The India Fund (IFN) Competitors

$17.92
+0.01 (+0.06%)
(As of 05/17/2024 08:53 PM ET)

IFN vs. BTO, VKQ, VGM, DSU, PEO, MYD, MUJ, VCV, RMT, and VMO

Should you be buying The India Fund stock or one of its competitors? The main competitors of The India Fund include John Hancock Financial Opportunities Fund (BTO), Invesco Municipal Trust (VKQ), Invesco Trust for Investment Grade Municipals (VGM), BlackRock Debt Strategies Fund (DSU), Adams Natural Resources Fund (PEO), BlackRock MuniYield Fund (MYD), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), Invesco California Value Municipal Income Trust (VCV), Royce Micro-Cap Trust (RMT), and Invesco Municipal Opportunity Trust (VMO). These companies are all part of the "investment offices, not elsewhere classified" industry.

The India Fund vs.

The India Fund (NYSE:IFN) and John Hancock Financial Opportunities Fund (NYSE:BTO) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, earnings, risk, valuation, profitability, community ranking, media sentiment and analyst recommendations.

The India Fund pays an annual dividend of $1.64 per share and has a dividend yield of 9.2%. John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 9.0%.

Company Net Margins Return on Equity Return on Assets
The India FundN/A N/A N/A
John Hancock Financial Opportunities Fund N/A N/A N/A

The India Fund has a beta of 0.79, meaning that its stock price is 21% less volatile than the S&P 500. Comparatively, John Hancock Financial Opportunities Fund has a beta of 1.4, meaning that its stock price is 40% more volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The India Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
John Hancock Financial Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00

John Hancock Financial Opportunities Fund received 13 more outperform votes than The India Fund when rated by MarketBeat users. Likewise, 70.27% of users gave John Hancock Financial Opportunities Fund an outperform vote while only 67.14% of users gave The India Fund an outperform vote.

CompanyUnderperformOutperform
The India FundOutperform Votes
143
67.14%
Underperform Votes
70
32.86%
John Hancock Financial Opportunities FundOutperform Votes
156
70.27%
Underperform Votes
66
29.73%

10.8% of The India Fund shares are held by institutional investors. Comparatively, 19.6% of John Hancock Financial Opportunities Fund shares are held by institutional investors. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The India FundN/AN/AN/AN/AN/A
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A

In the previous week, The India Fund had 1 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 1 mentions for The India Fund and 0 mentions for John Hancock Financial Opportunities Fund. The India Fund's average media sentiment score of 0.39 beat John Hancock Financial Opportunities Fund's score of 0.00 indicating that The India Fund is being referred to more favorably in the media.

Company Overall Sentiment
The India Fund Neutral
John Hancock Financial Opportunities Fund Neutral

Summary

John Hancock Financial Opportunities Fund beats The India Fund on 5 of the 8 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding IFN 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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IFN vs. The Competition

MetricThe India FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$556.52M$7.52B$10.19B$18.08B
Dividend Yield9.15%6.27%5.85%3.44%
P/E RatioN/A0.4537.0426.21
Price / SalesN/A16.84142.3010.64
Price / CashN/A7.8316.0619.24
Price / BookN/A1.003.166.00
Net IncomeN/A$73.96M$1.01B$966.17M
7 Day Performance1.76%0.79%1.73%1.85%
1 Month Performance1.67%4.25%4.64%6.59%
1 Year Performance16.97%6.77%19.77%23.69%

The India Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BTO
John Hancock Financial Opportunities Fund
0 of 5 stars
$28.68
+0.6%
N/A+10.9%$564.71MN/A0.00N/APositive News
VKQ
Invesco Municipal Trust
0 of 5 stars
$9.61
-0.2%
N/A+3.7%$534.54MN/A0.00147,000Positive News
VGM
Invesco Trust for Investment Grade Municipals
0 of 5 stars
$9.82
+0.4%
N/A+2.9%$533.64MN/A0.00147,000Positive News
DSU
BlackRock Debt Strategies Fund
0 of 5 stars
$10.95
+0.5%
N/A+16.6%$510.38M$70.04M0.00N/APositive News
PEO
Adams Natural Resources Fund
0 of 5 stars
$23.38
flat
N/A+19.3%$596.52M$13.61M0.00N/ANews Coverage
MYD
BlackRock MuniYield Fund
0 of 5 stars
$10.66
-0.7%
N/A+4.9%$497.37M$15.91M0.00147,000News Coverage
Positive News
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
0 of 5 stars
$11.28
+0.1%
N/A+2.5%$609.01MN/A0.00N/ANews Coverage
Positive News
VCV
Invesco California Value Municipal Income Trust
0 of 5 stars
$9.75
-0.3%
N/A+3.6%$469.33MN/A0.00N/APositive News
RMT
Royce Micro-Cap Trust
0 of 5 stars
$9.52
+0.8%
N/A+16.1%$463.05MN/A0.00N/APositive News
VMO
Invesco Municipal Opportunity Trust
0 of 5 stars
$9.59
+0.2%
N/A+3.5%$646.76M$57.62M0.00N/APositive News

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This page (NYSE:IFN) was last updated on 5/20/2024 by MarketBeat.com Staff

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