Chelverton UK Dividend Trust (SDV) Competitors

GBX 143.21 +1.46 (+1.03%)

As of 10/2/2026 12:10 PM Eastern

SDV vs. IPE, MTU, CMPI, MMIT, and ATS

Should you buy Chelverton UK Dividend Trust stock or one of its competitors? Chelverton UK Dividend Trust's main competitors and comparable companies include Invesco Enhanced Income (IPE), Montanaro UK Smaller Companies (MTU), CT Global Managed Portfolio Income (CMPI), Mobius Investment Trust (MMIT), and Artemis Alpha Trust (ATS). 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 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 business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, media sentiment, profitability, earnings and valuation.

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Invesco Enhanced Income	-£4.54M	0.00	N/A	-£5.20	N/A
Chelverton UK Dividend Trust	£5.33M	6.03	£8.87M	£21.90	6.54

1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. 1.5% of Chelverton UK Dividend Trust shares are held 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 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 Income	N/A	N/A	N/A
Chelverton UK Dividend Trust	86.83%	15.15%	0.90%

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 7.5%. 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.

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 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 superior stock? We will contrast the two businesses based on the strength of their valuation, institutional ownership, risk, dividends, earnings, profitability, media sentiment and analyst recommendations.

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%

Montanaro UK Smaller Companies pays an annual dividend of GBX 6.60 per share and has a dividend yield of 5.9%. 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 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 a beta of 1.225, meaning that its share price is 23% more volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.716, meaning that its share price is 28% less volatile than the broader market.

In the previous week, Montanaro UK Smaller Companies' average media sentiment score of 0.00 equaled Chelverton UK Dividend Trust'saverage media sentiment score.

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

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Montanaro UK Smaller Companies	£620K	199.40	£26.33M	-£0.09	N/A
Chelverton UK Dividend Trust	£5.33M	6.03	£8.87M	£21.90	6.54

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

Summary

Chelverton UK Dividend Trust beats Montanaro UK Smaller Companies on 7 of the 13 factors compared between the two stocks.

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

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

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Chelverton UK Dividend Trust	£5.33M	6.03	£8.87M	£21.90	6.54
CT Global Managed Portfolio Income	£37.29M	3.35	£101.85M	£24.93	5.26

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

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

1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. Comparatively, 0.4% of CT Global Managed Portfolio Income shares are owned by institutional investors. 1.5% of Chelverton UK Dividend Trust shares are owned by company insiders. Comparatively, 0.2% of CT Global Managed Portfolio Income shares are owned by company 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.

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 an annual dividend of GBX 7.75 per share and has a dividend yield of 5.9%. Chelverton UK Dividend Trust pays out 49.1% of its earnings in the form of a dividend. CT Global Managed Portfolio Income pays out 31.1% 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 beta of 0.716, suggesting that its stock price is 28% less volatile than the broader market. Comparatively, CT Global Managed Portfolio Income has a beta of 0.732, suggesting that its stock price is 27% less volatile than the broader market.

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
Chelverton UK Dividend Trust	86.83%	15.15%	0.90%
CT Global Managed Portfolio Income	97.09%	20.29%	N/A

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 Mobius Investment Trust?

Mobius Investment Trust (LON:MMIT) and Chelverton UK Dividend Trust (LON:SDV) 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.

In the previous week, Mobius Investment Trust had 2 more articles in the media than Chelverton UK Dividend Trust. MarketBeat recorded 2 mentions for Mobius Investment Trust and 0 mentions for Chelverton UK Dividend Trust. Mobius Investment Trust's average media sentiment score of 1.42 beat Chelverton UK Dividend Trust's score of 0.00 indicating that Mobius Investment Trust is being referred to more favorably in the media.

Company	Overall Sentiment
Mobius Investment Trust	Positive
Chelverton UK Dividend Trust	Neutral

Mobius Investment Trust pays an annual dividend of GBX 1.70 per share and has a dividend yield of 0.9%. Chelverton UK Dividend Trust pays an annual dividend of GBX 10.75 per share and has a dividend yield of 7.5%. Mobius Investment Trust pays out 2.9% 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.

6.4% of Mobius Investment Trust shares are held by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are held by institutional investors. 0.2% of Mobius Investment Trust 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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Mobius Investment Trust has higher revenue and earnings than Chelverton UK Dividend Trust. Mobius Investment 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Mobius Investment Trust	£51.83M	2.36	£17.37M	£58.08	3.20
Chelverton UK Dividend Trust	£5.33M	6.03	£8.87M	£21.90	6.54

Mobius Investment Trust has a beta of 0.67, meaning that its stock price is 33% 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.

Mobius Investment Trust has a net margin of 92.23% compared to Chelverton UK Dividend Trust's net margin of 86.83%. Mobius Investment Trust's return on equity of 31.87% beat Chelverton UK Dividend Trust's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Mobius Investment Trust	92.23%	31.87%	5.89%
Chelverton UK Dividend Trust	86.83%	15.15%	0.90%

Summary

Mobius Investment Trust beats Chelverton UK Dividend Trust on 10 of the 15 factors compared between the two stocks.

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

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

Artemis Alpha Trust pays an annual dividend of GBX 7 per share. 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 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 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.

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Artemis Alpha Trust	£20.39M	0.00	£17.68M	£0.54	N/A
Chelverton UK Dividend Trust	£5.33M	6.03	£8.87M	£21.90	6.54

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

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

Artemis Alpha Trust has a beta of 1.32, suggesting that its stock price is 32% more volatile than the broader market. Comparatively, Chelverton UK Dividend Trust has a beta of 0.716, suggesting that its stock price is 28% less volatile than the broader market.

22.2% of Artemis Alpha Trust shares are owned by institutional investors. Comparatively, 1.9% of Chelverton UK Dividend Trust shares are owned by institutional investors. 28.0% of Artemis Alpha Trust 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 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 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
Artemis Alpha Trust	86.71%	13.86%	8.95%
Chelverton UK Dividend Trust	86.83%	15.15%	0.90%

Summary

Artemis Alpha Trust beats Chelverton UK Dividend Trust 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.

SDV vs. The Competition

Export

Metric	Chelverton UK Dividend Trust	Capital Markets Industry	Finance Sector	LON Exchange
Market Cap	£31.77M	£5.16B	£13.12B	£2.46B
Dividend Yield	7.07%	7.57%	6.04%	6.25%
P/E Ratio	6.54	29.45	24.42	366.74
Price / Sales	6.03	1,200.87	500.08	89,426.67
Price / Cash	67.12	47.67	45.51	27.89
Price / Book	0.90	3.48	2.70	6.83
Net Income	£8.87M	£416.56M	£1.32B	£5.89B
7 Day Performance	-0.31%	-0.74%	-1.04%	-0.72%
1 Month Performance	-1.57%	-2.71%	-3.20%	-1.01%
1 Year Performance	-0.60%	9.00%	10.47%	22.82%

Chelverton UK Dividend Trust Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
SDV Chelverton UK Dividend Trust	N/A	GBX 143.21 +1.0%	N/A	-0.6%	£31.77M	£5.33M	6.54	N/A
IPE Invesco Enhanced Income	N/A	N/A	N/A	N/A	£128.76M	-£4.54M	N/A	N/A	Gap Up
MTU Montanaro UK Smaller Companies	N/A	GBX 111 flat	N/A	+12.4%	£123.08M	£620K	N/A	N/A
CMPI CT Global Managed Portfolio Income	N/A	GBX 129 -0.8%	N/A	+11.1%	£122.96M	£37.29M	5.17	N/A
MMIT Mobius Investment Trust	N/A	GBX 186 +1.1%	N/A	+30.1%	£122.19M	£51.83M	3.20	N/A

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This page (LON:SDV) was last updated on 10/4/2026 by MarketBeat.com Staff.

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Chelverton UK Dividend Trust (SDV) Competitors

SDV vs. IPE, MTU, CMPI, MMIT, and ATS

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

Summary

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

Summary

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

Summary

How does Chelverton UK Dividend Trust compare to Mobius Investment Trust?

Summary

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

Summary

Media Sentiment Over Time

SDV vs. The Competition

Chelverton UK Dividend Trust Competitors List

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Chelverton UK Dividend Trust (SDV) Competitors

SDV vs. IPE, MTU, CMPI, MMIT, and ATS

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

Does the media favor IPE or SDV?

Which has preferable valuation and earnings, IPE or SDV?

Do insiders and institutionals hold more shares of IPE or SDV?

Is IPE or SDV more profitable?

Is IPE or SDV a better dividend stock?

Summary

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

Is MTU or SDV more profitable?

Is MTU or SDV a better dividend stock?

Which has more volatility and risk, MTU or SDV?

Does the media prefer MTU or SDV?

Which has preferable valuation and earnings, MTU or SDV?

Do institutionals and insiders believe in MTU or SDV?

Summary

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

Which has higher valuation and earnings, SDV or CMPI?

Does the media prefer SDV or CMPI?

Do insiders & institutionals believe in SDV or CMPI?

Is SDV or CMPI a better dividend stock?

Which has more risk and volatility, SDV or CMPI?

Is SDV or CMPI more profitable?

Summary

How does Chelverton UK Dividend Trust compare to Mobius Investment Trust?

Does the media refer more to MMIT or SDV?

Is MMIT or SDV a better dividend stock?

Do insiders & institutionals believe in MMIT or SDV?

Which has higher valuation & earnings, MMIT or SDV?

Which has more volatility & risk, MMIT or SDV?

Is MMIT or SDV more profitable?

Summary

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

Is ATS or SDV a better dividend stock?

Which has better valuation and earnings, ATS or SDV?

Does the media refer more to ATS or SDV?

Which has more risk and volatility, ATS or SDV?

Do insiders & institutionals believe in ATS or SDV?

Is ATS or SDV more profitable?

Summary

Media Sentiment Over Time

SDV vs. The Competition

Chelverton UK Dividend Trust Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools