Royce Value Trust (RVT) Competitors

$14.04
+0.19 (+1.37%)
(As of 04/22/2024 ET)

RVT vs. GAB, TY, GSBD, STEW, NUV, USA, CET, QQQX, GAM, and PTY

Should you be buying Royce Value Trust stock or one of its competitors? The main competitors of Royce Value Trust include The Gabelli Equity Trust (GAB), Tri-Continental (TY), Goldman Sachs BDC (GSBD), SRH Total Return Fund (STEW), Nuveen Municipal Value Fund (NUV), Liberty All-Star Equity Fund (USA), Central Securities (CET), Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX), General American Investors (GAM), and PIMCO Corporate & Income Opportunity Fund (PTY). These companies are all part of the "investment offices, not elsewhere classified" industry.

Royce Value Trust vs.

The Gabelli Equity Trust (NYSE:GAB) and Royce Value Trust (NYSE:RVT) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, media sentiment, dividends, community ranking, earnings, valuation and risk.

The Gabelli Equity Trust pays an annual dividend of $0.60 per share and has a dividend yield of 11.3%. Royce Value Trust pays an annual dividend of $1.07 per share and has a dividend yield of 7.6%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Gabelli Equity TrustN/AN/AN/AN/AN/A
Royce Value TrustN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
The Gabelli Equity TrustN/A N/A N/A
Royce Value Trust N/A N/A N/A

Royce Value Trust received 33 more outperform votes than The Gabelli Equity Trust when rated by MarketBeat users. Likewise, 65.29% of users gave Royce Value Trust an outperform vote while only 63.82% of users gave The Gabelli Equity Trust an outperform vote.

CompanyUnderperformOutperform
The Gabelli Equity TrustOutperform Votes
157
63.82%
Underperform Votes
89
36.18%
Royce Value TrustOutperform Votes
190
65.29%
Underperform Votes
101
34.71%

The Gabelli Equity Trust has a beta of 0.86, suggesting that its stock price is 14% less volatile than the S&P 500. Comparatively, Royce Value Trust has a beta of 1.34, suggesting that its stock price is 34% more volatile than the S&P 500.

In the previous week, Royce Value Trust had 4 more articles in the media than The Gabelli Equity Trust. MarketBeat recorded 4 mentions for Royce Value Trust and 0 mentions for The Gabelli Equity Trust. The Gabelli Equity Trust's average media sentiment score of 0.96 beat Royce Value Trust's score of 0.31 indicating that Royce Value Trust is being referred to more favorably in the news media.

Company Overall Sentiment
The Gabelli Equity Trust Neutral
Royce Value Trust Positive

7.2% of The Gabelli Equity Trust shares are owned by institutional investors. Comparatively, 25.6% of Royce Value Trust shares are owned by institutional investors. 0.9% of The Gabelli Equity Trust shares are owned by insiders. Comparatively, 0.1% of Royce Value Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Gabelli Equity Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Royce Value Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

Royce Value Trust beats The Gabelli Equity Trust on 6 of the 8 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding RVT 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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RVT vs. The Competition

MetricRoyce Value TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.57B$6.83B$8.59B$17.43B
Dividend Yield7.73%6.33%6.88%3.59%
P/E RatioN/A0.5258.7224.91
Price / SalesN/A25.233,538.8110.11
Price / CashN/A7.6316.4214.84
Price / BookN/A0.972.244.95
Net IncomeN/A$73.96M$999.58M$964.12M
7 Day Performance0.47%0.54%1.63%0.72%
1 Month Performance-5.01%-2.53%-1.65%-3.11%
1 Year Performance7.18%1.56%12.53%94.37%

Royce Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.23
+1.2%
N/A-7.2%$1.58BN/A0.00N/APositive News
TY
Tri-Continental
0 of 5 stars
$29.50
+0.1%
N/A+10.9%$1.59BN/A0.00N/APositive News
GSBD
Goldman Sachs BDC
1.1384 of 5 stars
$14.97
+0.2%
$15.00
+0.2%
+12.2%$1.68B$454.91M8.31N/APositive News
STEW
SRH Total Return Fund
0 of 5 stars
$14.23
-0.6%
N/A+14.6%$1.38BN/A0.00N/APositive News
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.48
+0.8%
N/A-3.3%$1.76BN/A0.00640Positive News
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.83
-0.3%
N/A+8.9%$1.85BN/A0.00N/A
CET
Central Securities
0 of 5 stars
$40.55
flat
N/AN/A$1.15BN/A0.00N/APositive News
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 of 5 stars
$23.10
+0.0%
N/A-4.2%$1.12BN/A0.00N/ANews Coverage
GAM
General American Investors
0 of 5 stars
$45.20
+0.5%
N/A+15.1%$1.08BN/A0.00N/AUpcoming Earnings
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$13.53
+0.3%
N/A+7.0%$2.07BN/A0.00147,000Positive News

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This page (NYSE:RVT) was last updated on 4/23/2024 by MarketBeat.com Staff

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