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Japan Smaller Capitalization Fund (JOF) Competitors

Japan Smaller Capitalization Fund logo
$11.37 +0.13 (+1.16%)
Closing price 03:56 PM Eastern
Extended Trading
$11.36 -0.01 (-0.09%)
As of 04:10 PM Eastern
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JOF vs. ASA, HQH, GSBD, MFIC, and TYG

Should you be buying Japan Smaller Capitalization Fund stock or one of its competitors? The main competitors of Japan Smaller Capitalization Fund include ASA Gold and Precious Metals (ASA), abrdn Healthcare Investors (HQH), Goldman Sachs BDC (GSBD), MidCap Financial Investment (MFIC), and Tortoise Energy Infrastructure (TYG). These companies are all part of the "financial services" industry.

How does Japan Smaller Capitalization Fund compare to ASA Gold and Precious Metals?

ASA Gold and Precious Metals (NYSE:ASA) 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 risk, analyst recommendations, profitability, dividends, institutional ownership, earnings, media sentiment and valuation.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ASA Gold and Precious Metals$672.05M1.75N/AN/AN/A
Japan Smaller Capitalization Fund$70.78M4.55N/AN/AN/A

ASA Gold and Precious Metals pays an annual dividend of $0.10 per share and has a dividend yield of 0.2%. Japan Smaller Capitalization Fund pays an annual dividend of $0.89 per share and has a dividend yield of 7.8%.

Company Net Margins Return on Equity Return on Assets
ASA Gold and Precious MetalsN/A N/A N/A
Japan Smaller Capitalization Fund N/A N/A N/A

ASA Gold and Precious Metals has a beta of 0.7, indicating that its share price is 30% less volatile than the S&P 500. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.5, indicating that its share price is 50% less volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ASA Gold and Precious Metals
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Japan Smaller Capitalization Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, ASA Gold and Precious Metals had 8 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 9 mentions for ASA Gold and Precious Metals and 1 mentions for Japan Smaller Capitalization Fund. ASA Gold and Precious Metals' average media sentiment score of 0.94 beat Japan Smaller Capitalization Fund's score of 0.64 indicating that ASA Gold and Precious Metals is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ASA Gold and Precious Metals
3 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Japan Smaller Capitalization Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

ASA Gold and Precious Metals beats Japan Smaller Capitalization Fund on 6 of the 8 factors compared between the two stocks.

How does Japan Smaller Capitalization Fund compare to abrdn Healthcare Investors?

abrdn Healthcare Investors (NYSE:HQH) 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 risk, analyst recommendations, profitability, dividends, institutional ownership, earnings, media sentiment and valuation.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn Healthcare Investors$99.81M11.42N/AN/AN/A
Japan Smaller Capitalization Fund$70.78M4.55N/AN/AN/A

abrdn Healthcare Investors has a beta of 0.8, meaning that its stock price is 20% less volatile than the S&P 500. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.5, meaning that its stock price is 50% less volatile than the S&P 500.

32.6% of abrdn Healthcare Investors shares are held by institutional investors. 7.3% of abrdn Healthcare Investors 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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Company Net Margins Return on Equity Return on Assets
abrdn Healthcare InvestorsN/A N/A N/A
Japan Smaller Capitalization Fund N/A N/A N/A

In the previous week, abrdn Healthcare Investors had 2 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 3 mentions for abrdn Healthcare Investors and 1 mentions for Japan Smaller Capitalization Fund. abrdn Healthcare Investors' average media sentiment score of 0.93 beat Japan Smaller Capitalization Fund's score of 0.64 indicating that abrdn Healthcare Investors is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
abrdn Healthcare Investors
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Japan Smaller Capitalization Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

abrdn Healthcare Investors pays an annual dividend of $2.25 per share and has a dividend yield of 11.3%. Japan Smaller Capitalization Fund pays an annual dividend of $0.89 per share and has a dividend yield of 7.8%.

Summary

abrdn Healthcare Investors beats Japan Smaller Capitalization Fund on 8 of the 8 factors compared between the two stocks.

How does Japan Smaller Capitalization Fund compare to Goldman Sachs BDC?

Goldman Sachs BDC (NYSE:GSBD) and Japan Smaller Capitalization Fund (NYSE:JOF) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, profitability, valuation, institutional ownership, earnings, dividends, risk and media sentiment.

Goldman Sachs BDC has a net margin of 32.62% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. Goldman Sachs BDC's return on equity of 12.23% beat Japan Smaller Capitalization Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Goldman Sachs BDC32.62% 12.23% 5.31%
Japan Smaller Capitalization Fund N/A N/A N/A

Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 12.6%. Japan Smaller Capitalization Fund pays an annual dividend of $0.89 per share and has a dividend yield of 7.8%. Goldman Sachs BDC pays out 123.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Goldman Sachs BDC has a beta of 0.62, suggesting that its stock price is 38% less volatile than the S&P 500. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.5, suggesting that its stock price is 50% less volatile than the S&P 500.

In the previous week, Goldman Sachs BDC had 1 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 2 mentions for Goldman Sachs BDC and 1 mentions for Japan Smaller Capitalization Fund. Goldman Sachs BDC's average media sentiment score of 0.84 beat Japan Smaller Capitalization Fund's score of 0.64 indicating that Goldman Sachs BDC is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Goldman Sachs BDC
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Japan Smaller Capitalization Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

28.7% of Goldman Sachs BDC shares are held by institutional investors. 0.1% of Goldman Sachs BDC 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 hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Goldman Sachs BDC currently has a consensus price target of $9.50, indicating a potential downside of 6.27%. Given Goldman Sachs BDC's stronger consensus rating and higher possible upside, research analysts clearly believe Goldman Sachs BDC is more favorable than Japan Smaller Capitalization Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Goldman Sachs BDC
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
Japan Smaller Capitalization Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Goldman Sachs BDC has higher revenue and earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Goldman Sachs BDC$132.12M8.64$119.27M$1.049.75
Japan Smaller Capitalization Fund$70.78M4.55N/AN/AN/A

Summary

Goldman Sachs BDC beats Japan Smaller Capitalization Fund on 12 of the 14 factors compared between the two stocks.

How does Japan Smaller Capitalization Fund compare to MidCap Financial Investment?

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

28.5% of MidCap Financial Investment shares are held by institutional investors. 1.0% of Japan Smaller Capitalization Fund shares are held by company insiders. Comparatively, 0.8% of MidCap Financial Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Japan Smaller Capitalization Fund pays an annual dividend of $0.89 per share and has a dividend yield of 7.8%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 10.1%. MidCap Financial Investment pays out 187.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Japan Smaller Capitalization Fund has a beta of 0.5, meaning that its stock price is 50% less volatile than the S&P 500. Comparatively, MidCap Financial Investment has a beta of 0.63, meaning that its stock price is 37% less volatile than the S&P 500.

MidCap Financial Investment has a net margin of 19.69% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. MidCap Financial Investment's return on equity of 10.43% beat Japan Smaller Capitalization Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Japan Smaller Capitalization FundN/A N/A N/A
MidCap Financial Investment 19.69%10.43%4.22%

In the previous week, MidCap Financial Investment had 1 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 2 mentions for MidCap Financial Investment and 1 mentions for Japan Smaller Capitalization Fund. Japan Smaller Capitalization Fund's average media sentiment score of 0.64 beat MidCap Financial Investment's score of 0.00 indicating that Japan Smaller Capitalization Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Japan Smaller Capitalization Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MidCap Financial Investment
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Japan Smaller Capitalization Fund$70.78M4.55N/AN/AN/A
MidCap Financial Investment$320.88M3.51$63.17M$0.6618.53

MidCap Financial Investment has a consensus price target of $11.54, indicating a potential downside of 5.68%. Given MidCap Financial Investment's stronger consensus rating and higher probable upside, analysts clearly believe MidCap Financial Investment is more favorable than Japan Smaller Capitalization Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Japan Smaller Capitalization Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22

Summary

MidCap Financial Investment beats Japan Smaller Capitalization Fund on 11 of the 15 factors compared between the two stocks.

How does Japan Smaller Capitalization Fund compare to Tortoise Energy Infrastructure?

Tortoise Energy Infrastructure (NYSE:TYG) and Japan Smaller Capitalization Fund (NYSE:JOF) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, media sentiment, earnings, analyst recommendations, institutional ownership, risk, profitability and dividends.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tortoise Energy Infrastructure$46.61M22.66N/AN/AN/A
Japan Smaller Capitalization Fund$70.78M4.55N/AN/AN/A

Tortoise Energy Infrastructure has a beta of 0.79, meaning that its stock price is 21% less volatile than the S&P 500. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.5, meaning that its stock price is 50% less volatile than the S&P 500.

32.5% of Tortoise Energy Infrastructure shares are owned by institutional investors. 0.1% of Tortoise Energy Infrastructure shares are owned by company insiders. Comparatively, 1.0% of Japan Smaller Capitalization Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Company Net Margins Return on Equity Return on Assets
Tortoise Energy InfrastructureN/A N/A N/A
Japan Smaller Capitalization Fund N/A N/A N/A

Tortoise Energy Infrastructure pays an annual dividend of $5.51 per share and has a dividend yield of 11.0%. Japan Smaller Capitalization Fund pays an annual dividend of $0.89 per share and has a dividend yield of 7.8%.

In the previous week, Tortoise Energy Infrastructure and Tortoise Energy Infrastructure both had 1 articles in the media. Tortoise Energy Infrastructure's average media sentiment score of 1.28 beat Japan Smaller Capitalization Fund's score of 0.64 indicating that Tortoise Energy Infrastructure is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tortoise Energy Infrastructure
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Japan Smaller Capitalization Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Tortoise Energy Infrastructure beats Japan Smaller Capitalization Fund on 5 of the 7 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 JOF 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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JOF vs. The Competition

MetricJapan Smaller Capitalization FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$322.16M$4.42B$13.39B$22.95B
Dividend Yield7.89%7.20%5.77%4.03%
P/E RatioN/A0.0623.3328.58
Price / Sales4.5550.82177.8123.57
Price / CashN/A5.5119.7219.03
Price / BookN/A3.312.214.68
Net IncomeN/A$388.27M$1.11B$1.07B
7 Day Performance3.50%0.76%0.04%0.89%
1 Month Performance3.13%3.83%4.67%6.56%
1 Year Performance29.57%14.89%13.63%31.66%

Japan Smaller Capitalization Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JOF
Japan Smaller Capitalization Fund
N/A$11.37
+1.2%
N/AN/A$322.16M$70.78MN/AN/A
ASA
ASA Gold and Precious Metals
N/A$61.80
-3.0%
N/AN/A$1.17B$672.05MN/A1,100
HQH
abrdn Healthcare Investors
N/A$19.49
-0.6%
N/AN/A$1.11B$99.81MN/A147,000
GSBD
Goldman Sachs BDC
3.0606 of 5 stars
$9.69
-0.8%
$9.50
-2.0%
N/A$1.09B$132.12M9.32N/A
MFIC
MidCap Financial Investment
1.3363 of 5 stars
$11.44
-1.2%
$11.54
+0.8%
N/A$1.05B$320.88M17.33N/A

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This page (NYSE:JOF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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