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Japan Smaller Capitalization Fund (JOF) Competitors

Japan Smaller Capitalization Fund logo
$12.37 -0.19 (-1.51%)
Closing price 09/23/2026 03:58 PM Eastern
Extended Trading
$12.38 +0.02 (+0.12%)
As of 09/23/2026 07:30 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.
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JOF vs. OPY, PWP, MUC, MSDL, 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 Oppenheimer (OPY), Perella Weinberg Partners (PWP), BlackRock MuniHoldings California Quality Fund (MUC), Morgan Stanley Direct Lending Fund (MSDL), 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 Oppenheimer?

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

32.3% of Oppenheimer shares are held by institutional investors. 34.9% of Oppenheimer 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Oppenheimer had 4 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 4 mentions for Oppenheimer and 0 mentions for Japan Smaller Capitalization Fund. Oppenheimer's average media sentiment score of 0.23 beat Japan Smaller Capitalization Fund's score of -0.64 indicating that Oppenheimer is being referred to more favorably in the media.

Company Overall Sentiment
Oppenheimer Neutral
Japan Smaller Capitalization Fund Negative

Oppenheimer has a beta of 1.1, indicating that its share price is 10% more volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.53, indicating that its share price is 47% less volatile than the broader market.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oppenheimer
0 Sell rating(s)
0 Hold rating(s)
2 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

Oppenheimer has a net margin of 5.72% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. Oppenheimer's return on equity of 19.51% beat Japan Smaller Capitalization Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Oppenheimer5.72% 19.51% 4.86%
Japan Smaller Capitalization Fund N/A N/A N/A

Oppenheimer pays an annual dividend of $0.80 per share and has a dividend yield of 0.7%. Japan Smaller Capitalization Fund pays an annual dividend of $1.09 per share and has a dividend yield of 8.8%. Oppenheimer pays out 9.0% of its earnings in the form of a dividend. Oppenheimer has raised its dividend for 1 consecutive years.

Oppenheimer has higher revenue and earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oppenheimer$1.80B0.69$148.40M$8.8612.98
Japan Smaller Capitalization Fund$147.36M2.38N/AN/AN/A

Summary

Oppenheimer beats Japan Smaller Capitalization Fund on 12 of the 15 factors compared between the two stocks.

How does Japan Smaller Capitalization Fund compare to Perella Weinberg Partners?

Perella Weinberg Partners (NASDAQ:PWP) 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 profitability, dividends, analyst recommendations, risk, institutional ownership, earnings, media sentiment and valuation.

41.1% of Perella Weinberg Partners shares are held by institutional investors. 26.1% of Perella Weinberg Partners 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 large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

In the previous week, Perella Weinberg Partners had 1 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 1 mentions for Perella Weinberg Partners and 0 mentions for Japan Smaller Capitalization Fund. Perella Weinberg Partners' average media sentiment score of 0.00 beat Japan Smaller Capitalization Fund's score of -0.64 indicating that Perella Weinberg Partners is being referred to more favorably in the media.

Company Overall Sentiment
Perella Weinberg Partners Neutral
Japan Smaller Capitalization Fund Negative

Perella Weinberg Partners has a beta of 1.62, indicating that its stock price is 62% more volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.53, indicating that its stock price is 47% less volatile than the broader market.

Perella Weinberg Partners presently has a consensus price target of $22.00, suggesting a potential upside of 64.30%. Given Perella Weinberg Partners' stronger consensus rating and higher probable upside, equities research analysts clearly believe Perella Weinberg Partners is more favorable than Japan Smaller Capitalization Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Perella Weinberg Partners
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
Japan Smaller Capitalization Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Perella Weinberg Partners has a net margin of 3.19% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. Japan Smaller Capitalization Fund's return on equity of 0.00% beat Perella Weinberg Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Perella Weinberg Partners3.19% -35.84% 8.40%
Japan Smaller Capitalization Fund N/A N/A N/A

Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 2.1%. Japan Smaller Capitalization Fund pays an annual dividend of $1.09 per share and has a dividend yield of 8.8%. Perella Weinberg Partners pays out 107.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Perella Weinberg Partners has higher revenue and earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Perella Weinberg Partners$750.90M1.68$35.48M$0.2651.50
Japan Smaller Capitalization Fund$147.36M2.38N/AN/AN/A

Summary

Perella Weinberg Partners beats Japan Smaller Capitalization Fund on 11 of the 15 factors compared between the two stocks.

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

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

BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.32 per share and has a dividend yield of 3.2%. Japan Smaller Capitalization Fund pays an annual dividend of $1.09 per share and has a dividend yield of 8.8%.

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

In the previous week, BlackRock MuniHoldings California Quality Fund had 1 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 1 mentions for BlackRock MuniHoldings California Quality Fund and 0 mentions for Japan Smaller Capitalization Fund. Japan Smaller Capitalization Fund's average media sentiment score of -0.64 beat BlackRock MuniHoldings California Quality Fund's score of -0.86 indicating that Japan Smaller Capitalization Fund is being referred to more favorably in the news media.

Company Overall Sentiment
BlackRock MuniHoldings California Quality Fund Negative
Japan Smaller Capitalization Fund Negative

31.0% of BlackRock MuniHoldings California Quality Fund shares are held by institutional investors. 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniHoldings California Quality Fund$26.56M47.19N/AN/AN/A
Japan Smaller Capitalization Fund$147.36M2.38N/AN/AN/A

Summary

BlackRock MuniHoldings California Quality Fund and Japan Smaller Capitalization Fund tied by winning 4 of the 8 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 risk, analyst recommendations, institutional ownership, valuation, dividends, earnings, media sentiment and profitability.

Morgan Stanley Direct Lending Fund pays an annual dividend of $1.80 per share and has a dividend yield of 12.5%. Japan Smaller Capitalization Fund pays an annual dividend of $1.09 per share and has a dividend yield of 8.8%. 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 beta of 0.54, meaning that its stock price is 46% less volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.53, meaning that its stock price is 47% less volatile than the broader market.

In the previous week, Morgan Stanley Direct Lending Fund's average media sentiment score of 0.00 beat Japan Smaller Capitalization Fund's score of -0.64 indicating that Morgan Stanley Direct Lending Fund is being referred to more favorably in the media.

Company Overall Sentiment
Morgan Stanley Direct Lending Fund Neutral
Japan Smaller Capitalization Fund Negative

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 $15.50, suggesting a potential upside of 7.45%. Given Morgan Stanley Direct Lending Fund's stronger consensus rating and higher possible upside, research 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$397.29M3.05$122.09M$0.6920.91
Japan Smaller Capitalization Fund$147.36M2.38N/AN/AN/A

Summary

Morgan Stanley Direct Lending Fund beats Japan Smaller Capitalization Fund on 11 of the 12 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 superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, institutional ownership, valuation, dividends, earnings, media sentiment and profitability.

BlackRock MuniYield Quality Fund III pays an annual dividend of $0.33 per share and has a dividend yield of 3.4%. Japan Smaller Capitalization Fund pays an annual dividend of $1.09 per share and has a dividend yield of 8.8%.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniYield Quality Fund IIIN/AN/AN/AN/AN/A
Japan Smaller Capitalization Fund$147.36M2.38N/AN/AN/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 company insiders. Comparatively, 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 company is poised for long-term growth.

In the previous week, BlackRock MuniYield Quality Fund III's average media sentiment score of 0.00 beat Japan Smaller Capitalization Fund's score of -0.64 indicating that BlackRock MuniYield Quality Fund III is being referred to more favorably in the media.

Company Overall Sentiment
BlackRock MuniYield Quality Fund III Neutral
Japan Smaller Capitalization Fund Negative

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

Summary

BlackRock MuniYield Quality Fund III beats Japan Smaller Capitalization Fund 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

Export
MetricJapan Smaller Capitalization FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$355.88M$5.36B$13.79B$23.07B
Dividend Yield8.60%7.49%5.95%3.61%
P/E RatioN/A29.9325.2228.10
Price / Sales2.381,250.55518.2015.59
Price / CashN/A47.8746.1238.68
Price / BookN/A3.512.714.66
Net IncomeN/A$417.39M$1.31B$1.07B
7 Day Performance-0.44%0.39%-0.37%-1.27%
1 Month Performance0.58%-1.56%-1.56%-4.71%
1 Year Performance15.92%4.83%8.88%7.48%

Japan Smaller Capitalization Fund Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JOF
Japan Smaller Capitalization Fund
N/A$12.37
-1.5%		N/A+15.3%$355.88M$147.36MN/AN/A
OPY
Oppenheimer
1.6493 of 5 stars		$112.95
-5.6%		N/A+49.2%$1.28B$1.64B12.752,947
PWP
Perella Weinberg Partners
1.6559 of 5 stars		$12.75
-4.9%		$22.00
+72.5%		-40.0%$1.26B$750.90M49.04736
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.15
+0.9%		N/A-7.0%$1.26BN/AN/A147,000
MSDL
Morgan Stanley Direct Lending Fund
2.0648 of 5 stars		$14.70
-0.2%		$15.50
+5.5%		-15.7%$1.24B$397.29M21.30N/A

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This page (NYSE:JOF) was last updated on 9/24/2026 by MarketBeat.com Staff.
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