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NYSE:RVT

Royce Value Trust (RVT) Competitors

$13.10
-0.15 (-1.13%)
(As of 01:39 PM ET)
Compare
Today's Range
$13.00
$13.25
50-Day Range
$12.57
$13.57
52-Week Range
$12.24
$16.51
Volume
145,250 shs
Average Volume
235,411 shs
Market Capitalization
$1.41 billion
P/E Ratio
N/A
Dividend Yield
9.39%
Price Target
N/A

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

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

Royce Value Trust vs.

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

Company Net Margins Return on Equity Return on Assets
Tri-Continental N/A N/A N/A
Royce Value Trust N/A N/A N/A

Tri-Continental received 33 more outperform votes than Royce Value Trust when rated by MarketBeat users. Likewise, 71.02% of users gave Tri-Continental an outperform vote while only 65.29% of users gave Royce Value Trust an outperform vote.

CompanyUnderperformOutperform
Tri-ContinentalOutperform Votes
223
71.02%
Underperform Votes
91
28.98%
Royce Value TrustOutperform Votes
190
65.29%
Underperform Votes
101
34.71%

9.8% of Tri-Continental shares are held by institutional investors. Comparatively, 23.1% of Royce Value Trust shares are held by institutional investors. 8.7% of Tri-Continental shares are held by company insiders. Comparatively, 0.1% of Royce Value Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tri-Continental
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

In the previous week, Royce Value Trust had 1 more articles in the media than Tri-Continental. MarketBeat recorded 4 mentions for Royce Value Trust and 3 mentions for Tri-Continental. Tri-Continental's average media sentiment score of 1.09 beat Royce Value Trust's score of 0.79 indicating that Tri-Continental is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tri-Continental
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Royce Value Trust
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Tri-Continental has a beta of 0.95, suggesting that its share price is 5% less volatile than the S&P 500. Comparatively, Royce Value Trust has a beta of 1.38, suggesting that its share price is 38% more volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tri-ContinentalN/AN/AN/AN/AN/A
Royce Value TrustN/AN/AN/AN/AN/A

Tri-Continental pays an annual dividend of $1.10 per share and has a dividend yield of 4.1%. Royce Value Trust pays an annual dividend of $1.23 per share and has a dividend yield of 9.4%. Tri-Continental has increased its dividend for 1 consecutive years.

Summary

Tri-Continental beats Royce Value Trust on 5 of the 9 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.
Skip Chart

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.
Skip Chart

RVT vs. The Competition

MetricRoyce Value TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.41B$5.76B$6.02B$14.72B
Dividend Yield9.28%6.94%10.01%3.98%
P/E RatioN/A0.75155.7318.76
Price / SalesN/A10.676,260.089.03
Price / CashN/A11.0231.8815.61
Price / BookN/A0.851.847.01
Net IncomeN/A$1.62M$643.70M$895.05M
7 Day Performance2.50%1.50%4.18%3.25%
1 Month Performance2.42%-0.10%1.32%2.77%
1 Year Performance-16.13%-10.29%9.57%-7.82%

Royce Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TY
Tri-Continental
0 of 5 stars
$26.11
-0.3%
N/A-8.9%$1.41BN/A0.00N/ANews Coverage
GSBD
Goldman Sachs BDC
2.1284 of 5 stars
$13.13
+0.1%
$15.67
+19.3%
-26.8%$1.44B$357.45M32.02N/A
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 of 5 stars
$25.07
-0.6%
N/A+2.6%$1.21BN/A0.00N/ANews Coverage
Positive News
STEW
SRH Total Return Fund
0 of 5 stars
$12.45
flat
N/A-4.4%$1.21BN/A0.00N/A
USA
Liberty All-Star Equity Fund
0 of 5 stars
$5.97
-0.5%
N/A-12.3%$1.55BN/A0.00N/ANews Coverage
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.33
-0.4%
N/A-17.6%$1.59BN/A0.00N/A
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$12.67
+1.7%
N/A-13.2%$1.71BN/A0.00147,000Dividend Cut
News Coverage
Negative News
MUC
BlackRock MuniHoldings California Quality Fund
0 of 5 stars
$10.38
+0.6%
N/A-16.1%$996.90MN/A0.00147,000
GAM
General American Investors
0 of 5 stars
$39.48
-0.5%
N/A+4.9%$946.34MN/A0.00N/A
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.81
+0.9%
N/A-4.3%$1.83BN/A0.00640

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This page (NYSE:RVT) was last updated on 6/5/2023 by MarketBeat.com Staff

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