Dunedin Income Growth Investment Trust (DIG) Competitors

Dunedin Income Growth Investment Trust logo
GBX 297.20 -0.80 (-0.27%)
As of 04:08 AM Eastern

DIG vs. FSV, BHMG, BNKR, JMG, and ASHM

Should you buy Dunedin Income Growth Investment Trust stock or one of its competitors? MarketBeat compares Dunedin Income Growth Investment Trust with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Dunedin Income Growth Investment Trust include Fidelity Investment Trust - Fidelity Special Values (FSV), BH Macro GBP (BHMG), The Bankers Investment Trust (BNKR), JPMorgan Emerging Markets (JMG), and Ashmore Group (ASHM). These companies are all part of the "asset management" industry.

How does Dunedin Income Growth Investment Trust compare to Fidelity Investment Trust - Fidelity Special Values?

Fidelity Investment Trust - Fidelity Special Values (LON:FSV) and Dunedin Income Growth Investment Trust (LON:DIG) are both small-cap financial services companies, but which is the better investment? We will compare the two companies based on the strength of their risk, institutional ownership, analyst recommendations, media sentiment, earnings, profitability, valuation and dividends.

In the previous week, Dunedin Income Growth Investment Trust's average media sentiment score of 1.97 beat Fidelity Investment Trust - Fidelity Special Values' score of 0.00 indicating that Dunedin Income Growth Investment Trust is being referred to more favorably in the news media.

Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.4%. Dunedin Income Growth Investment Trust pays an annual dividend of GBX 16.30 per share and has a dividend yield of 5.5%. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Dunedin Income Growth Investment Trust pays out 74.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Fidelity Investment Trust - Fidelity Special Values has a beta of 1.2719399, suggesting that its stock price is 27% more volatile than the broader market. Comparatively, Dunedin Income Growth Investment Trust has a beta of 1.0274643, suggesting that its stock price is 3% more volatile than the broader market.

12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. Comparatively, 6.6% of Dunedin Income Growth Investment Trust shares are held by institutional investors. 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by company insiders. Comparatively, 0.2% of Dunedin Income Growth Investment Trust shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Fidelity Investment Trust - Fidelity Special Values has higher revenue and earnings than Dunedin Income Growth Investment Trust. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than Dunedin Income Growth Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity Investment Trust - Fidelity Special Values£354.63M3.86£223.72M£109.343.86
Dunedin Income Growth Investment Trust£29.19M12.00£36.34M£22.0013.51

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to Dunedin Income Growth Investment Trust's net margin of 83.32%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat Dunedin Income Growth Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Investment Trust - Fidelity Special Values95.92% 25.87% 0.33%
Dunedin Income Growth Investment Trust 83.32%6.95%3.15%

Summary

Fidelity Investment Trust - Fidelity Special Values beats Dunedin Income Growth Investment Trust on 9 of the 14 factors compared between the two stocks.

How does Dunedin Income Growth Investment Trust compare to BH Macro GBP?

BH Macro GBP (LON:BHMG) and Dunedin Income Growth Investment Trust (LON:DIG) are both small-cap financial services companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, media sentiment, profitability, dividends, analyst recommendations, risk, valuation and institutional ownership.

BH Macro GBP has a beta of 0.14339958, suggesting that its stock price is 86% less volatile than the broader market. Comparatively, Dunedin Income Growth Investment Trust has a beta of 1.0274643, suggesting that its stock price is 3% more volatile than the broader market.

BH Macro GBP has higher revenue and earnings than Dunedin Income Growth Investment Trust. BH Macro GBP is trading at a lower price-to-earnings ratio than Dunedin Income Growth Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BH Macro GBP£277.60M5.07£53.77M£45.689.39
Dunedin Income Growth Investment Trust£29.19M12.00£36.34M£22.0013.51

BH Macro GBP has a net margin of 173.32% compared to Dunedin Income Growth Investment Trust's net margin of 83.32%. BH Macro GBP's return on equity of 13.25% beat Dunedin Income Growth Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
BH Macro GBP173.32% 13.25% -0.31%
Dunedin Income Growth Investment Trust 83.32%6.95%3.15%

1.6% of BH Macro GBP shares are owned by institutional investors. Comparatively, 6.6% of Dunedin Income Growth Investment Trust shares are owned by institutional investors. 0.1% of BH Macro GBP shares are owned by insiders. Comparatively, 0.2% of Dunedin Income Growth Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, BH Macro GBP had 2 more articles in the media than Dunedin Income Growth Investment Trust. MarketBeat recorded 2 mentions for BH Macro GBP and 0 mentions for Dunedin Income Growth Investment Trust. Dunedin Income Growth Investment Trust's average media sentiment score of 1.97 beat BH Macro GBP's score of -0.11 indicating that Dunedin Income Growth Investment Trust is being referred to more favorably in the news media.

Company Overall Sentiment
BH Macro GBP Neutral
Dunedin Income Growth Investment Trust Very Positive

Summary

Dunedin Income Growth Investment Trust beats BH Macro GBP on 7 of the 13 factors compared between the two stocks.

How does Dunedin Income Growth Investment Trust compare to The Bankers Investment Trust?

The Bankers Investment Trust (LON:BNKR) and Dunedin Income Growth Investment Trust (LON:DIG) are both small-cap financial services companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, media sentiment, valuation, earnings, institutional ownership, analyst recommendations, risk and profitability.

Dunedin Income Growth Investment Trust has a net margin of 83.32% compared to The Bankers Investment Trust's net margin of -551.87%. The Bankers Investment Trust's return on equity of 16.08% beat Dunedin Income Growth Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
The Bankers Investment Trust-551.87% 16.08% 6.13%
Dunedin Income Growth Investment Trust 83.32%6.95%3.15%

The Bankers Investment Trust has a beta of 0.617, suggesting that its stock price is 38% less volatile than the broader market. Comparatively, Dunedin Income Growth Investment Trust has a beta of 1.0274643, suggesting that its stock price is 3% more volatile than the broader market.

The Bankers Investment Trust pays an annual dividend of GBX 2.73 per share and has a dividend yield of 1.8%. Dunedin Income Growth Investment Trust pays an annual dividend of GBX 16.30 per share and has a dividend yield of 5.5%. The Bankers Investment Trust pays out 13.5% of its earnings in the form of a dividend. Dunedin Income Growth Investment Trust pays out 74.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

In the previous week, The Bankers Investment Trust had 1 more articles in the media than Dunedin Income Growth Investment Trust. MarketBeat recorded 1 mentions for The Bankers Investment Trust and 0 mentions for Dunedin Income Growth Investment Trust. Dunedin Income Growth Investment Trust's average media sentiment score of 1.97 beat The Bankers Investment Trust's score of 1.08 indicating that Dunedin Income Growth Investment Trust is being referred to more favorably in the news media.

Company Overall Sentiment
The Bankers Investment Trust Positive
Dunedin Income Growth Investment Trust Very Positive

0.5% of The Bankers Investment Trust shares are held by institutional investors. Comparatively, 6.6% of Dunedin Income Growth Investment Trust shares are held by institutional investors. 0.0% of The Bankers Investment Trust shares are held by insiders. Comparatively, 0.2% of Dunedin Income Growth Investment Trust 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.

The Bankers Investment Trust has higher revenue and earnings than Dunedin Income Growth Investment Trust. The Bankers Investment Trust is trading at a lower price-to-earnings ratio than Dunedin Income Growth Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Bankers Investment Trust£221.50M6.24£218.53M£20.257.36
Dunedin Income Growth Investment Trust£29.19M12.00£36.34M£22.0013.51

Summary

Dunedin Income Growth Investment Trust beats The Bankers Investment Trust on 9 of the 15 factors compared between the two stocks.

How does Dunedin Income Growth Investment Trust compare to JPMorgan Emerging Markets?

Dunedin Income Growth Investment Trust (LON:DIG) and JPMorgan Emerging Markets (LON:JMG) are both small-cap financial services companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, media sentiment, dividends, profitability, institutional ownership, analyst recommendations, risk and valuation.

Dunedin Income Growth Investment Trust pays an annual dividend of GBX 16.30 per share and has a dividend yield of 5.5%. JPMorgan Emerging Markets pays an annual dividend of GBX 1.95 per share and has a dividend yield of 1.4%. Dunedin Income Growth Investment Trust pays out 74.1% of its earnings in the form of a dividend. JPMorgan Emerging Markets pays out 42.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

JPMorgan Emerging Markets has higher revenue and earnings than Dunedin Income Growth Investment Trust. Dunedin Income Growth Investment Trust is trading at a lower price-to-earnings ratio than JPMorgan Emerging Markets, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dunedin Income Growth Investment Trust£29.19M12.00£36.34M£22.0013.51
JPMorgan Emerging Markets£56.31M23.64£80.10M£4.6329.33

Dunedin Income Growth Investment Trust has a beta of 1.0274643, indicating that its stock price is 3% more volatile than the broader market. Comparatively, JPMorgan Emerging Markets has a beta of 0.93, indicating that its stock price is 7% less volatile than the broader market.

JPMorgan Emerging Markets has a net margin of 95.26% compared to Dunedin Income Growth Investment Trust's net margin of 83.32%. JPMorgan Emerging Markets' return on equity of 19.61% beat Dunedin Income Growth Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Dunedin Income Growth Investment Trust83.32% 6.95% 3.15%
JPMorgan Emerging Markets 95.26%19.61%1.55%

6.6% of Dunedin Income Growth Investment Trust shares are owned by institutional investors. Comparatively, 14.8% of JPMorgan Emerging Markets shares are owned by institutional investors. 0.2% of Dunedin Income Growth Investment Trust shares are owned by insiders. Comparatively, 0.0% of JPMorgan Emerging Markets shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, JPMorgan Emerging Markets had 1 more articles in the media than Dunedin Income Growth Investment Trust. MarketBeat recorded 1 mentions for JPMorgan Emerging Markets and 0 mentions for Dunedin Income Growth Investment Trust. Dunedin Income Growth Investment Trust's average media sentiment score of 1.97 beat JPMorgan Emerging Markets' score of 0.00 indicating that Dunedin Income Growth Investment Trust is being referred to more favorably in the media.

Company Overall Sentiment
Dunedin Income Growth Investment Trust Very Positive
JPMorgan Emerging Markets Neutral

Summary

JPMorgan Emerging Markets beats Dunedin Income Growth Investment Trust on 9 of the 15 factors compared between the two stocks.

How does Dunedin Income Growth Investment Trust compare to Ashmore Group?

Ashmore Group (LON:ASHM) and Dunedin Income Growth Investment Trust (LON:DIG) are both small-cap financial services companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, risk, institutional ownership, dividends, profitability, valuation, media sentiment and analyst recommendations.

Dunedin Income Growth Investment Trust has a net margin of 83.32% compared to Ashmore Group's net margin of 78.55%. Ashmore Group's return on equity of 14.60% beat Dunedin Income Growth Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Ashmore Group78.55% 14.60% 4.52%
Dunedin Income Growth Investment Trust 83.32%6.95%3.15%

Ashmore Group has higher revenue and earnings than Dunedin Income Growth Investment Trust. Ashmore Group is trading at a lower price-to-earnings ratio than Dunedin Income Growth Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ashmore Group£135.90M9.40£94.67M£16.5411.87
Dunedin Income Growth Investment Trust£29.19M12.00£36.34M£22.0013.51

39.9% of Ashmore Group shares are owned by institutional investors. Comparatively, 6.6% of Dunedin Income Growth Investment Trust shares are owned by institutional investors. 37.5% of Ashmore Group shares are owned by insiders. Comparatively, 0.2% of Dunedin Income Growth Investment Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Dunedin Income Growth Investment Trust's average media sentiment score of 1.97 beat Ashmore Group's score of 0.00 indicating that Dunedin Income Growth Investment Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Ashmore Group Neutral
Dunedin Income Growth Investment Trust Very Positive

Ashmore Group has a beta of 0.961, indicating that its stock price is 4% less volatile than the broader market. Comparatively, Dunedin Income Growth Investment Trust has a beta of 1.0274643, indicating that its stock price is 3% more volatile than the broader market.

Ashmore Group pays an annual dividend of GBX 16.90 per share and has a dividend yield of 8.6%. Dunedin Income Growth Investment Trust pays an annual dividend of GBX 16.30 per share and has a dividend yield of 5.5%. Ashmore Group pays out 102.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Dunedin Income Growth Investment Trust pays out 74.1% of its earnings in the form of a dividend.

Ashmore Group presently has a consensus target price of GBX 150, suggesting a potential downside of 23.63%. Given Ashmore Group's stronger consensus rating and higher possible upside, equities research analysts plainly believe Ashmore Group is more favorable than Dunedin Income Growth Investment Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ashmore Group
2 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.67
Dunedin Income Growth Investment Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Ashmore Group beats Dunedin Income Growth Investment Trust on 10 of the 17 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 DIG 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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DIG vs. The Competition

MetricDunedin Income Growth Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£350.38M£2.54B£6.06B£2.79B
Dividend Yield6.35%6.03%5.27%6.16%
P/E Ratio13.5125.9116.31366.40
Price / Sales12.002,097.561,445.8986,135.43
Price / Cash53.1460.1684.9827.85
Price / Book0.931.376.657.87
Net Income£36.34M£264.62M£1.13B£5.89B
7 Day Performance-1.59%-0.40%-0.20%-0.79%
1 Month Performance-3.19%-0.06%1.04%-0.60%
1 Year Performance-0.60%9.80%19.74%69.52%

Dunedin Income Growth Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DIG
Dunedin Income Growth Investment Trust
N/AGBX 297.20
-0.3%
N/A-0.3%£350.38M£29.19M13.51N/A
FSV
Fidelity Investment Trust - Fidelity Special Values
N/AGBX 435
+1.5%
N/A+16.3%£1.39B£354.63M3.9825,000
BHMG
BH Macro GBP
N/AGBX 425
+0.1%
N/A+7.7%£1.36B£277.60M9.30N/A
BNKR
The Bankers Investment Trust
N/AGBX 149
+2.5%
N/A+28.5%£1.35B£221.50M7.36N/A
JMG
JPMorgan Emerging Markets
N/AGBX 135.80
-0.9%
N/A+20.4%£1.33B£56.31M29.33N/A

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This page (LON:DIG) was last updated on 6/24/2026 by MarketBeat.com Staff.
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