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PhenixFIN (PFX) Competitors

PhenixFIN logo
$49.08 +0.84 (+1.73%)
Closing price 09/5/2025 02:56 PM Eastern
Extended Trading
$48.53 -0.56 (-1.13%)
As of 09/5/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

PFX vs. LEO, JOF, MYN, ZTR, KTF, TWN, MIN, MHN, TDF, and NCA

Should you be buying PhenixFIN stock or one of its competitors? The main competitors of PhenixFIN include BNY Mellon Strategic Municipals (LEO), Japan Smaller Capitalization Fund (JOF), BlackRock MuniYield New York Quality Fund (MYN), Virtus Total Return Fund (ZTR), DWS Municipal Income Trust (KTF), Taiwan Fund (TWN), MFS Intermediate Income Trust (MIN), BlackRock MuniHoldings New York Quality Fund (MHN), Templeton Dragon Fund (TDF), and Nuveen California Municipal Va (NCA). These companies are all part of the "financial services" industry.

PhenixFIN vs. Its Competitors

PhenixFIN (NYSE:PFX) and BNY Mellon Strategic Municipals (NYSE:LEO) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, dividends, earnings, institutional ownership, risk, profitability, valuation and analyst recommendations.

PhenixFIN has a beta of 0.31, meaning that its share price is 69% less volatile than the S&P 500. Comparatively, BNY Mellon Strategic Municipals has a beta of 0.62, meaning that its share price is 38% less volatile than the S&P 500.

In the previous week, PhenixFIN had 4 more articles in the media than BNY Mellon Strategic Municipals. MarketBeat recorded 5 mentions for PhenixFIN and 1 mentions for BNY Mellon Strategic Municipals. BNY Mellon Strategic Municipals' average media sentiment score of 1.74 beat PhenixFIN's score of 1.30 indicating that BNY Mellon Strategic Municipals is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
PhenixFIN
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BNY Mellon Strategic Municipals
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

PhenixFIN has a net margin of 72.98% compared to BNY Mellon Strategic Municipals' net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat BNY Mellon Strategic Municipals' return on equity.

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
BNY Mellon Strategic Municipals N/A N/A N/A

43.3% of PhenixFIN shares are owned by institutional investors. 24.4% of PhenixFIN shares are owned by insiders. Comparatively, 1.0% of BNY Mellon Strategic Municipals shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

PhenixFIN has higher revenue and earnings than BNY Mellon Strategic Municipals.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$15.73M6.25$18.62M$3.0616.04
BNY Mellon Strategic MunicipalsN/AN/AN/AN/AN/A

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.0%. BNY Mellon Strategic Municipals pays an annual dividend of $0.11 per share and has a dividend yield of 1.8%. PhenixFIN pays out 15.7% of its earnings in the form of a dividend.

Summary

PhenixFIN beats BNY Mellon Strategic Municipals on 7 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$98.37M$69.02M$12.55B$21.37B
Dividend YieldN/AN/A5.41%3.48%
P/E Ratio6.023.20232.5129.64
Price / Sales6.253.3430.8750.24
Price / Cash20.4180.2519.0918.12
Price / Book0.610.352.294.58
Net Income$18.62M$119.81M$1.01B$999.86M
7 Day Performance0.77%0.83%0.45%0.58%
1 Month Performance-0.09%0.43%3.67%5.65%
1 Year Performance3.45%-42.46%544.51%18.25%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
4.2521 of 5 stars
$49.09
+1.7%
N/A+3.4%$98.37M$15.73M6.027News Coverage
Positive News
Short Interest ↓
LEO
BNY Mellon Strategic Municipals
N/A$5.91
-0.3%
N/A-5.9%$367.82MN/A0.00147,000News Coverage
Positive News
JOF
Japan Smaller Capitalization Fund
N/A$10.40
-0.5%
N/A+37.9%$366.33M$8.75M0.00N/APositive News
MYN
BlackRock MuniYield New York Quality Fund
N/A$9.25
-0.2%
N/A-9.8%$354.37MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement
ZTR
Virtus Total Return Fund
N/A$6.33
-0.4%
N/A+4.3%$351.35MN/A0.00N/ANews Coverage
Positive News
Short Interest ↑
KTF
DWS Municipal Income Trust
N/A$8.65
flat
N/A-9.6%$341.59MN/A0.00N/APositive News
TWN
Taiwan Fund
N/A$50.11
+0.9%
N/A+29.0%$320.20MN/A0.00N/ANews Coverage
Short Interest ↑
MIN
MFS Intermediate Income Trust
N/A$2.68
+0.6%
N/A-1.8%$304.42MN/A0.00N/ANews Coverage
Positive News
Dividend Increase
MHN
BlackRock MuniHoldings New York Quality Fund
N/A$9.60
-0.1%
N/A-9.7%$290.15MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement
TDF
Templeton Dragon Fund
N/A$11.19
+1.2%
N/A+46.0%$283.67MN/A0.00147,000News Coverage
Positive News
Short Interest ↓
NCA
Nuveen California Municipal Va
N/A$8.48
+0.1%
N/A-5.3%$280.61MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement

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This page (NYSE:PFX) was last updated on 9/8/2025 by MarketBeat.com Staff
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