USA vs. IBB, HTGC, DNP, ADX, PTY, NUV, GSBD, RVT, GAB, and TY
Should you be buying Liberty All-Star Equity Fund stock or one of its competitors? The main competitors of Liberty All-Star Equity Fund include iShares Biotechnology ETF (IBB), Hercules Capital (HTGC), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), Royce Value Trust (RVT), The Gabelli Equity Trust (GAB), and Tri-Continental (TY). These companies are all part of the "investment offices, not elsewhere classified" industry.
iShares Biotechnology ETF (NASDAQ:IBB) and Liberty All-Star Equity Fund (NYSE:USA) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, dividends, media sentiment, earnings, profitability, analyst recommendations, valuation, community ranking and risk.
62.5% of iShares Biotechnology ETF shares are owned by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
iShares Biotechnology ETF has a beta of 0.75, indicating that its stock price is 25% less volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500.
iShares Biotechnology ETF pays an annual dividend of $0.40 per share and has a dividend yield of 0.3%. Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.8%. Liberty All-Star Equity Fund has increased its dividend for 1 consecutive years. Liberty All-Star Equity Fund is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Given Liberty All-Star Equity Fund's higher possible upside, analysts plainly believe iShares Biotechnology ETF is more favorable than Liberty All-Star Equity Fund.
In the previous week, iShares Biotechnology ETF and iShares Biotechnology ETF both had 2 articles in the media. iShares Biotechnology ETF's average media sentiment score of 1.12 beat Liberty All-Star Equity Fund's score of 0.78 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.
Liberty All-Star Equity Fund received 164 more outperform votes than iShares Biotechnology ETF when rated by MarketBeat users. Likewise, 68.87% of users gave Liberty All-Star Equity Fund an outperform vote while only 67.09% of users gave iShares Biotechnology ETF an outperform vote.
Summary
Liberty All-Star Equity Fund beats iShares Biotechnology ETF on 7 of the 10 factors compared between the two stocks.
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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.
Skip ChartThis 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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