Liberty All-Star Equity Fund (NYSE:USA) and BlackRock MuniHoldings New York Quality Fund (NYSE:MHN) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, earnings, risk, profitability, valuation and dividends.
Dividends
Liberty All-Star Equity Fund pays an annual dividend of $0.65 per share and has a dividend yield of 8.9%. BlackRock MuniHoldings New York Quality Fund pays an annual dividend of $0.61 per share and has a dividend yield of 4.4%. Liberty All-Star Equity Fund has increased its dividend for 1 consecutive years and BlackRock MuniHoldings New York Quality Fund has increased its dividend for 1 consecutive years.
Volatility and Risk
Liberty All-Star Equity Fund has a beta of 1.26, indicating that its stock price is 26% more volatile than the S&P 500. Comparatively, BlackRock MuniHoldings New York Quality Fund has a beta of 0.21, indicating that its stock price is 79% less volatile than the S&P 500.
Earnings & Valuation
This table compares Liberty All-Star Equity Fund and BlackRock MuniHoldings New York Quality Fund's gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio |
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Liberty All-Star Equity Fund | N/A | N/A | N/A | N/A | N/A |
BlackRock MuniHoldings New York Quality Fund | N/A | N/A | N/A | N/A | N/A |
Insider and Institutional Ownership
11.3% of Liberty All-Star Equity Fund shares are owned by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are owned by company insiders. Comparatively, 1.0% of BlackRock MuniHoldings New York Quality Fund shares are owned by company 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.
Profitability
This table compares Liberty All-Star Equity Fund and BlackRock MuniHoldings New York Quality Fund's net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets |
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Liberty All-Star Equity Fund | N/A | N/A | N/A |
BlackRock MuniHoldings New York Quality Fund | N/A | N/A | N/A |
Analyst Ratings
This is a summary of recent recommendations and price targets for Liberty All-Star Equity Fund and BlackRock MuniHoldings New York Quality Fund, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score |
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Liberty All-Star Equity Fund | 0 | 0 | 1 | 0 | 3.00 |
BlackRock MuniHoldings New York Quality Fund | 0 | 0 | 0 | 0 | N/A |
Liberty All-Star Equity Fund presently has a consensus target price of $5.70, suggesting a potential downside of 22.13%. Given Liberty All-Star Equity Fund's higher possible upside, equities research analysts plainly believe Liberty All-Star Equity Fund is more favorable than BlackRock MuniHoldings New York Quality Fund.
Summary
Liberty All-Star Equity Fund beats BlackRock MuniHoldings New York Quality Fund on 5 of the 6 factors compared between the two stocks.