MFV vs. CIF, NOM, EQS, CUBA, EEA, CEE, GCV, CEV, DTF, and JEQ
Should you be buying MFS Special Value Trust stock or one of its competitors? The main competitors of MFS Special Value Trust include MFS Intermediate High Income Fund (CIF), Nuveen Missouri Quality Municipal Income Fund (NOM), Equus Total Return (EQS), The Herzfeld Caribbean Basin Fund (CUBA), The European Equity Fund (EEA), The Central and Eastern Europe Fund (CEE), The Gabelli Convertible and Income Securities Fund (GCV), Eaton Vance California Municipal Income Trust (CEV), DTF Tax-Free Income 2028 Term Fund (DTF), and Abrdn Japan Equity Fund (JEQ). These companies are all part of the "investment offices, not elsewhere classified" industry.
MFS Intermediate High Income Fund (NYSE:CIF) and MFS Special Value Trust (NYSE:MFV) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their risk, analyst recommendations, community ranking, dividends, media sentiment, institutional ownership, profitability, valuation and earnings.
MFS Special Value Trust received 130 more outperform votes than MFS Intermediate High Income Fund when rated by MarketBeat users. However, 100.00% of users gave MFS Intermediate High Income Fund an outperform vote while only 66.50% of users gave MFS Special Value Trust an outperform vote.
6.9% of MFS Intermediate High Income Fund shares are owned by institutional investors. Comparatively, 6.4% of MFS Special Value Trust shares are owned by institutional investors. 0.2% of MFS Special Value Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
In the previous week, MFS Special Value Trust's average media sentiment score of 0.00 equaled MFS Intermediate High Income Fund'saverage media sentiment score.
MFS Intermediate High Income Fund pays an annual dividend of $0.17 per share and has a dividend yield of 10.4%. MFS Special Value Trust pays an annual dividend of $0.40 per share and has a dividend yield of 9.1%. MFS Intermediate High Income Fund has increased its dividend for 1 consecutive years and MFS Special Value Trust has increased its dividend for 1 consecutive years.
MFS Intermediate High Income Fund has a beta of 0.77, suggesting that its share price is 23% less volatile than the S&P 500. Comparatively, MFS Special Value Trust has a beta of 0.8, suggesting that its share price is 20% less volatile than the S&P 500.
Summary
MFS Intermediate High Income Fund and MFS Special Value Trust tied by winning 3 of the 6 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding MFV and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis 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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