Liberty All-Star Growth Fund (ASG) Competitors

$5.09
-0.05 (-0.97%)
(As of 04/25/2024 ET)

ASG vs. MIN, PMO, MHN, WHF, NCA, RFI, MIY, PMM, PPT, and RCS

Should you be buying Liberty All-Star Growth Fund stock or one of its competitors? The main competitors of Liberty All-Star Growth Fund include MFS Intermediate Income Trust (MIN), Putnam Municipal Opportunities Trust (PMO), BlackRock MuniHoldings New York Quality Fund (MHN), WhiteHorse Finance (WHF), Nuveen California Municipal Value Fund (NCA), Cohen & Steers Total Return Realty Fund (RFI), BlackRock MuniYield Michigan Quality Fund (MIY), Putnam Managed Municipal Income Trust (PMM), Putnam Premier Income Trust (PPT), and PIMCO Strategic Income Fund (RCS). These companies are all part of the "investment offices, not elsewhere classified" industry.

Liberty All-Star Growth Fund vs.

MFS Intermediate Income Trust (NYSE:MIN) 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 dividends, earnings, valuation, media sentiment, risk, analyst recommendations, profitability, institutional ownership and community ranking.

50.9% of MFS Intermediate Income Trust shares are owned by institutional investors. Comparatively, 21.6% of Liberty All-Star Growth Fund shares are owned by institutional investors. 0.0% of MFS Intermediate Income Trust shares are owned by insiders. Comparatively, 0.3% of Liberty All-Star Growth Fund 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.

In the previous week, MFS Intermediate Income Trust and MFS Intermediate Income Trust both had 1 articles in the media. Liberty All-Star Growth Fund's average media sentiment score of 1.95 beat MFS Intermediate Income Trust's score of 0.76 indicating that MFS Intermediate Income Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MFS Intermediate Income Trust
1 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
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MFS Intermediate Income Trust received 48 more outperform votes than Liberty All-Star Growth Fund when rated by MarketBeat users. Likewise, 64.76% of users gave MFS Intermediate Income Trust an outperform vote while only 57.23% of users gave Liberty All-Star Growth Fund an outperform vote.

CompanyUnderperformOutperform
MFS Intermediate Income TrustOutperform Votes
147
64.76%
Underperform Votes
80
35.24%
Liberty All-Star Growth FundOutperform Votes
99
57.23%
Underperform Votes
74
42.77%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MFS Intermediate Income Trust$10.22M28.95N/AN/AN/A
Liberty All-Star Growth FundN/AN/AN/AN/AN/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MFS Intermediate Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Liberty All-Star Growth Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

MFS Intermediate Income Trust pays an annual dividend of $0.24 per share and has a dividend yield of 9.3%. Liberty All-Star Growth Fund pays an annual dividend of $0.44 per share and has a dividend yield of 8.7%. Liberty All-Star Growth Fund has raised its dividend for 1 consecutive years.

Company Net Margins Return on Equity Return on Assets
MFS Intermediate Income TrustN/A N/A N/A
Liberty All-Star Growth Fund N/A N/A N/A

MFS Intermediate Income Trust has a beta of 0.28, indicating that its stock price is 72% less volatile than the S&P 500. Comparatively, Liberty All-Star Growth Fund has a beta of 1.33, indicating that its stock price is 33% more volatile than the S&P 500.

Summary

MFS Intermediate Income Trust beats Liberty All-Star Growth Fund on 6 of the 9 factors compared between the two stocks.

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 FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$295.28M$7.08B$8.33B$17.35B
Dividend Yield8.53%6.37%10.46%3.52%
P/E RatioN/A0.6559.8822.28
Price / SalesN/A18.523,575.5710.21
Price / CashN/A7.7127.8217.79
Price / BookN/A0.972.364.88
Net IncomeN/A$73.96M$982.34M$964.49M
7 Day Performance0.80%0.45%1.47%1.43%
1 Month Performance-6.63%-2.45%-1.64%-2.86%
1 Year Performance1.81%2.04%13.65%90.85%

Liberty All-Star Growth Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MIN
MFS Intermediate Income Trust
0 of 5 stars
$2.57
-1.2%
N/A-7.6%$292.95MN/A0.00N/APositive News
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$9.79
+0.1%
N/A-2.1%$311.42MN/A0.00N/ADividend Announcement
Short Interest ↓
Positive News
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.26
-0.1%
N/A-1.6%$314.67MN/A0.00N/ANegative News
WHF
WhiteHorse Finance
0.3541 of 5 stars
$12.43
+0.3%
$12.81
+3.1%
+5.0%$288.87M$103.26M14.13N/AShort Interest ↑
NCA
Nuveen California Municipal Value Fund
0 of 5 stars
$8.64
+0.3%
N/A-0.1%$286.07MN/A0.00N/AShort Interest ↓
News Coverage
Positive News
RFI
Cohen & Steers Total Return Realty Fund
0 of 5 stars
$10.71
-0.8%
N/A-5.0%$284.35MN/A0.00N/AShort Interest ↓
MIY
BlackRock MuniYield Michigan Quality Fund
0 of 5 stars
$11.13
-0.4%
N/A-0.2%$326.63MN/A0.00N/APositive News
PMM
Putnam Managed Municipal Income Trust
0 of 5 stars
$5.91
-0.7%
N/A-0.7%$274.17MN/A0.00N/ADividend Announcement
Short Interest ↑
PPT
Putnam Premier Income Trust
0 of 5 stars
$3.43
+0.3%
N/A-3.9%$330.21MN/A0.00N/ADividend Announcement
News Coverage
RCS
PIMCO Strategic Income Fund
0 of 5 stars
$5.92
+3.5%
N/A+8.1%$268.83MN/A0.00N/AShort Interest ↑
Negative News

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This page (NYSE:ASG) was last updated on 4/25/2024 by MarketBeat.com Staff

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