgan Mid Cap Investment Trust?

JPMorgan Mid Cap Investment Trust (LON:JMF) and Calculus VCT (LON:CLC) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, valuation, profitability, analyst recommendations, institutional ownership, risk, media sentiment and dividends.

JPMorgan Mid Cap Investment Trust has a net margin of 81.64% compared to Calculus VCT's net margin of 28.23%. JPMorgan Mid Cap Investment Trust's return on equity of 6.55% beat Calculus VCT's return on equity.

Company Net Margins Return on Equity Return on Assets
JPMorgan Mid Cap Investment Trust81.64% 6.55% 3.91%
Calculus VCT 28.23%1.14%-0.14%

JPMorgan Mid Cap Investment Trust pays an annual dividend of GBX 32 per share. Calculus VCT pays an annual dividend of GBX 2.94 per share and has a dividend yield of 5.9%. JPMorgan Mid Cap Investment Trust pays out 4,848.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Calculus VCT pays out 438.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Calculus VCT is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Calculus VCT had 1 more articles in the media than JPMorgan Mid Cap Investment Trust. MarketBeat recorded 1 mentions for Calculus VCT and 0 mentions for JPMorgan Mid Cap Investment Trust. Calculus VCT's average media sentiment score of 1.17 beat JPMorgan Mid Cap Investment Trust's score of 0.00 indicating that Calculus VCT is being referred to more favorably in the news media.

Company Overall Sentiment
JPMorgan Mid Cap Investment Trust Neutral
Calculus VCT Positive

JPMorgan Mid Cap Investment Trust has higher revenue and earnings than Calculus VCT. JPMorgan Mid Cap Investment Trust is trading at a lower price-to-earnings ratio than Calculus VCT, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan Mid Cap Investment Trust£17.85M0.00£14.57M£0.66N/A
Calculus VCT£974K50.60-£599.38K£0.6774.63

27.9% of JPMorgan Mid Cap Investment Trust shares are held by institutional investors. 9.1% of JPMorgan Mid Cap Investment Trust shares are held by company insiders. Comparatively, 0.4% of Calculus VCT shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

JPMorgan Mid Cap Investment Trust has a beta of 1.21, indicating that its stock price is 21% more volatile than the broader market. Comparatively, Calculus VCT has a beta of 0.39, indicating that its stock price is 61% less volatile than the broader market.

Summary

JPMorgan Mid Cap Investment Trust beats Calculus VCT on 9 of the 14 factors compared between the two stocks.

How does Calculus VCT compare to Baronsmead Second Venture Trust?

Calculus VCT (LON:CLC) and Baronsmead Second Venture Trust (LON:BMD) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, dividends, media sentiment and valuation.

In the previous week, Calculus VCT and Calculus VCT both had 1 articles in the media. Baronsmead Second Venture Trust's average media sentiment score of 1.80 beat Calculus VCT's score of 1.17 indicating that Baronsmead Second Venture Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Calculus VCT
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Baronsmead Second Venture Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Baronsmead Second Venture Trust has lower revenue, but higher earnings than Calculus VCT. Baronsmead Second Venture Trust is trading at a lower price-to-earnings ratio than Calculus VCT, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Calculus VCT£974K50.60-£599.38K£0.6774.63
Baronsmead Second Venture Trust-£1.31M-139.33£4.53M-£0.27N/A

Calculus VCT has a beta of 0.39, suggesting that its share price is 61% less volatile than the broader market. Comparatively, Baronsmead Second Venture Trust has a beta of 0.242, suggesting that its share price is 76% less volatile than the broader market.

0.3% of Baronsmead Second Venture Trust shares are owned by institutional investors. 0.4% of Calculus VCT shares are owned by insiders. Comparatively, 0.4% of Baronsmead Second Venture Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Calculus VCT has a net margin of 28.23% compared to Baronsmead Second Venture Trust's net margin of -617.73%. Calculus VCT's return on equity of 1.14% beat Baronsmead Second Venture Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Calculus VCT28.23% 1.14% -0.14%
Baronsmead Second Venture Trust -617.73%-13.58%1.23%

Calculus VCT pays an annual dividend of GBX 2.94 per share and has a dividend yield of 5.9%. Baronsmead Second Venture Trust pays an annual dividend of GBX 1.75 per share and has a dividend yield of 4.1%. Calculus VCT pays out 438.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Baronsmead Second Venture Trust pays out -648.1% of its earnings in the form of a dividend.

Summary

Calculus VCT beats Baronsmead Second Venture Trust on 9 of the 14 factors compared between the two stocks.

How does Calculus VCT compare to M&G Credit Income Investment?

Calculus VCT (LON:CLC) and M&G Credit Income Investment (LON:MGCI) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, valuation, dividends and media sentiment.

In the previous week, Calculus VCT had 1 more articles in the media than M&G Credit Income Investment. MarketBeat recorded 1 mentions for Calculus VCT and 0 mentions for M&G Credit Income Investment. Calculus VCT's average media sentiment score of 1.17 beat M&G Credit Income Investment's score of 0.00 indicating that Calculus VCT is being referred to more favorably in the media.

Company Overall Sentiment
Calculus VCT Positive
M&G Credit Income Investment Neutral

Calculus VCT pays an annual dividend of GBX 2.94 per share and has a dividend yield of 5.9%. M&G Credit Income Investment pays an annual dividend of GBX 7.86 per share and has a dividend yield of 8.7%. Calculus VCT pays out 438.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. M&G Credit Income Investment pays out 133.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. M&G Credit Income Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

M&G Credit Income Investment has higher revenue and earnings than Calculus VCT. M&G Credit Income Investment is trading at a lower price-to-earnings ratio than Calculus VCT, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Calculus VCT£974K50.60-£599.38K£0.6774.63
M&G Credit Income Investment£11.25M16.92£15.42M£5.8715.47

Calculus VCT has a beta of 0.39, suggesting that its share price is 61% less volatile than the broader market. Comparatively, M&G Credit Income Investment has a beta of 0.332, suggesting that its share price is 67% less volatile than the broader market.

M&G Credit Income Investment has a net margin of 107.13% compared to Calculus VCT's net margin of 28.23%. M&G Credit Income Investment's return on equity of 7.50% beat Calculus VCT's return on equity.

Company Net Margins Return on Equity Return on Assets
Calculus VCT28.23% 1.14% -0.14%
M&G Credit Income Investment 107.13%7.50%6.00%

19.9% of M&G Credit Income Investment shares are owned by institutional investors. 0.4% of Calculus VCT shares are owned by insiders. Comparatively, 0.1% of M&G Credit Income Investment shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

M&G Credit Income Investment beats Calculus VCT on 9 of the 15 factors compared between the two stocks.

How does Calculus VCT compare to British Smaller Companies VCT2?

British Smaller Companies VCT2 (LON:BSC) and Calculus VCT (LON:CLC) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, profitability, dividends, media sentiment, analyst recommendations, valuation, risk and institutional ownership.

British Smaller Companies VCT2 has higher revenue and earnings than Calculus VCT. British Smaller Companies VCT2 is trading at a lower price-to-earnings ratio than Calculus VCT, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
British Smaller Companies VCT2£5.22M35.89£6.79M£1.3835.51
Calculus VCT£974K50.60-£599.38K£0.6774.63

Calculus VCT has a net margin of 28.23% compared to British Smaller Companies VCT2's net margin of 3.85%. Calculus VCT's return on equity of 1.14% beat British Smaller Companies VCT2's return on equity.

Company Net Margins Return on Equity Return on Assets
British Smaller Companies VCT23.85% 0.12% 2.73%
Calculus VCT 28.23%1.14%-0.14%

British Smaller Companies VCT2 pays an annual dividend of GBX 3 per share and has a dividend yield of 6.1%. Calculus VCT pays an annual dividend of GBX 2.94 per share and has a dividend yield of 5.9%. British Smaller Companies VCT2 pays out 217.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Calculus VCT pays out 438.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. British Smaller Companies VCT2 is clearly the better dividend stock, given its higher yield and lower payout ratio.

British Smaller Companies VCT2 has a beta of 0.044363055, suggesting that its share price is 96% less volatile than the broader market. Comparatively, Calculus VCT has a beta of 0.39, suggesting that its share price is 61% less volatile than the broader market.

In the previous week, British Smaller Companies VCT2 and British Smaller Companies VCT2 both had 1 articles in the media. British Smaller Companies VCT2's average media sentiment score of 1.38 beat Calculus VCT's score of 1.17 indicating that British Smaller Companies VCT2 is being referred to more favorably in the media.

Company Overall Sentiment
British Smaller Companies VCT2 Positive
Calculus VCT Positive

Summary

British Smaller Companies VCT2 beats Calculus VCT on 7 of the 12 factors compared between the two stocks.

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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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CLC vs. The Competition

MetricCalculus VCTCapital Markets IndustryFinance SectorLON Exchange
Market Cap£49.29M£5.35B£13.94B£2.87B
Dividend Yield5.64%7.51%5.96%6.26%
P/E Ratio74.6329.8425.21366.50
Price / Sales50.601,232.31508.1590,135.34
Price / Cash5.9547.8139.9227.89
Price / Book0.773.502.726.34
Net Income-£599.38K£417.39M£1.31B£5.89B
7 Day Performance11.11%-1.35%-0.95%-0.17%
1 Month PerformanceN/A-2.91%-1.31%-0.47%
1 Year PerformanceN/A3.88%9.52%20.13%

Calculus VCT Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CLC
Calculus VCT
N/AGBX 50
flat
N/AN/A£49.29M£974K74.63N/A
BVT
Baronsmead Venture Trust
N/AGBX 44.40
-0.4%
N/A-11.4%£197.89M-£289K87.06N/A
JMF
JPMorgan Mid Cap Investment Trust
N/AN/AN/AN/A£196.54M£17.85M1,381.82N/A
BMD
Baronsmead Second Venture Trust
N/AGBX 45.40
+2.3%
N/A-17.3%£192.57M-£1.31MN/AN/A
MGCI
M&G Credit Income Investment
N/AGBX 91.14
+0.1%
N/A-4.4%£191.13M£11.25M15.53N/A

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This page (LON:CLC) was last updated on 9/17/2026 by MarketBeat.com Staff.
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