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Japan Smaller Capitalization Fund (JOF) Competitors

Japan Smaller Capitalization Fund logo
$12.84 +0.21 (+1.66%)
As of 09/3/2026 03:55 PM Eastern

JOF vs. WLTH, HQH, ORC, MUC, and MYI

Should you buy Japan Smaller Capitalization Fund stock or one of its competitors? Japan Smaller Capitalization Fund's main competitors and comparable companies include Wealthfront (WLTH), abrdn Healthcare Investors (HQH), Orchid Island Capital (ORC), BlackRock MuniHoldings California Quality Fund (MUC), and BlackRock MuniYield Quality Fund III (MYI). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Japan Smaller Capitalization Fund compare to Wealthfront?

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

In the previous week, Japan Smaller Capitalization Fund had 1 more articles in the media than Wealthfront. MarketBeat recorded 3 mentions for Japan Smaller Capitalization Fund and 2 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.72 beat Japan Smaller Capitalization Fund's score of 1.71 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Japan Smaller Capitalization Fund
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Wealthfront
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Wealthfront has a consensus price target of $12.42, indicating a potential upside of 33.08%. Given Wealthfront's stronger consensus rating and higher possible upside, analysts plainly believe Wealthfront 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
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Japan Smaller Capitalization Fund has higher earnings, but lower revenue than Wealthfront.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A
Wealthfront$364.99M3.82-$42.07M-$1.03N/A

Company Net Margins Return on Equity Return on Assets
Japan Smaller Capitalization FundN/A N/A N/A
Wealthfront N/A N/A N/A

Summary

Wealthfront beats Japan Smaller Capitalization Fund on 5 of the 6 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 business? We will contrast the two companies based on the strength of their media sentiment, risk, profitability, earnings, dividends, analyst recommendations, valuation and institutional ownership.

In the previous week, Japan Smaller Capitalization Fund had 2 more articles in the media than abrdn Healthcare Investors. MarketBeat recorded 3 mentions for Japan Smaller Capitalization Fund and 1 mentions for abrdn Healthcare Investors. abrdn Healthcare Investors' average media sentiment score of 1.76 beat Japan Smaller Capitalization Fund's score of 1.71 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Japan Smaller Capitalization Fund
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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

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 will outperform the market over the long term.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn Healthcare InvestorsN/AN/AN/AN/AN/A
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A

abrdn Healthcare Investors has a beta of 0.78, meaning that its share price is 22% less volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.53, meaning that its share price is 47% less volatile than the broader market.

abrdn Healthcare Investors pays an annual dividend of $2.47 per share and has a dividend yield of 10.9%. Japan Smaller Capitalization Fund pays an annual dividend of $1.08 per share and has a dividend yield of 8.4%.

Summary

abrdn Healthcare Investors beats Japan Smaller Capitalization Fund on 5 of the 6 factors compared between the two stocks.

How does Japan Smaller Capitalization Fund compare to Orchid Island Capital?

Japan Smaller Capitalization Fund (NYSE:JOF) and Orchid Island Capital (NYSE:ORC) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, media sentiment, institutional ownership, earnings, profitability and dividends.

32.7% of Orchid Island Capital shares are held by institutional investors. 1.0% of Japan Smaller Capitalization Fund shares are held by insiders. Comparatively, 0.3% of Orchid Island Capital shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Japan Smaller Capitalization Fund has a beta of 0.53, indicating that its share price is 47% less volatile than the broader market. Comparatively, Orchid Island Capital has a beta of 1.55, indicating that its share price is 55% more volatile than the broader market.

Orchid Island Capital has a consensus price target of $7.50, suggesting a potential upside of 14.85%. Given Orchid Island Capital's stronger consensus rating and higher probable upside, analysts plainly believe Orchid Island Capital 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
Orchid Island Capital
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

Japan Smaller Capitalization Fund pays an annual dividend of $1.08 per share and has a dividend yield of 8.4%. Orchid Island Capital pays an annual dividend of $1.20 per share and has a dividend yield of 18.4%. Orchid Island Capital pays out 81.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Orchid Island Capital has increased its dividend for 1 consecutive years. Orchid Island Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Japan Smaller Capitalization Fund had 3 more articles in the media than Orchid Island Capital. MarketBeat recorded 3 mentions for Japan Smaller Capitalization Fund and 0 mentions for Orchid Island Capital. Japan Smaller Capitalization Fund's average media sentiment score of 1.71 beat Orchid Island Capital's score of 0.00 indicating that Japan Smaller Capitalization Fund is being referred to more favorably in the media.

Company Overall Sentiment
Japan Smaller Capitalization Fund Very Positive
Orchid Island Capital Neutral

Orchid Island Capital has higher revenue and earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A
Orchid Island Capital$414M3.15$159.03M$1.484.41

Orchid Island Capital's return on equity of 11.87% 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
Orchid Island Capital N/A 11.87%1.35%

Summary

Orchid Island Capital beats Japan Smaller Capitalization Fund on 9 of the 13 factors compared between the two stocks.

How does Japan Smaller Capitalization Fund compare to BlackRock MuniHoldings California Quality Fund?

Japan Smaller Capitalization Fund (NYSE:JOF) and BlackRock MuniHoldings California Quality Fund (NYSE:MUC) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, dividends, analyst recommendations, profitability, valuation, risk and media sentiment.

Japan Smaller Capitalization Fund has a beta of 0.53, meaning that its stock price is 47% less volatile than the broader market. Comparatively, BlackRock MuniHoldings California Quality Fund has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market.

In the previous week, Japan Smaller Capitalization Fund and Japan Smaller Capitalization Fund both had 3 articles in the media. Japan Smaller Capitalization Fund's average media sentiment score of 1.71 beat BlackRock MuniHoldings California Quality Fund's score of 1.51 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
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
BlackRock MuniHoldings California Quality Fund
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Japan Smaller Capitalization Fund pays an annual dividend of $1.08 per share and has a dividend yield of 8.4%. BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.37 per share and has a dividend yield of 3.5%.

Company Net Margins Return on Equity Return on Assets
Japan Smaller Capitalization FundN/A N/A N/A
BlackRock MuniHoldings California Quality Fund N/A N/A N/A

31.0% of BlackRock MuniHoldings California Quality Fund shares are owned by institutional investors. 1.0% of Japan Smaller Capitalization Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A
BlackRock MuniHoldings California Quality FundN/AN/AN/AN/AN/A

Summary

Japan Smaller Capitalization Fund beats BlackRock MuniHoldings California Quality Fund on 3 of the 5 factors compared between the two stocks.

How does Japan Smaller Capitalization Fund compare to BlackRock MuniYield Quality Fund III?

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniYield Quality Fund IIIN/AN/AN/AN/AN/A
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
BlackRock MuniYield Quality Fund IIIN/A N/A N/A
Japan Smaller Capitalization Fund N/A N/A N/A

34.0% of BlackRock MuniYield Quality Fund III shares are owned by institutional investors. 1.0% of BlackRock MuniYield Quality Fund III shares are owned by insiders. Comparatively, 1.0% of Japan Smaller Capitalization 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, Japan Smaller Capitalization Fund had 1 more articles in the media than BlackRock MuniYield Quality Fund III. MarketBeat recorded 3 mentions for Japan Smaller Capitalization Fund and 2 mentions for BlackRock MuniYield Quality Fund III. Japan Smaller Capitalization Fund's average media sentiment score of 1.71 beat BlackRock MuniYield Quality Fund III's score of 1.65 indicating that Japan Smaller Capitalization Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock MuniYield Quality Fund III
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Japan Smaller Capitalization Fund
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

BlackRock MuniYield Quality Fund III pays an annual dividend of $0.39 per share and has a dividend yield of 3.7%. Japan Smaller Capitalization Fund pays an annual dividend of $1.08 per share and has a dividend yield of 8.4%.

BlackRock MuniYield Quality Fund III has a beta of 0.63, meaning that its share price is 37% less volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.53, meaning that its share price is 47% less volatile than the broader market.

Summary

Japan Smaller Capitalization Fund beats BlackRock MuniYield Quality Fund III 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 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 FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$357.86M$5.60B$14.13B$23.50B
Dividend Yield8.54%7.39%5.89%3.73%
P/E RatioN/A31.4026.0829.39
Price / SalesN/A1,280.05531.7420.98
Price / CashN/A48.0438.3732.15
Price / BookN/A1.992.137.63
Net IncomeN/A$418.80M$1.32B$1.07B
7 Day Performance1.50%-0.50%0.19%-0.16%
1 Month Performance8.58%0.64%1.51%-0.46%
1 Year Performance19.66%7.70%12.02%13.09%

Japan Smaller Capitalization Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JOF
Japan Smaller Capitalization Fund
N/A$12.84
+1.7%
N/A+19.8%$357.86MN/AN/AN/A
WLTH
Wealthfront
3.8953 of 5 stars
$9.30
-1.4%
$12.42
+33.5%
N/A$1.41B$364.99MN/A359
HQH
abrdn Healthcare Investors
N/A$23.42
-0.8%
N/A+35.2%$1.35B$253.93MN/A147,000
ORC
Orchid Island Capital
2.1276 of 5 stars
$6.67
-0.7%
$7.50
+12.4%
-8.5%$1.34B$414M4.512,018
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.63
flat
N/A+1.2%$1.33BN/AN/A147,000

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This page (NYSE:JOF) was last updated on 9/4/2026 by MarketBeat.com Staff.
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