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PhenixFIN (PFX) Competitors

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$42.98 -0.44 (-1.02%)
As of 07/24/2026 04:00 PM Eastern
This is a fair market value price provided by Massive. Learn more.

PFX vs. ASG, EMF, JOF, SAR, and MXF

Should you buy PhenixFIN stock or one of its competitors? MarketBeat compares PhenixFIN with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with PhenixFIN include Liberty All-Star Growth Fund (ASG), Templeton Emerging Markets Fund (EMF), Japan Smaller Capitalization Fund (JOF), Saratoga Investment (SAR), and Mexico Fund (MXF). These companies are all part of the "financial services" industry.

How does PhenixFIN compare to Liberty All-Star Growth Fund?

PhenixFIN (NYSE:PFX) and Liberty All-Star Growth Fund (NYSE:ASG) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, dividends, profitability, valuation, institutional ownership, risk, earnings and analyst recommendations.

PhenixFIN has a beta of 0.28, suggesting that its stock price is 72% less volatile than the broader market. Comparatively, Liberty All-Star Growth Fund has a beta of 1.18, suggesting that its stock price is 18% more volatile than the broader market.

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. Liberty All-Star Growth Fund pays an annual dividend of $0.47 per share and has a dividend yield of 9.3%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

PhenixFIN has a net margin of 72.98% compared to Liberty All-Star Growth Fund's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Liberty All-Star Growth Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
Liberty All-Star Growth Fund N/A N/A N/A

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
Liberty All-Star Growth Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

PhenixFIN has higher earnings, but lower revenue than Liberty All-Star Growth Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$8.58M9.68$18.62M-$0.52N/A
Liberty All-Star Growth Fund$15.92M20.31N/AN/AN/A

In the previous week, Liberty All-Star Growth Fund had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for Liberty All-Star Growth Fund and 0 mentions for PhenixFIN. Liberty All-Star Growth Fund's average media sentiment score of 1.66 beat PhenixFIN's score of 0.00 indicating that Liberty All-Star Growth Fund is being referred to more favorably in the news media.

Company Overall Sentiment
PhenixFIN Neutral
Liberty All-Star Growth Fund Very Positive

43.3% of PhenixFIN shares are owned by institutional investors. Comparatively, 21.6% of Liberty All-Star Growth Fund shares are owned by institutional investors. 25.2% of PhenixFIN shares are owned by insiders. Comparatively, 0.4% of Liberty All-Star Growth Fund shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

PhenixFIN beats Liberty All-Star Growth Fund on 7 of the 13 factors compared between the two stocks.

How does PhenixFIN compare to Templeton Emerging Markets Fund?

PhenixFIN (NYSE:PFX) and Templeton Emerging Markets Fund (NYSE:EMF) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their profitability, risk, institutional ownership, media sentiment, earnings, valuation, dividends and analyst recommendations.

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

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
Templeton Emerging Markets Fund N/A N/A N/A

PhenixFIN has a beta of 0.28, suggesting that its stock price is 72% less volatile than the broader market. Comparatively, Templeton Emerging Markets Fund has a beta of 0.94, suggesting that its stock price is 6% less volatile than the broader market.

In the previous week, PhenixFIN's average media sentiment score of 0.00 equaled Templeton Emerging Markets Fund'saverage media sentiment score.

Company Overall Sentiment
PhenixFIN Neutral
Templeton Emerging Markets Fund Neutral

PhenixFIN has higher revenue and earnings than Templeton Emerging Markets Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$8.58M9.68$18.62M-$0.52N/A
Templeton Emerging Markets FundN/AN/AN/AN/AN/A

43.3% of PhenixFIN shares are owned by institutional investors. Comparatively, 49.9% of Templeton Emerging Markets Fund shares are owned by institutional investors. 25.2% of PhenixFIN shares are owned by company 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.

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
Templeton Emerging Markets Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. Templeton Emerging Markets Fund pays an annual dividend of $0.90 per share and has a dividend yield of 4.3%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

Summary

PhenixFIN beats Templeton Emerging Markets Fund on 7 of the 10 factors compared between the two stocks.

How does PhenixFIN compare to Japan Smaller Capitalization Fund?

Japan Smaller Capitalization Fund (NYSE:JOF) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, valuation, institutional ownership, media sentiment, risk, profitability, dividends and analyst recommendations.

PhenixFIN has a net margin of 72.98% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Japan Smaller Capitalization Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Japan Smaller Capitalization FundN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

43.3% of PhenixFIN shares are owned by institutional investors. 1.0% of Japan Smaller Capitalization Fund shares are owned by company insiders. Comparatively, 25.2% of PhenixFIN shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Japan Smaller Capitalization 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

Japan Smaller Capitalization Fund pays an annual dividend of $1.07 per share and has a dividend yield of 9.5%. PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

In the previous week, Japan Smaller Capitalization Fund had 2 more articles in the media than PhenixFIN. MarketBeat recorded 2 mentions for Japan Smaller Capitalization Fund and 0 mentions for PhenixFIN. Japan Smaller Capitalization Fund's average media sentiment score of 1.58 beat PhenixFIN's score of 0.00 indicating that Japan Smaller Capitalization Fund is being referred to more favorably in the media.

Company Overall Sentiment
Japan Smaller Capitalization Fund Very Positive
PhenixFIN Neutral

PhenixFIN has lower revenue, but higher earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Japan Smaller Capitalization Fund$147.36M2.17N/AN/AN/A
PhenixFIN$8.58M9.68$18.62M-$0.52N/A

Japan Smaller Capitalization Fund has a beta of 0.51, meaning that its stock price is 49% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.28, meaning that its stock price is 72% less volatile than the broader market.

Summary

PhenixFIN beats Japan Smaller Capitalization Fund on 8 of the 13 factors compared between the two stocks.

How does PhenixFIN compare to Saratoga Investment?

Saratoga Investment (NYSE:SAR) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, media sentiment, analyst recommendations, dividends, profitability, valuation, risk and earnings.

PhenixFIN has a net margin of 72.98% compared to Saratoga Investment's net margin of 12.70%. Saratoga Investment's return on equity of 8.76% beat PhenixFIN's return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment12.70% 8.76% 2.95%
PhenixFIN 72.98%2.95%1.68%

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$125.71M2.46$36.60M$1.0018.97
PhenixFIN$8.58M9.68$18.62M-$0.52N/A

Saratoga Investment currently has a consensus price target of $21.50, suggesting a potential upside of 13.37%. Given Saratoga Investment's higher possible upside, equities research analysts clearly believe Saratoga Investment is more favorable than PhenixFIN.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
PhenixFIN
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

19.1% of Saratoga Investment shares are owned by institutional investors. Comparatively, 43.3% of PhenixFIN shares are owned by institutional investors. 10.0% of Saratoga Investment shares are owned by insiders. Comparatively, 25.2% of PhenixFIN shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Saratoga Investment pays an annual dividend of $3.00 per share and has a dividend yield of 15.8%. PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. Saratoga Investment pays out 300.0% 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 pays out -92.3% of its earnings in the form of a dividend.

In the previous week, Saratoga Investment had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for Saratoga Investment and 0 mentions for PhenixFIN. Saratoga Investment's average media sentiment score of 0.00 equaled PhenixFIN'saverage media sentiment score.

Company Overall Sentiment
Saratoga Investment Neutral
PhenixFIN Neutral

Saratoga Investment has a beta of 0.54, meaning that its stock price is 46% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.28, meaning that its stock price is 72% less volatile than the broader market.

Summary

Saratoga Investment beats PhenixFIN on 10 of the 16 factors compared between the two stocks.

How does PhenixFIN compare to Mexico Fund?

PhenixFIN (NYSE:PFX) and Mexico Fund (NYSE:MXF) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, dividends, analyst recommendations, profitability, valuation, risk and media sentiment.

PhenixFIN has a beta of 0.28, indicating that its stock price is 72% less volatile than the broader market. Comparatively, Mexico Fund has a beta of 0.83, indicating that its stock price is 17% less volatile than the broader market.

PhenixFIN has a net margin of 72.98% compared to Mexico Fund's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Mexico Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
Mexico Fund N/A N/A N/A

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. Mexico Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.1%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

PhenixFIN has higher revenue and earnings than Mexico Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$8.58M9.68$18.62M-$0.52N/A
Mexico FundN/AN/AN/AN/AN/A

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
Mexico Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

43.3% of PhenixFIN shares are held by institutional investors. 25.2% of PhenixFIN shares are held by company insiders. Comparatively, 2.7% of Mexico Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, PhenixFIN's average media sentiment score of 0.00 equaled Mexico Fund'saverage media sentiment score.

Company Overall Sentiment
PhenixFIN Neutral
Mexico Fund Neutral

Summary

PhenixFIN beats Mexico Fund on 8 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

MetricPhenixFINClosed IndustryFinance SectorNYSE Exchange
Market Cap$83.91M$121.55M$14.33B$23.46B
Dividend YieldN/A2.43%5.71%4.20%
P/E Ratio5.272.3820.4230.75
Price / Sales9.6855.0945.27166.63
Price / Cash20.4180.2519.2131.69
Price / Book0.530.622.254.73
Net Income$18.62M$96.14M$1.14B$1.07B
7 Day Performance-6.37%-4.03%-0.48%-0.45%
1 Month Performance0.41%-0.69%1.22%0.72%
1 Year Performance-12.57%1.61%12.25%14.09%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
N/A$42.98
-1.0%
N/A-13.1%$83.91M$8.58M5.277
ASG
Liberty All-Star Growth Fund
N/A$5.15
-1.2%
N/A-6.5%$327.83M$15.92MN/AN/A
EMF
Templeton Emerging Markets Fund
N/A$21.41
-0.7%
N/A+39.5%$320.01MN/AN/AN/A
JOF
Japan Smaller Capitalization Fund
N/A$11.21
-0.8%
N/A+13.9%$317.48M$147.36MN/AN/A
SAR
Saratoga Investment
2.8134 of 5 stars
$19.36
-0.7%
$21.50
+11.1%
-25.1%$315.70M$125.71M19.363,211

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This page (NYSE:PFX) was last updated on 7/25/2026 by MarketBeat.com Staff.
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