S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
Closing prices for crude oil, gold and other commodities
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
Closing prices for crude oil, gold and other commodities
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
Closing prices for crude oil, gold and other commodities
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
Closing prices for crude oil, gold and other commodities

MFS Special Value Trust (MFV) Competitors

$4.41
-0.01 (-0.23%)
(As of 04/10/2024)

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 Special Value Trust vs.

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.

Company Net Margins Return on Equity Return on Assets
MFS Intermediate High Income FundN/A N/A N/A
MFS Special Value Trust N/A N/A N/A

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.

CompanyUnderperformOutperform
MFS Intermediate High Income FundOutperform Votes
1
100.00%
Underperform Votes
No Votes
MFS Special Value TrustOutperform Votes
131
66.50%
Underperform Votes
66
33.50%

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MFS Intermediate High Income FundN/AN/AN/AN/AN/A
MFS Special Value TrustN/AN/AN/AN/AN/A

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.

Company Overall Sentiment
MFS Intermediate High Income Fund Neutral
MFS Special Value Trust Neutral

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MFS Intermediate High Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
MFS Special Value Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

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.

New MarketBeat Followers Over Time

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.
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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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MFV vs. The Competition

MetricMFS Special Value TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$32.19M$6.89B$8.47B$17.21B
Dividend Yield9.05%6.53%10.69%3.62%
P/E RatioN/A0.7350.3024.85
Price / SalesN/A72.223,488.9811.92
Price / CashN/A7.4816.3617.10
Price / BookN/A0.982.374.85
Net IncomeN/A$85.22M$996.55M$970.56M
7 Day PerformanceN/A-1.04%-0.24%-1.75%
1 Month Performance0.68%-2.88%-2.25%-3.82%
1 Year Performance5.00%1.17%10.84%100.03%

MFS Special Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CIF
MFS Intermediate High Income Fund
0 of 5 stars
$1.63
-0.6%
N/A-3.0%$30.84MN/A0.00N/AEx-Dividend
NOM
Nuveen Missouri Quality Municipal Income Fund
0 of 5 stars
$9.97
+0.3%
N/A-2.0%$23.43MN/A0.00N/ANegative News
EQS
Equus Total Return
0 of 5 stars
$1.46
-2.0%
N/A-6.4%$19.84M$250,000.000.002,011News Coverage
Gap Down
CUBA
The Herzfeld Caribbean Basin Fund
0 of 5 stars
$2.36
-1.7%
N/A-37.8%$16.87MN/A0.00N/ANews Coverage
EEA
The European Equity Fund
0 of 5 stars
$8.53
-0.4%
N/A-2.2%$58.86MN/A0.00N/ANews Coverage
CEE
The Central and Eastern Europe Fund
0 of 5 stars
$9.59
-0.1%
N/A+13.7%$60.42MN/A0.00N/AHigh Trading Volume
GCV
The Gabelli Convertible and Income Securities Fund
0 of 5 stars
$3.42
-0.6%
N/A-23.0%$65.94MN/A0.00N/ANews Coverage
CEV
Eaton Vance California Municipal Income Trust
0 of 5 stars
$10.29
+0.1%
N/A+4.0%$72.34MN/A0.00N/ANews Coverage
DTF
DTF Tax-Free Income 2028 Term Fund
0 of 5 stars
$10.64
flat
N/A-2.8%$74.80MN/A0.00N/ANews Coverage
JEQ
Abrdn Japan Equity Fund
0 of 5 stars
$5.88
-1.5%
N/A+7.8%$81.44MN/A0.00N/ANews Coverage

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This page (NYSE:MFV) was last updated on 4/20/2024 by MarketBeat.com Staff

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