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SRH Total Return Fund (STEW) Competitors

SRH Total Return Fund logo
$18.20 -0.02 (-0.13%)
Closing price 09/9/2026 03:59 PM Eastern
Extended Trading
$18.18 -0.02 (-0.08%)
As of 04:00 AM 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.

STEW vs. VCTR, AVAL, STEP, BGC, and MKTX

Should you buy SRH Total Return Fund stock or one of its competitors? SRH Total Return Fund's main competitors and comparable companies include Victory Capital (VCTR), Grupo Aval Acciones y Valores (AVAL), StepStone Group (STEP), BGC Group (BGC), and MarketAxess (MKTX). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does SRH Total Return Fund compare to Victory Capital?

Victory Capital (NASDAQ:VCTR) and SRH Total Return Fund (NYSE:STEW) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, dividends, analyst recommendations, risk, media sentiment, profitability and earnings.

Victory Capital presently has a consensus target price of $105.71, suggesting a potential downside of 5.49%. Given Victory Capital's stronger consensus rating and higher possible upside, research analysts plainly believe Victory Capital is more favorable than SRH Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Victory Capital
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.63
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Victory Capital had 5 more articles in the media than SRH Total Return Fund. MarketBeat recorded 5 mentions for Victory Capital and 0 mentions for SRH Total Return Fund. Victory Capital's average media sentiment score of 0.56 beat SRH Total Return Fund's score of 0.00 indicating that Victory Capital is being referred to more favorably in the media.

Company Overall Sentiment
Victory Capital Positive
SRH Total Return Fund Neutral

Victory Capital has higher revenue and earnings than SRH Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Victory Capital$1.31B5.27$330.06M$5.4420.56
SRH Total Return FundN/AN/AN/AN/AN/A

Victory Capital has a net margin of 29.57% compared to SRH Total Return Fund's net margin of 0.00%. Victory Capital's return on equity of 24.17% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Victory Capital29.57% 24.17% 13.77%
SRH Total Return Fund N/A N/A N/A

87.7% of Victory Capital shares are owned by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are owned by institutional investors. 9.5% of Victory Capital shares are owned by insiders. Comparatively, 0.1% of SRH Total Return Fund shares are owned 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.

Victory Capital pays an annual dividend of $2.00 per share and has a dividend yield of 1.8%. SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. Victory Capital pays out 36.8% of its earnings in the form of a dividend. Victory Capital has raised its dividend for 6 consecutive years.

Victory Capital has a beta of 1.09, suggesting that its share price is 9% more volatile than the broader market. Comparatively, SRH Total Return Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market.

Summary

Victory Capital beats SRH Total Return Fund on 14 of the 16 factors compared between the two stocks.

How does SRH Total Return Fund compare to Grupo Aval Acciones y Valores?

SRH Total Return Fund (NYSE:STEW) and Grupo Aval Acciones y Valores (NYSE:AVAL) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, valuation, institutional ownership, media sentiment, analyst recommendations, dividends, earnings and profitability.

Grupo Aval Acciones y Valores has higher revenue and earnings than SRH Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return FundN/AN/AN/AN/AN/A
Grupo Aval Acciones y Valores$18.50T0.00$344.37M$0.4013.39

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. Grupo Aval Acciones y Valores pays an annual dividend of $0.15 per share and has a dividend yield of 2.8%. Grupo Aval Acciones y Valores pays out 37.5% of its earnings in the form of a dividend.

In the previous week, Grupo Aval Acciones y Valores' average media sentiment score of 0.76 beat SRH Total Return Fund's score of 0.00 indicating that Grupo Aval Acciones y Valores is being referred to more favorably in the news media.

Company Overall Sentiment
SRH Total Return Fund Neutral
Grupo Aval Acciones y Valores Positive

SRH Total Return Fund has a beta of 0.82, suggesting that its stock price is 18% less volatile than the broader market. Comparatively, Grupo Aval Acciones y Valores has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

Grupo Aval Acciones y Valores has a consensus target price of $5.50, indicating a potential upside of 2.71%. Given Grupo Aval Acciones y Valores' stronger consensus rating and higher probable upside, analysts plainly believe Grupo Aval Acciones y Valores is more favorable than SRH Total Return Fund.

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)
0.00
Grupo Aval Acciones y Valores
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

15.6% of SRH Total Return Fund shares are held by institutional investors. Comparatively, 0.2% of Grupo Aval Acciones y Valores shares are held by institutional investors. 0.1% of SRH Total Return Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Grupo Aval Acciones y Valores has a net margin of 5.08% compared to SRH Total Return Fund's net margin of 0.00%. Grupo Aval Acciones y Valores' return on equity of 6.06% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
SRH Total Return FundN/A N/A N/A
Grupo Aval Acciones y Valores 5.08%6.06%0.60%

Summary

Grupo Aval Acciones y Valores beats SRH Total Return Fund on 7 of the 12 factors compared between the two stocks.

How does SRH Total Return Fund compare to StepStone Group?

StepStone Group (NASDAQ:STEP) and SRH Total Return Fund (NYSE:STEW) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, earnings, valuation, dividends, media sentiment, risk, profitability and institutional ownership.

55.5% of StepStone Group shares are held by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are held by institutional investors. 15.7% of StepStone Group shares are held by company insiders. Comparatively, 0.1% of SRH Total Return Fund shares are held by company 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.

SRH Total Return Fund has a net margin of 0.00% compared to StepStone Group's net margin of -30.53%. StepStone Group's return on equity of 43.38% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
StepStone Group-30.53% 43.38% 4.40%
SRH Total Return Fund N/A N/A N/A

StepStone Group has a beta of 1.29, indicating that its stock price is 29% more volatile than the broader market. Comparatively, SRH Total Return Fund has a beta of 0.82, indicating that its stock price is 18% less volatile than the broader market.

StepStone Group currently has a consensus price target of $70.56, indicating a potential upside of 41.28%. Given StepStone Group's stronger consensus rating and higher probable upside, equities research analysts clearly believe StepStone Group is more favorable than SRH Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
StepStone Group
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, StepStone Group had 4 more articles in the media than SRH Total Return Fund. MarketBeat recorded 4 mentions for StepStone Group and 0 mentions for SRH Total Return Fund. StepStone Group's average media sentiment score of 0.64 beat SRH Total Return Fund's score of 0.00 indicating that StepStone Group is being referred to more favorably in the media.

Company Overall Sentiment
StepStone Group Positive
SRH Total Return Fund Neutral

StepStone Group pays an annual dividend of $1.32 per share and has a dividend yield of 2.6%. SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. StepStone Group pays out -17.1% of its earnings in the form of a dividend. StepStone Group has increased its dividend for 3 consecutive years.

SRH Total Return Fund has lower revenue, but higher earnings than StepStone Group.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
StepStone Group$1.99B2.99-$535.81M-$7.72N/A
SRH Total Return FundN/AN/AN/AN/AN/A

Summary

StepStone Group beats SRH Total Return Fund on 13 of the 15 factors compared between the two stocks.

How does SRH Total Return Fund compare to BGC Group?

SRH Total Return Fund (NYSE:STEW) and BGC Group (NASDAQ:BGC) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, institutional ownership, media sentiment, earnings, dividends, risk and analyst recommendations.

SRH Total Return Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market. Comparatively, BGC Group has a beta of 0.96, suggesting that its share price is 4% less volatile than the broader market.

In the previous week, BGC Group's average media sentiment score of 1.00 beat SRH Total Return Fund's score of 0.00 indicating that BGC Group is being referred to more favorably in the news media.

Company Overall Sentiment
SRH Total Return Fund Neutral
BGC Group Positive

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)
0.00
BGC Group
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. BGC Group pays an annual dividend of $0.08 per share and has a dividend yield of 0.7%. BGC Group pays out 19.5% of its earnings in the form of a dividend. BGC Group has raised its dividend for 1 consecutive years.

15.6% of SRH Total Return Fund shares are held by institutional investors. Comparatively, 52.1% of BGC Group shares are held by institutional investors. 0.1% of SRH Total Return Fund shares are held by insiders. Comparatively, 2.4% of BGC Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

BGC Group has higher revenue and earnings than SRH Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return FundN/AN/AN/AN/AN/A
BGC Group$2.94B1.97$154.96M$0.4129.73

BGC Group has a net margin of 6.04% compared to SRH Total Return Fund's net margin of 0.00%. BGC Group's return on equity of 54.86% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
SRH Total Return FundN/A N/A N/A
BGC Group 6.04%54.86%12.14%

Summary

BGC Group beats SRH Total Return Fund on 10 of the 12 factors compared between the two stocks.

How does SRH Total Return Fund compare to MarketAxess?

SRH Total Return Fund (NYSE:STEW) and MarketAxess (NASDAQ:MKTX) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, valuation, earnings, profitability, media sentiment, institutional ownership and dividends.

MarketAxess has higher revenue and earnings than SRH Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return FundN/AN/AN/AN/AN/A
MarketAxess$846.27M6.79$246.63M$8.4819.25

SRH Total Return Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market. Comparatively, MarketAxess has a beta of 0.83, suggesting that its share price is 17% less volatile than the broader market.

MarketAxess has a consensus price target of $156.10, indicating a potential downside of 4.39%. Given MarketAxess' stronger consensus rating and higher probable upside, analysts plainly believe MarketAxess is more favorable than SRH Total Return Fund.

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)
0.00
MarketAxess
1 Sell rating(s)
11 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, MarketAxess had 10 more articles in the media than SRH Total Return Fund. MarketBeat recorded 10 mentions for MarketAxess and 0 mentions for SRH Total Return Fund. MarketAxess' average media sentiment score of 0.86 beat SRH Total Return Fund's score of 0.00 indicating that MarketAxess is being referred to more favorably in the news media.

Company Overall Sentiment
SRH Total Return Fund Neutral
MarketAxess Positive

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. MarketAxess pays an annual dividend of $3.12 per share and has a dividend yield of 1.9%. MarketAxess pays out 36.8% of its earnings in the form of a dividend. MarketAxess has raised its dividend for 2 consecutive years.

15.6% of SRH Total Return Fund shares are owned by institutional investors. Comparatively, 99.0% of MarketAxess shares are owned by institutional investors. 0.1% of SRH Total Return Fund shares are owned by company insiders. Comparatively, 0.7% of MarketAxess shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

MarketAxess has a net margin of 35.22% compared to SRH Total Return Fund's net margin of 0.00%. MarketAxess' return on equity of 22.48% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
SRH Total Return FundN/A N/A N/A
MarketAxess 35.22%22.48%12.84%

Summary

MarketAxess beats SRH Total Return Fund on 13 of the 15 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 STEW 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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STEW vs. The Competition

MetricSRH Total Return FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$1.76B$5.58B$14.05B$23.49B
Dividend Yield4.20%7.43%5.91%3.76%
P/E RatioN/A31.0025.7928.73
Price / SalesN/A1,191.40504.2120.76
Price / CashN/A48.0340.7034.36
Price / BookN/A3.562.764.74
Net IncomeN/A$419.48M$1.32B$1.07B
7 Day Performance-2.11%6.43%2.43%-1.48%
1 Month Performance-3.59%-0.85%0.64%-2.03%
1 Year Performance-0.40%5.75%10.54%11.67%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
STEW
SRH Total Return Fund
N/A$18.20
-0.1%
N/A-0.6%$1.76BN/AN/AN/A
VCTR
Victory Capital
4.1085 of 5 stars
$111.30
-0.1%
$105.71
-5.0%
+57.2%$6.85B$1.31B20.46510
AVAL
Grupo Aval Acciones y Valores
2.7478 of 5 stars
$5.30
+0.2%
$5.50
+3.8%
+59.4%$6.29B$18.50T13.2567,585
STEP
StepStone Group
4.815 of 5 stars
$50.38
-0.2%
$71.25
+41.4%
-18.1%$6.00B$1.99BN/A1,310
BGC
BGC Group
2.0952 of 5 stars
$12.13
+2.3%
N/A+21.5%$5.77B$2.94B29.574,560

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This page (NYSE:STEW) was last updated on 9/10/2026 by MarketBeat.com Staff.
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