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PhenixFIN (PFX) Competitors

PhenixFIN logo
$49.68 -0.98 (-1.92%)
As of 09:51 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

PFX vs. EVN, MVF, SAR, HQL, LEO, MYN, KTF, ZTR, JOF, and ASG

Should you be buying PhenixFIN stock or one of its competitors? The main competitors of PhenixFIN include Eaton Vance Municipal Income Trust (EVN), BlackRock MuniVest Fund (MVF), Saratoga Investment (SAR), abrdn Life Sciences Investors (HQL), BNY Mellon Strategic Municipals (LEO), BlackRock MuniYield New York Quality Fund (MYN), DWS Municipal Income Trust (KTF), Virtus Total Return Fund (ZTR), Japan Smaller Capitalization Fund (JOF), and Liberty All-Star Growth Fund (ASG). These companies are all part of the "financial services" industry.

PhenixFIN vs. Its Competitors

Eaton Vance Municipal Income Trust (NYSE:EVN) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, risk, earnings, media sentiment, dividends, valuation and profitability.

In the previous week, Eaton Vance Municipal Income Trust had 4 more articles in the media than PhenixFIN. MarketBeat recorded 4 mentions for Eaton Vance Municipal Income Trust and 0 mentions for PhenixFIN. Eaton Vance Municipal Income Trust's average media sentiment score of 0.92 beat PhenixFIN's score of 0.00 indicating that Eaton Vance Municipal Income Trust is being referred to more favorably in the media.

Company Overall Sentiment
Eaton Vance Municipal Income Trust Positive
PhenixFIN Neutral

43.3% of PhenixFIN shares are owned by institutional investors. 1.0% of Eaton Vance Municipal Income Trust shares are owned by company insiders. Comparatively, 24.4% of PhenixFIN shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Eaton Vance Municipal Income Trust has a beta of 0.59, meaning that its stock price is 41% less volatile than the S&P 500. Comparatively, PhenixFIN has a beta of 0.32, meaning that its stock price is 68% less volatile than the S&P 500.

PhenixFIN has higher revenue and earnings than Eaton Vance Municipal Income Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Eaton Vance Municipal Income TrustN/AN/AN/AN/AN/A
PhenixFIN$20.09M4.99$18.62M$5.099.76

PhenixFIN has a net margin of 72.98% compared to Eaton Vance Municipal Income Trust's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Eaton Vance Municipal Income Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Eaton Vance Municipal Income TrustN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

Eaton Vance Municipal Income Trust pays an annual dividend of $0.41 per share and has a dividend yield of 4.0%. PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.0%. PhenixFIN pays out 9.4% of its earnings in the form of a dividend.

Summary

PhenixFIN beats Eaton Vance Municipal Income Trust on 6 of the 11 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$100.34M$71.33M$12.08B$20.65B
Dividend YieldN/AN/A5.53%3.72%
P/E Ratio6.103.2320.0528.08
Price / Sales4.992.7125.7238.45
Price / Cash20.4180.2518.7118.22
Price / Book0.620.352.284.61
Net Income$18.62M$119.81M$998.26M$983.39M
7 Day Performance-1.59%-1.04%2.09%2.57%
1 Month Performance0.55%1.93%4.18%5.08%
1 Year Performance5.57%-40.26%542.26%15.10%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
N/A$49.68
-1.9%
N/A+5.0%$100.34M$20.09M6.107
EVN
Eaton Vance Municipal Income Trust
N/A$10.27
+0.2%
N/A+0.5%$406.59MN/A0.00N/ADividend Announcement
MVF
BlackRock MuniVest Fund
N/A$6.58
+0.6%
N/A-9.7%$394.45MN/A0.00147,000News Coverage
Dividend Announcement
SAR
Saratoga Investment
1.7171 of 5 stars
$24.81
+0.5%
$24.25
-2.3%
+11.4%$379.20M$148.85M12.163,211Upcoming Earnings
Dividend Announcement
HQL
abrdn Life Sciences Investors
N/A$12.80
+0.2%
N/A-8.3%$368.99MN/A0.00N/ANews Coverage
LEO
BNY Mellon Strategic Municipals
N/A$5.91
+1.5%
N/A-3.0%$362.53MN/A0.00147,000Dividend Announcement
MYN
BlackRock MuniYield New York Quality Fund
N/A$9.51
+0.6%
N/A-8.5%$362.06MN/A0.00N/APositive News
Dividend Announcement
KTF
DWS Municipal Income Trust
N/A$8.83
+0.3%
N/A-7.7%$344.72MN/A0.00N/A
ZTR
Virtus Total Return Fund
N/A$6.22
+0.5%
N/A+13.7%$343.85MN/A0.00N/ANews Coverage
Positive News
JOF
Japan Smaller Capitalization Fund
N/A$9.66
-0.8%
N/A+28.8%$343.08MN/A0.00N/A
ASG
Liberty All-Star Growth Fund
N/A$5.47
+0.6%
N/A+1.9%$316.81MN/A0.00N/ANews Coverage

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This page (NYSE:PFX) was last updated on 7/7/2025 by MarketBeat.com Staff
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