Go Pro

Japan Smaller Capitalization Fund (JOF) Competitors

Japan Smaller Capitalization Fund logo
$12.53 -0.05 (-0.37%)
Closing price 08/14/2026 03:56 PM Eastern
Extended Trading
$12.52 -0.01 (-0.11%)
As of 08/14/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Should you buy Japan Smaller Capitalization Fund stock or one of its competitors? Japan Smaller Capitalization Fund's main competitors and comparable companies include BlackRock MuniHoldings California Quality Fund (MUC), BlackRock MuniYield Quality Fund III (MYI), Morgan Stanley Direct Lending Fund (MSDL), abrdn Healthcare Investors (HQH), and Orchid Island Capital (ORC). 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 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 profitability, dividends, analyst recommendations, institutional ownership, valuation, risk, earnings and media sentiment.

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

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

In the previous week, BlackRock MuniHoldings California Quality Fund had 1 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 3 mentions for BlackRock MuniHoldings California Quality Fund and 2 mentions for Japan Smaller Capitalization Fund. Japan Smaller Capitalization Fund's average media sentiment score of 1.46 beat BlackRock MuniHoldings California Quality Fund's score of 1.16 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BlackRock MuniHoldings California Quality Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Japan Smaller Capitalization Fund has a beta of 0.52, suggesting that its share price is 48% less volatile than the broader market. Comparatively, BlackRock MuniHoldings California Quality Fund has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market.

Japan Smaller Capitalization Fund pays an annual dividend of $1.07 per share and has a dividend yield of 8.5%. BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.43 per share and has a dividend yield of 4.0%.

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

Summary

Japan Smaller Capitalization Fund and BlackRock MuniHoldings California Quality Fund tied by winning 3 of the 6 factors compared between the two stocks.

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

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

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

34.0% of BlackRock MuniYield Quality Fund III shares are held by institutional investors. 1.0% of Japan Smaller Capitalization Fund shares are held by company insiders. Comparatively, 1.0% of BlackRock MuniYield Quality Fund III shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Japan Smaller Capitalization Fund has a beta of 0.52, indicating that its share price is 48% less volatile than the broader market. Comparatively, BlackRock MuniYield Quality Fund III has a beta of 0.63, indicating that its share price is 37% less volatile than the broader market.

Japan Smaller Capitalization Fund pays an annual dividend of $1.07 per share and has a dividend yield of 8.5%. BlackRock MuniYield Quality Fund III pays an annual dividend of $0.44 per share and has a dividend yield of 4.1%.

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

In the previous week, Japan Smaller Capitalization Fund had 1 more articles in the media than BlackRock MuniYield Quality Fund III. MarketBeat recorded 2 mentions for Japan Smaller Capitalization Fund and 1 mentions for BlackRock MuniYield Quality Fund III. BlackRock MuniYield Quality Fund III's average media sentiment score of 1.67 beat Japan Smaller Capitalization Fund's score of 1.46 indicating that BlackRock MuniYield Quality Fund III is being referred to more favorably in the news media.

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

Summary

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

How does Japan Smaller Capitalization Fund compare to Morgan Stanley Direct Lending Fund?

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

Morgan Stanley Direct Lending Fund pays an annual dividend of $1.80 per share and has a dividend yield of 11.7%. Japan Smaller Capitalization Fund pays an annual dividend of $1.07 per share and has a dividend yield of 8.5%. Morgan Stanley Direct Lending Fund pays out 260.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Morgan Stanley Direct Lending Fund has a net margin of 15.97% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. Morgan Stanley Direct Lending Fund's return on equity of 9.61% beat Japan Smaller Capitalization Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Morgan Stanley Direct Lending Fund15.97% 9.61% 4.28%
Japan Smaller Capitalization Fund N/A N/A N/A

Morgan Stanley Direct Lending Fund currently has a consensus target price of $15.63, suggesting a potential upside of 1.14%. Given Morgan Stanley Direct Lending Fund's stronger consensus rating and higher possible upside, equities analysts plainly believe Morgan Stanley Direct Lending Fund is more favorable than Japan Smaller Capitalization Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morgan Stanley Direct Lending Fund
0 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.14
Japan Smaller Capitalization Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Morgan Stanley Direct Lending Fund has higher revenue and earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morgan Stanley Direct Lending Fund$397.29M3.27$122.09M$0.6922.39
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A

Morgan Stanley Direct Lending Fund has a beta of 0.53, suggesting that its share price is 47% less volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.52, suggesting that its share price is 48% less volatile than the broader market.

In the previous week, Morgan Stanley Direct Lending Fund had 1 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 3 mentions for Morgan Stanley Direct Lending Fund and 2 mentions for Japan Smaller Capitalization Fund. Japan Smaller Capitalization Fund's average media sentiment score of 1.46 beat Morgan Stanley Direct Lending Fund's score of 0.78 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
Morgan Stanley Direct Lending Fund
3 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Morgan Stanley Direct Lending Fund beats Japan Smaller Capitalization Fund on 10 of the 12 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 superior business? We will contrast the two companies based on the strength of their profitability, institutional ownership, dividends, valuation, media sentiment, analyst recommendations, earnings and risk.

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

In the previous week, abrdn Healthcare Investors and abrdn Healthcare Investors both had 2 articles in the media. Japan Smaller Capitalization Fund's average media sentiment score of 1.46 beat abrdn Healthcare Investors' score of 1.38 indicating that Japan Smaller Capitalization Fund is being referred to more favorably in the news media.

Company Overall Sentiment
abrdn Healthcare Investors Positive
Japan Smaller Capitalization Fund Positive

abrdn Healthcare Investors has a beta of 0.78, suggesting that its share price is 22% less volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.52, suggesting that its share price is 48% less volatile than the broader market.

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

abrdn Healthcare Investors pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. Japan Smaller Capitalization Fund pays an annual dividend of $1.07 per share and has a dividend yield of 8.5%.

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

Summary

abrdn Healthcare Investors beats Japan Smaller Capitalization Fund on 4 of the 5 factors compared between the two stocks.

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

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

Orchid Island Capital presently has a consensus price target of $7.50, indicating a potential upside of 12.87%. Given Orchid Island Capital's stronger consensus rating and higher possible upside, equities research 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
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
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Orchid Island Capital pays an annual dividend of $1.20 per share and has a dividend yield of 18.1%. Japan Smaller Capitalization Fund pays an annual dividend of $1.07 per share and has a dividend yield of 8.5%. 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 raised 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.

Orchid Island Capital has a beta of 1.55, meaning that its share price is 55% more volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.52, meaning that its share price is 48% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Orchid Island Capital$414M3.20$159.03M$1.484.49
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A

In the previous week, Orchid Island Capital had 2 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 4 mentions for Orchid Island Capital and 2 mentions for Japan Smaller Capitalization Fund. Japan Smaller Capitalization Fund's average media sentiment score of 1.46 beat Orchid Island Capital's score of 0.69 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
Orchid Island Capital
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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Orchid Island CapitalN/A 11.87% 1.35%
Japan Smaller Capitalization Fund N/A N/A N/A

32.7% of Orchid Island Capital shares are owned by institutional investors. 0.3% of Orchid Island Capital 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 hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Orchid Island Capital beats Japan Smaller Capitalization Fund on 10 of the 13 factors compared between the two stocks.

Get Japan Smaller Capitalization Fund News Delivered to You Automatically

Sign up to receive the latest news and ratings for JOF and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

JOF vs. The Competition

MetricJapan Smaller Capitalization FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$356.44M$5.70B$14.11B$24.33B
Dividend Yield8.52%7.38%5.87%3.68%
P/E RatioN/A38.1329.3430.78
Price / SalesN/A1,232.90513.8220.39
Price / CashN/A48.3337.4932.80
Price / BookN/A3.693.716.82
Net IncomeN/A$417.15M$1.31B$1.06B
7 Day Performance1.40%0.56%0.73%0.54%
1 Month Performance8.43%0.71%1.52%2.88%
1 Year Performance20.29%7.69%12.46%19.08%

Japan Smaller Capitalization Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JOF
Japan Smaller Capitalization Fund
N/A$12.53
-0.4%
N/A+20.9%$356.44MN/AN/AN/A
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.68
-0.3%
N/A+4.6%$1.34BN/AN/A147,000
MYI
BlackRock MuniYield Quality Fund III
N/A$10.79
+0.2%
N/A+3.0%$1.32BN/AN/A147,000
MSDL
Morgan Stanley Direct Lending Fund
2.6764 of 5 stars
$15.09
-0.7%
$15.63
+3.5%
-12.7%$1.29B$397.29M14.94N/A
HQH
abrdn Healthcare Investors
N/A$22.62
+1.2%
N/A+43.4%$1.28BN/AN/A147,000

Related Companies and Tools


This page (NYSE:JOF) was last updated on 8/15/2026 by MarketBeat.com Staff.
From Our Partners