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PhenixFIN (PFX) Competitors

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$43.04 -0.81 (-1.84%)
Closing price 06/12/2026 03:06 PM Eastern
Extended Trading
$43.04 0.00 (0.00%)
As of 06/12/2026 04:04 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 Massive. Learn more.

PFX vs. EMF, ASG, JOF, NCA, 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 Templeton Emerging Markets Fund (EMF), Liberty All-Star Growth Fund (ASG), Japan Smaller Capitalization Fund (JOF), Nuveen California Municipal Va (NCA), and Mexico Fund (MXF). These companies are all part of the "financial services" industry.

How does PhenixFIN compare to Templeton Emerging Markets Fund?

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

Templeton Emerging Markets Fund has a beta of 0.94, meaning that its stock price is 6% 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.

PhenixFIN has lower revenue, but higher earnings than Templeton Emerging Markets Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Templeton Emerging Markets Fund$141.07M2.50N/AN/AN/A
PhenixFIN$8.58M9.70$18.62M-$0.52N/A

Templeton Emerging Markets Fund pays an annual dividend of $0.90 per share and has a dividend yield of 3.8%. 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, Templeton Emerging Markets Fund had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for Templeton Emerging Markets Fund and 0 mentions for PhenixFIN. Templeton Emerging Markets Fund's average media sentiment score of 0.50 beat PhenixFIN's score of 0.00 indicating that Templeton Emerging Markets Fund is being referred to more favorably in the media.

Company Overall Sentiment
Templeton Emerging Markets Fund Positive
PhenixFIN Neutral

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Templeton Emerging Markets Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
PhenixFIN
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

49.9% of Templeton Emerging Markets Fund shares are held by institutional investors. Comparatively, 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 endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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
Templeton Emerging Markets FundN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

Summary

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

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

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

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
Liberty All-Star Growth FundN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Growth Fund$15.92M20.97N/AN/AN/A
PhenixFIN$8.58M9.70$18.62M-$0.52N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
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
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

21.6% of Liberty All-Star Growth Fund shares are held by institutional investors. Comparatively, 43.3% of PhenixFIN shares are held by institutional investors. 0.3% of Liberty All-Star Growth Fund 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 company is poised for long-term growth.

In the previous week, Liberty All-Star Growth Fund had 3 more articles in the media than PhenixFIN. MarketBeat recorded 3 mentions for Liberty All-Star Growth Fund and 0 mentions for PhenixFIN. Liberty All-Star Growth Fund's average media sentiment score of 0.34 beat PhenixFIN's score of 0.00 indicating that Liberty All-Star Growth Fund is being referred to more favorably in the media.

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

Liberty All-Star Growth Fund pays an annual dividend of $0.47 per share and has a dividend yield of 8.8%. 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.

Liberty All-Star Growth Fund has a beta of 1.19, suggesting that its stock price is 19% more volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.28, suggesting that its stock price is 72% less volatile than the broader market.

Summary

PhenixFIN beats Liberty All-Star Growth Fund on 7 of the 13 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 compare the two businesses based on the strength of their valuation, risk, analyst recommendations, earnings, dividends, institutional ownership, media sentiment and profitability.

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%

PhenixFIN has higher revenue and earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Japan Smaller Capitalization FundN/AN/AN/AN/AN/A
PhenixFIN$8.58M9.70$18.62M-$0.52N/A

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

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
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, Japan Smaller Capitalization Fund had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for Japan Smaller Capitalization Fund and 0 mentions for PhenixFIN. PhenixFIN's average media sentiment score of 0.00 beat Japan Smaller Capitalization Fund's score of -1.00 indicating that PhenixFIN is being referred to more favorably in the news media.

Company Overall Sentiment
Japan Smaller Capitalization Fund Negative
PhenixFIN Neutral

Japan Smaller Capitalization Fund pays an annual dividend of $0.98 per share and has a dividend yield of 8.5%. 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.

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, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

PhenixFIN beats Japan Smaller Capitalization Fund on 9 of the 12 factors compared between the two stocks.

How does PhenixFIN compare to Nuveen California Municipal Va?

PhenixFIN (NYSE:PFX) and Nuveen California Municipal Va (NYSE:NCA) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, valuation, media sentiment, earnings and analyst recommendations.

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. Nuveen California Municipal Va pays an annual dividend of $0.23 per share and has a dividend yield of 2.5%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PhenixFIN
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Nuveen California Municipal Va
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

PhenixFIN has a net margin of 72.98% compared to Nuveen California Municipal Va's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Nuveen California Municipal Va's return on equity.

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
Nuveen California Municipal Va N/A N/A N/A

PhenixFIN has higher revenue and earnings than Nuveen California Municipal Va.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$8.58M9.70$18.62M-$0.52N/A
Nuveen California Municipal VaN/AN/AN/AN/AN/A

PhenixFIN has a beta of 0.28, meaning that its share price is 72% less volatile than the broader market. Comparatively, Nuveen California Municipal Va has a beta of 0.38, meaning that its share price is 62% less volatile than the broader market.

In the previous week, Nuveen California Municipal Va had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for Nuveen California Municipal Va and 0 mentions for PhenixFIN. Nuveen California Municipal Va's average media sentiment score of 1.00 beat PhenixFIN's score of 0.00 indicating that Nuveen California Municipal Va is being referred to more favorably in the news media.

Company Overall Sentiment
PhenixFIN Neutral
Nuveen California Municipal Va Positive

43.3% of PhenixFIN shares are held by institutional investors. Comparatively, 21.5% of Nuveen California Municipal Va shares are held by institutional investors. 25.2% of PhenixFIN shares are held by insiders. Comparatively, 1.0% of Nuveen California Municipal Va shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

PhenixFIN beats Nuveen California Municipal Va on 8 of the 12 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 investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, valuation, risk, media sentiment, dividends, profitability and analyst recommendations.

PhenixFIN has higher revenue and earnings than Mexico Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$8.58M9.70$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
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Mexico Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Mexico Fund had 10 more articles in the media than PhenixFIN. MarketBeat recorded 10 mentions for Mexico Fund and 0 mentions for PhenixFIN. Mexico Fund's average media sentiment score of 1.57 beat PhenixFIN's score of 0.00 indicating that Mexico Fund is being referred to more favorably in the news media.

Company Overall Sentiment
PhenixFIN Neutral
Mexico Fund Very Positive

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 $1.20 per share and has a dividend yield of 5.4%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

PhenixFIN has a beta of 0.28, indicating that its share price is 72% less volatile than the broader market. Comparatively, Mexico Fund has a beta of 0.82, indicating that its share price is 18% 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

Summary

PhenixFIN beats Mexico Fund on 8 of the 12 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$83.21M$71.97M$13.86B$23.33B
Dividend YieldN/AN/A5.76%4.07%
P/E Ratio5.282.8720.1731.33
Price / Sales9.705.11136.4519.34
Price / Cash20.4180.2519.5224.31
Price / Book0.530.322.244.68
Net Income$18.62M$119.81M$1.14B$1.07B
7 Day Performance-1.17%-0.48%1.32%2.11%
1 Month Performance10.56%5.49%1.35%1.95%
1 Year Performance-10.02%2.64%12.62%24.11%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
N/A$43.05
-1.8%
N/A-10.0%$83.21M$8.58M5.287
EMF
Templeton Emerging Markets Fund
N/A$22.24
-0.2%
N/A+68.3%$332.41MN/AN/AN/A
ASG
Liberty All-Star Growth Fund
N/A$5.25
-0.1%
N/A+0.7%$329.70MN/AN/AN/A
JOF
Japan Smaller Capitalization Fund
N/A$11.37
-0.1%
N/A+19.4%$321.97MN/AN/AN/A
NCA
Nuveen California Municipal Va
N/A$9.23
+0.2%
N/A+9.1%$305.88M$11.40MN/AN/A

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This page (NYSE:PFX) was last updated on 6/14/2026 by MarketBeat.com Staff.
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