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Japan Smaller Capitalization Fund (JOF) Competitors

Japan Smaller Capitalization Fund logo
$9.04 +0.11 (+1.23%)
Closing price 03:58 PM Eastern
Extended Trading
$9.06 +0.02 (+0.22%)
As of 04:05 PM Eastern
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JOF vs. MFIC, NMFC, BCSF, MUC, BBDC, AWF, PFLT, HQH, PHK, and CGBD

Should you be buying Japan Smaller Capitalization Fund stock or one of its competitors? The main competitors of Japan Smaller Capitalization Fund include MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), Bain Capital Specialty Finance (BCSF), BlackRock MuniHoldings California Quality Fund (MUC), Barings BDC (BBDC), AllianceBernstein Global High Income Fund (AWF), PennantPark Floating Rate Capital (PFLT), Abrdn Healthcare Investors (HQH), PIMCO High Income Fund (PHK), and Carlyle Secured Lending (CGBD). These companies are all part of the "financial services" industry.

Japan Smaller Capitalization Fund vs.

MidCap Financial Investment (NASDAQ:MFIC) and Japan Smaller Capitalization Fund (NYSE:JOF) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their institutional ownership, community ranking, analyst recommendations, dividends, profitability, media sentiment, risk, earnings and valuation.

MidCap Financial Investment has a net margin of 37.05% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. MidCap Financial Investment's return on equity of 11.37% beat Japan Smaller Capitalization Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
MidCap Financial Investment37.05% 11.37% 4.70%
Japan Smaller Capitalization Fund N/A N/A N/A

MidCap Financial Investment has higher revenue and earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MidCap Financial Investment$110.35M9.98$118.76M$1.318.96
Japan Smaller Capitalization Fund$38.39M8.29N/AN/AN/A

MidCap Financial Investment has a beta of 1.13, meaning that its stock price is 13% more volatile than the S&P 500. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.48, meaning that its stock price is 52% less volatile than the S&P 500.

MidCap Financial Investment currently has a consensus price target of $13.80, suggesting a potential upside of 17.55%. Given MidCap Financial Investment's stronger consensus rating and higher possible upside, equities research analysts plainly believe MidCap Financial Investment is more favorable than Japan Smaller Capitalization Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MidCap Financial Investment
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
Japan Smaller Capitalization Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

28.5% of MidCap Financial Investment shares are held by institutional investors. 1.1% of MidCap Financial Investment shares are held by insiders. Comparatively, 1.0% of Japan Smaller Capitalization Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

MidCap Financial Investment pays an annual dividend of $1.52 per share and has a dividend yield of 12.9%. Japan Smaller Capitalization Fund pays an annual dividend of $0.31 per share and has a dividend yield of 3.4%. MidCap Financial Investment pays out 116.0% 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, MidCap Financial Investment had 6 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 7 mentions for MidCap Financial Investment and 1 mentions for Japan Smaller Capitalization Fund. MidCap Financial Investment's average media sentiment score of 0.78 beat Japan Smaller Capitalization Fund's score of -1.00 indicating that MidCap Financial Investment is being referred to more favorably in the media.

Company Overall Sentiment
MidCap Financial Investment Positive
Japan Smaller Capitalization Fund Negative

MidCap Financial Investment received 13 more outperform votes than Japan Smaller Capitalization Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
MidCap Financial InvestmentOutperform Votes
13
48.15%
Underperform Votes
14
51.85%
Japan Smaller Capitalization FundN/AN/A

Summary

MidCap Financial Investment beats Japan Smaller Capitalization Fund on 15 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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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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JOF vs. The Competition

MetricJapan Smaller Capitalization FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$318.43M$6.71B$11.13B$18.95B
Dividend Yield3.55%6.92%5.77%4.02%
P/E RatioN/A3.5222.1632.95
Price / Sales8.2921.5626.1127.88
Price / CashN/A7.5117.6017.52
Price / BookN/A0.862.664.47
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance2.03%1.24%0.79%0.73%
1 Month Performance9.18%-1.96%-0.16%-2.63%
1 Year Performance17.71%2.16%538.56%4.57%

Japan Smaller Capitalization Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JOF
Japan Smaller Capitalization Fund
N/A$9.04
+1.2%
N/A+17.5%$318.43M$38.39M0.00N/AShort Interest ↑
Negative News
MFIC
MidCap Financial Investment
2.7545 of 5 stars
$12.12
+0.7%
$13.80
+13.9%
-22.0%$1.14B$110.35M7.77N/AAnalyst Forecast
News Coverage
NMFC
New Mountain Finance
1.8876 of 5 stars
$10.23
+1.0%
$10.50
+2.6%
-20.9%$1.10B$123.78M9.74N/AUpcoming Earnings
Analyst Forecast
Short Interest ↑
News Coverage
BCSF
Bain Capital Specialty Finance
1.5254 of 5 stars
$15.52
-0.1%
$16.50
+6.3%
-8.3%$1.01B$138.19M7.801,000Upcoming Earnings
Analyst Forecast
Short Interest ↑
News Coverage
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.40
-0.5%
N/A-1.0%$998.37M$6.39M0.00147,000
BBDC
Barings BDC
1.3735 of 5 stars
$8.87
+0.1%
$9.25
+4.3%
-6.1%$934.98M$123.59M8.5326Upcoming Earnings
Analyst Forecast
AWF
AllianceBernstein Global High Income Fund
N/A$10.51
-0.2%
N/A+2.3%$906.28M$152.17M0.00N/AShort Interest ↑
PFLT
PennantPark Floating Rate Capital
2.5489 of 5 stars
$10.24
+0.8%
$11.38
+11.1%
-11.2%$900.23M$114.06M7.31658Positive News
HQH
Abrdn Healthcare Investors
N/A$16.06
+0.4%
N/A+0.7%$865.02M$186.46M0.00147,000Short Interest ↑
PHK
PIMCO High Income Fund
N/A$4.70
-0.2%
N/A-1.3%$803.84M$99.89M0.00147,000Short Interest ↓
Positive News
CGBD
Carlyle Secured Lending
1.3271 of 5 stars
$15.05
+1.8%
$15.00
-0.3%
-14.0%$766.90M$99.28M8.41N/AUpcoming Earnings
Analyst Forecast
News Coverage

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This page (NYSE:JOF) was last updated on 5/1/2025 by MarketBeat.com Staff
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