Free Trial

Japan Smaller Capitalization Fund (JOF) Competitors

Japan Smaller Capitalization Fund logo
$7.98 +0.07 (+0.88%)
As of 03:39 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

JOF vs. BBDC, MUC, PFLT, AWF, CGBD, HQH, PHK, BTO, NXP, and CCAP

Should you be buying Japan Smaller Capitalization Fund stock or one of its competitors? The main competitors of Japan Smaller Capitalization Fund include Barings BDC (BBDC), BlackRock MuniHoldings California Quality Fund (MUC), PennantPark Floating Rate Capital (PFLT), AllianceBernstein Global High Income Fund (AWF), Carlyle Secured Lending (CGBD), Abrdn Healthcare Investors (HQH), PIMCO High Income Fund (PHK), John Hancock Financial Opportunities Fund (BTO), Nuveen Select Tax-Free Income Portfolio (NXP), and Crescent Capital BDC (CCAP). These companies are all part of the "financial services" industry.

Japan Smaller Capitalization Fund vs.

Barings BDC (NYSE:BBDC) and Japan Smaller Capitalization Fund (NYSE:JOF) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their risk, community ranking, institutional ownership, profitability, earnings, valuation, media sentiment, analyst recommendations and dividends.

44.1% of Barings BDC shares are held by institutional investors. 0.5% of Barings BDC shares are held by company insiders. Comparatively, 1.0% of Japan Smaller Capitalization Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Barings BDC had 2 more articles in the media than Japan Smaller Capitalization Fund. MarketBeat recorded 4 mentions for Barings BDC and 2 mentions for Japan Smaller Capitalization Fund. Japan Smaller Capitalization Fund's average media sentiment score of 0.47 beat Barings BDC's score of 0.42 indicating that Japan Smaller Capitalization Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Barings BDC
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Japan Smaller Capitalization Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Barings BDC pays an annual dividend of $1.04 per share and has a dividend yield of 10.0%. Japan Smaller Capitalization Fund pays an annual dividend of $0.31 per share and has a dividend yield of 3.9%. Barings BDC pays out 100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Barings BDC has higher revenue and earnings than Japan Smaller Capitalization Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Barings BDC$123.59M8.89$110.29M$1.0410.02
Japan Smaller Capitalization Fund$38.39M7.26N/AN/AN/A

Barings BDC has a beta of 0.69, suggesting that its stock price is 31% less volatile than the S&P 500. Comparatively, Japan Smaller Capitalization Fund has a beta of 0.58, suggesting that its stock price is 42% less volatile than the S&P 500.

Barings BDC presently has a consensus price target of $10.00, indicating a potential downside of 4.03%. Given Barings BDC's stronger consensus rating and higher possible upside, equities research analysts plainly believe Barings BDC is more favorable than Japan Smaller Capitalization Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Barings BDC
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Japan Smaller Capitalization Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Barings BDC has a net margin of 38.54% compared to Japan Smaller Capitalization Fund's net margin of 0.00%. Barings BDC's return on equity of 10.94% beat Japan Smaller Capitalization Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Barings BDC38.54% 10.94% 4.95%
Japan Smaller Capitalization Fund N/A N/A N/A

Barings BDC received 103 more outperform votes than Japan Smaller Capitalization Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
Barings BDCOutperform Votes
103
57.87%
Underperform Votes
75
42.13%
Japan Smaller Capitalization FundN/AN/A

Summary

Barings BDC beats Japan Smaller Capitalization Fund on 12 of the 15 factors compared between the two stocks.

Get Japan Smaller Capitalization Fund News Delivered to You Automatically

Sign up to receive the latest news and ratings for JOF 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 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.
Skip Chart

JOF vs. The Competition

MetricJapan Smaller Capitalization FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$278.62M$8.17B$11.52B$20.13B
Dividend Yield3.89%6.79%5.63%3.89%
P/E RatioN/A3.4824.7534.86
Price / Sales7.2611.8225.2432.54
Price / CashN/A7.5117.7017.60
Price / BookN/A1.042.594.79
Net IncomeN/A$66.51M$1.04B$1.02B
7 Day Performance-0.44%-0.01%0.48%-0.64%
1 Month Performance3.94%0.80%0.33%-1.38%
1 Year Performance-0.25%5.15%14.27%9.97%

Japan Smaller Capitalization Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JOF
Japan Smaller Capitalization Fund
N/A$7.98
+0.9%
N/A-0.3%$281.44M$38.39M0.00N/AShort Interest ↑
News Coverage
BBDC
Barings BDC
2.2388 of 5 stars
$10.43
-3.3%
$10.00
-4.1%
+6.0%$1.10B$286.17M10.0226High Trading Volume
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.97
-0.4%
N/A+0.3%$1.05BN/A0.00147,000Short Interest ↑
News Coverage
PFLT
PennantPark Floating Rate Capital
1.2698 of 5 stars
$11.32
+1.4%
$12.00
+6.1%
-0.8%$995.22M$114.06M8.08658Positive News
AWF
AllianceBernstein Global High Income Fund
N/A$11.04
+0.2%
N/A+5.5%$951.55M$152.17M0.00N/ADividend Announcement
Short Interest ↓
CGBD
Carlyle Secured Lending
1.3828 of 5 stars
$17.77
-0.6%
$17.00
-4.3%
+9.6%$904.60M$107.43M9.93N/AShort Interest ↓
Positive News
HQH
Abrdn Healthcare Investors
N/A$17.45
-1.0%
N/A+0.8%$883.15M$186.46M0.00147,000Positive News
PHK
PIMCO High Income Fund
N/A$4.90
-0.1%
N/A-0.9%$715.30M$92.95M0.00147,000Short Interest ↓
News Coverage
Positive News
BTO
John Hancock Financial Opportunities Fund
N/A$35.98
-0.5%
N/A+25.3%$710.32M$132.65M0.002,719Short Interest ↓
News Coverage
Positive News
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$14.61
-0.6%
N/A+0.9%$683.73M$75.19M0.0040,400Short Interest ↑
CCAP
Crescent Capital BDC
1.9244 of 5 stars
$18.23
-1.1%
$19.20
+5.3%
+10.1%$675.60M$197.36M9.16N/ADividend Announcement
Ex-Dividend
High Trading Volume

Related Companies and Tools


This page (NYSE:JOF) was last updated on 3/3/2025 by MarketBeat.com Staff
From Our Partners