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PIMCO High Income Fund (PHK) Competitors

PIMCO High Income Fund logo
$5.03 -0.01 (-0.20%)
(As of 11:58 AM ET)

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 investment? We will compare the two companies based on the strength of their institutional ownership, valuation, dividends, analyst recommendations, risk, media sentiment, profitability, community ranking and earnings.

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.

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%

In the previous week, Adams Diversified Equity Fund had 8 more articles in the media than PIMCO High Income Fund. MarketBeat recorded 8 mentions for Adams Diversified Equity Fund and 0 mentions for PIMCO High Income Fund. Adams Diversified Equity Fund's average media sentiment score of 0.62 beat PIMCO High Income Fund's score of 0.00 indicating that Adams Diversified Equity Fund is being referred to more favorably in the media.

Company Overall Sentiment
Adams Diversified Equity Fund Positive
PIMCO High Income Fund Neutral

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 large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Adams Diversified Equity Fund pays an annual dividend of $2.50 per share and has a dividend yield of 12.1%. PIMCO High Income Fund pays an annual dividend of $0.58 per share and has a dividend yield of 11.5%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity Fund$639.96M4.00N/AN/AN/A
PIMCO High Income FundN/AN/AN/AN/AN/A

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 9 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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PHK vs. The Competition

MetricPIMCO High Income FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$735.03M$8.41B$10.58B$20.43B
Dividend Yield11.47%6.44%10.25%3.44%
P/E RatioN/A0.4545.1336.62
Price / SalesN/A13.763,461.5619.07
Price / CashN/A7.0930.8918.69
Price / BookN/A0.912.965.73
Net IncomeN/A$73.96M$1.02B$983.96M
7 Day Performance0.40%1.36%0.33%0.64%
1 Month PerformanceN/A1.99%5.61%6.62%
1 Year Performance5.01%11.10%24.61%24.56%

PIMCO High Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PHK
PIMCO High Income Fund
N/A$5.03
-0.2%
N/A+5.0%$735.03MN/A0.00147,000
ADX
Adams Diversified Equity Fund
N/A$20.63
+0.3%
N/A+21.2%$2.56BN/A0.0030Short Interest ↓
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.79
+0.4%
N/A+5.8%$2.26BN/A0.00147,000News Coverage
RVT
Royce Value Trust
N/A$16.80
+0.9%
N/A+22.1%$1.94BN/A0.0050News Coverage
OXLC
Oxford Lane Capital
1.6964 of 5 stars
$5.25
-0.2%
N/A+6.3%$1.82B$194.42M3.74601
BCAT
BlackRock Capital Allocation Term Trust
N/A$16.33
+0.1%
N/A+8.2%$1.75B$211.29M0.00147,000News Coverage
STEW
SRH Total Return Fund
N/A$16.73
flat
N/A+23.2%$1.61B$394.21M0.00N/A
CET
Central Securities
N/A$47.45
+1.1%
N/A+28.0%$1.35BN/A0.006Positive News
MFIC
MidCap Financial Investment
2.6434 of 5 stars
$14.15
-0.1%
$14.71
+4.0%
+4.6%$1.33B$276.52M9.08N/APositive News
NMFC
New Mountain Finance
2.3896 of 5 stars
$11.90
-0.3%
$11.00
-7.6%
-7.6%$1.28B$124.62M11.37N/APositive News
BCSF
Bain Capital Specialty Finance
1.0546 of 5 stars
$17.06
-0.4%
$17.00
-0.4%
+11.5%$1.10B$297.79M8.541,000

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This page (NYSE:PHK) was last updated on 12/3/2024 by MarketBeat.com Staff
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