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PhenixFIN (PFX) Competitors

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$40.90 -0.10 (-0.24%)
As of 01:03 PM Eastern
This is a fair market value price provided by Massive. Learn more.

PFX vs. AEF, CEPV, VCIC, JACS, and TVA

Should you buy PhenixFIN stock or one of its competitors? PhenixFIN's main competitors and comparable companies include Abrdn Emerging Markets Equity Income Fund (AEF), Cantor Equity Partners V (CEPV), Vine Hill Capital Investment (VCIC), Jackson Acquisition Company II (JACS), and Texas Ventures Acquisition III (TVA). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does PhenixFIN compare to Abrdn Emerging Markets Equity Income Fund?

Abrdn Emerging Markets Equity Income Fund (NYSE:AEF) 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 risk, analyst recommendations, profitability, dividends, institutional ownership, earnings, media sentiment and valuation.

PhenixFIN has a net margin of 72.98% compared to Abrdn Emerging Markets Equity Income Fund's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Abrdn Emerging Markets Equity Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Abrdn Emerging Markets Equity Income FundN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

In the previous week, Abrdn Emerging Markets Equity Income Fund had 2 more articles in the media than PhenixFIN. MarketBeat recorded 2 mentions for Abrdn Emerging Markets Equity Income Fund and 0 mentions for PhenixFIN. Abrdn Emerging Markets Equity Income Fund's average media sentiment score of 1.52 beat PhenixFIN's score of 0.00 indicating that Abrdn Emerging Markets Equity Income Fund is being referred to more favorably in the media.

Company Overall Sentiment
Abrdn Emerging Markets Equity Income Fund Very Positive
PhenixFIN Neutral

Abrdn Emerging Markets Equity Income Fund pays an annual dividend of $0.88 per share and has a dividend yield of 10.8%. PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.2%. PhenixFIN pays out 19.9% of its earnings in the form of a dividend.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Abrdn Emerging Markets Equity Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
PhenixFIN
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Abrdn Emerging Markets Equity Income Fund has a beta of 1.08, suggesting that its share price is 8% more volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market.

73.9% of Abrdn Emerging Markets Equity Income Fund shares are owned by institutional investors. Comparatively, 43.3% of PhenixFIN shares are owned by institutional investors. 16.7% of Abrdn Emerging Markets Equity Income Fund shares are owned by insiders. Comparatively, 25.2% of PhenixFIN 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 lower revenue, but higher earnings than Abrdn Emerging Markets Equity Income Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Abrdn Emerging Markets Equity Income Fund$197.03M1.68N/AN/AN/A
PhenixFIN$14.16M5.55$18.62M$2.4116.90

Summary

Abrdn Emerging Markets Equity Income Fund beats PhenixFIN on 7 of the 13 factors compared between the two stocks.

How does PhenixFIN compare to Cantor Equity Partners V?

PhenixFIN (NYSE:PFX) and Cantor Equity Partners V (NASDAQ:CEPV) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, profitability, media sentiment, risk, dividends, earnings and institutional ownership.

PhenixFIN has a net margin of 72.98% compared to Cantor Equity Partners V's net margin of 0.00%. Cantor Equity Partners V's return on equity of 4,995.14% beat PhenixFIN's return on equity.

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
Cantor Equity Partners V N/A 4,995.14%2.93%

In the previous week, Cantor Equity Partners V had 2 more articles in the media than PhenixFIN. MarketBeat recorded 2 mentions for Cantor Equity Partners V and 0 mentions for PhenixFIN. Cantor Equity Partners V's average media sentiment score of 1.41 beat PhenixFIN's score of 0.00 indicating that Cantor Equity Partners V is being referred to more favorably in the news media.

Company Overall Sentiment
PhenixFIN Neutral
Cantor Equity Partners V Positive

PhenixFIN has higher revenue and earnings than Cantor Equity Partners V. PhenixFIN is trading at a lower price-to-earnings ratio than Cantor Equity Partners V, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$14.16M5.55$18.62M$2.4116.90
Cantor Equity Partners VN/AN/A$1.23M$0.1473.00

43.3% of PhenixFIN shares are held by institutional investors. 25.2% of PhenixFIN shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PhenixFIN
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Cantor Equity Partners V
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Summary

PhenixFIN beats Cantor Equity Partners V on 7 of the 12 factors compared between the two stocks.

How does PhenixFIN compare to Vine Hill Capital Investment?

Vine Hill Capital Investment (NASDAQ:VCIC) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, institutional ownership, valuation, profitability, media sentiment, analyst recommendations, earnings and dividends.

Vine Hill Capital Investment has a beta of 0.09, indicating that its stock price is 91% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.34, indicating that its stock price is 66% less volatile than the broader market.

43.3% of PhenixFIN shares are owned by institutional investors. 25.2% of PhenixFIN shares are owned 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 has a net margin of 72.98% compared to Vine Hill Capital Investment's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Vine Hill Capital Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Vine Hill Capital InvestmentN/A -100.73% 2.40%
PhenixFIN 72.98%2.95%1.68%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Vine Hill Capital Investment
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
PhenixFIN
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Vine Hill Capital Investment's average media sentiment score of 0.00 equaled PhenixFIN'saverage media sentiment score.

Company Overall Sentiment
Vine Hill Capital Investment Neutral
PhenixFIN Neutral

PhenixFIN has higher revenue and earnings than Vine Hill Capital Investment. PhenixFIN is trading at a lower price-to-earnings ratio than Vine Hill Capital Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Vine Hill Capital InvestmentN/AN/A$5.54M$0.1861.11
PhenixFIN$14.16M5.55$18.62M$2.4116.90

Summary

PhenixFIN beats Vine Hill Capital Investment on 9 of the 11 factors compared between the two stocks.

How does PhenixFIN compare to Jackson Acquisition Company II?

Jackson Acquisition Company II (NYSE:JACS) 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 risk, valuation, analyst recommendations, media sentiment, institutional ownership, earnings, dividends and profitability.

PhenixFIN has higher revenue and earnings than Jackson Acquisition Company II.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jackson Acquisition Company IIN/AN/AN/AN/AN/A
PhenixFIN$14.16M5.55$18.62M$2.4116.90

43.3% of PhenixFIN shares are held by institutional investors. 21.1% of Jackson Acquisition Company II shares are held by company insiders. Comparatively, 25.2% of PhenixFIN shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

PhenixFIN has a net margin of 72.98% compared to Jackson Acquisition Company II's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Jackson Acquisition Company II's return on equity.

Company Net Margins Return on Equity Return on Assets
Jackson Acquisition Company IIN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

In the previous week, Jackson Acquisition Company II had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for Jackson Acquisition Company II and 0 mentions for PhenixFIN. Jackson Acquisition Company II's average media sentiment score of 1.38 beat PhenixFIN's score of 0.00 indicating that Jackson Acquisition Company II is being referred to more favorably in the media.

Company Overall Sentiment
Jackson Acquisition Company II Positive
PhenixFIN Neutral

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jackson Acquisition Company II
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
PhenixFIN
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Jackson Acquisition Company II has a beta of -0.01, indicating that its stock price is 101% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.34, indicating that its stock price is 66% less volatile than the broader market.

Summary

PhenixFIN beats Jackson Acquisition Company II on 8 of the 10 factors compared between the two stocks.

How does PhenixFIN compare to Texas Ventures Acquisition III?

Texas Ventures Acquisition III (NASDAQ:TVA) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, profitability, dividends, valuation, risk, earnings, media sentiment and institutional ownership.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Texas Ventures Acquisition III
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
PhenixFIN
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

PhenixFIN has higher revenue and earnings than Texas Ventures Acquisition III.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Texas Ventures Acquisition IIIN/AN/AN/AN/AN/A
PhenixFIN$14.16M5.55$18.62M$2.4116.90

In the previous week, Texas Ventures Acquisition III had 2 more articles in the media than PhenixFIN. MarketBeat recorded 2 mentions for Texas Ventures Acquisition III and 0 mentions for PhenixFIN. Texas Ventures Acquisition III's average media sentiment score of 0.39 beat PhenixFIN's score of 0.00 indicating that Texas Ventures Acquisition III is being referred to more favorably in the media.

Company Overall Sentiment
Texas Ventures Acquisition III Neutral
PhenixFIN Neutral

PhenixFIN has a net margin of 72.98% compared to Texas Ventures Acquisition III's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Texas Ventures Acquisition III's return on equity.

Company Net Margins Return on Equity Return on Assets
Texas Ventures Acquisition IIIN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

Texas Ventures Acquisition III has a beta of 0.19, suggesting that its share price is 81% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market.

43.3% of PhenixFIN shares are held by institutional investors. 28.5% of Texas Ventures Acquisition III shares are held by company insiders. Comparatively, 25.2% of PhenixFIN 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.

Summary

PhenixFIN beats Texas Ventures Acquisition III on 7 of the 10 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

MetricPhenixFINCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$79.00M$5.40B$14.14B$23.65B
Dividend YieldN/A5.53%4.87%3.73%
P/E Ratio5.0225.0520.9530.34
Price / Sales5.588.185.023.19
Price / Cash20.4129.7020.3115.84
Price / Book0.511.811.823.71
Net Income$18.62M$419.50M$1.32B$1.08B
7 Day Performance-3.72%0.59%0.19%1.98%
1 Month Performance-8.60%-1.83%-0.48%0.66%
1 Year Performance-4.65%-2.05%4.56%6.20%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
N/A$40.90
-0.2%
N/A-5.2%$79.00M$14.16M5.027
AEF
Abrdn Emerging Markets Equity Income Fund
N/A$8.13
+1.1%
N/A+18.3%$330.09M$197.03MN/AN/A
CEPV
Cantor Equity Partners V
1.0509 of 5 stars
$10.21
-0.3%
N/A-0.5%$325.53MN/AN/A2
VCIC
Vine Hill Capital Investment
N/A$11.00
flat
N/AN/A$322.66MN/A61.11N/A
JACS
Jackson Acquisition Company II
1.5659 of 5 stars
$10.86
+0.0%
N/A+4.3%$321.05MN/AN/A2

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This page (NYSE:PFX) was last updated on 11/12/2026 by MarketBeat.com Staff.
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