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Morgan Stanley India Investment Fund (IIF) Competitors

Morgan Stanley India Investment Fund logo
$23.05 -0.13 (-0.55%)
Closing price 03:59 PM Eastern
Extended Trading
$23.06 +0.00 (+0.01%)
As of 04:05 PM Eastern
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IIF vs. CGBD, HQH, PHK, NXP, BTO, ECC, CCAP, CION, PDT, and MUJ

Should you be buying Morgan Stanley India Investment Fund stock or one of its competitors? The main competitors of Morgan Stanley India Investment Fund include Carlyle Secured Lending (CGBD), Abrdn Healthcare Investors (HQH), PIMCO High Income Fund (PHK), Nuveen Select Tax-Free Income Portfolio (NXP), John Hancock Financial Opportunities Fund (BTO), Eagle Point Credit (ECC), Crescent Capital BDC (CCAP), CION Investment (CION), John Hancock Premium Dividend Fund (PDT), and BlackRock MuniHoldings New Jersey Quality Fund (MUJ). These companies are all part of the "financial services" industry.

Morgan Stanley India Investment Fund vs.

Morgan Stanley India Investment Fund (NYSE:IIF) and Carlyle Secured Lending (NASDAQ:CGBD) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, analyst recommendations, valuation, institutional ownership, media sentiment, dividends, earnings, risk and community ranking.

Morgan Stanley India Investment Fund pays an annual dividend of $2.70 per share and has a dividend yield of 11.7%. Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 9.1%. Carlyle Secured Lending pays out 98.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

37.0% of Morgan Stanley India Investment Fund shares are owned by institutional investors. Comparatively, 24.5% of Carlyle Secured Lending shares are owned by institutional investors. 0.6% of Carlyle Secured Lending shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Morgan Stanley India Investment Fund has a beta of 0.83, meaning that its stock price is 17% less volatile than the S&P 500. Comparatively, Carlyle Secured Lending has a beta of 1.57, meaning that its stock price is 57% more volatile than the S&P 500.

Carlyle Secured Lending received 102 more outperform votes than Morgan Stanley India Investment Fund when rated by MarketBeat users. However, 64.39% of users gave Morgan Stanley India Investment Fund an outperform vote while only 56.33% of users gave Carlyle Secured Lending an outperform vote.

CompanyUnderperformOutperform
Morgan Stanley India Investment FundOutperform Votes
85
64.39%
Underperform Votes
47
35.61%
Carlyle Secured LendingOutperform Votes
187
56.33%
Underperform Votes
145
43.67%

Carlyle Secured Lending has a consensus price target of $17.00, indicating a potential downside of 3.63%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, analysts clearly believe Carlyle Secured Lending is more favorable than Morgan Stanley India Investment Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morgan Stanley India Investment Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Carlyle Secured Lending
2 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.33

Carlyle Secured Lending has a net margin of 40.69% compared to Morgan Stanley India Investment Fund's net margin of 0.00%. Carlyle Secured Lending's return on equity of 12.60% beat Morgan Stanley India Investment Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Morgan Stanley India Investment FundN/A N/A N/A
Carlyle Secured Lending 40.69%12.60%5.77%

In the previous week, Carlyle Secured Lending had 15 more articles in the media than Morgan Stanley India Investment Fund. MarketBeat recorded 15 mentions for Carlyle Secured Lending and 0 mentions for Morgan Stanley India Investment Fund. Carlyle Secured Lending's average media sentiment score of 1.23 beat Morgan Stanley India Investment Fund's score of 1.19 indicating that Carlyle Secured Lending is being referred to more favorably in the news media.

Company Overall Sentiment
Morgan Stanley India Investment Fund Positive
Carlyle Secured Lending Positive

Carlyle Secured Lending has higher revenue and earnings than Morgan Stanley India Investment Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morgan Stanley India Investment Fund$87.14M2.59N/AN/AN/A
Carlyle Secured Lending$99.28M9.05$92.28M$1.6210.89

Summary

Carlyle Secured Lending beats Morgan Stanley India Investment Fund on 12 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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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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IIF vs. The Competition

MetricMorgan Stanley India Investment FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$225.70M$8.06B$11.38B$19.92B
Dividend Yield11.52%6.81%5.64%3.90%
P/E RatioN/A3.4824.6934.16
Price / Sales2.5911.8325.3430.29
Price / CashN/A7.5117.7017.60
Price / BookN/A1.022.554.70
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance-0.85%-0.32%-0.09%-2.49%
1 Month Performance-6.20%0.47%-0.22%-3.16%
1 Year Performance-1.53%4.78%13.75%8.03%

Morgan Stanley India Investment Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IIF
Morgan Stanley India Investment Fund
N/A$23.05
-0.6%
N/A-0.9%$225.70M$87.14M0.00N/APositive News
CGBD
Carlyle Secured Lending
1.3622 of 5 stars
$17.64
-0.7%
$17.00
-3.6%
+9.6%$898.88M$99.28M9.85N/AShort Interest ↓
Positive News
HQH
Abrdn Healthcare Investors
N/A$17.09
-0.7%
N/A+0.8%$864.93M$186.46M0.00147,000Positive News
PHK
PIMCO High Income Fund
N/A$4.94
+0.3%
N/A-0.9%$721.14M$92.95M0.00147,000Short Interest ↓
News Coverage
Positive News
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$14.74
+0.3%
N/A+0.9%$690.05M$75.19M0.0040,400Short Interest ↑
News Coverage
BTO
John Hancock Financial Opportunities Fund
N/A$34.90
-2.1%
N/A+25.3%$688.90M$142.41M0.002,719Short Interest ↓
News Coverage
Positive News
ECC
Eagle Point Credit
1.918 of 5 stars
$8.80
+0.5%
$10.50
+19.3%
-13.5%$677.14M$97.61M10.48N/A
CCAP
Crescent Capital BDC
1.8867 of 5 stars
$18.15
-1.4%
$19.20
+5.8%
+10.1%$672.68M$83.50M9.12N/ADividend Announcement
Ex-Dividend
CION
CION Investment
1.5394 of 5 stars
$12.55
+0.1%
$12.25
-2.4%
+16.8%$668.74M$90.95M8.54N/APositive News
PDT
John Hancock Premium Dividend Fund
N/A$12.99
+0.2%
N/A+11.4%$638.91M$198.30M0.00147,000Short Interest ↓
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.65
-0.6%
N/A+1.8%$628.94M$29.93M0.00N/AShort Interest ↑
News Coverage

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This page (NYSE:IIF) was last updated on 3/3/2025 by MarketBeat.com Staff
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