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Liberty All-Star Growth Fund (ASG) Competitors

Liberty All-Star Growth Fund logo
$5.24 -0.02 (-0.38%)
As of 08/28/2026 03:57 PM Eastern

ASG vs. WLTH, ORC, MUC, MYI, and MSDL

Should you buy Liberty All-Star Growth Fund stock or one of its competitors? Liberty All-Star Growth Fund's main competitors and comparable companies include Wealthfront (WLTH), Orchid Island Capital (ORC), BlackRock MuniHoldings California Quality Fund (MUC), BlackRock MuniYield Quality Fund III (MYI), and Morgan Stanley Direct Lending Fund (MSDL). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Liberty All-Star Growth Fund compare to Wealthfront?

Wealthfront (NASDAQ:WLTH) and Liberty All-Star Growth Fund (NYSE:ASG) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, media sentiment, profitability, dividends, analyst recommendations, institutional ownership, earnings and risk.

In the previous week, Wealthfront had 4 more articles in the media than Liberty All-Star Growth Fund. MarketBeat recorded 6 mentions for Wealthfront and 2 mentions for Liberty All-Star Growth Fund. Wealthfront's average media sentiment score of 1.51 beat Liberty All-Star Growth Fund's score of 1.48 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Liberty All-Star Growth Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

21.6% of Liberty All-Star Growth Fund shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by company insiders. Comparatively, 0.4% of Liberty All-Star Growth Fund 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.

Liberty All-Star Growth Fund has lower revenue, but higher earnings than Wealthfront.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.79-$42.07M-$1.03N/A
Liberty All-Star Growth FundN/AN/AN/AN/AN/A

Wealthfront currently has a consensus price target of $12.42, suggesting a potential upside of 34.23%. Given Wealthfront's stronger consensus rating and higher probable upside, research analysts clearly believe Wealthfront is more favorable than Liberty All-Star Growth Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Liberty All-Star Growth Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Liberty All-Star Growth Fund N/A N/A N/A

Summary

Wealthfront beats Liberty All-Star Growth Fund on 7 of the 8 factors compared between the two stocks.

How does Liberty All-Star Growth Fund compare to Orchid Island Capital?

Liberty All-Star Growth Fund (NYSE:ASG) and Orchid Island Capital (NYSE:ORC) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, profitability, media sentiment, earnings, risk, dividends, valuation and analyst recommendations.

Liberty All-Star Growth Fund pays an annual dividend of $0.47 per share and has a dividend yield of 9.0%. Orchid Island Capital pays an annual dividend of $1.20 per share and has a dividend yield of 17.9%. Orchid Island Capital pays out 81.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Orchid Island Capital has raised its dividend for 1 consecutive years. Orchid Island Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

21.6% of Liberty All-Star Growth Fund shares are owned by institutional investors. Comparatively, 32.7% of Orchid Island Capital shares are owned by institutional investors. 0.4% of Liberty All-Star Growth Fund shares are owned by insiders. Comparatively, 0.3% of Orchid Island Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Liberty All-Star Growth Fund has a beta of 1.19, indicating that its share price is 19% more volatile than the broader market. Comparatively, Orchid Island Capital has a beta of 1.55, indicating that its share price is 55% more volatile than the broader market.

In the previous week, Liberty All-Star Growth Fund had 1 more articles in the media than Orchid Island Capital. MarketBeat recorded 2 mentions for Liberty All-Star Growth Fund and 1 mentions for Orchid Island Capital. Liberty All-Star Growth Fund's average media sentiment score of 1.48 beat Orchid Island Capital's score of 0.00 indicating that Liberty All-Star Growth Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Liberty All-Star Growth Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Orchid Island Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Orchid Island Capital's return on equity of 11.87% beat Liberty All-Star Growth Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Liberty All-Star Growth FundN/A N/A N/A
Orchid Island Capital N/A 11.87%1.35%

Orchid Island Capital has higher revenue and earnings than Liberty All-Star Growth Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Growth FundN/AN/AN/AN/AN/A
Orchid Island Capital$270.14M4.94$159.03M$1.484.52

Orchid Island Capital has a consensus price target of $7.50, indicating a potential upside of 12.11%. Given Orchid Island Capital's stronger consensus rating and higher possible upside, analysts plainly believe Orchid Island Capital is more favorable than Liberty All-Star Growth Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Liberty All-Star Growth Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Orchid Island Capital
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

Summary

Orchid Island Capital beats Liberty All-Star Growth Fund on 9 of the 13 factors compared between the two stocks.

How does Liberty All-Star Growth Fund compare to BlackRock MuniHoldings California Quality Fund?

BlackRock MuniHoldings California Quality Fund (NYSE:MUC) and Liberty All-Star Growth Fund (NYSE:ASG) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, dividends, analyst recommendations, media sentiment, profitability, risk, institutional ownership and valuation.

In the previous week, BlackRock MuniHoldings California Quality Fund and BlackRock MuniHoldings California Quality Fund both had 2 articles in the media. Liberty All-Star Growth Fund's average media sentiment score of 1.48 beat BlackRock MuniHoldings California Quality Fund's score of -0.50 indicating that Liberty All-Star Growth Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock MuniHoldings California Quality Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
Liberty All-Star Growth Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

31.0% of BlackRock MuniHoldings California Quality Fund shares are held by institutional investors. Comparatively, 21.6% of Liberty All-Star Growth Fund shares are held by institutional investors. 0.4% of Liberty All-Star Growth Fund 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.

Company Net Margins Return on Equity Return on Assets
BlackRock MuniHoldings California Quality FundN/A N/A N/A
Liberty All-Star Growth Fund N/A N/A N/A

BlackRock MuniHoldings California Quality Fund has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market. Comparatively, Liberty All-Star Growth Fund has a beta of 1.19, suggesting that its share price is 19% more volatile than the broader market.

BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.37 per share and has a dividend yield of 3.5%. Liberty All-Star Growth Fund pays an annual dividend of $0.47 per share and has a dividend yield of 9.0%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniHoldings California Quality FundN/AN/AN/AN/AN/A
Liberty All-Star Growth FundN/AN/AN/AN/AN/A

Summary

Liberty All-Star Growth Fund beats BlackRock MuniHoldings California Quality Fund on 4 of the 5 factors compared between the two stocks.

How does Liberty All-Star Growth Fund compare to BlackRock MuniYield Quality Fund III?

BlackRock MuniYield Quality Fund III (NYSE:MYI) and Liberty All-Star Growth Fund (NYSE:ASG) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, analyst recommendations, risk, media sentiment, dividends, earnings, institutional ownership and profitability.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniYield Quality Fund IIIN/AN/AN/AN/AN/A
Liberty All-Star Growth FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
BlackRock MuniYield Quality Fund IIIN/A N/A N/A
Liberty All-Star Growth Fund N/A N/A N/A

BlackRock MuniYield Quality Fund III has a beta of 0.63, suggesting that its share price is 37% less volatile than the broader market. Comparatively, Liberty All-Star Growth Fund has a beta of 1.19, suggesting that its share price is 19% more volatile than the broader market.

In the previous week, BlackRock MuniYield Quality Fund III and BlackRock MuniYield Quality Fund III both had 2 articles in the media. BlackRock MuniYield Quality Fund III's average media sentiment score of 1.75 beat Liberty All-Star Growth Fund's score of 1.48 indicating that BlackRock MuniYield Quality Fund III is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock MuniYield Quality Fund III
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Liberty All-Star Growth Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

34.0% of BlackRock MuniYield Quality Fund III shares are held by institutional investors. Comparatively, 21.6% of Liberty All-Star Growth Fund shares are held by institutional investors. 1.0% of BlackRock MuniYield Quality Fund III shares are held by company insiders. Comparatively, 0.4% of Liberty All-Star Growth Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

BlackRock MuniYield Quality Fund III pays an annual dividend of $0.39 per share and has a dividend yield of 3.6%. Liberty All-Star Growth Fund pays an annual dividend of $0.47 per share and has a dividend yield of 9.0%.

Summary

BlackRock MuniYield Quality Fund III beats Liberty All-Star Growth Fund on 3 of the 5 factors compared between the two stocks.

How does Liberty All-Star Growth Fund compare to Morgan Stanley Direct Lending Fund?

Morgan Stanley Direct Lending Fund (NYSE:MSDL) and Liberty All-Star Growth Fund (NYSE:ASG) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, profitability, institutional ownership, analyst recommendations, valuation, dividends, media sentiment and risk.

21.6% of Liberty All-Star Growth Fund shares are held by institutional investors. 0.3% of Morgan Stanley Direct Lending Fund shares are held by company insiders. Comparatively, 0.4% of Liberty All-Star Growth Fund shares are held 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.

Morgan Stanley Direct Lending Fund has a beta of 0.53, meaning that its share price is 47% less volatile than the broader market. Comparatively, Liberty All-Star Growth Fund has a beta of 1.19, meaning that its share price is 19% more volatile than the broader market.

Morgan Stanley Direct Lending Fund currently has a consensus target price of $15.63, indicating a potential upside of 2.66%. Given Morgan Stanley Direct Lending Fund's stronger consensus rating and higher probable upside, analysts clearly believe Morgan Stanley Direct Lending Fund is more favorable than Liberty All-Star Growth Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morgan Stanley Direct Lending Fund
0 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.14
Liberty All-Star Growth Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Morgan Stanley Direct Lending Fund has a net margin of 15.97% compared to Liberty All-Star Growth Fund's net margin of 0.00%. Morgan Stanley Direct Lending Fund's return on equity of 9.61% beat Liberty All-Star Growth Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Morgan Stanley Direct Lending Fund15.97% 9.61% 4.28%
Liberty All-Star Growth Fund N/A N/A N/A

Morgan Stanley Direct Lending Fund pays an annual dividend of $1.80 per share and has a dividend yield of 11.8%. Liberty All-Star Growth Fund pays an annual dividend of $0.47 per share and has a dividend yield of 9.0%. Morgan Stanley Direct Lending Fund pays out 260.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Morgan Stanley Direct Lending Fund has higher revenue and earnings than Liberty All-Star Growth Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morgan Stanley Direct Lending Fund$397.29M3.22$122.09M$0.6922.06
Liberty All-Star Growth FundN/AN/AN/AN/AN/A

In the previous week, Liberty All-Star Growth Fund had 2 more articles in the media than Morgan Stanley Direct Lending Fund. MarketBeat recorded 2 mentions for Liberty All-Star Growth Fund and 0 mentions for Morgan Stanley Direct Lending Fund. Liberty All-Star Growth Fund's average media sentiment score of 1.48 beat Morgan Stanley Direct Lending Fund's score of 0.00 indicating that Liberty All-Star Growth Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Morgan Stanley Direct Lending Fund Neutral
Liberty All-Star Growth Fund Positive

Summary

Morgan Stanley Direct Lending Fund beats Liberty All-Star Growth Fund on 8 of the 14 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 ASG 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 NYSE 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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ASG vs. The Competition

MetricLiberty All-Star Growth FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$335.15M$5.71B$14.00B$24.20B
Dividend Yield8.94%7.39%5.89%3.71%
P/E RatioN/A32.7026.7430.01
Price / SalesN/A1,223.17515.7419.53
Price / CashN/A48.4439.0733.10
Price / BookN/A2.142.197.67
Net IncomeN/A$417.46M$1.31B$1.07B
7 Day Performance-0.38%0.47%0.90%-0.32%
1 Month Performance4.07%2.73%2.77%2.36%
1 Year Performance-5.67%7.80%11.55%13.30%

Liberty All-Star Growth Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ASG
Liberty All-Star Growth Fund
N/A$5.24
-0.4%
N/A-6.5%$335.15MN/AN/AN/A
WLTH
Wealthfront
4.1775 of 5 stars
$9.12
+1.8%
$12.42
+36.1%
N/A$1.36B$364.99MN/A359
ORC
Orchid Island Capital
1.984 of 5 stars
$6.80
+1.9%
$7.50
+10.4%
-5.4%$1.36B$414M4.592,018
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.70
+0.1%
N/A+3.7%$1.34BN/AN/A147,000
MYI
BlackRock MuniYield Quality Fund III
N/A$10.78
+0.3%
N/A+2.0%$1.32B$25.82MN/A147,000

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This page (NYSE:ASG) was last updated on 8/29/2026 by MarketBeat.com Staff.
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