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Liberty All-Star Equity Fund (USA) Competitors

Liberty All-Star Equity Fund logo
$5.82 +0.05 (+0.78%)
Closing price 10/2/2026 03:58 PM Eastern
Extended Trading
$5.82 0.00 (0.00%)
As of 10/2/2026 07:30 PM Eastern
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USA vs. MORN, VCTR, MKTX, BXSL, and BGC

Should you buy Liberty All-Star Equity Fund stock or one of its competitors? Liberty All-Star Equity Fund's main competitors and comparable companies include Morningstar (MORN), Victory Capital (VCTR), MarketAxess (MKTX), Blackstone Secured Lending Fund (BXSL), and BGC Group (BGC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

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

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

Morningstar has a beta of 1.02, suggesting that its stock price is 2% more volatile than the broader market. Comparatively, Liberty All-Star Equity Fund has a beta of 1.05, suggesting that its stock price is 5% more volatile than the broader market.

57.0% of Morningstar shares are held by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. 38.8% of Morningstar shares are held by company insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Morningstar has a net margin of 16.43% compared to Liberty All-Star Equity Fund's net margin of 0.00%. Morningstar's return on equity of 38.57% beat Liberty All-Star Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 38.57% 12.22%
Liberty All-Star Equity Fund N/A N/A N/A

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.5%. Morningstar pays out 18.9% of its earnings in the form of a dividend. Morningstar has raised its dividend for 16 consecutive years.

Morningstar presently has a consensus target price of $227.33, indicating a potential upside of 23.85%. Given Morningstar's stronger consensus rating and higher probable upside, analysts plainly believe Morningstar is more favorable than Liberty All-Star Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Morningstar has higher revenue and earnings than Liberty All-Star Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$2.45B2.82$374.20M$10.5617.38
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

In the previous week, Morningstar had 14 more articles in the media than Liberty All-Star Equity Fund. MarketBeat recorded 16 mentions for Morningstar and 2 mentions for Liberty All-Star Equity Fund. Liberty All-Star Equity Fund's average media sentiment score of 1.47 beat Morningstar's score of 0.40 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
2 Very Positive mention(s)
3 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Liberty All-Star Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Morningstar beats Liberty All-Star Equity Fund on 11 of the 15 factors compared between the two stocks.

How does Liberty All-Star Equity Fund compare to Victory Capital?

Victory Capital (NASDAQ:VCTR) and Liberty All-Star Equity Fund (NYSE:USA) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, dividends, institutional ownership, risk, media sentiment, earnings, profitability and analyst recommendations.

Victory Capital pays an annual dividend of $2.00 per share and has a dividend yield of 1.8%. Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.5%. Victory Capital pays out 36.8% of its earnings in the form of a dividend. Victory Capital has increased its dividend for 6 consecutive years.

Victory Capital has a beta of 1.12, indicating that its stock price is 12% more volatile than the broader market. Comparatively, Liberty All-Star Equity Fund has a beta of 1.05, indicating that its stock price is 5% more volatile than the broader market.

Victory Capital currently has a consensus target price of $113.33, suggesting a potential upside of 0.09%. Given Victory Capital's stronger consensus rating and higher probable upside, analysts plainly believe Victory Capital is more favorable than Liberty All-Star Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Victory Capital
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Victory Capital has higher revenue and earnings than Liberty All-Star Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Victory Capital$1.31B5.33$330.06M$5.4420.81
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

87.7% of Victory Capital shares are owned by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. 9.5% of Victory Capital shares are owned by insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Victory Capital has a net margin of 29.57% compared to Liberty All-Star Equity Fund's net margin of 0.00%. Victory Capital's return on equity of 24.17% beat Liberty All-Star Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Victory Capital29.57% 24.17% 13.77%
Liberty All-Star Equity Fund N/A N/A N/A

In the previous week, Liberty All-Star Equity Fund had 1 more articles in the media than Victory Capital. MarketBeat recorded 2 mentions for Liberty All-Star Equity Fund and 1 mentions for Victory Capital. Victory Capital's average media sentiment score of 1.88 beat Liberty All-Star Equity Fund's score of 1.47 indicating that Victory Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Victory Capital
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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Victory Capital beats Liberty All-Star Equity Fund on 12 of the 15 factors compared between the two stocks.

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

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

MarketAxess currently has a consensus target price of $156.10, suggesting a potential downside of 4.90%. Given MarketAxess' stronger consensus rating and higher probable upside, equities analysts plainly believe MarketAxess is more favorable than Liberty All-Star Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MarketAxess
0 Sell rating(s)
12 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.08
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

MarketAxess has a beta of 0.8, suggesting that its stock price is 20% less volatile than the broader market. Comparatively, Liberty All-Star Equity Fund has a beta of 1.05, suggesting that its stock price is 5% more volatile than the broader market.

MarketAxess pays an annual dividend of $3.12 per share and has a dividend yield of 1.9%. Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.5%. MarketAxess pays out 36.8% of its earnings in the form of a dividend. MarketAxess has raised its dividend for 2 consecutive years.

MarketAxess has a net margin of 35.22% compared to Liberty All-Star Equity Fund's net margin of 0.00%. MarketAxess' return on equity of 22.48% beat Liberty All-Star Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
MarketAxess35.22% 22.48% 12.84%
Liberty All-Star Equity Fund N/A N/A N/A

In the previous week, MarketAxess had 5 more articles in the media than Liberty All-Star Equity Fund. MarketBeat recorded 7 mentions for MarketAxess and 2 mentions for Liberty All-Star Equity Fund. Liberty All-Star Equity Fund's average media sentiment score of 1.47 beat MarketAxess' score of 0.54 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.

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

99.0% of MarketAxess shares are held by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. 0.7% of MarketAxess 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.

MarketAxess has higher revenue and earnings than Liberty All-Star Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MarketAxess$846.27M6.83$246.63M$8.4819.36
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

Summary

MarketAxess beats Liberty All-Star Equity Fund on 11 of the 15 factors compared between the two stocks.

How does Liberty All-Star Equity Fund compare to Blackstone Secured Lending Fund?

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

Blackstone Secured Lending Fund has a net margin of 21.51% compared to Liberty All-Star Equity Fund's net margin of 0.00%. Blackstone Secured Lending Fund's return on equity of 11.86% beat Liberty All-Star Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackstone Secured Lending Fund21.51% 11.86% 5.10%
Liberty All-Star Equity Fund N/A N/A N/A

In the previous week, Liberty All-Star Equity Fund had 1 more articles in the media than Blackstone Secured Lending Fund. MarketBeat recorded 2 mentions for Liberty All-Star Equity Fund and 1 mentions for Blackstone Secured Lending Fund. Blackstone Secured Lending Fund's average media sentiment score of 1.61 beat Liberty All-Star Equity Fund's score of 1.47 indicating that Blackstone Secured Lending Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blackstone Secured Lending 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Blackstone Secured Lending Fund has higher revenue and earnings than Liberty All-Star Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackstone Secured Lending Fund$1.42B3.88$563.46M$1.2718.62
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

Blackstone Secured Lending Fund pays an annual dividend of $3.08 per share and has a dividend yield of 13.0%. Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.5%. Blackstone Secured Lending Fund pays out 242.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Blackstone Secured Lending Fund presently has a consensus target price of $24.89, indicating a potential upside of 5.23%. Given Blackstone Secured Lending Fund's stronger consensus rating and higher probable upside, equities research analysts plainly believe Blackstone Secured Lending Fund is more favorable than Liberty All-Star Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackstone Secured Lending Fund
1 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.30
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Blackstone Secured Lending Fund has a beta of 0.39, suggesting that its share price is 61% less volatile than the broader market. Comparatively, Liberty All-Star Equity Fund has a beta of 1.05, suggesting that its share price is 5% more volatile than the broader market.

36.5% of Blackstone Secured Lending Fund shares are owned by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. 0.1% of Blackstone Secured Lending Fund shares are owned by company insiders. Comparatively, 0.1% of Liberty All-Star Equity 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.

Summary

Blackstone Secured Lending Fund beats Liberty All-Star Equity Fund on 11 of the 14 factors compared between the two stocks.

How does Liberty All-Star Equity Fund compare to BGC Group?

Liberty All-Star Equity Fund (NYSE:USA) and BGC Group (NASDAQ:BGC) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, institutional ownership, media sentiment, profitability, earnings, valuation, dividends and analyst recommendations.

Liberty All-Star Equity Fund has a beta of 1.05, meaning that its share price is 5% more volatile than the broader market. Comparatively, BGC Group has a beta of 0.99, meaning that its share price is 1% less volatile than the broader market.

BGC Group has a net margin of 6.04% compared to Liberty All-Star Equity Fund's net margin of 0.00%. BGC Group's return on equity of 54.86% beat Liberty All-Star Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Liberty All-Star Equity FundN/A N/A N/A
BGC Group 6.04%54.86%12.14%

In the previous week, BGC Group had 2 more articles in the media than Liberty All-Star Equity Fund. MarketBeat recorded 4 mentions for BGC Group and 2 mentions for Liberty All-Star Equity Fund. Liberty All-Star Equity Fund's average media sentiment score of 1.47 beat BGC Group's score of 0.00 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the media.

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

Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.5%. 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 increased its dividend for 1 consecutive years.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Liberty All-Star Equity 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

BGC Group has higher revenue and earnings than Liberty All-Star Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Equity FundN/AN/AN/AN/AN/A
BGC Group$2.94B1.90$154.96M$0.4128.73

10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. Comparatively, 52.1% of BGC Group shares are owned by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are owned by company insiders. Comparatively, 2.4% of BGC Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

BGC Group beats Liberty All-Star Equity Fund on 9 of the 13 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 USA 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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USA vs. The Competition

Export
MetricLiberty All-Star Equity FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$1.79B$5.18B$13.39B$22.65B
Dividend Yield11.61%7.56%6.03%3.73%
P/E RatioN/A29.4324.5027.75
Price / Sales22.731,189.81498.6899.20
Price / CashN/A47.7746.4538.88
Price / BookN/A3.492.704.64
Net IncomeN/A$417.69M$1.32B$1.08B
7 Day Performance-0.68%-0.71%-1.04%-1.06%
1 Month Performance-3.24%4.84%0.36%-5.49%
1 Year Performance-9.78%11.38%11.52%5.13%

Liberty All-Star Equity Fund Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
USA
Liberty All-Star Equity Fund
N/A$5.82
+0.8%		N/A-9.8%$1.79B$78.85MN/AN/A
MORN
Morningstar
3.7579 of 5 stars		$186.35
-2.7%		$227.33
+22.0%		-18.9%$7.19B$2.45B17.6510,973
VCTR
Victory Capital
4.3838 of 5 stars		$110.40
+0.7%		$109.14
-1.1%		+76.8%$6.74B$1.56B20.29699
MKTX
MarketAxess
2.9888 of 5 stars		$163.96
+0.0%		$156.10
-4.8%		-3.2%$5.77B$846.27M19.33868
BXSL
Blackstone Secured Lending Fund
3.0705 of 5 stars		$24.65
+1.0%		$24.89
+1.0%		-11.0%$5.68B$1.42B19.412,020

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This page (NYSE:USA) was last updated on 10/3/2026 by MarketBeat.com Staff.
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