PhenixFIN (PFX) Competitors

$44.53 +0.95 (+2.18%)

Closing price 05/21/2026 03:59 PM Eastern

Extended Trading

$47.00 +2.47 (+5.55%)

As of 09:20 AM Eastern

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

How does PhenixFIN compare to CION Investment?

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

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
PhenixFIN	72.98%	2.95%	1.68%
CION Investment	-0.41%	11.96%	4.64%

PhenixFIN has higher earnings, but lower revenue 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PhenixFIN	$8.58M	10.03	$18.62M	-$0.52	N/A
CION Investment	$240.82M	1.37	-$20.63M	-$0.04	N/A

CION Investment has a consensus price target of $6.50, indicating a potential downside of 1.59%. Given CION Investment's stronger consensus rating and higher possible upside, analysts plainly believe CION Investment is more favorable than PhenixFIN.

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
CION Investment	2 Sell rating(s)	1 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.33

In the previous week, PhenixFIN had 1 more articles in the media than CION Investment. MarketBeat recorded 4 mentions for PhenixFIN and 3 mentions for CION Investment. PhenixFIN's average media sentiment score of 0.58 beat CION Investment's score of 0.39 indicating that PhenixFIN is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
PhenixFIN	1 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
CION Investment	0 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

PhenixFIN has a beta of 0.27, indicating that its share price is 73% less volatile than the broader market. Comparatively, CION Investment has a beta of 1.16, indicating that its share price is 16% more volatile than the broader market.

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. CION Investment pays an annual dividend of $1.20 per share and has a dividend yield of 18.2%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend. CION Investment pays out -3,000.0% 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.

43.3% of PhenixFIN shares are held by institutional investors. Comparatively, 32.0% of CION Investment shares are held by institutional investors. 25.2% of PhenixFIN shares are held by insiders. Comparatively, 0.6% of CION Investment shares are held 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.

Summary

CION Investment beats PhenixFIN on 10 of the 18 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 superior investment? We will contrast the two companies based on the strength of their media sentiment, analyst recommendations, dividends, earnings, profitability, valuation, institutional ownership and risk.

43.3% of PhenixFIN shares are held by institutional investors. Comparatively, 49.9% of Templeton Emerging Markets Fund 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, hedge funds and endowments believe a company will outperform the market over the long term.

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 $0.88 per share and has a dividend yield of 4.0%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

In the previous week, PhenixFIN had 3 more articles in the media than Templeton Emerging Markets Fund. MarketBeat recorded 4 mentions for PhenixFIN and 1 mentions for Templeton Emerging Markets Fund. Templeton Emerging Markets Fund's average media sentiment score of 2.00 beat PhenixFIN's score of 0.58 indicating that Templeton Emerging Markets Fund is being referred to more favorably in the news media.

Company	Overall Sentiment
PhenixFIN	Positive
Templeton Emerging Markets Fund	Very 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
Templeton Emerging Markets Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PhenixFIN	$8.58M	10.03	$18.62M	-$0.52	N/A
Templeton Emerging Markets Fund	N/A	N/A	N/A	N/A	N/A

PhenixFIN has a beta of 0.27, meaning that its stock price is 73% less volatile than the broader market. Comparatively, Templeton Emerging Markets Fund has a beta of 0.92, meaning that its stock price is 8% less volatile than the broader market.

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

Summary

PhenixFIN beats Templeton Emerging Markets Fund on 8 of the 12 factors compared between the two stocks.

How does PhenixFIN compare to Japan Smaller Capitalization Fund?

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

PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.1%. Japan Smaller Capitalization Fund pays an annual dividend of $0.98 per share and has a dividend yield of 8.5%. 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 insiders. Comparatively, 1.0% of Japan Smaller Capitalization Fund shares are held 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.

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
PhenixFIN	72.98%	2.95%	1.68%
Japan Smaller Capitalization 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
Japan Smaller Capitalization 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 0.27, indicating that its share price is 73% less volatile than the broader market. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.5, indicating that its share price is 50% less volatile than the broader market.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PhenixFIN	$8.58M	10.03	$18.62M	-$0.52	N/A
Japan Smaller Capitalization Fund	N/A	N/A	N/A	N/A	N/A

In the previous week, PhenixFIN had 3 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 4 mentions for PhenixFIN and 1 mentions for Japan Smaller Capitalization Fund. PhenixFIN's average media sentiment score of 0.58 beat Japan Smaller Capitalization Fund's score of 0.00 indicating that PhenixFIN is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
PhenixFIN	1 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Japan Smaller Capitalization Fund	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Summary

PhenixFIN beats Japan Smaller Capitalization Fund on 10 of the 12 factors compared between the two stocks.

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 business? We will compare the two businesses based on the strength of their valuation, profitability, earnings, dividends, institutional ownership, media sentiment, analyst recommendations and risk.

PhenixFIN has a beta of 0.27, indicating that its stock price is 73% less volatile than the broader market. Comparatively, Liberty All-Star Growth Fund has a beta of 1.2, indicating that its stock price is 20% more volatile than the broader market.

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, 0.3% of Liberty All-Star Growth Fund shares are owned by 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 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 9.0%. PhenixFIN pays out -92.3% of its earnings in the form of a dividend.

PhenixFIN has higher revenue and earnings than Liberty All-Star Growth Fund.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PhenixFIN	$8.58M	10.03	$18.62M	-$0.52	N/A
Liberty All-Star Growth Fund	N/A	N/A	N/A	N/A	N/A

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
PhenixFIN	72.98%	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	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00
Liberty All-Star Growth Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

In the previous week, PhenixFIN had 3 more articles in the media than Liberty All-Star Growth Fund. MarketBeat recorded 4 mentions for PhenixFIN and 1 mentions for Liberty All-Star Growth Fund. Liberty All-Star Growth Fund's average media sentiment score of 0.76 beat PhenixFIN's score of 0.58 indicating that Liberty All-Star Growth Fund 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)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Liberty All-Star Growth Fund	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

PhenixFIN beats Liberty All-Star Growth Fund on 9 of the 12 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 investment? We will compare the two companies based on the strength of their earnings, analyst recommendations, valuation, profitability, dividends, risk, media sentiment and institutional ownership.

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.

Mexico Fund has a beta of 0.82, indicating that its share price is 18% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.27, indicating that its share price is 73% less volatile than the broader market.

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

43.3% of PhenixFIN shares are held by institutional investors. 2.7% of Mexico 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, Mexico Fund had 7 more articles in the media than PhenixFIN. MarketBeat recorded 11 mentions for Mexico Fund and 4 mentions for PhenixFIN. Mexico Fund's average media sentiment score of 1.82 beat PhenixFIN's score of 0.58 indicating that Mexico Fund is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Mexico Fund	5 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Very Positive
PhenixFIN	1 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

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 Fund	N/A	N/A	N/A
PhenixFIN	72.98%	2.95%	1.68%

PhenixFIN has higher revenue and earnings than Mexico Fund.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Mexico Fund	N/A	N/A	N/A	N/A	N/A
PhenixFIN	$8.58M	10.03	$18.62M	-$0.52	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.

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.

PFX vs. The Competition

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Metric	PhenixFIN	Closed Industry	Finance Sector	NYSE Exchange
Market Cap	$86.08M	$72.65M	$13.55B	$22.95B
Dividend Yield	N/A	N/A	5.84%	4.11%
P/E Ratio	5.46	2.96	24.07	30.20
Price / Sales	10.03	5.27	153.94	14.02
Price / Cash	20.41	80.25	20.09	24.77
Price / Book	0.55	0.33	2.14	4.71
Net Income	$18.62M	$119.81M	$1.13B	$1.07B
7 Day Performance	9.30%	4.44%	1.02%	1.51%
1 Month Performance	8.41%	5.52%	-0.04%	-0.10%
1 Year Performance	-8.73%	-48.44%	12.00%	27.60%

PhenixFIN Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
PFX PhenixFIN	2.2039 of 5 stars	$44.53 +2.2%	N/A	-10.9%	$86.08M	$8.58M	5.46	7
CION CION Investment	1.7587 of 5 stars	$6.66 +0.8%	$6.50 -2.3%	-30.9%	$331.35M	$240.82M	N/A	N/A
EMF Templeton Emerging Markets Fund	N/A	$21.87 +0.6%	N/A	+62.7%	$326.91M	$141.07M	N/A	N/A	Positive News Dividend Increase
JOF Japan Smaller Capitalization Fund	N/A	$11.50 +1.4%	N/A	+27.9%	$325.71M	N/A	N/A	N/A
ASG Liberty All-Star Growth Fund	N/A	$5.17 +1.3%	N/A	+0.2%	$324.67M	N/A	N/A	N/A

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This page (NYSE:PFX) was last updated on 5/22/2026 by MarketBeat.com Staff.

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PhenixFIN (PFX) Competitors

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

How does PhenixFIN compare to CION Investment?

Summary

How does PhenixFIN compare to Templeton Emerging Markets Fund?

Summary

How does PhenixFIN compare to Japan Smaller Capitalization Fund?

Summary

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

Summary

How does PhenixFIN compare to Mexico Fund?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

PFX vs. The Competition

PhenixFIN Competitors List

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PhenixFIN (PFX) Competitors

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

How does PhenixFIN compare to CION Investment?

Is PFX or CION more profitable?

Which has better earnings and valuation, PFX or CION?

Do analysts rate PFX or CION?

Does the media refer more to PFX or CION?

Which has more risk & volatility, PFX or CION?

Is PFX or CION a better dividend stock?

Do insiders & institutionals believe in PFX or CION?

Summary

How does PhenixFIN compare to Templeton Emerging Markets Fund?

Do institutionals and insiders hold more shares of PFX or EMF?

Is PFX or EMF a better dividend stock?

Does the media prefer PFX or EMF?

Do analysts prefer PFX or EMF?

Which has better earnings & valuation, PFX or EMF?

Which has more volatility & risk, PFX or EMF?

Is PFX or EMF more profitable?

Summary

How does PhenixFIN compare to Japan Smaller Capitalization Fund?

Is PFX or JOF a better dividend stock?

Do insiders & institutionals believe in PFX or JOF?

Is PFX or JOF more profitable?

Do analysts recommend PFX or JOF?

Which has more volatility & risk, PFX or JOF?

Which has stronger valuation & earnings, PFX or JOF?

Does the media refer more to PFX or JOF?

Summary

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

Which has more volatility & risk, PFX or ASG?

Do insiders and institutionals have more ownership in PFX or ASG?

Is PFX or ASG a better dividend stock?

Which has stronger valuation & earnings, PFX or ASG?

Is PFX or ASG more profitable?

Do analysts prefer PFX or ASG?

Does the media refer more to PFX or ASG?

Summary

How does PhenixFIN compare to Mexico Fund?

Is MXF or PFX a better dividend stock?

Which has more volatility and risk, MXF or PFX?

Do analysts prefer MXF or PFX?

Do insiders and institutionals have more ownership in MXF or PFX?

Does the media prefer MXF or PFX?

Is MXF or PFX more profitable?

Which has stronger earnings & valuation, MXF or PFX?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

PFX vs. The Competition

PhenixFIN Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools