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PhenixFIN (PFX) Competitors

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$42.92 +0.38 (+0.88%)
Closing price 07/2/2026 03:50 PM Eastern
Extended Trading
$44.02 +1.10 (+2.55%)
As of 07/2/2026 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. CION, MXF, NCA, DSM, and KF

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 CION Investment (CION), Mexico Fund (MXF), Nuveen California Municipal Va (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), and The Korea Fund (KF). These companies are all part of the "financial services" industry.

How does PhenixFIN compare to CION Investment?

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

CION Investment pays an annual dividend of $1.20 per share and has a dividend yield of 18.7%. PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. CION Investment pays out -3,000.0% of its earnings in the form of a dividend. PhenixFIN pays out -92.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. CION Investment has increased its dividend for 1 consecutive years. CION Investment is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

CION Investment currently has a consensus target price of $6.50, suggesting a potential upside of 1.33%. Given CION Investment's stronger consensus rating and higher possible upside, equities research analysts clearly believe CION Investment is more favorable than PhenixFIN.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CION Investment
2 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.00
PhenixFIN
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, CION Investment had 2 more articles in the media than PhenixFIN. MarketBeat recorded 2 mentions for CION Investment and 0 mentions for PhenixFIN. CION Investment's average media sentiment score of 0.89 beat PhenixFIN's score of 0.00 indicating that CION Investment is being referred to more favorably in the media.

Company Overall Sentiment
CION Investment Positive
PhenixFIN Neutral

CION Investment has a beta of 1.1, suggesting that its stock price is 10% 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.

32.0% of CION Investment shares are owned by institutional investors. Comparatively, 43.3% of PhenixFIN shares are owned by institutional investors. 0.6% of CION Investment shares are owned by company insiders. Comparatively, 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 company is poised for long-term growth.

PhenixFIN has a net margin of 72.98% compared to CION Investment's net margin of -0.41%. CION Investment's return on equity of 11.96% beat PhenixFIN's return on equity.

Company Net Margins Return on Equity Return on Assets
CION Investment-0.41% 11.96% 4.64%
PhenixFIN 72.98%2.95%1.68%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CION Investment$240.82M1.33-$20.63M-$0.04N/A
PhenixFIN$8.58M9.67$18.62M-$0.52N/A

Summary

CION Investment beats PhenixFIN on 13 of the 19 factors compared between the two stocks.

How does PhenixFIN compare to Mexico Fund?

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

43.3% of PhenixFIN shares are owned by institutional investors. 2.7% of Mexico 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, hedge funds and endowments believe a company will outperform the market over the long term.

Mexico Fund has a beta of 0.83, indicating that its share price is 17% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.28, indicating that its share price is 72% 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
Mexico FundN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

In the previous week, Mexico Fund had 2 more articles in the media than PhenixFIN. MarketBeat recorded 2 mentions for Mexico Fund and 0 mentions for PhenixFIN. Mexico Fund's average media sentiment score of 0.00 equaled PhenixFIN'saverage media sentiment score.

Company Overall Sentiment
Mexico Fund Neutral
PhenixFIN Neutral

Mexico Fund pays an annual dividend of $1.20 per share and has a dividend yield of 5.5%. 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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Mexico 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

PhenixFIN has higher revenue and earnings than Mexico Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mexico FundN/AN/AN/AN/AN/A
PhenixFIN$8.58M9.67$18.62M-$0.52N/A

Summary

PhenixFIN beats Mexico Fund on 8 of the 11 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 better stock? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, media sentiment, profitability, dividends, analyst recommendations and valuation.

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

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 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 $0.20 per share and has a dividend yield of 2.1%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$8.58M9.67$18.62M-$0.52N/A
Nuveen California Municipal VaN/AN/AN/AN/AN/A

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

43.3% of PhenixFIN shares are owned by institutional investors. Comparatively, 21.5% of Nuveen California Municipal Va shares are owned by institutional investors. 25.2% of PhenixFIN shares are owned by company insiders. Comparatively, 1.0% of Nuveen California Municipal Va shares are owned by company 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.

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

Summary

PhenixFIN beats Nuveen California Municipal Va on 8 of the 12 factors compared between the two stocks.

How does PhenixFIN compare to BNY Mellon Strategic Municipal Bond Fund?

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

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 stock will outperform the market over the long term.

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

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
BNY Mellon Strategic Municipal Bond Fund N/A N/A N/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
BNY Mellon Strategic Municipal Bond Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

PhenixFIN has a beta of 0.28, suggesting that its share price is 72% less volatile than the broader market. Comparatively, BNY Mellon Strategic Municipal Bond Fund has a beta of 0.7, suggesting that its share price is 30% less volatile than the broader market.

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. BNY Mellon Strategic Municipal Bond Fund pays an annual dividend of $0.24 per share and has a dividend yield of 3.9%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

In the previous week, BNY Mellon Strategic Municipal Bond Fund had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for BNY Mellon Strategic Municipal Bond Fund and 0 mentions for PhenixFIN. BNY Mellon Strategic Municipal Bond Fund's average media sentiment score of 0.87 beat PhenixFIN's score of 0.00 indicating that BNY Mellon Strategic Municipal Bond Fund is being referred to more favorably in the news media.

Company Overall Sentiment
PhenixFIN Neutral
BNY Mellon Strategic Municipal Bond Fund Positive

PhenixFIN has higher revenue and earnings than BNY Mellon Strategic Municipal Bond Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$8.58M9.67$18.62M-$0.52N/A
BNY Mellon Strategic Municipal Bond FundN/AN/AN/AN/AN/A

Summary

PhenixFIN beats BNY Mellon Strategic Municipal Bond Fund on 8 of the 12 factors compared between the two stocks.

How does PhenixFIN compare to The Korea Fund?

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

PhenixFIN has a beta of 0.28, meaning that its share price is 72% less volatile than the broader market. Comparatively, The Korea Fund has a beta of 1.55, meaning that its share price is 55% more volatile than the broader market.

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. The Korea Fund pays an annual dividend of $0.44 per share and has a dividend yield of 0.6%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

PhenixFIN has higher revenue and earnings than The Korea Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$8.58M9.67$18.62M-$0.52N/A
The Korea FundN/AN/AN/AN/AN/A

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

Company Overall Sentiment
PhenixFIN Neutral
The Korea Fund Neutral

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
The Korea 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 owned by institutional investors. Comparatively, 70.0% of The Korea Fund shares are owned by institutional investors. 25.2% of PhenixFIN shares are owned by insiders. Comparatively, 59.5% of The Korea Fund 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 a net margin of 72.98% compared to The Korea Fund's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat The Korea Fund's return on equity.

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

Summary

PhenixFIN beats The Korea Fund 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$82.97M$71.88M$14.06B$23.53B
Dividend YieldN/AN/A5.67%3.98%
P/E Ratio5.272.8620.6031.55
Price / Sales9.675.1042.9822.16
Price / Cash20.4180.2519.4525.36
Price / Book0.530.322.274.81
Net Income$18.62M$119.81M$1.14B$1.07B
7 Day Performance-1.09%-0.57%0.66%0.56%
1 Month Performance-2.72%-1.17%2.07%3.19%
1 Year Performance-13.15%1.57%12.07%18.29%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
N/A$42.93
+0.9%
N/A-13.2%$82.97M$8.58M5.277
CION
CION Investment
2.0756 of 5 stars
$6.52
+4.6%
$6.50
-0.2%
-34.3%$324.88M$240.82MN/AN/A
MXF
Mexico Fund
N/A$21.68
-0.9%
N/A+21.7%$312.70MN/AN/AN/A
NCA
Nuveen California Municipal Va
N/A$9.34
+0.1%
N/A+8.2%$309.31MN/AN/AN/A
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$6.17
+0.3%
N/A+7.8%$304.98MN/AN/A20,786

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This page (NYSE:PFX) was last updated on 7/4/2026 by MarketBeat.com Staff.
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