S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
'Civil War’ continues box-office campaign at No. 1
New York lawmakers pass $237 billion budget with policies to jump-start housing market
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
'Civil War’ continues box-office campaign at No. 1
New York lawmakers pass $237 billion budget with policies to jump-start housing market
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
'Civil War’ continues box-office campaign at No. 1
New York lawmakers pass $237 billion budget with policies to jump-start housing market
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
North Carolina medical marijuana sales begin at Cherokee store
Ukrainian and Western leaders laud US aid package while the Kremlin warns of 'further ruin'
Hawaii lawmakers take aim at vacation rentals after Lahaina wildfire amplifies Maui housing crisis
Biden sees a $35 price cap for insulin as a pivotal campaign issue. It’s not that clear-cut
Autoworkers union celebrates breakthrough win in Tennessee and takes aim at more plants in the South
'Civil War’ continues box-office campaign at No. 1
New York lawmakers pass $237 billion budget with policies to jump-start housing market

SRH Total Return Fund (STEW) Competitors

$14.37
+0.13 (+0.91%)
(As of 04/19/2024 ET)

STEW vs. RVT, GAB, TY, CET, QQQX, GSBD, GAM, MUC, NUV, and MFIC

Should you be buying SRH Total Return Fund stock or one of its competitors? The main competitors of SRH Total Return Fund include Royce Value Trust (RVT), The Gabelli Equity Trust (GAB), Tri-Continental (TY), Central Securities (CET), Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX), Goldman Sachs BDC (GSBD), General American Investors (GAM), BlackRock MuniHoldings California Quality Fund (MUC), Nuveen Municipal Value Fund (NUV), and MidCap Financial Investment (MFIC). These companies are all part of the "investment offices, not elsewhere classified" industry.

SRH Total Return Fund vs.

SRH Total Return Fund (NYSE:STEW) and Royce Value Trust (NYSE:RVT) 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, profitability, valuation, analyst recommendations, media sentiment, community ranking, risk, institutional ownership and dividends.

Company Net Margins Return on Equity Return on Assets
SRH Total Return FundN/A N/A N/A
Royce Value Trust N/A N/A N/A

Royce Value Trust received 190 more outperform votes than SRH Total Return Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
SRH Total Return FundN/AN/A
Royce Value TrustOutperform Votes
190
65.29%
Underperform Votes
101
34.71%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return FundN/AN/AN/AN/AN/A
Royce Value TrustN/AN/AN/AN/AN/A

15.6% of SRH Total Return Fund shares are held by institutional investors. Comparatively, 25.6% of Royce Value Trust shares are held by institutional investors. 0.1% of SRH Total Return Fund shares are held by insiders. Comparatively, 0.1% of Royce Value Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Royce Value Trust had 2 more articles in the media than SRH Total Return Fund. MarketBeat recorded 3 mentions for Royce Value Trust and 1 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 1.81 beat Royce Value Trust's score of 1.28 indicating that SRH Total Return Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SRH Total Return Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Royce Value Trust
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SRH Total Return Fund has a beta of 0.95, suggesting that its stock price is 5% 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.

SRH Total Return Fund pays an annual dividend of $0.51 per share and has a dividend yield of 3.5%. Royce Value Trust pays an annual dividend of $1.07 per share and has a dividend yield of 7.7%.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SRH Total Return Fund
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 SRH Total Return Fund on 5 of the 7 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding STEW 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

STEW vs. The Competition

MetricSRH Total Return FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.40B$6.80B$8.79B$17.26B
Dividend Yield3.57%6.54%10.08%3.58%
P/E RatioN/A0.4941.8021.68
Price / SalesN/A14.87196.189.63
Price / CashN/A7.6315.2217.28
Price / BookN/A0.962.374.85
Net IncomeN/A$73.96M$1.00B$970.56M
7 Day Performance-0.69%-1.07%-0.27%-1.76%
1 Month Performance-3.10%-3.10%-2.94%-4.32%
1 Year Performance14.41%1.15%11.50%92.59%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Value Trust
0 of 5 stars
$13.98
-0.9%
N/A+4.9%$1.56BN/A0.00147,000News Coverage
Positive News
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.23
+1.2%
N/A-8.4%$1.58BN/A0.00N/ANews Coverage
TY
Tri-Continental
0 of 5 stars
$29.50
+0.1%
N/A+9.6%$1.59BN/A0.00N/APositive News
CET
Central Securities
0 of 5 stars
$40.55
flat
N/AN/A$1.15BN/A0.00N/ANews Coverage
Positive News
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 of 5 stars
$23.10
+0.0%
N/A-4.6%$1.12BN/A0.00N/ANews Coverage
GSBD
Goldman Sachs BDC
1.112 of 5 stars
$14.97
+0.2%
$15.00
+0.2%
+11.6%$1.68B$454.91M8.31N/AShort Interest ↓
GAM
General American Investors
0 of 5 stars
$45.20
+0.5%
N/A+14.0%$1.08BN/A0.00N/A
MUC
BlackRock MuniHoldings California Quality Fund
0 of 5 stars
$10.60
-0.1%
N/A-0.7%$1.02BN/A0.00147,000News Coverage
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.48
+0.8%
N/A-3.4%$1.76BN/A0.00640
MFIC
MidCap Financial Investment
2.3178 of 5 stars
$14.77
-0.5%
$14.79
+0.1%
+36.1%$963.74M$276.52M8.12N/ANews Coverage

Related Companies and Tools

This page (NYSE:STEW) was last updated on 4/21/2024 by MarketBeat.com Staff

From Our Partners