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PhenixFIN (PFX) Competitors

PhenixFIN logo
$47.84 +0.33 (+0.69%)
As of 06/13/2025 03:50 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

PFX vs. MVF, MCI, SAR, HQL, MYN, LEO, KTF, ZTR, JOF, and MIY

Should you be buying PhenixFIN stock or one of its competitors? The main competitors of PhenixFIN include BlackRock MuniVest Fund (MVF), Barings Corporate Investors (MCI), Saratoga Investment (SAR), Abrdn Life Sciences Investors (HQL), BlackRock MuniYield New York Quality Fund (MYN), BNY Mellon Strategic Municipals (LEO), DWS Municipal Income Trust (KTF), Virtus Global Dividend & Income Fund (ZTR), Japan Smaller Capitalization Fund (JOF), and BlackRock MuniYield Michigan Quality Fund (MIY). These companies are all part of the "financial services" industry.

PhenixFIN vs. Its Competitors

PhenixFIN (NYSE:PFX) and BlackRock MuniVest Fund (NYSE:MVF) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, earnings, profitability, risk, analyst recommendations, valuation, dividends, media sentiment and community ranking.

In the previous week, BlackRock MuniVest Fund had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for BlackRock MuniVest Fund and 0 mentions for PhenixFIN. BlackRock MuniVest Fund's average media sentiment score of 1.00 beat PhenixFIN's score of 0.00 indicating that BlackRock MuniVest Fund is being referred to more favorably in the news media.

Company Overall Sentiment
PhenixFIN Neutral
BlackRock MuniVest Fund Positive

PhenixFIN has higher revenue and earnings than BlackRock MuniVest Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$20.09M4.81$18.62M$5.099.40
BlackRock MuniVest Fund$11.04M36.18N/AN/AN/A

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.0%. BlackRock MuniVest Fund pays an annual dividend of $0.35 per share and has a dividend yield of 5.3%. PhenixFIN pays out 9.4% of its earnings in the form of a dividend.

PhenixFIN has a beta of 0.32, meaning that its share price is 68% less volatile than the S&P 500. Comparatively, BlackRock MuniVest Fund has a beta of 0.56, meaning that its share price is 44% less volatile than the S&P 500.

43.3% of PhenixFIN shares are held by institutional investors. Comparatively, 48.2% of BlackRock MuniVest Fund shares are held by institutional investors. 24.4% of PhenixFIN shares are held by insiders. Comparatively, 1.0% of BlackRock MuniVest Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

PhenixFIN received 60 more outperform votes than BlackRock MuniVest Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
PhenixFINOutperform Votes
60
60.61%
Underperform Votes
39
39.39%
BlackRock MuniVest FundN/AN/A

PhenixFIN has a net margin of 72.98% compared to BlackRock MuniVest Fund's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat BlackRock MuniVest Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
BlackRock MuniVest Fund N/A N/A N/A

Summary

BlackRock MuniVest Fund beats PhenixFIN on 7 of the 13 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 PFX 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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PFX vs. The Competition

MetricPhenixFINClosed IndustryFinance SectorNYSE Exchange
Market Cap$96.95M$70.71M$11.62B$19.68B
Dividend YieldN/AN/A5.64%3.80%
P/E Ratio5.873.1322.8234.98
Price / Sales4.812.6326.8142.66
Price / Cash20.4180.2517.6017.51
Price / Book0.590.342.834.78
Net Income$18.62M$119.81M$1.04B$1.02B
7 Day Performance-3.16%0.78%0.10%0.82%
1 Month Performance-3.64%-46.63%0.02%1.32%
1 Year Performance6.03%-39.71%540.97%10.65%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
N/A$47.84
+0.7%
N/A+5.8%$96.95M$20.09M5.877
MVF
BlackRock MuniVest Fund
N/A$6.67
+0.6%
N/A-7.0%$402.29M$11.04M0.00147,000Positive News
Short Interest ↓
MCI
Barings Corporate Investors
N/A$19.40
-0.8%
N/A+13.4%$393.80M$37.92M0.00N/ANews Coverage
Short Interest ↑
SAR
Saratoga Investment
1.4297 of 5 stars
$24.12
-1.2%
$24.25
+0.5%
+4.9%$370.67M$42.10M9.733,211News Coverage
Dividend Announcement
HQL
Abrdn Life Sciences Investors
N/A$12.84
+0.2%
N/A-6.9%$370.57M$86.69M0.00N/A
MYN
BlackRock MuniYield New York Quality Fund
N/A$9.46
+0.3%
N/A-10.3%$362.25M$1.69M0.00N/APositive News
Short Interest ↓
LEO
BNY Mellon Strategic Municipals
N/A$5.80
-0.1%
N/A-5.2%$360.98M$2.18M0.00147,000Positive News
Short Interest ↓
KTF
DWS Municipal Income Trust
N/A$8.81
-0.1%
N/A-8.3%$345.11M$35.07M0.00N/ANews Coverage
Positive News
Dividend Announcement
Short Interest ↓
ZTR
Virtus Global Dividend & Income Fund
N/A$6.15
-0.2%
N/A+14.6%$341.34M$85.15M0.00N/APositive News
Dividend Announcement
Short Interest ↓
JOF
Japan Smaller Capitalization Fund
N/A$9.58
+0.5%
N/A+27.7%$337.48M$8.75M0.00N/APositive News
MIY
BlackRock MuniYield Michigan Quality Fund
N/A$11.24
-1.1%
N/A-2.8%$330.06M$4.66M0.00N/ANews Coverage

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This page (NYSE:PFX) was last updated on 6/15/2025 by MarketBeat.com Staff
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