Free Trial

PIMCO High Income Fund (PHK) Competitors

PIMCO High Income Fund logo
$4.93 +0.03 (+0.61%)
As of 01/3/2025 05:39 PM Eastern

PHK vs. ADX, PTY, RVT, OXLC, BCAT, STEW, CET, MFIC, NMFC, and BCSF

Should you be buying PIMCO High Income Fund stock or one of its competitors? The main competitors of PIMCO High Income Fund include Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), 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), and Bain Capital Specialty Finance (BCSF). These companies are all part of the "financial services" industry.

PIMCO High Income Fund vs.

Adams Diversified Equity Fund (NYSE:ADX) and PIMCO High Income Fund (NYSE:PHK) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, risk, earnings, profitability, analyst recommendations, dividends, valuation, community ranking and media sentiment.

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 11.8% of PIMCO High Income Fund shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

PIMCO High Income Fund received 29 more outperform votes than Adams Diversified Equity Fund when rated by MarketBeat users. Likewise, 70.56% of users gave PIMCO High Income Fund an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%
PIMCO High Income FundOutperform Votes
175
70.56%
Underperform Votes
73
29.44%

Adams Diversified Equity Fund has a beta of 1.01, meaning that its stock price is 1% more volatile than the S&P 500. Comparatively, PIMCO High Income Fund has a beta of 0.85, meaning that its stock price is 15% less volatile than the S&P 500.

Adams Diversified Equity Fund pays an annual dividend of $2.50 per share and has a dividend yield of 12.2%. PIMCO High Income Fund pays an annual dividend of $0.58 per share and has a dividend yield of 11.8%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity Fund$639.96M3.97N/AN/AN/A
PIMCO High Income Fund$92.95M7.75N/AN/AN/A

In the previous week, Adams Diversified Equity Fund had 1 more articles in the media than PIMCO High Income Fund. MarketBeat recorded 3 mentions for Adams Diversified Equity Fund and 2 mentions for PIMCO High Income Fund. Adams Diversified Equity Fund's average media sentiment score of 0.84 beat PIMCO High Income Fund's score of 0.80 indicating that Adams Diversified Equity Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
PIMCO High Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity FundN/A N/A N/A
PIMCO High Income Fund N/A N/A N/A

Summary

Adams Diversified Equity Fund beats PIMCO High Income Fund on 7 of the 10 factors compared between the two stocks.

Get PIMCO High Income Fund News Delivered to You Automatically

Sign up to receive the latest news and ratings for PHK 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

PHK vs. The Competition

MetricPIMCO High Income FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$720.41M$8.40B$11.44B$19.33B
Dividend Yield11.85%6.85%5.70%3.67%
P/E RatioN/A0.4424.9338.89
Price / Sales7.7514.4627.1020.36
Price / CashN/A7.0318.6121.29
Price / BookN/A0.902.595.48
Net IncomeN/A$73.96M$1.04B$992.21M
7 Day Performance0.82%0.62%0.44%3.25%
1 Month Performance-2.47%-3.83%-3.58%-1.32%
1 Year Performance-0.80%4.25%12.66%16.12%

PIMCO High Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PHK
PIMCO High Income Fund
N/A$4.93
+0.6%
N/A-0.8%$720.41M$92.95M0.00147,000Dividend Announcement
News Coverage
ADX
Adams Diversified Equity Fund
N/A$20.29
-1.0%
N/A+19.0%$2.52B$639.96M0.0030
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.30
flat
N/A+6.8%$2.19B$211.84M0.00147,000Dividend Announcement
News Coverage
Positive News
RVT
Royce Value Trust
N/A$15.73
-0.4%
N/A+12.5%$1.81B$151.28M0.0050News Coverage
OXLC
Oxford Lane Capital
0.9417 of 5 stars
$5.05
-1.2%
N/A+1.2%$1.75B$194.42M3.61601
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.12
-1.4%
N/A+3.8%$1.62B$211.29M0.00147,000Dividend Increase
News Coverage
Positive News
High Trading Volume
STEW
SRH Total Return Fund
N/A$15.96
-0.3%
N/A+15.0%$1.54B$394.21M0.00N/A
CET
Central Securities
N/A$45.32
-1.2%
N/A+22.1%$1.29B$300.48M0.006
MFIC
MidCap Financial Investment
1.6875 of 5 stars
$13.56
+0.1%
$14.71
+8.5%
-0.7%$1.27B$121.29M8.69N/APositive News
NMFC
New Mountain Finance
2.2979 of 5 stars
$11.34
+1.2%
$11.00
-3.0%
-12.0%$1.22B$124.62M10.80N/ANegative News
BCSF
Bain Capital Specialty Finance
1.0854 of 5 stars
$17.84
+0.8%
$17.00
-4.7%
+15.0%$1.15B$146.71M8.961,000Ex-Dividend

Related Companies and Tools


This page (NYSE:PHK) was last updated on 1/5/2025 by MarketBeat.com Staff
From Our Partners