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

DTF Tax-Free Income 2028 Term Fund logo
$11.50 +0.01 (+0.04%)
Closing price 03:58 PM Eastern
Extended Trading
$11.50 0.00 (0.00%)
As of 04:10 PM Eastern
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DTF vs. CION, SAR, MXF, NCA, and DSM

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 CION Investment (CION), Saratoga Investment (SAR), Mexico Fund (MXF), Nuveen California Municipal Va (NCA), and BNY Mellon Strategic Municipal Bond Fund (DSM). These companies are all part of the "financial services" industry.

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

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

32.0% of CION Investment shares are held by institutional investors. Comparatively, 43.8% of DTF Tax-Free Income 2028 Term Fund shares are held by institutional investors. 0.6% of CION Investment shares are held by company insiders. Comparatively, 0.2% of DTF Tax-Free Income 2028 Term Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

CION Investment has a beta of 1.1, suggesting that its share price is 10% more volatile than the broader market. Comparatively, DTF Tax-Free Income 2028 Term Fund has a beta of 0.29, suggesting that its share price is 71% less volatile than the broader market.

CION Investment presently has a consensus target price of $6.50, indicating a potential upside of 5.26%. Given CION Investment's stronger consensus rating and higher probable upside, equities 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
CION Investment
2 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.00
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

In the previous week, CION Investment had 3 more articles in the media than DTF Tax-Free Income 2028 Term Fund. MarketBeat recorded 3 mentions for CION Investment and 0 mentions for DTF Tax-Free Income 2028 Term Fund. CION Investment's average media sentiment score of 0.29 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 media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CION Investment$240.82M1.28-$20.63M-$0.04N/A
DTF Tax-Free Income 2028 Term FundN/AN/AN/AN/AN/A

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
CION Investment-0.41% 11.96% 4.64%
DTF Tax-Free Income 2028 Term Fund N/A N/A N/A

CION Investment pays an annual dividend of $1.20 per share and has a dividend yield of 19.4%. 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 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.

Summary

CION Investment beats DTF Tax-Free Income 2028 Term Fund on 13 of the 15 factors compared between the two stocks.

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

Saratoga Investment (NYSE:SAR) 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 institutional ownership, profitability, media sentiment, dividends, valuation, analyst recommendations, risk and earnings.

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 43.8% of DTF Tax-Free Income 2028 Term Fund shares are held by institutional investors. 10.0% of Saratoga Investment shares are held by company insiders. Comparatively, 0.2% of DTF Tax-Free Income 2028 Term Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Saratoga Investment has a beta of 0.54, indicating that its stock price is 46% less volatile than the broader market. Comparatively, DTF Tax-Free Income 2028 Term Fund has a beta of 0.29, indicating that its stock price is 71% less volatile than the broader market.

Saratoga Investment presently has a consensus price target of $21.50, indicating a potential upside of 10.34%. Given Saratoga Investment's stronger consensus rating and higher probable upside, research analysts clearly believe Saratoga Investment is more favorable than DTF Tax-Free Income 2028 Term Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
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

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 15.4%. DTF Tax-Free Income 2028 Term Fund pays an annual dividend of $0.39 per share and has a dividend yield of 3.4%. Saratoga Investment pays out 300.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Saratoga Investment had 1 more articles in the media than DTF Tax-Free Income 2028 Term Fund. MarketBeat recorded 1 mentions for Saratoga Investment and 0 mentions for DTF Tax-Free Income 2028 Term Fund. Saratoga Investment's average media sentiment score of 0.00 equaled DTF Tax-Free Income 2028 Term Fund'saverage media sentiment score.

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

Saratoga Investment has a net margin of 12.70% compared to DTF Tax-Free Income 2028 Term Fund's net margin of 0.00%. Saratoga Investment's return on equity of 8.76% beat DTF Tax-Free Income 2028 Term Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment12.70% 8.76% 2.95%
DTF Tax-Free Income 2028 Term Fund N/A N/A N/A

Saratoga Investment has higher revenue and earnings than DTF Tax-Free Income 2028 Term Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$28.31M11.23$36.60M$1.0019.49
DTF Tax-Free Income 2028 Term FundN/AN/AN/AN/AN/A

Summary

Saratoga Investment beats DTF Tax-Free Income 2028 Term Fund on 10 of the 12 factors compared between the two stocks.

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 better business? We will compare the two companies based on the strength of their profitability, institutional ownership, valuation, risk, analyst recommendations, media sentiment, earnings and dividends.

Mexico Fund has a beta of 0.83, meaning that its share price is 17% less volatile than the broader market. Comparatively, DTF Tax-Free Income 2028 Term Fund has a beta of 0.29, meaning that its share price is 71% less volatile than the broader market.

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%.

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

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mexico FundN/AN/AN/AN/AN/A
DTF Tax-Free Income 2028 Term FundN/AN/AN/AN/AN/A

Summary

Mexico Fund beats DTF Tax-Free Income 2028 Term Fund on 3 of the 4 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 investment? We will contrast the two companies based on the strength of their institutional ownership, risk, media sentiment, analyst recommendations, profitability, dividends, valuation and earnings.

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 company insiders. Comparatively, 1.0% of Nuveen California Municipal Va 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DTF Tax-Free Income 2028 Term FundN/AN/AN/AN/AN/A
Nuveen California Municipal VaN/AN/AN/AN/AN/A

DTF Tax-Free Income 2028 Term Fund has a beta of 0.29, suggesting that its stock price is 71% less volatile than the broader market. Comparatively, Nuveen California Municipal Va has a beta of 0.38, suggesting that its stock price is 62% less volatile than the broader market.

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 $0.17 per share and has a dividend yield of 1.8%.

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 0.98 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

Summary

Nuveen California Municipal Va beats DTF Tax-Free Income 2028 Term Fund on 4 of the 6 factors compared between the two stocks.

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

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

DTF Tax-Free Income 2028 Term Fund has a beta of 0.29, suggesting that its stock price is 71% less volatile than the broader market. Comparatively, BNY Mellon Strategic Municipal Bond Fund has a beta of 0.7, suggesting that its stock price is 30% less volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DTF Tax-Free Income 2028 Term FundN/AN/AN/AN/AN/A
BNY Mellon Strategic Municipal Bond FundN/AN/AN/AN/AN/A

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

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 hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

In the previous week, BNY Mellon Strategic Municipal Bond Fund had 1 more articles in the media than DTF Tax-Free Income 2028 Term Fund. MarketBeat recorded 1 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 1.88 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 news media.

Company Overall Sentiment
DTF Tax-Free Income 2028 Term Fund Neutral
BNY Mellon Strategic Municipal Bond Fund Very Positive

DTF Tax-Free Income 2028 Term Fund pays an annual dividend of $0.39 per share and has a dividend yield of 3.4%. BNY Mellon Strategic Municipal Bond Fund pays an annual dividend of $0.22 per share and has a dividend yield of 3.7%.

Summary

BNY Mellon Strategic Municipal Bond Fund beats DTF Tax-Free Income 2028 Term Fund on 4 of the 6 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

Export
MetricDTF Tax-Free Income 2028 Term FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$80.88M$4.83B$14.41B$23.42B
Dividend Yield3.39%6.75%5.66%4.15%
P/E RatioN/A0.0220.5730.95
Price / SalesN/A22.6844.1920.00
Price / CashN/A4.9119.2418.81
Price / BookN/A3.112.264.76
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance-0.65%-0.74%0.44%0.63%
1 Month Performance0.31%-0.36%1.60%1.56%
1 Year Performance2.31%11.27%13.40%17.80%

DTF Tax-Free Income 2028 Term Fund Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DTF
DTF Tax-Free Income 2028 Term Fund
N/A$11.51
+0.0%		N/A+2.6%$80.88MN/AN/AN/A
CION
CION Investment
2.0875 of 5 stars		$6.48
+0.9%		$6.50
+0.4%		-40.0%$319.65M$10.78MN/AN/A
SAR
Saratoga Investment
2.9768 of 5 stars		$19.64
+2.3%		$21.50
+9.5%		-23.0%$313.16M$125.71M19.643,211
MXF
Mexico Fund
N/A$21.70
+0.6%		N/A+25.5%$311.04MN/AN/AN/A
NCA
Nuveen California Municipal Va
N/A$9.35
-0.1%		N/A+9.4%$309.69MN/AN/AN/A

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This page (NYSE:DTF) was last updated on 7/21/2026 by MarketBeat.com Staff.
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