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DTF Tax-Free Income 2028 Term Fund (DTF) Competitors

DTF Tax-Free Income 2028 Term Fund logo
$11.50 -0.05 (-0.43%)
As of 03:05 PM Eastern
This is a fair market value price provided by Massive. Learn more.

DTF vs. MXF, CION, NCA, DSM, and KF

Should you buy DTF Tax-Free Income 2028 Term Fund stock or one of its competitors? MarketBeat compares DTF Tax-Free Income 2028 Term Fund with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with DTF Tax-Free Income 2028 Term Fund include Mexico Fund (MXF), CION Investment (CION), Nuveen California Municipal Va (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), and The Korea Fund (KF). These companies are all part of the "financial services" industry.

How does DTF Tax-Free Income 2028 Term Fund compare to Mexico Fund?

Mexico Fund (NYSE:MXF) and DTF Tax-Free Income 2028 Term Fund (NYSE:DTF) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, analyst recommendations, media sentiment, profitability, valuation, earnings, risk and institutional ownership.

Company Net Margins Return on Equity Return on Assets
Mexico FundN/A N/A N/A
DTF Tax-Free Income 2028 Term Fund N/A N/A N/A

Mexico Fund has a beta of 0.82, indicating that its stock price is 18% less volatile than the broader market. Comparatively, DTF Tax-Free Income 2028 Term Fund has a beta of 0.3, indicating that its stock price is 70% less volatile than the broader market.

43.8% of DTF Tax-Free Income 2028 Term Fund shares are owned by institutional investors. 2.7% of Mexico Fund shares are owned by insiders. Comparatively, 0.2% of DTF Tax-Free Income 2028 Term Fund shares are owned by 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.

Mexico Fund pays an annual dividend of $1.20 per share and has a dividend yield of 5.5%. DTF Tax-Free Income 2028 Term Fund pays an annual dividend of $0.39 per share and has a dividend yield of 3.4%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mexico FundN/AN/AN/AN/AN/A
DTF Tax-Free Income 2028 Term Fund$2.83M28.54N/AN/AN/A

In the previous week, Mexico Fund had 6 more articles in the media than DTF Tax-Free Income 2028 Term Fund. MarketBeat recorded 6 mentions for Mexico Fund and 0 mentions for DTF Tax-Free Income 2028 Term Fund. Mexico Fund's average media sentiment score of 0.82 beat DTF Tax-Free Income 2028 Term Fund's score of 0.00 indicating that Mexico Fund is being referred to more favorably in the media.

Company Overall Sentiment
Mexico Fund Positive
DTF Tax-Free Income 2028 Term Fund Neutral

Summary

Mexico Fund beats DTF Tax-Free Income 2028 Term Fund on 5 of the 7 factors compared between the two stocks.

How does DTF Tax-Free Income 2028 Term Fund compare to CION Investment?

DTF Tax-Free Income 2028 Term Fund (NYSE:DTF) and CION Investment (NYSE:CION) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, media sentiment, earnings, dividends, analyst recommendations, risk, valuation and institutional ownership.

In the previous week, CION Investment's average media sentiment score of 0.68 beat DTF Tax-Free Income 2028 Term Fund's score of 0.00 indicating that CION Investment is being referred to more favorably in the news media.

Company Overall Sentiment
DTF Tax-Free Income 2028 Term Fund Neutral
CION Investment Positive

CION Investment has a consensus target price of $6.50, suggesting a potential upside of 0.08%. Given CION Investment's stronger consensus rating and higher probable upside, analysts plainly believe CION Investment is more favorable than DTF Tax-Free Income 2028 Term Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
DTF Tax-Free Income 2028 Term Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
CION Investment
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

DTF Tax-Free Income 2028 Term Fund has a net margin of 0.00% compared to CION Investment's net margin of -0.41%. CION Investment's return on equity of 11.96% beat DTF Tax-Free Income 2028 Term Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
DTF Tax-Free Income 2028 Term FundN/A N/A N/A
CION Investment -0.41%11.96%4.64%

43.8% of DTF Tax-Free Income 2028 Term Fund shares are held by institutional investors. Comparatively, 32.0% of CION Investment shares are held by institutional investors. 0.2% of DTF Tax-Free Income 2028 Term Fund shares are held by insiders. Comparatively, 0.6% of CION Investment 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.

DTF Tax-Free Income 2028 Term Fund pays an annual dividend of $0.39 per share and has a dividend yield of 3.4%. CION Investment pays an annual dividend of $1.20 per share and has a dividend yield of 18.5%. CION Investment pays out -3,000.0% of its earnings in the form of a dividend. CION Investment has raised its dividend for 1 consecutive years. CION Investment is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

DTF Tax-Free Income 2028 Term Fund has a beta of 0.3, meaning that its stock price is 70% less volatile than the broader market. Comparatively, CION Investment has a beta of 1.1, meaning that its stock price is 10% more volatile than the broader market.

DTF Tax-Free Income 2028 Term Fund has higher earnings, but lower revenue than CION Investment.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DTF Tax-Free Income 2028 Term Fund$2.83M28.54N/AN/AN/A
CION Investment$240.82M1.34-$20.63M-$0.04N/A

Summary

CION Investment beats DTF Tax-Free Income 2028 Term Fund on 11 of the 14 factors compared between the two stocks.

How does DTF Tax-Free Income 2028 Term Fund compare to Nuveen California Municipal Va?

DTF Tax-Free Income 2028 Term Fund (NYSE:DTF) and Nuveen California Municipal Va (NYSE:NCA) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, profitability, risk, media sentiment, analyst recommendations, dividends, earnings and institutional ownership.

Company Net Margins Return on Equity Return on Assets
DTF Tax-Free Income 2028 Term FundN/A N/A N/A
Nuveen California Municipal Va N/A N/A N/A

DTF Tax-Free Income 2028 Term Fund has a beta of 0.3, suggesting that its share price is 70% less volatile than the broader market. Comparatively, Nuveen California Municipal Va has a beta of 0.38, suggesting that its share price is 62% less volatile than the broader market.

In the previous week, Nuveen California Municipal Va had 1 more articles in the media than DTF Tax-Free Income 2028 Term Fund. MarketBeat recorded 1 mentions for Nuveen California Municipal Va and 0 mentions for DTF Tax-Free Income 2028 Term Fund. Nuveen California Municipal Va's average media sentiment score of 1.00 beat DTF Tax-Free Income 2028 Term Fund's score of 0.00 indicating that Nuveen California Municipal Va is being referred to more favorably in the news media.

Company Overall Sentiment
DTF Tax-Free Income 2028 Term Fund Neutral
Nuveen California Municipal Va Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DTF Tax-Free Income 2028 Term Fund$2.83M28.54N/AN/AN/A
Nuveen California Municipal VaN/AN/AN/AN/AN/A

43.8% of DTF Tax-Free Income 2028 Term Fund shares are held by institutional investors. Comparatively, 21.5% of Nuveen California Municipal Va shares are held by institutional investors. 0.2% of DTF Tax-Free Income 2028 Term Fund shares are held by insiders. Comparatively, 1.0% of Nuveen California Municipal Va shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

DTF Tax-Free Income 2028 Term Fund pays an annual dividend of $0.39 per share and has a dividend yield of 3.4%. Nuveen California Municipal Va pays an annual dividend of $0.20 per share and has a dividend yield of 2.1%.

Summary

Nuveen California Municipal Va beats DTF Tax-Free Income 2028 Term Fund on 4 of the 7 factors compared between the two stocks.

How does DTF Tax-Free Income 2028 Term Fund compare to BNY Mellon Strategic Municipal Bond Fund?

BNY Mellon Strategic Municipal Bond Fund (NYSE:DSM) and DTF Tax-Free Income 2028 Term Fund (NYSE:DTF) 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, institutional ownership, valuation, risk, dividends, profitability, media sentiment and analyst recommendations.

43.8% of DTF Tax-Free Income 2028 Term Fund shares are held by institutional investors. 0.2% of DTF Tax-Free Income 2028 Term Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BNY Mellon Strategic Municipal Bond FundN/AN/AN/AN/AN/A
DTF Tax-Free Income 2028 Term Fund$2.83M28.54N/AN/AN/A

BNY Mellon Strategic Municipal Bond Fund pays an annual dividend of $0.24 per share and has a dividend yield of 3.9%. DTF Tax-Free Income 2028 Term Fund pays an annual dividend of $0.39 per share and has a dividend yield of 3.4%.

Company Net Margins Return on Equity Return on Assets
BNY Mellon Strategic Municipal Bond FundN/A N/A N/A
DTF Tax-Free Income 2028 Term Fund N/A N/A N/A

BNY Mellon Strategic Municipal Bond Fund has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market. Comparatively, DTF Tax-Free Income 2028 Term Fund has a beta of 0.3, indicating that its stock price is 70% less volatile than the broader market.

In the previous week, BNY Mellon Strategic Municipal Bond Fund had 2 more articles in the media than DTF Tax-Free Income 2028 Term Fund. MarketBeat recorded 2 mentions for BNY Mellon Strategic Municipal Bond Fund and 0 mentions for DTF Tax-Free Income 2028 Term Fund. BNY Mellon Strategic Municipal Bond Fund's average media sentiment score of 0.87 beat DTF Tax-Free Income 2028 Term Fund's score of 0.00 indicating that BNY Mellon Strategic Municipal Bond Fund is being referred to more favorably in the media.

Summary

BNY Mellon Strategic Municipal Bond Fund beats DTF Tax-Free Income 2028 Term Fund on 4 of the 7 factors compared between the two stocks.

How does DTF Tax-Free Income 2028 Term Fund compare to The Korea Fund?

DTF Tax-Free Income 2028 Term Fund (NYSE:DTF) and The Korea Fund (NYSE:KF) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends, analyst recommendations, institutional ownership, profitability and media sentiment.

Company Net Margins Return on Equity Return on Assets
DTF Tax-Free Income 2028 Term FundN/A N/A N/A
The Korea Fund N/A N/A N/A

In the previous week, DTF Tax-Free Income 2028 Term Fund's average media sentiment score of 0.00 equaled The Korea Fund'saverage media sentiment score.

Company Overall Sentiment
DTF Tax-Free Income 2028 Term Fund Neutral
The Korea Fund Neutral

DTF Tax-Free Income 2028 Term Fund has a beta of 0.3, indicating that its share price is 70% less volatile than the broader market. Comparatively, The Korea Fund has a beta of 1.55, indicating that its share price is 55% more volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DTF Tax-Free Income 2028 Term Fund$2.83M28.54N/AN/AN/A
The Korea FundN/AN/AN/AN/AN/A

DTF Tax-Free Income 2028 Term Fund pays an annual dividend of $0.39 per share and has a dividend yield of 3.4%. The Korea Fund pays an annual dividend of $0.44 per share and has a dividend yield of 0.6%.

43.8% of DTF Tax-Free Income 2028 Term Fund shares are owned by institutional investors. Comparatively, 70.0% of The Korea Fund shares are owned by institutional investors. 0.2% of DTF Tax-Free Income 2028 Term Fund shares are owned by insiders. Comparatively, 59.5% of The Korea Fund shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

The Korea Fund beats DTF Tax-Free Income 2028 Term Fund on 3 of the 5 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 DTF 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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DTF vs. The Competition

MetricDTF Tax-Free Income 2028 Term FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$80.85M$4.82B$13.98B$23.35B
Dividend Yield3.39%6.81%5.69%4.07%
P/E RatioN/A0.0220.6131.72
Price / Sales28.5426.82129.2822.03
Price / CashN/A4.7719.7525.04
Price / BookN/A3.292.274.82
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance0.31%1.50%1.44%1.81%
1 Month Performance0.48%0.38%2.23%3.04%
1 Year Performance2.45%11.89%13.87%21.97%

DTF Tax-Free Income 2028 Term Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DTF
DTF Tax-Free Income 2028 Term Fund
N/A$11.50
-0.4%
N/A+3.2%$80.85M$2.83MN/AN/A
MXF
Mexico Fund
N/A$21.34
-1.4%
N/A+24.3%$312.19MN/AN/AN/A
CION
CION Investment
1.5341 of 5 stars
$6.05
-3.5%
$6.50
+7.4%
-35.0%$312.18M$240.82MN/AN/A
NCA
Nuveen California Municipal Va
N/A$9.31
+0.2%
N/A+7.1%$307.70MN/AN/AN/A
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$6.15
+0.2%
N/A+9.8%$303MN/AN/A20,786

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This page (NYSE:DTF) was last updated on 7/1/2026 by MarketBeat.com Staff.
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