PFX vs. SAR, MVF, HQL, LEO, MYN, ZTR, JOF, KTF, MIN, and TWN
Should you be buying PhenixFIN stock or one of its competitors? The main competitors of PhenixFIN include Saratoga Investment (SAR), BlackRock MuniVest Fund (MVF), abrdn Life Sciences Investors (HQL), BNY Mellon Strategic Municipals (LEO), BlackRock MuniYield New York Quality Fund (MYN), Virtus Total Return Fund (ZTR), Japan Smaller Capitalization Fund (JOF), DWS Municipal Income Trust (KTF), MFS Intermediate Income Trust (MIN), and Taiwan Fund (TWN). These companies are all part of the "financial services" industry.
PhenixFIN vs. Its Competitors
PhenixFIN (NYSE:PFX) and Saratoga Investment (NYSE:SAR) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, media sentiment, valuation, dividends, profitability, risk and analyst recommendations.
PhenixFIN has a beta of 0.32, indicating that its stock price is 68% less volatile than the S&P 500. Comparatively, Saratoga Investment has a beta of 0.67, indicating that its stock price is 33% less volatile than the S&P 500.
Saratoga Investment has a consensus target price of $24.25, suggesting a potential downside of 2.59%. Given Saratoga Investment's stronger consensus rating and higher probable upside, analysts plainly believe Saratoga Investment is more favorable than PhenixFIN.
PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.0%. Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 12.1%. PhenixFIN pays out 9.4% of its earnings in the form of a dividend. Saratoga Investment pays out 121.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
PhenixFIN has a net margin of 72.98% compared to Saratoga Investment's net margin of 24.85%. Saratoga Investment's return on equity of 12.71% beat PhenixFIN's return on equity.
43.3% of PhenixFIN shares are held by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are held by institutional investors. 24.4% of PhenixFIN shares are held by company insiders. Comparatively, 12.0% of Saratoga Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
In the previous week, Saratoga Investment had 4 more articles in the media than PhenixFIN. MarketBeat recorded 4 mentions for Saratoga Investment and 0 mentions for PhenixFIN. Saratoga Investment's average media sentiment score of 0.17 beat PhenixFIN's score of 0.00 indicating that Saratoga Investment is being referred to more favorably in the news media.
Saratoga Investment has higher revenue and earnings than PhenixFIN. PhenixFIN is trading at a lower price-to-earnings ratio than Saratoga Investment, indicating that it is currently the more affordable of the two stocks.
Summary
Saratoga Investment beats PhenixFIN on 11 of the 17 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.
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.
PhenixFIN Competitors List
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This page (NYSE:PFX) was last updated on 7/29/2025 by MarketBeat.com Staff
