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Chelverton UK Dividend Trust (SDV) Competitors

GBX 142.06 +0.81 (+0.57%)
As of 09/11/2026 10:01 AM Eastern
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SDV vs. AADV, IPE, CMPI, SEC, and MTU

Should you buy Chelverton UK Dividend Trust stock or one of its competitors? Chelverton UK Dividend Trust's main competitors and comparable companies include Albion Development VCT (AADV), Invesco Enhanced Income (IPE), CT Global Managed Portfolio Income (CMPI), Strategic Equity Capital (SEC), and Montanaro UK Smaller Companies (MTU). 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 Chelverton UK Dividend Trust compare to Albion Development VCT?

Albion Development VCT (LON:AADV) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, earnings, institutional ownership, risk, media sentiment, valuation, profitability and analyst recommendations.

Albion Development VCT has a beta of 0.04, meaning that its stock price is 96% less volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.716, meaning that its stock price is 28% less volatile than the broader market.

In the previous week, Albion Development VCT's average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

Company Overall Sentiment
Albion Development VCT Neutral
Chelverton UK Dividend Trust Neutral

1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. 0.6% of Albion Development VCT shares are held by insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Albion Development VCT pays an annual dividend of GBX 5 per share. Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.6%. Albion Development VCT pays out 5,555.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Chelverton UK Dividend Trust pays out 49.1% of its earnings in the form of a dividend. Chelverton UK Dividend Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Chelverton UK Dividend Trust has lower revenue, but higher earnings than Albion Development VCT. Albion Development VCT is trading at a lower price-to-earnings ratio than Chelverton UK Dividend Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Albion Development VCT£8.80M0.00£5.75M£0.09N/A
Chelverton UK Dividend Trust£5.33M5.99£8.87M£21.906.49

Albion Development VCT has a net margin of 193.12% compared to Chelverton UK Dividend Trust's net margin of 86.83%. Chelverton UK Dividend Trust's return on equity of 15.15% beat Albion Development VCT's return on equity.

Company Net Margins Return on Equity Return on Assets
Albion Development VCT193.12% 4.92% 3.05%
Chelverton UK Dividend Trust 86.83%15.15%0.90%

Summary

Chelverton UK Dividend Trust beats Albion Development VCT on 8 of the 12 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to Invesco Enhanced Income?

Invesco Enhanced Income (LON:IPE) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, profitability, earnings, valuation, dividends, institutional ownership and risk.

In the previous week, Invesco Enhanced Income's average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

Company Overall Sentiment
Invesco Enhanced Income Neutral
Chelverton UK Dividend Trust Neutral

Chelverton UK Dividend Trust has higher revenue and earnings than Invesco Enhanced Income. Invesco Enhanced Income is trading at a lower price-to-earnings ratio than Chelverton UK Dividend Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco Enhanced Income-£4.54M0.00N/A-£5.20N/A
Chelverton UK Dividend Trust£5.33M5.99£8.87M£21.906.49

1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 1.5% of Chelverton UK Dividend Trust shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Invesco Enhanced Income pays an annual dividend of GBX 0.05 per share. Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.6%. Invesco Enhanced Income pays out -1.0% of its earnings in the form of a dividend. Chelverton UK Dividend Trust pays out 49.1% 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.

Chelverton UK Dividend Trust has a net margin of 86.83% compared to Invesco Enhanced Income's net margin of 0.00%. Chelverton UK Dividend Trust's return on equity of 15.15% beat Invesco Enhanced Income's return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco Enhanced IncomeN/A N/A N/A
Chelverton UK Dividend Trust 86.83%15.15%0.90%

Summary

Chelverton UK Dividend Trust beats Invesco Enhanced Income on 9 of the 10 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to CT Global Managed Portfolio Income?

CT Global Managed Portfolio Income (LON:CMPI) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, institutional ownership, valuation, media sentiment, dividends, analyst recommendations, profitability and earnings.

In the previous week, CT Global Managed Portfolio Income's average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

Company Overall Sentiment
CT Global Managed Portfolio Income Neutral
Chelverton UK Dividend Trust Neutral

0.4% of CT Global Managed Portfolio Income shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 0.2% of CT Global Managed Portfolio Income shares are owned by company insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

CT Global Managed Portfolio Income has a net margin of 97.09% compared to Chelverton UK Dividend Trust's net margin of 86.83%. CT Global Managed Portfolio Income's return on equity of 20.29% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
CT Global Managed Portfolio Income97.09% 20.29% N/A
Chelverton UK Dividend Trust 86.83%15.15%0.90%

CT Global Managed Portfolio Income has higher revenue and earnings than Chelverton UK Dividend Trust. CT Global Managed Portfolio Income is trading at a lower price-to-earnings ratio than Chelverton UK Dividend Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CT Global Managed Portfolio Income£37.29M3.39£101.85M£24.935.32
Chelverton UK Dividend Trust£5.33M5.99£8.87M£21.906.49

CT Global Managed Portfolio Income has a beta of 0.732, indicating that its share price is 27% less volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.716, indicating that its share price is 28% less volatile than the broader market.

CT Global Managed Portfolio Income pays an annual dividend of GBX 7.75 per share and has a dividend yield of 5.8%. Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.6%. CT Global Managed Portfolio Income pays out 31.1% of its earnings in the form of a dividend. Chelverton UK Dividend Trust pays out 49.1% 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.

Summary

CT Global Managed Portfolio Income beats Chelverton UK Dividend Trust on 7 of the 13 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to Strategic Equity Capital?

Strategic Equity Capital (LON:SEC) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, media sentiment, valuation, profitability, earnings, risk, institutional ownership and analyst recommendations.

Strategic Equity Capital has higher revenue and earnings than Chelverton UK Dividend Trust. Chelverton UK Dividend Trust is trading at a lower price-to-earnings ratio than Strategic Equity Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Strategic Equity Capital£19.38M6.36£25.65M£38.249.62
Chelverton UK Dividend Trust£5.33M5.99£8.87M£21.906.49

Strategic Equity Capital has a beta of 0.726, suggesting that its share price is 27% less volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.716, suggesting that its share price is 28% less volatile than the broader market.

Strategic Equity Capital pays an annual dividend of GBX 4.25 per share and has a dividend yield of 1.2%. Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.6%. Strategic Equity Capital pays out 11.1% of its earnings in the form of a dividend. Chelverton UK Dividend Trust pays out 49.1% 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, Strategic Equity Capital had 1 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 1 mentions for Strategic Equity Capital and 0 mentions for Chelverton UK Dividend Trust. Strategic Equity Capital's average media sentiment score of 0.75 beat Chelverton UK Dividend Trust's score of 0.00 indicating that Strategic Equity Capital is being referred to more favorably in the media.

Company Overall Sentiment
Strategic Equity Capital Positive
Chelverton UK Dividend Trust Neutral

7.0% of Strategic Equity Capital shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 10.0% of Strategic Equity Capital shares are owned by insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Chelverton UK Dividend Trust has a net margin of 86.83% compared to Strategic Equity Capital's net margin of 33.47%. Chelverton UK Dividend Trust's return on equity of 15.15% beat Strategic Equity Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Strategic Equity Capital33.47% 10.95% 10.64%
Chelverton UK Dividend Trust 86.83%15.15%0.90%

Summary

Strategic Equity Capital beats Chelverton UK Dividend Trust on 12 of the 15 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to Montanaro UK Smaller Companies?

Montanaro UK Smaller Companies (LON:MTU) and Chelverton UK Dividend Trust (LON:SDV) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, institutional ownership, media sentiment, risk, dividends, analyst recommendations, profitability and earnings.

Chelverton UK Dividend Trust has a net margin of 86.83% compared to Montanaro UK Smaller Companies' net margin of -9.15%. Chelverton UK Dividend Trust's return on equity of 15.15% beat Montanaro UK Smaller Companies' return on equity.

Company Net Margins Return on Equity Return on Assets
Montanaro UK Smaller Companies-9.15% -0.08% 5.77%
Chelverton UK Dividend Trust 86.83%15.15%0.90%

10.4% of Montanaro UK Smaller Companies shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 0.5% of Montanaro UK Smaller Companies shares are owned by company insiders. Comparatively, 1.5% of Chelverton UK Dividend Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Montanaro UK Smaller Companies pays an annual dividend of GBX 6.60 per share and has a dividend yield of 6.0%. Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.6%. Montanaro UK Smaller Companies pays out -7,333.3% of its earnings in the form of a dividend. Chelverton UK Dividend Trust pays out 49.1% 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.

Montanaro UK Smaller Companies has higher earnings, but lower revenue than Chelverton UK Dividend Trust. Montanaro UK Smaller Companies is trading at a lower price-to-earnings ratio than Chelverton UK Dividend Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Montanaro UK Smaller Companies£620K196.47£26.33M-£0.09N/A
Chelverton UK Dividend Trust£5.33M5.99£8.87M£21.906.49

Montanaro UK Smaller Companies has a beta of 1.225, suggesting that its share price is 23% more volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.716, suggesting that its share price is 28% less volatile than the broader market.

In the previous week, Montanaro UK Smaller Companies had 1 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 1 mentions for Montanaro UK Smaller Companies and 0 mentions for Chelverton UK Dividend Trust. Montanaro UK Smaller Companies' average media sentiment score of 0.75 beat Chelverton UK Dividend Trust's score of 0.00 indicating that Montanaro UK Smaller Companies is being referred to more favorably in the media.

Company Overall Sentiment
Montanaro UK Smaller Companies Positive
Chelverton UK Dividend Trust Neutral

Summary

Montanaro UK Smaller Companies beats Chelverton UK Dividend Trust on 8 of the 15 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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SDV vs. The Competition

Export
MetricChelverton UK Dividend TrustCapital Markets IndustryFinance SectorLON Exchange
Market Cap£31.77M£5.52B£13.80B£2.51B
Dividend Yield7.07%7.48%5.94%6.25%
P/E Ratio6.4930.5425.67366.83
Price / Sales5.991,182.27501.8089,753.13
Price / Cash67.1247.9240.4527.89
Price / Book0.893.532.756.33
Net Income£8.87M£418.04M£1.32B£5.89B
7 Day Performance-2.36%-1.39%-1.17%-0.69%
1 Month Performance-0.17%-1.78%-0.23%0.00%
1 Year Performance0.04%2.79%8.39%19.96%

Chelverton UK Dividend Trust Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SDV
Chelverton UK Dividend Trust
N/AGBX 142.06
+0.6%		N/A+0.0%£31.77M£5.33M6.49N/A
AADV
Albion Development VCT
N/AN/AN/AN/A£129.08M£8.80M9.71N/A
IPE
Invesco Enhanced Income
N/AN/AN/AN/A£128.76M-£4.54MN/AN/A
CMPI
CT Global Managed Portfolio Income
N/AGBX 131.48
+0.4%		N/A+12.0%£125.68M£21.03M7.67N/A
SEC
Strategic Equity Capital
N/AGBX 364
+0.8%		N/A-2.6%£123.34M£19.38M9.52N/A

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This page (LON:SDV) was last updated on 9/13/2026 by MarketBeat.com Staff.
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