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Taiwan Fund (TWN) Competitors

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$103.25 +0.85 (+0.83%)
As of 09/4/2026 03:54 PM Eastern
This is a fair market value price provided by Massive. Learn more.

TWN vs. RVT, TOP, TY, NUV, and USA

Should you buy Taiwan Fund stock or one of its competitors? Taiwan Fund's main competitors and comparable companies include Royce Small-Cap Trust (RVT), TOP Financial Group (TOP), Tri Continental (TY), Nuveen Municipal Value Fund (NUV), and Liberty All-Star Equity Fund (USA). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Taiwan Fund compare to Royce Small-Cap Trust?

Royce Small-Cap Trust (NYSE:RVT) and Taiwan Fund (NYSE:TWN) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, profitability, institutional ownership, earnings, valuation, media sentiment, dividends and analyst recommendations.

Royce Small-Cap Trust pays an annual dividend of $1.77 per share and has a dividend yield of 9.6%. Taiwan Fund pays an annual dividend of $6.20 per share and has a dividend yield of 6.0%.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
Taiwan Fund N/A N/A N/A

Royce Small-Cap Trust has a beta of 1.2, suggesting that its stock price is 20% more volatile than the broader market. Comparatively, Taiwan Fund has a beta of 1.46, suggesting that its stock price is 46% more volatile than the broader market.

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by insiders. Comparatively, 2.0% of Taiwan Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M25.89N/AN/AN/A
Taiwan Fund$234.70M2.55N/AN/AN/A

In the previous week, Royce Small-Cap Trust had 5 more articles in the media than Taiwan Fund. MarketBeat recorded 6 mentions for Royce Small-Cap Trust and 1 mentions for Taiwan Fund. Taiwan Fund's average media sentiment score of 1.67 beat Royce Small-Cap Trust's score of 1.56 indicating that Taiwan Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Royce Small-Cap Trust
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Taiwan 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

Summary

Royce Small-Cap Trust and Taiwan Fund tied by winning 4 of the 8 factors compared between the two stocks.

How does Taiwan Fund compare to TOP Financial Group?

TOP Financial Group (NASDAQ:TOP) and Taiwan Fund (NYSE:TWN) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, risk, profitability, institutional ownership, media sentiment, dividends, earnings and analyst recommendations.

Taiwan Fund has higher revenue and earnings than TOP Financial Group.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
TOP Financial Group$4.72M386.53-$1.17M-$0.02N/A
Taiwan Fund$234.70M2.55N/AN/AN/A

In the previous week, TOP Financial Group had 11 more articles in the media than Taiwan Fund. MarketBeat recorded 12 mentions for TOP Financial Group and 1 mentions for Taiwan Fund. Taiwan Fund's average media sentiment score of 1.67 beat TOP Financial Group's score of 0.83 indicating that Taiwan Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
TOP Financial Group
4 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Taiwan 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

0.3% of TOP Financial Group shares are owned by institutional investors. 85.6% of TOP Financial Group shares are owned by insiders. Comparatively, 2.0% of Taiwan Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

TOP Financial Group has a beta of -1.08, meaning that its share price is 208% less volatile than the broader market. Comparatively, Taiwan Fund has a beta of 1.46, meaning that its share price is 46% more volatile than the broader market.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TOP Financial Group
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Taiwan Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Company Net Margins Return on Equity Return on Assets
TOP Financial GroupN/A N/A N/A
Taiwan Fund N/A N/A N/A

Summary

TOP Financial Group beats Taiwan Fund on 5 of the 8 factors compared between the two stocks.

How does Taiwan Fund compare to Tri Continental?

Tri Continental (NYSE:TY) and Taiwan Fund (NYSE:TWN) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, risk, institutional ownership, dividends, earnings, analyst recommendations, media sentiment and profitability.

Tri Continental has a beta of 0.82, meaning that its share price is 18% less volatile than the broader market. Comparatively, Taiwan Fund has a beta of 1.46, meaning that its share price is 46% more volatile than the broader market.

Tri Continental pays an annual dividend of $1.11 per share and has a dividend yield of 3.1%. Taiwan Fund pays an annual dividend of $6.20 per share and has a dividend yield of 6.0%.

10.2% of Tri Continental shares are owned by institutional investors. 8.7% of Tri Continental shares are owned by company insiders. Comparatively, 2.0% of Taiwan Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
Tri ContinentalN/A N/A N/A
Taiwan Fund N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tri ContinentalN/AN/AN/AN/AN/A
Taiwan Fund$234.70M2.55N/AN/AN/A

In the previous week, Taiwan Fund had 1 more articles in the media than Tri Continental. MarketBeat recorded 1 mentions for Taiwan Fund and 0 mentions for Tri Continental. Taiwan Fund's average media sentiment score of 1.67 beat Tri Continental's score of 0.00 indicating that Taiwan Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Tri Continental Neutral
Taiwan Fund Very Positive

Summary

Taiwan Fund beats Tri Continental on 5 of the 7 factors compared between the two stocks.

How does Taiwan Fund compare to Nuveen Municipal Value Fund?

Taiwan Fund (NYSE:TWN) and Nuveen Municipal Value Fund (NYSE:NUV) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, valuation, earnings, profitability, analyst recommendations, dividends, institutional ownership and media sentiment.

Company Net Margins Return on Equity Return on Assets
Taiwan FundN/A N/A N/A
Nuveen Municipal Value Fund N/A N/A N/A

Taiwan Fund pays an annual dividend of $6.20 per share and has a dividend yield of 6.0%. Nuveen Municipal Value Fund pays an annual dividend of $0.13 per share and has a dividend yield of 1.5%.

In the previous week, Nuveen Municipal Value Fund had 1 more articles in the media than Taiwan Fund. MarketBeat recorded 2 mentions for Nuveen Municipal Value Fund and 1 mentions for Taiwan Fund. Taiwan Fund's average media sentiment score of 1.67 beat Nuveen Municipal Value Fund's score of 1.47 indicating that Taiwan Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Taiwan 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
Nuveen Municipal Value Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

22.5% of Nuveen Municipal Value Fund shares are held by institutional investors. 2.0% of Taiwan Fund shares are held by company insiders. Comparatively, 1.0% of Nuveen Municipal Value Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Taiwan Fund$234.70M2.55N/AN/AN/A
Nuveen Municipal Value Fund$104.26M17.91N/AN/AN/A

Taiwan Fund has a beta of 1.46, indicating that its stock price is 46% more volatile than the broader market. Comparatively, Nuveen Municipal Value Fund has a beta of 0.38, indicating that its stock price is 62% less volatile than the broader market.

Summary

Taiwan Fund beats Nuveen Municipal Value Fund on 5 of the 8 factors compared between the two stocks.

How does Taiwan Fund compare to Liberty All-Star Equity Fund?

Taiwan Fund (NYSE:TWN) and Liberty All-Star Equity Fund (NYSE:USA) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, analyst recommendations, earnings, media sentiment, institutional ownership, valuation, profitability and risk.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Taiwan Fund$234.70M2.55N/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. 2.0% of Taiwan Fund shares are held by insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Taiwan Fund pays an annual dividend of $6.20 per share and has a dividend yield of 6.0%. Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.2%.

Company Net Margins Return on Equity Return on Assets
Taiwan FundN/A N/A N/A
Liberty All-Star Equity Fund N/A N/A N/A

Taiwan Fund has a beta of 1.46, suggesting that its share price is 46% more volatile than the broader market. Comparatively, Liberty All-Star Equity Fund has a beta of 1.02, suggesting that its share price is 2% more volatile than the broader market.

In the previous week, Taiwan Fund and Taiwan Fund both had 1 articles in the media. Taiwan Fund's average media sentiment score of 1.67 beat Liberty All-Star Equity Fund's score of 1.42 indicating that Taiwan Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Taiwan 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
Liberty All-Star Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Taiwan Fund beats Liberty All-Star Equity Fund on 4 of the 6 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 TWN 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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TWN vs. The Competition

MetricTaiwan FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$593.13M$5.72B$14.28B$23.69B
Dividend Yield5.94%7.39%5.88%3.72%
P/E RatioN/A31.6426.1729.32
Price / Sales2.551,242.70520.0220.78
Price / CashN/A48.2139.5933.23
Price / BookN/A1.982.137.60
Net IncomeN/A$419.47M$1.32B$1.07B
7 Day Performance0.05%7.29%3.83%-0.05%
1 Month Performance15.69%0.61%1.60%-0.24%
1 Year Performance102.06%7.46%11.96%12.79%

Taiwan Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWN
Taiwan Fund
N/A$103.25
+0.8%
N/A+104.6%$593.13M$234.70MN/AN/A
RVT
Royce Small-Cap Trust
N/A$18.17
-2.2%
N/A+14.4%$2.31B$88.69MN/A50
TOP
TOP Financial Group
0.8584 of 5 stars
$15.51
-6.7%
N/A+157.3%$2.02B$4.72MN/A11
TY
Tri Continental
N/A$35.29
-0.8%
N/A+5.9%$1.89BN/AN/AN/A
NUV
Nuveen Municipal Value Fund
N/A$8.95
-0.6%
N/A+2.0%$1.89B$104.26MN/A640

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This page (NYSE:TWN) was last updated on 9/5/2026 by MarketBeat.com Staff.
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