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Calculus VCT (CLC) Competitors

Calculus VCT logo
GBX 54 +4.00 (+8.00%)
As of 10/6/2026 03:19 AM Eastern

CLC vs. JMF, BOOK, BVT, OIG, and MGCI

Should you buy Calculus VCT stock or one of its competitors? Calculus VCT's main competitors and comparable companies include JPMorgan Mid Cap Investment Trust (JMF), Literacy Capital (BOOK), Baronsmead Venture Trust (BVT), Oryx International Growth Fund (OIG), and M&G Credit Income Investment (MGCI). 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 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 business? We will contrast the two businesses based on the strength of their media sentiment, dividends, analyst recommendations, risk, valuation, profitability, institutional ownership and earnings.

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 has higher revenue and earnings than Calculus VCT.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JPMorgan Mid Cap Investment Trust£17.85M0.00£14.57M£0.66N/A
Calculus VCT£974K0.00-£599.38K£0.67N/A

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

In the previous week, Calculus VCT had 2 more articles in the media than JPMorgan Mid Cap Investment Trust. MarketBeat recorded 2 mentions for Calculus VCT and 0 mentions for JPMorgan Mid Cap Investment Trust. Calculus VCT's average media sentiment score of 0.59 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 pays an annual dividend of GBX 32 per share. Calculus VCT pays an annual dividend of GBX 2.94 per share. 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.

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

Summary

JPMorgan Mid Cap Investment Trust beats Calculus VCT on 9 of the 13 factors compared between the two stocks.

How does Calculus VCT compare to Literacy Capital?

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

Literacy Capital has a net margin of 162.73% compared to Calculus VCT's net margin of 28.23%. Calculus VCT's return on equity of 1.14% beat Literacy Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Calculus VCT28.23% 1.14% -0.14%
Literacy Capital 162.73%-7.81%39.07%

Calculus VCT has a beta of 0.39, suggesting that its stock price is 61% less volatile than the broader market. Comparatively, Literacy Capital has a beta of 0.362, suggesting that its stock price is 64% less volatile than the broader market.

Literacy Capital has lower revenue, but higher earnings than Calculus VCT. Literacy Capital 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£974K0.00-£599.38K£0.67N/A
Literacy Capital-£20.09M-17.20£6.99M-£37.42N/A

In the previous week, Calculus VCT had 2 more articles in the media than Literacy Capital. MarketBeat recorded 2 mentions for Calculus VCT and 0 mentions for Literacy Capital. Calculus VCT's average media sentiment score of 0.59 beat Literacy Capital's score of 0.00 indicating that Calculus VCT is being referred to more favorably in the media.

Company Overall Sentiment
Calculus VCT Positive
Literacy Capital Neutral

2.3% of Literacy Capital shares are owned by institutional investors. 0.4% of Calculus VCT shares are owned by company insiders. Comparatively, 23.1% of Literacy Capital shares are owned by company 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

Calculus VCT beats Literacy Capital on 7 of the 12 factors compared between the two stocks.

How does Calculus VCT compare to Baronsmead Venture Trust?

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

Calculus VCT pays an annual dividend of GBX 2.94 per share. Baronsmead Venture Trust pays an annual dividend of GBX 1.75 per share and has a dividend yield of 4.0%. 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 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. Baronsmead Venture Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

0.0% of Baronsmead Venture Trust shares are held by institutional investors. 0.4% of Calculus VCT shares are held by company insiders. Comparatively, 0.6% of Baronsmead Venture Trust shares are held by company 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.

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
Calculus VCT28.23% 1.14% -0.14%
Baronsmead Venture Trust -19.61%-0.49%1.39%

Baronsmead Venture Trust has lower revenue, but higher earnings 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
Calculus VCT£974K0.00-£599.38K£0.67N/A
Baronsmead Venture Trust-£289K-665.07£13.28M£0.5185.10

In the previous week, Calculus VCT had 2 more articles in the media than Baronsmead Venture Trust. MarketBeat recorded 2 mentions for Calculus VCT and 0 mentions for Baronsmead Venture Trust. Calculus VCT's average media sentiment score of 0.59 beat Baronsmead Venture Trust's score of 0.00 indicating that Calculus VCT is being referred to more favorably in the media.

Company Overall Sentiment
Calculus VCT Positive
Baronsmead Venture Trust Neutral

Summary

Calculus VCT and Baronsmead Venture Trust tied by winning 7 of the 14 factors compared between the two stocks.

How does Calculus VCT compare to Oryx International Growth Fund?

Oryx International Growth Fund (LON:OIG) and Calculus VCT (LON:CLC) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, analyst recommendations, risk, media sentiment, profitability, earnings, institutional ownership and dividends.

Oryx International Growth Fund has higher revenue and earnings than Calculus VCT. Calculus VCT is trading at a lower price-to-earnings ratio than Oryx International Growth Fund, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oryx International Growth Fund£1.72M108.25£26.90M£7.00190.21
Calculus VCT£974K0.00-£599.38K£0.67N/A

In the previous week, Calculus VCT had 2 more articles in the media than Oryx International Growth Fund. MarketBeat recorded 2 mentions for Calculus VCT and 0 mentions for Oryx International Growth Fund. Calculus VCT's average media sentiment score of 0.59 beat Oryx International Growth Fund's score of 0.00 indicating that Calculus VCT is being referred to more favorably in the news media.

Company Overall Sentiment
Oryx International Growth Fund Neutral
Calculus VCT Positive

Oryx International Growth Fund has a beta of 0.723, indicating that its share price is 28% less volatile than the broader market. Comparatively, Calculus VCT has a beta of 0.39, indicating that its share price is 61% less volatile than the broader market.

4.8% of Oryx International Growth Fund shares are held by institutional investors. 18.0% of Oryx International Growth Fund 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, hedge funds and endowments believe a stock will outperform the market over the long term.

Calculus VCT has a net margin of 28.23% compared to Oryx International Growth Fund's net margin of 7.53%. Calculus VCT's return on equity of 1.14% beat Oryx International Growth Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Oryx International Growth Fund7.53% 0.40% 7.16%
Calculus VCT 28.23%1.14%-0.14%

Summary

Oryx International Growth Fund beats Calculus VCT on 8 of the 12 factors compared between the two stocks.

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

M&G Credit Income Investment (LON:MGCI) 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 earnings, valuation, dividends, risk, profitability, media sentiment, analyst recommendations and institutional ownership.

19.3% of M&G Credit Income Investment shares are held by institutional investors. 0.1% of M&G Credit Income Investment 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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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

In the previous week, Calculus VCT had 2 more articles in the media than M&G Credit Income Investment. MarketBeat recorded 2 mentions for Calculus VCT and 0 mentions for M&G Credit Income Investment. Calculus VCT's average media sentiment score of 0.59 beat M&G Credit Income Investment's score of 0.00 indicating that Calculus VCT is being referred to more favorably in the news media.

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

M&G Credit Income Investment pays an annual dividend of GBX 7.39 per share and has a dividend yield of 8.2%. Calculus VCT pays an annual dividend of GBX 2.94 per share. M&G Credit Income Investment pays out 141.6% 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. 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 a net margin of 103.86% compared to Calculus VCT's net margin of 28.23%. M&G Credit Income Investment's return on equity of 7.06% beat Calculus VCT's return on equity.

Company Net Margins Return on Equity Return on Assets
M&G Credit Income Investment103.86% 7.06% 6.00%
Calculus VCT 28.23%1.14%-0.14%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
M&G Credit Income Investment£11.23M16.81£15.42M£5.2217.24
Calculus VCT£974K0.00-£599.38K£0.67N/A

Summary

M&G Credit Income Investment beats Calculus VCT on 9 of the 14 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£53.23M£5.17B£13.43B£2.79B
Dividend Yield5.64%7.58%6.04%6.21%
P/E Ratio80.6027.9922.74367.41
Price / Sales54.651,217.03491.9089,142.88
Price / Cash5.9547.6945.2427.89
Price / Book0.833.472.696.74
Net Income-£599.38K£415.67M£1.32B£5.89B
7 Day PerformanceN/A-0.63%-0.59%-0.80%
1 Month PerformanceN/A-3.07%-3.68%-1.41%
1 Year Performance12.50%10.68%9.91%22.92%

Calculus VCT Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CLC
Calculus VCT
N/AGBX 54
+8.0%
N/A+12.5%£53.23M£974K80.60N/A
JMF
JPMorgan Mid Cap Investment Trust
N/AN/AN/AN/A£196.54M£17.85M1,381.82N/A
BOOK
Literacy Capital
N/AGBX 320
+1.0%
N/A-20.0%£192.56M-£20.09MN/A6
BVT
Baronsmead Venture Trust
N/AGBX 43.38
+2.3%
N/AN/A£192.14M-£289K85.06N/A
OIG
Oryx International Growth Fund
N/AGBX 1,355
+3.2%
N/A+7.4%£189.70M£1.72M193.57N/A

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This page (LON:CLC) was last updated on 10/7/2026 by MarketBeat.com Staff.
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