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Japan Smaller Capitalization Fund (JOF) Competitors

Japan Smaller Capitalization Fund logo
$12.26 -0.19 (-1.53%)
As of 12:26 PM Eastern
This is a fair market value price provided by Massive. Learn more.

JOF vs. OPY, MUC, DFIN, MYI, and MSDL

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), BlackRock MuniHoldings California Quality Fund (MUC), Donnelley Financial Solutions (DFIN), BlackRock MuniYield Quality Fund III (MYI), and Morgan Stanley Direct Lending Fund (MSDL). 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 better business? We will contrast the two businesses based on the strength of their analyst recommendations, risk, valuation, profitability, earnings, institutional ownership, dividends and media sentiment.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oppenheimer$1.64B0.70$148.40M$8.8612.06
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A

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 has a beta of 1.1, indicating that its stock price is 10% 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.

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 increased its dividend for 1 consecutive years.

In the previous week, Oppenheimer had 5 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 6 mentions for Oppenheimer and 1 mentions for Japan Smaller Capitalization Fund. Oppenheimer's average media sentiment score of 0.43 beat Japan Smaller Capitalization Fund's score of 0.00 indicating that Oppenheimer is being referred to more favorably in the media.

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

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

32.3% of Oppenheimer shares are owned by institutional investors. 34.9% of Oppenheimer 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

Oppenheimer beats Japan Smaller Capitalization Fund on 12 of the 14 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 investment? We will compare the two companies based on the strength of their analyst recommendations, valuation, profitability, media sentiment, dividends, earnings, institutional ownership and risk.

BlackRock MuniHoldings California Quality Fund has a beta of 0.68, suggesting that its share price is 32% 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.

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

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 company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, BlackRock MuniHoldings California Quality Fund and BlackRock MuniHoldings California Quality Fund both had 1 articles in the media. Japan Smaller Capitalization Fund's average media sentiment score of 0.00 beat BlackRock MuniHoldings California Quality Fund's score of -0.52 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 MuniHoldings California Quality Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
Japan Smaller Capitalization Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.32 per share and has a dividend yield of 3.3%. Japan Smaller Capitalization Fund pays an annual dividend of $1.09 per share and has a dividend yield of 8.8%.

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 Donnelley Financial Solutions?

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

Donnelley Financial Solutions has a net margin of 4.53% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. Donnelley Financial Solutions' return on equity of 25.82% 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
Donnelley Financial Solutions 4.53%25.82%12.29%

93.8% of Donnelley Financial Solutions shares are held by institutional investors. 1.0% of Japan Smaller Capitalization Fund shares are held by insiders. Comparatively, 5.2% of Donnelley Financial Solutions shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, Donnelley Financial Solutions had 3 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 4 mentions for Donnelley Financial Solutions and 1 mentions for Japan Smaller Capitalization Fund. Donnelley Financial Solutions' average media sentiment score of 0.13 beat Japan Smaller Capitalization Fund's score of 0.00 indicating that Donnelley Financial Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Japan Smaller Capitalization Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Donnelley Financial Solutions
0 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Japan Smaller Capitalization Fund has a beta of 0.53, indicating that its stock price is 47% less volatile than the broader market. Comparatively, Donnelley Financial Solutions has a beta of 0.75, indicating that its stock price is 25% less volatile than the broader market.

Donnelley Financial Solutions 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
Donnelley Financial Solutions$767M1.61$32.40M$1.4534.60

Donnelley Financial Solutions has a consensus price target of $61.00, suggesting a potential upside of 21.57%. Given Donnelley Financial Solutions' stronger consensus rating and higher probable upside, analysts plainly believe Donnelley Financial Solutions 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
Donnelley Financial Solutions
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.80

Summary

Donnelley Financial Solutions beats Japan Smaller Capitalization Fund on 13 of the 13 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 business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, media sentiment, earnings, institutional ownership, risk, profitability and valuation.

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

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

BlackRock MuniYield Quality Fund III has a beta of 0.65, meaning that its share price is 35% 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.

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

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%.

In the previous week, BlackRock MuniYield Quality Fund III and BlackRock MuniYield Quality Fund III both had 1 articles in the media. BlackRock MuniYield Quality Fund III's average media sentiment score of 0.00 equaled Japan Smaller Capitalization Fund'saverage media sentiment score.

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

Summary

BlackRock MuniYield Quality Fund III beats Japan Smaller Capitalization Fund on 2 of the 3 factors compared between the two stocks.

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

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

Morgan Stanley Direct Lending Fund 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
Morgan Stanley Direct Lending Fund$397.29M2.79$122.09M$0.6919.07

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
Japan Smaller Capitalization FundN/A N/A N/A
Morgan Stanley Direct Lending Fund 15.97%9.61%4.28%

In the previous week, Morgan Stanley Direct Lending Fund had 3 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 4 mentions for Morgan Stanley Direct Lending Fund and 1 mentions for Japan Smaller Capitalization Fund. Japan Smaller Capitalization Fund's average media sentiment score of 0.00 beat Morgan Stanley Direct Lending Fund's score of -0.64 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)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Morgan Stanley Direct Lending Fund
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Negative

Morgan Stanley Direct Lending Fund has a consensus target price of $15.50, indicating a potential upside of 17.83%. Given Morgan Stanley Direct Lending Fund's stronger consensus rating and higher possible upside, analysts clearly 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
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
0 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.14

Japan Smaller Capitalization Fund has a beta of 0.53, suggesting that its stock price is 47% less volatile than the broader market. Comparatively, Morgan Stanley Direct Lending Fund has a beta of 0.58, suggesting that its stock price is 42% less volatile than the broader market.

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 an annual dividend of $1.80 per share and has a dividend yield of 13.7%. 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.

Summary

Morgan Stanley Direct Lending Fund beats Japan Smaller Capitalization Fund on 10 of the 12 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$347.33M$5.05B$13.38B$22.91B
Dividend Yield8.75%7.61%6.08%3.72%
P/E RatioN/A29.9024.6028.10
Price / SalesN/A1,202.93485.9120.85
Price / CashN/A47.6044.1937.05
Price / BookN/A3.442.684.66
Net IncomeN/A$415.07M$1.32B$1.07B
7 Day Performance-2.26%-0.71%-0.70%-0.84%
1 Month Performance-1.41%-2.22%-3.11%-4.48%
1 Year Performance20.85%8.03%9.76%5.31%

Japan Smaller Capitalization Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JOF
Japan Smaller Capitalization Fund
N/A$12.26
-1.5%
N/A+22.3%$347.33MN/AN/AN/A
OPY
Oppenheimer
1.628 of 5 stars
$118.72
-1.5%
N/A+56.4%$1.29B$1.64B13.402,947
MUC
BlackRock MuniHoldings California Quality Fund
N/A$9.66
-1.1%
N/A-9.6%$1.22BN/AN/A147,000
DFIN
Donnelley Financial Solutions
4.8094 of 5 stars
$49.92
+0.7%
$61.00
+22.2%
-5.0%$1.22B$767M34.431,750
MYI
BlackRock MuniYield Quality Fund III
N/A$9.47
-1.8%
N/A-13.7%$1.18BN/AN/A147,000

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This page (NYSE:JOF) was last updated on 10/14/2026 by MarketBeat.com Staff.
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