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The India Fund (IFN) Competitors

The India Fund logo
$16.19 -0.04 (-0.25%)
(As of 12/20/2024 05:45 PM ET)

IFN vs. RVT, OXLC, BCAT, STEW, CET, MFIC, NMFC, BCSF, BBDC, and CGBD

Should you be buying The India Fund stock or one of its competitors? The main competitors of The India Fund include Royce Value Trust (RVT), Oxford Lane Capital (OXLC), BlackRock Capital Allocation Term Trust (BCAT), SRH Total Return Fund (STEW), Central Securities (CET), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), Bain Capital Specialty Finance (BCSF), Barings BDC (BBDC), and Carlyle Secured Lending (CGBD). These companies are all part of the "financial services" industry.

The India Fund vs.

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

Royce Value Trust has a beta of 1.34, indicating that its share price is 34% more volatile than the S&P 500. Comparatively, The India Fund has a beta of 0.84, indicating that its share price is 16% less volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Value Trust$151.28M11.99N/AN/AN/A
The India Fund$175.62M2.86N/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Royce Value TrustN/A N/A N/A
The India Fund N/A N/A N/A

25.6% of Royce Value Trust shares are owned by institutional investors. Comparatively, 10.8% of The India Fund shares are owned by institutional investors. 0.1% of Royce Value Trust shares are owned 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.

Royce Value Trust received 47 more outperform votes than The India Fund when rated by MarketBeat users. However, 67.14% of users gave The India Fund an outperform vote while only 65.29% of users gave Royce Value Trust an outperform vote.

CompanyUnderperformOutperform
Royce Value TrustOutperform Votes
190
65.29%
Underperform Votes
101
34.71%
The India FundOutperform Votes
143
67.14%
Underperform Votes
70
32.86%

Royce Value Trust pays an annual dividend of $1.27 per share and has a dividend yield of 8.1%. The India Fund pays an annual dividend of $2.30 per share and has a dividend yield of 14.2%.

In the previous week, The India Fund had 3 more articles in the media than Royce Value Trust. MarketBeat recorded 3 mentions for The India Fund and 0 mentions for Royce Value Trust. The India Fund's average media sentiment score of 0.19 beat Royce Value Trust's score of 0.00 indicating that The India Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Royce Value Trust Neutral
The India Fund Neutral

Summary

Royce Value Trust and The India Fund tied by winning 5 of the 10 factors compared between the two stocks.

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.
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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$502.80M$8.38B$11.01B$19.18B
Dividend Yield13.69%6.76%9.87%3.60%
P/E RatioN/A0.4428.5441.28
Price / Sales2.8614.8248.5217.60
Price / CashN/A7.0330.3621.28
Price / BookN/A0.882.745.32
Net IncomeN/A$73.96M$1.03B$989.88M
7 Day Performance-5.10%-2.96%-2.88%-3.54%
1 Month Performance-3.34%-2.31%-2.87%-3.68%
1 Year Performance-9.63%3.73%11.31%12.14%

The India Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IFN
The India Fund
N/A$16.19
-0.2%
N/A-8.6%$502.80M$175.62M0.0021,000News Coverage
RVT
Royce Value Trust
N/A$15.86
-0.1%
N/A+10.8%$1.83BN/A0.0050
OXLC
Oxford Lane Capital
2.5658 of 5 stars
$5.25
+0.2%
N/A+4.5%$1.82B$194.42M3.75601Ex-Dividend
Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.99
-0.2%
N/A+2.4%$1.72B$211.29M0.00147,000
STEW
SRH Total Return Fund
N/A$16.36
-0.1%
N/A+16.7%$1.58BN/A0.00N/A
CET
Central Securities
N/A$46.85
+0.6%
N/A+21.9%$1.33B$300.48M0.006
MFIC
MidCap Financial Investment
2.297 of 5 stars
$13.54
-1.2%
$14.71
+8.7%
-1.2%$1.27B$121.29M8.79N/ANews Coverage
Positive News
NMFC
New Mountain Finance
2.1694 of 5 stars
$11.74
-0.4%
$11.00
-6.3%
-12.7%$1.27B$124.62M11.23N/AEx-Dividend
Insider Trade
News Coverage
Positive News
BCSF
Bain Capital Specialty Finance
1.4999 of 5 stars
$17.17
-0.4%
$17.00
-1.0%
+10.8%$1.11B$297.79M8.661,000
BBDC
Barings BDC
2.2782 of 5 stars
$9.60
-1.1%
$10.00
+4.2%
+8.0%$1.01B$289.20M8.9926Positive News
CGBD
Carlyle Secured Lending
0.9331 of 5 stars
$17.86
+0.1%
$16.67
-6.7%
+16.4%$909.25M$241.63M9.97N/APositive News

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This page (NYSE:IFN) was last updated on 12/21/2024 by MarketBeat.com Staff
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