Royce Value Trust (RVT) Competitors

$15.02
+0.01 (+0.07%)
(As of 05/17/2024 ET)

RVT vs. GAB, TY, GSBD, NUV, USA, STEW, PTY, CET, QQQX, and GAM

Should you be buying Royce Value Trust stock or one of its competitors? The main competitors of Royce Value Trust include The Gabelli Equity Trust (GAB), Tri-Continental (TY), Goldman Sachs BDC (GSBD), Nuveen Municipal Value Fund (NUV), Liberty All-Star Equity Fund (USA), SRH Total Return Fund (STEW), PIMCO Corporate & Income Opportunity Fund (PTY), Central Securities (CET), Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX), and General American Investors (GAM). These companies are all part of the "investment offices, not elsewhere classified" industry.

Royce Value Trust vs.

The Gabelli Equity Trust (NYSE:GAB) and Royce Value Trust (NYSE:RVT) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, analyst recommendations, earnings, valuation, risk, community ranking, profitability and dividends.

In the previous week, The Gabelli Equity Trust had 2 more articles in the media than Royce Value Trust. MarketBeat recorded 3 mentions for The Gabelli Equity Trust and 1 mentions for Royce Value Trust. Royce Value Trust's average media sentiment score of 1.13 beat The Gabelli Equity Trust's score of 0.00 indicating that The Gabelli Equity Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Gabelli Equity Trust
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Royce Value Trust
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

The Gabelli Equity Trust has a beta of 0.86, indicating that its share price is 14% less volatile than the S&P 500. Comparatively, Royce Value Trust has a beta of 1.34, indicating that its share price is 34% more volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Gabelli Equity Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Royce Value Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Royce Value Trust received 33 more outperform votes than The Gabelli Equity Trust when rated by MarketBeat users. Likewise, 65.29% of users gave Royce Value Trust an outperform vote while only 63.82% of users gave The Gabelli Equity Trust an outperform vote.

CompanyUnderperformOutperform
The Gabelli Equity TrustOutperform Votes
157
63.82%
Underperform Votes
89
36.18%
Royce Value TrustOutperform Votes
190
65.29%
Underperform Votes
101
34.71%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Gabelli Equity Trust$233.76M7.18N/AN/AN/A
Royce Value Trust$73.91M22.69N/AN/AN/A

Company Net Margins Return on Equity Return on Assets
The Gabelli Equity TrustN/A N/A N/A
Royce Value Trust N/A N/A N/A

The Gabelli Equity Trust pays an annual dividend of $0.60 per share and has a dividend yield of 10.8%. Royce Value Trust pays an annual dividend of $1.07 per share and has a dividend yield of 7.1%. The Gabelli Equity Trust has raised its dividend for 1 consecutive years. The Gabelli Equity Trust is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

7.2% of The Gabelli Equity Trust shares are owned by institutional investors. Comparatively, 25.6% of Royce Value Trust shares are owned by institutional investors. 0.9% of The Gabelli Equity Trust shares are owned by company insiders. Comparatively, 0.1% of Royce Value Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

The Gabelli Equity Trust beats Royce Value Trust on 6 of the 11 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding RVT 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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RVT vs. The Competition

MetricRoyce Value TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.68B$7.52B$10.07B$18.13B
Dividend Yield7.13%6.27%5.84%3.44%
P/E RatioN/A0.4437.0422.66
Price / Sales22.6913.83207.8410.60
Price / CashN/A7.8316.6819.24
Price / BookN/A1.003.326.00
Net IncomeN/A$73.96M$1.01B$966.17M
7 Day Performance1.14%0.79%1.72%1.85%
1 Month Performance8.53%4.25%4.59%6.59%
1 Year Performance16.80%6.77%19.56%23.69%

Royce Value Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.48
+0.4%
N/A+0.9%$1.65B$233.76M0.00N/ADividend Announcement
News Coverage
Positive News
TY
Tri-Continental
0 of 5 stars
$30.36
0.0%
N/A+16.6%$1.64BN/A0.00N/ADividend Increase
News Coverage
Positive News
GSBD
Goldman Sachs BDC
0.4443 of 5 stars
$15.68
-0.6%
$15.00
-4.3%
+17.2%$1.76B$454.91M8.17N/AShort Interest ↑
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.64
flat
N/A-1.4%$1.79B$55.79M0.00640Ex-Dividend
News Coverage
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.80
+0.1%
N/A+12.0%$1.84BN/A0.00N/A
STEW
SRH Total Return Fund
0 of 5 stars
$14.49
+0.1%
N/A+15.5%$1.41BN/A0.00N/ADividend Announcement
News Coverage
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$14.08
-0.1%
N/A+13.3%$2.16BN/A0.00147,000Positive News
CET
Central Securities
0 of 5 stars
$41.90
+0.9%
N/AN/A$1.19BN/A0.00N/APositive News
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 of 5 stars
$23.79
+0.8%
N/A-4.5%$1.15BN/A0.00N/ANews Coverage
GAM
General American Investors
0 of 5 stars
$47.55
+0.1%
N/A+21.1%$1.14B$288.94M0.00N/A

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This page (NYSE:RVT) was last updated on 5/19/2024 by MarketBeat.com Staff

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