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PhenixFIN (PFX) Competitors

PhenixFIN logo
$49.58 +0.74 (+1.50%)
As of 05/23/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

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

PhenixFIN vs.

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

PhenixFIN has higher revenue and earnings than BlackRock MuniVest Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniVest Fund$11.04M36.49N/AN/AN/A
PhenixFIN$20.09M4.98$18.62M$5.099.74

BlackRock MuniVest Fund 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 0.37, meaning that its stock price is 63% less volatile than the S&P 500.

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
BlackRock MuniVest FundN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

In the previous week, PhenixFIN had 1 more articles in the media than BlackRock MuniVest Fund. MarketBeat recorded 1 mentions for PhenixFIN and 0 mentions for BlackRock MuniVest Fund. PhenixFIN's average media sentiment score of 1.70 beat BlackRock MuniVest Fund's score of 0.00 indicating that PhenixFIN is being referred to more favorably in the news media.

Company Overall Sentiment
BlackRock MuniVest Fund Neutral
PhenixFIN Very Positive

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

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

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

BlackRock MuniVest Fund pays an annual dividend of $0.35 per share and has a dividend yield of 5.2%. 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 BlackRock MuniVest Fund on 8 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 {thisCompany.Symbol} 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$99.35M$402.38M$11.49B$19.27B
Dividend YieldN/AN/A5.46%3.84%
P/E Ratio6.084.9622.2234.41
Price / Sales4.984.6727.4034.86
Price / Cash20.4180.2517.6217.51
Price / Book0.620.762.764.69
Net Income$18.62M$119.81M$1.04B$1.02B
7 Day Performance-1.83%-1.32%-1.37%-2.38%
1 Month Performance-2.46%9.95%3.43%4.34%
1 Year Performance9.56%22.59%535.18%4.86%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
N/A$49.58
+1.5%
N/A+9.6%$99.35M$20.09M6.087Positive News
MVF
BlackRock MuniVest Fund
N/A$6.77
-0.4%
N/A-4.6%$410.14M$11.04M0.00147,000
EVN
Eaton Vance Municipal Income Trust
N/A$10.33
flat
N/A+1.4%$409.76M$38.57M0.00N/ANews Coverage
Positive News
MCI
Barings Corporate Investors
N/A$19.10
+0.9%
N/A+11.8%$387.71M$37.92M0.00N/ADividend Announcement
SAR
Saratoga Investment
1.5035 of 5 stars
$24.59
+0.8%
$24.58
0.0%
+3.9%$377.83M$42.10M9.923,211
MYN
BlackRock MuniYield New York Quality Fund
N/A$9.63
flat
N/A-8.0%$368.95M$1.69M0.00N/APositive News
LEO
BNY Mellon Strategic Municipals
N/A$5.88
-0.7%
N/A-2.0%$366.27M$73.46M0.00147,000Positive News
Dividend Increase
HQL
Abrdn Life Sciences Investors
N/A$12.46
+1.1%
N/A-8.5%$359.75M$86.69M0.00N/ANews Coverage
Dividend Announcement
Insider Trade
KTF
DWS Municipal Income Trust
N/A$9.08
-1.2%
N/A-5.2%$355.69M$35.07M0.00N/A
ZTR
Virtus Global Dividend & Income Fund
N/A$6.15
+0.5%
N/A+12.5%$341.62M$85.15M0.00N/A
MIY
BlackRock MuniYield Michigan Quality Fund
N/A$11.49
-0.9%
N/A+1.5%$337.40M$4.66M0.00N/APositive News

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This page (NYSE:PFX) was last updated on 5/24/2025 by MarketBeat.com Staff
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