Free Trial

Cohen & Steers Total Return Realty Fund (RFI) Competitors

$11.01
-0.15 (-1.34%)
(As of 04:33 PM ET)

RFI vs. WHF, ASG, MIN, PMO, MHN, MIY, NCA, RCS, PMM, and PPT

Should you be buying Cohen & Steers Total Return Realty Fund stock or one of its competitors? The main competitors of Cohen & Steers Total Return Realty Fund include WhiteHorse Finance (WHF), Liberty All-Star Growth Fund (ASG), MFS Intermediate Income Trust (MIN), Putnam Municipal Opportunities Trust (PMO), BlackRock MuniHoldings New York Quality Fund (MHN), BlackRock MuniYield Michigan Quality Fund (MIY), Nuveen California Municipal Value Fund (NCA), PIMCO Strategic Income Fund (RCS), Putnam Managed Municipal Income Trust (PMM), and Putnam Premier Income Trust (PPT). These companies are all part of the "investment offices, not elsewhere classified" industry.

Cohen & Steers Total Return Realty Fund vs.

Cohen & Steers Total Return Realty Fund (NYSE:RFI) and WhiteHorse Finance (NASDAQ:WHF) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their media sentiment, valuation, analyst recommendations, profitability, earnings, dividends, risk, institutional ownership and community ranking.

In the previous week, WhiteHorse Finance had 2 more articles in the media than Cohen & Steers Total Return Realty Fund. MarketBeat recorded 3 mentions for WhiteHorse Finance and 1 mentions for Cohen & Steers Total Return Realty Fund. WhiteHorse Finance's average media sentiment score of 0.37 beat Cohen & Steers Total Return Realty Fund's score of 0.00 indicating that WhiteHorse Finance is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cohen & Steers Total Return Realty Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
WhiteHorse Finance
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Cohen & Steers Total Return Realty Fund pays an annual dividend of $0.96 per share and has a dividend yield of 8.7%. WhiteHorse Finance pays an annual dividend of $1.54 per share and has a dividend yield of 11.8%. WhiteHorse Finance pays out 187.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

WhiteHorse Finance has a net margin of 18.40% compared to Cohen & Steers Total Return Realty Fund's net margin of 0.00%. WhiteHorse Finance's return on equity of 13.40% beat Cohen & Steers Total Return Realty Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Cohen & Steers Total Return Realty FundN/A N/A N/A
WhiteHorse Finance 18.40%13.40%5.74%

WhiteHorse Finance has a consensus price target of $12.81, indicating a potential downside of 2.12%. Given WhiteHorse Finance's higher probable upside, analysts clearly believe WhiteHorse Finance is more favorable than Cohen & Steers Total Return Realty Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cohen & Steers Total Return Realty Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
WhiteHorse Finance
1 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

20.4% of Cohen & Steers Total Return Realty Fund shares are owned by institutional investors. Comparatively, 13.2% of WhiteHorse Finance shares are owned by institutional investors. 0.0% of Cohen & Steers Total Return Realty Fund shares are owned by insiders. Comparatively, 2.3% of WhiteHorse Finance shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

WhiteHorse Finance received 202 more outperform votes than Cohen & Steers Total Return Realty Fund when rated by MarketBeat users. However, 75.82% of users gave Cohen & Steers Total Return Realty Fund an outperform vote while only 61.39% of users gave WhiteHorse Finance an outperform vote.

CompanyUnderperformOutperform
Cohen & Steers Total Return Realty FundOutperform Votes
116
75.82%
Underperform Votes
37
24.18%
WhiteHorse FinanceOutperform Votes
318
61.39%
Underperform Votes
200
38.61%

WhiteHorse Finance has higher revenue and earnings than Cohen & Steers Total Return Realty Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cohen & Steers Total Return Realty FundN/AN/AN/AN/AN/A
WhiteHorse Finance$103.26M2.95$20.41M$0.8215.96

Cohen & Steers Total Return Realty Fund has a beta of 1.07, suggesting that its stock price is 7% more volatile than the S&P 500. Comparatively, WhiteHorse Finance has a beta of 1.24, suggesting that its stock price is 24% more volatile than the S&P 500.

Summary

WhiteHorse Finance beats Cohen & Steers Total Return Realty Fund on 12 of the 15 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding RFI 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

RFI vs. The Competition

MetricCohen & Steers Total Return Realty FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$293.11M$7.20B$8.88B$17.48B
Dividend Yield8.45%6.21%10.73%3.53%
P/E RatioN/A0.4557.7123.47
Price / SalesN/A13.903,565.8710.00
Price / CashN/A7.8327.7319.29
Price / BookN/A0.993.105.82
Net IncomeN/A$73.96M$1.01B$975.91M
7 Day Performance-4.00%-1.42%-1.50%-1.86%
1 Month Performance-0.72%0.90%0.96%1.20%
1 Year Performance0.27%5.43%22.74%22.01%

Cohen & Steers Total Return Realty Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHF
WhiteHorse Finance
0.6134 of 5 stars
$13.19
+0.7%
$12.81
-2.9%
+13.7%$306.54M$103.26M16.09N/AShort Interest ↑
ASG
Liberty All-Star Growth Fund
0 of 5 stars
$5.32
+0.6%
N/A+1.7%$309.84MN/A0.00N/ANews Coverage
MIN
MFS Intermediate Income Trust
0 of 5 stars
$2.63
flat
N/A-7.0%$299.80MN/A0.00N/AShort Interest ↑
Negative News
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$10.13
+0.3%
N/A+1.4%$322.24MN/A0.00N/AShort Interest ↑
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.70
-0.2%
N/A+5.6%$323.57MN/A0.00N/AShort Interest ↑
News Coverage
MIY
BlackRock MuniYield Michigan Quality Fund
0 of 5 stars
$11.28
-0.2%
N/A+3.3%$331.18MN/A0.00N/AShort Interest ↑
Negative News
NCA
Nuveen California Municipal Value Fund
0 of 5 stars
$8.59
-1.5%
N/A-0.9%$284.42MN/A0.00N/AShort Interest ↑
High Trading Volume
RCS
PIMCO Strategic Income Fund
0 of 5 stars
$6.08
+0.5%
N/A+21.5%$280.11MN/A0.00N/APositive News
PMM
Putnam Managed Municipal Income Trust
0 of 5 stars
$6.03
+0.2%
N/A+6.3%$279.97MN/A0.00N/APositive News
PPT
Putnam Premier Income Trust
0 of 5 stars
$3.53
+0.3%
N/A-4.1%$339.83MN/A0.00N/APositive News

Related Companies and Tools

This page (NYSE:RFI) was last updated on 5/29/2024 by MarketBeat.com Staff

From Our Partners