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PIMCO High Income Fund (PHK) Competitors

PIMCO High Income Fund logo
$5.03
+0.02 (+0.40%)
(As of 11/1/2024 ET)

PHK vs. ADX, PTY, RVT, BCAT, OXLC, 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), BlackRock Capital Allocation Term Trust (BCAT), Oxford Lane Capital (OXLC), 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.

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

PIMCO High Income Fund pays an annual dividend of $0.58 per share and has a dividend yield of 11.5%. Adams Diversified Equity Fund pays an annual dividend of $1.69 per share and has a dividend yield of 7.8%.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PIMCO High Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

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

In the previous week, Adams Diversified Equity Fund had 9 more articles in the media than PIMCO High Income Fund. MarketBeat recorded 10 mentions for Adams Diversified Equity Fund and 1 mentions for PIMCO High Income Fund. Adams Diversified Equity Fund's average media sentiment score of 0.76 beat PIMCO High Income Fund's score of 0.47 indicating that Adams Diversified Equity Fund is being referred to more favorably in the news media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PIMCO High Income Fund$92.95M7.91N/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

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

PIMCO High Income Fund has a beta of 0.86, suggesting that its stock price is 14% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, suggesting that its stock price is 2% more volatile than the S&P 500.

Summary

Adams Diversified Equity Fund beats PIMCO High Income Fund on 5 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$735.02M$7.89B$10.37B$19.27B
Dividend Yield11.57%6.37%10.22%3.53%
P/E RatioN/A0.9843.6043.27
Price / Sales7.9114.813,376.3314.55
Price / CashN/A7.2229.8820.89
Price / BookN/A0.934.095.40
Net IncomeN/A$73.96M$991.43M$985.39M
7 Day Performance-0.69%-0.49%-0.33%-0.70%
1 Month Performance-0.59%-2.50%0.94%-0.86%
1 Year Performance13.03%17.65%24.83%28.60%

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
+0.4%
N/A+13.0%$735.02M$92.95M0.00147,000
ADX
Adams Diversified Equity Fund
N/A$21.72
+0.3%
N/A+32.1%$2.69BN/A0.0030Insider Selling
News Coverage
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.56
+0.2%
N/A+11.7%$2.23BN/A0.00147,000News Coverage
RVT
Royce Value Trust
N/A$15.17
+0.1%
N/A+25.3%$1.75B$151.28M0.0050Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$16.05
+0.9%
N/A+13.4%$1.72B$211.29M0.00147,000Positive News
OXLC
Oxford Lane Capital
1.4329 of 5 stars
$5.27
+0.2%
N/A+5.8%$1.69B$246.66M3.76601News Coverage
STEW
SRH Total Return Fund
N/A$15.54
+0.3%
N/A+22.4%$1.50BN/A0.00N/A
CET
Central Securities
N/A$46.88
+0.7%
N/A+30.6%$1.33BN/A0.006Positive News
MFIC
MidCap Financial Investment
3.1721 of 5 stars
$13.28
-0.7%
$14.86
+11.9%
+1.8%$1.25B$276.52M7.77N/AUpcoming Earnings
Analyst Forecast
News Coverage
NMFC
New Mountain Finance
2.0163 of 5 stars
$11.10
-2.9%
$11.00
-0.9%
-10.8%$1.20B$374.84M10.57N/AEarnings Report
Dividend Increase
Analyst Forecast
Analyst Revision
News Coverage
High Trading Volume
BCSF
Bain Capital Specialty Finance
1.9526 of 5 stars
$16.66
+0.1%
$17.00
+2.0%
+7.9%$1.07B$146.76M8.331,000Upcoming Earnings

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This page (NYSE:PHK) was last updated on 11/2/2024 by MarketBeat.com Staff
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