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Chelverton UK Dividend Trust (SDV) Competitors

GBX 142.60 +0.86 (+0.60%)
As of 08/21/2026 12:05 PM Eastern
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SDV vs. MTU, SEC, CMPI, ATS, and MHN

Should you buy Chelverton UK Dividend Trust stock or one of its competitors? Chelverton UK Dividend Trust's main competitors and comparable companies include Montanaro UK Smaller Companies (MTU), Strategic Equity Capital (SEC), CT Global Managed Portfolio Income (CMPI), Artemis Alpha Trust (ATS), and Menhaden Resource Efficiency (MHN). 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 Montanaro UK Smaller Companies?

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

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. Chelverton UK Dividend Trust's average media sentiment score of 0.00 equaled Montanaro UK Smaller Companies'average media sentiment score.

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

Montanaro UK Smaller Companies has lower revenue, but higher earnings 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
Chelverton UK Dividend Trust£5.33M6.01£8.87M£21.906.51
Montanaro UK Smaller Companies£620K198.03£26.33M-£0.09N/A

Chelverton UK Dividend Trust has a beta of 0.721, meaning that its share price is 28% less volatile than the broader market. Comparatively, Montanaro UK Smaller Companies has a beta of 1.235, meaning that its share price is 24% more volatile than the broader market.

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

Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.5%. 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 out 49.1% of its earnings in the form of a dividend. Montanaro UK Smaller Companies pays out -7,333.3% 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 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
Chelverton UK Dividend Trust86.83% 15.15% 0.90%
Montanaro UK Smaller Companies -9.15%-0.08%5.77%

Summary

Chelverton UK Dividend Trust and Montanaro UK Smaller Companies tied by winning 7 of the 14 factors compared between the two stocks.

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

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

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
Chelverton UK Dividend Trust£5.33M6.01£8.87M£21.906.51
Strategic Equity Capital£19.38M6.29£25.65M£38.249.41

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. Chelverton UK Dividend Trust's average media sentiment score of 0.00 equaled Strategic Equity Capital'saverage media sentiment score.

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

Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.5%. 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 out 49.1% of its earnings in the form of a dividend. Strategic Equity Capital pays out 11.1% 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.

1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. Comparatively, 7.0% of Strategic Equity Capital shares are held by institutional investors. 1.5% of Chelverton UK Dividend Trust shares are held by company insiders. Comparatively, 13.8% of Strategic Equity Capital shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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
Chelverton UK Dividend Trust86.83% 15.15% 0.90%
Strategic Equity Capital 33.47%10.95%10.64%

Chelverton UK Dividend Trust has a beta of 0.721, indicating that its share price is 28% less volatile than the broader market. Comparatively, Strategic Equity Capital has a beta of 0.73, indicating that its share price is 27% less volatile than the broader market.

Summary

Strategic Equity Capital beats Chelverton UK Dividend Trust on 11 of the 14 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 superior investment? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, institutional ownership, media sentiment, earnings, dividends, profitability and risk.

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 insiders. Comparatively, 1.5% of Chelverton UK Dividend 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.

CT Global Managed Portfolio Income has higher revenue and earnings than Chelverton UK Dividend Trust. Chelverton UK Dividend Trust is trading at a lower price-to-earnings ratio than CT Global Managed Portfolio Income, 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£21.03M5.83£101.85M£17.157.48
Chelverton UK Dividend Trust£5.33M6.01£8.87M£21.906.51

CT Global Managed Portfolio Income pays an annual dividend of GBX 7.65 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 7.5%. CT Global Managed Portfolio Income pays out 44.6% 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.

CT Global Managed Portfolio Income has a net margin of 104.12% compared to Chelverton UK Dividend Trust's net margin of 86.83%. Chelverton UK Dividend Trust's return on equity of 15.15% beat CT Global Managed Portfolio Income's return on equity.

Company Net Margins Return on Equity Return on Assets
CT Global Managed Portfolio Income104.12% 12.68% N/A
Chelverton UK Dividend Trust 86.83%15.15%0.90%

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

CT Global Managed Portfolio Income has a beta of 0.737, indicating that its stock price is 26% less volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.721, indicating that its stock price is 28% less volatile than the broader market.

Summary

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

How does Chelverton UK Dividend Trust compare to Artemis Alpha Trust?

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

Artemis Alpha Trust has higher revenue and earnings than Chelverton UK Dividend Trust. Artemis Alpha Trust 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
Chelverton UK Dividend Trust£5.33M6.01£8.87M£21.906.51
Artemis Alpha Trust£20.39M0.00£17.68M£0.54N/A

Chelverton UK Dividend Trust has a beta of 0.721, indicating that its stock price is 28% less volatile than the broader market. Comparatively, Artemis Alpha Trust has a beta of 1.32, indicating that its stock price is 32% more volatile than the broader market.

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

Company Overall Sentiment
Chelverton UK Dividend Trust Neutral
Artemis Alpha Trust Neutral

1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. Comparatively, 22.2% of Artemis Alpha Trust shares are owned by institutional investors. 1.5% of Chelverton UK Dividend Trust shares are owned by insiders. Comparatively, 28.0% of Artemis Alpha Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Chelverton UK Dividend Trust has a net margin of 86.83% compared to Artemis Alpha Trust's net margin of 86.71%. Chelverton UK Dividend Trust's return on equity of 15.15% beat Artemis Alpha Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Chelverton UK Dividend Trust86.83% 15.15% 0.90%
Artemis Alpha Trust 86.71%13.86%8.95%

Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.5%. Artemis Alpha Trust pays an annual dividend of GBX 7 per share. Chelverton UK Dividend Trust pays out 49.1% of its earnings in the form of a dividend. Artemis Alpha Trust pays out 1,296.3% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Artemis Alpha Trust beats Chelverton UK Dividend Trust on 7 of the 12 factors compared between the two stocks.

How does Chelverton UK Dividend Trust compare to Menhaden Resource Efficiency?

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

31.3% of Menhaden Resource Efficiency shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 37.0% of Menhaden Resource Efficiency 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 stock will outperform the market over the long term.

Menhaden Resource Efficiency pays an annual dividend of GBX 0 per share and has a dividend yield of 0.0%. Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.5%. Menhaden Resource Efficiency pays out 0.0% 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.

Menhaden Resource Efficiency has a net margin of 97.04% compared to Chelverton UK Dividend Trust's net margin of 86.83%. Menhaden Resource Efficiency's return on equity of 20.90% beat Chelverton UK Dividend Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Menhaden Resource Efficiency97.04% 20.90% N/A
Chelverton UK Dividend Trust 86.83%15.15%0.90%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Menhaden Resource Efficiency£2.24M53.81£16.15M£20.497.47
Chelverton UK Dividend Trust£5.33M6.01£8.87M£21.906.51

In the previous week, Menhaden Resource Efficiency's average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

Company Overall Sentiment
Menhaden Resource Efficiency Neutral
Chelverton UK Dividend Trust Neutral

Summary

Menhaden Resource Efficiency beats Chelverton UK Dividend Trust on 8 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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SDV vs. The Competition

Export
MetricChelverton UK Dividend TrustCapital Markets IndustryFinance SectorLON Exchange
Market Cap£32.02M£5.58B£13.52B£2.55B
Dividend Yield7.04%7.38%5.89%6.15%
P/E Ratio6.5139.1029.60367.57
Price / Sales6.011,218.90511.9283,481.81
Price / Cash67.1248.2238.3127.89
Price / Book0.892.132.187.19
Net Income£8.87M£416.48M£1.31B£5.89B
7 Day Performance-0.09%-0.25%-0.34%0.30%
1 Month Performance1.93%1.41%1.75%2.84%
1 Year Performance1.86%7.24%10.31%22.29%

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 142.61
+0.6%		N/A+1.9%£32.02M£5.33M6.51N/A
MTU
Montanaro UK Smaller Companies
N/AGBX 112
-0.2%		N/A+11.6%£124.45M£620KN/AN/A
SEC
Strategic Equity Capital
N/AGBX 365.02
-0.1%		N/A-3.2%£123.69M£19.38M9.55N/A
CMPI
CT Global Managed Portfolio Income
N/AGBX 129
-1.9%		N/A+8.9%£123.31M£21.03M7.52N/A
ATS
Artemis Alpha Trust
N/AN/AN/AN/A£120.70M£20.39M683.33N/A

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This page (LON:SDV) was last updated on 8/22/2026 by MarketBeat.com Staff.
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