Free Trial

Dunedin Income Growth Investment Trust (DIG) Competitors

Dunedin Income Growth Investment Trust logo
GBX 282 +3.00 (+1.08%)
As of 02/21/2025 11:46 AM Eastern

DIG vs. FEV, WTAN, BRW, JTC, SNN, PIN, RAT, BNKR, BHMG, and HRI

Should you be buying Dunedin Income Growth Investment Trust stock or one of its competitors? The main competitors of Dunedin Income Growth Investment Trust include Fidelity European Trust (FEV), Witan Investment Trust (WTAN), Brewin Dolphin (BRW), JTC (JTC), Sanne Group (SNN), Pantheon International (PIN), Rathbones Group (RAT), The Bankers Investment Trust (BNKR), BH Macro GBP (BHMG), and Herald (HRI). These companies are all part of the "asset management" industry.

Dunedin Income Growth Investment Trust vs.

Fidelity European Trust (LON:FEV) and Dunedin Income Growth Investment Trust (LON:DIG) are both small-cap financial services companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, community ranking, profitability, earnings, valuation, risk, media sentiment, dividends and analyst recommendations.

Fidelity European Trust has higher revenue and earnings than Dunedin Income Growth Investment Trust. Fidelity European Trust is trading at a lower price-to-earnings ratio than Dunedin Income Growth Investment Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity European Trust£221.98M7.25£208.32M£50.457.76
Dunedin Income Growth Investment Trust£40.96M9.24£36.34M£27.1310.39

69.2% of Fidelity European Trust shares are held by institutional investors. Comparatively, 44.3% of Dunedin Income Growth Investment Trust shares are held by institutional investors. 0.8% of Fidelity European Trust shares are held by insiders. Comparatively, 19.3% of Dunedin Income Growth Investment Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Fidelity European Trust pays an annual dividend of GBX 8 per share and has a dividend yield of 2.0%. Dunedin Income Growth Investment Trust pays an annual dividend of GBX 14 per share and has a dividend yield of 5.0%. Fidelity European Trust pays out 15.9% of its earnings in the form of a dividend. Dunedin Income Growth Investment Trust pays out 51.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Dunedin Income Growth Investment Trust received 53 more outperform votes than Fidelity European Trust when rated by MarketBeat users. Likewise, 69.70% of users gave Dunedin Income Growth Investment Trust an outperform vote while only 65.26% of users gave Fidelity European Trust an outperform vote.

CompanyUnderperformOutperform
Fidelity European TrustOutperform Votes
62
65.26%
Underperform Votes
33
34.74%
Dunedin Income Growth Investment TrustOutperform Votes
115
69.70%
Underperform Votes
50
30.30%

Fidelity European Trust has a net margin of 93.84% compared to Dunedin Income Growth Investment Trust's net margin of 88.71%. Fidelity European Trust's return on equity of 12.65% beat Dunedin Income Growth Investment Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity European Trust93.84% 12.65% 10.56%
Dunedin Income Growth Investment Trust 88.71%8.64%3.15%

In the previous week, Dunedin Income Growth Investment Trust had 1 more articles in the media than Fidelity European Trust. MarketBeat recorded 2 mentions for Dunedin Income Growth Investment Trust and 1 mentions for Fidelity European Trust. Dunedin Income Growth Investment Trust's average media sentiment score of 0.76 beat Fidelity European Trust's score of 0.00 indicating that Dunedin Income Growth Investment Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fidelity European Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Dunedin Income Growth Investment Trust
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Fidelity European Trust has a beta of 0.8, suggesting that its share price is 20% less volatile than the S&P 500. Comparatively, Dunedin Income Growth Investment Trust has a beta of 0.73, suggesting that its share price is 27% less volatile than the S&P 500.

Summary

Fidelity European Trust beats Dunedin Income Growth Investment Trust on 9 of the 17 factors compared between the two stocks.

Get Dunedin Income Growth Investment Trust News Delivered to You Automatically

Sign up to receive the latest news and ratings for DIG and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of LON 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.
Skip Chart

DIG vs. The Competition

MetricDunedin Income Growth Investment TrustAsset Management IndustryFinancial SectorLON Exchange
Market Cap£378.44M£1.23B£4.24B£2.64B
Dividend Yield4.87%4.47%4.22%4.98%
P/E Ratio10.3926.9916.07162.45
Price / Sales9.242,364.111,771.22313,322.68
Price / Cash53.1460.5748.8928.12
Price / Book0.891.153.405.16
Net Income£36.34M£256.58M£1.27B£5.75B
7 Day Performance-0.35%-0.31%-0.18%-0.99%
1 Month Performance1.81%0.63%1.79%-0.80%
1 Year Performance2.92%10.15%14.53%39.55%

Dunedin Income Growth Investment Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DIG
Dunedin Income Growth Investment Trust
N/AGBX 282
+1.1%
N/A+3.3%£378.44M£40.96M10.39N/ADividend Announcement
News Coverage
FEV
Fidelity European Trust
N/AGBX 389
+0.1%
N/A+6.5%£1.59B£263.57M670.69N/ANews Coverage
WTAN
Witan Investment Trust
N/AN/AN/AN/A£1.58B£246.38M738.896
BRW
Brewin Dolphin
N/AN/AN/AN/A£1.56B£415.46M3,029.412,186
JTC
JTC
2.1905 of 5 stars
GBX 956
+0.5%
GBX 1,250
+30.8%
+28.3%£1.55B£283.06M5,311.111,603News Coverage
SNN
Sanne Group
N/AN/AN/AN/A£1.50B£194.16M-204.6720,100
PIN
Pantheon International
N/AGBX 323
+0.6%
N/A+3.0%£1.50B£73.44M5,383.33455High Trading Volume
RAT
Rathbones Group
0.8593 of 5 stars
GBX 1,734
-0.2%
GBX 1,520
-12.3%
+10.7%£1.50B£871.80M2,842.623,500
BNKR
The Bankers Investment Trust
N/AGBX 125
-0.6%
N/A+17.5%£1.44B£162.30M2,500.00N/ANews Coverage
Positive News
BHMG
BH Macro GBP
N/AGBX 389
+0.4%
N/A+7.1%£1.37B£21.73M3,890.00N/ANews Coverage
HRI
Herald
N/AGBX 2,360
-0.2%
N/A+13.5%£1.25B£204.98M696.176,600Earnings Report

Related Companies and Tools


This page (LON:DIG) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners