Free Trial

Liberty All-Star Equity Fund (USA) Competitors

Liberty All-Star Equity Fund logo
$6.96 +0.14 (+2.05%)
(As of 12/20/2024 05:45 PM ET)

USA vs. IBB, DNP, HTGC, ADX, PTY, RVT, TY, GAB, STEW, and GSBD

Should you be buying Liberty All-Star Equity Fund stock or one of its competitors? The main competitors of Liberty All-Star Equity Fund include iShares Biotechnology ETF (IBB), DNP Select Income Fund (DNP), Hercules Capital (HTGC), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Royce Value Trust (RVT), Tri-Continental (TY), The Gabelli Equity Trust (GAB), SRH Total Return Fund (STEW), and Goldman Sachs BDC (GSBD). These companies are all part of the "investment offices, not elsewhere classified" industry.

Liberty All-Star Equity Fund vs.

Liberty All-Star Equity Fund (NYSE:USA) and iShares Biotechnology ETF (NASDAQ:IBB) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their community ranking, valuation, profitability, earnings, risk, analyst recommendations, institutional ownership, media sentiment and dividends.

9.9% of Liberty All-Star Equity Fund shares are owned by institutional investors. Comparatively, 62.5% of iShares Biotechnology ETF shares are owned by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

iShares Biotechnology ETF has a consensus price target of $132.73, suggesting a potential upside of 0.00%. Given iShares Biotechnology ETF's stronger consensus rating and higher probable upside, analysts plainly believe iShares Biotechnology ETF is more favorable than Liberty All-Star Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
iShares Biotechnology ETF
0 Sell rating(s)
8 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.64

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Equity Fund$355.30M5.31N/AN/AN/A
iShares Biotechnology ETFN/AN/AN/AN/AN/A

In the previous week, Liberty All-Star Equity Fund had 1 more articles in the media than iShares Biotechnology ETF. MarketBeat recorded 2 mentions for Liberty All-Star Equity Fund and 1 mentions for iShares Biotechnology ETF. Liberty All-Star Equity Fund's average media sentiment score of 0.23 beat iShares Biotechnology ETF's score of -1.00 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the media.

Company Overall Sentiment
Liberty All-Star Equity Fund Neutral
iShares Biotechnology ETF Negative

Liberty All-Star Equity Fund received 164 more outperform votes than iShares Biotechnology ETF when rated by MarketBeat users. Likewise, 68.87% of users gave Liberty All-Star Equity Fund an outperform vote while only 67.09% of users gave iShares Biotechnology ETF an outperform vote.

CompanyUnderperformOutperform
Liberty All-Star Equity FundOutperform Votes
323
68.87%
Underperform Votes
146
31.13%
iShares Biotechnology ETFOutperform Votes
159
67.09%
Underperform Votes
78
32.91%

Liberty All-Star Equity Fund pays an annual dividend of $0.71 per share and has a dividend yield of 10.2%. iShares Biotechnology ETF pays an annual dividend of $0.51 per share and has a dividend yield of 0.4%.

Company Net Margins Return on Equity Return on Assets
Liberty All-Star Equity FundN/A N/A N/A
iShares Biotechnology ETF N/A N/A N/A

Liberty All-Star Equity Fund has a beta of 1.16, meaning that its share price is 16% more volatile than the S&P 500. Comparatively, iShares Biotechnology ETF has a beta of 0.84, meaning that its share price is 16% less volatile than the S&P 500.

Summary

Liberty All-Star Equity Fund beats iShares Biotechnology ETF on 8 of the 12 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.
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

USA vs. The Competition

MetricLiberty All-Star Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.89B$8.38B$11.19B$19.18B
Dividend Yield10.00%6.75%9.81%3.61%
P/E RatioN/A0.4427.9541.30
Price / Sales5.3114.7938.5217.60
Price / CashN/A7.0318.6321.28
Price / BookN/A0.882.755.32
Net IncomeN/A$73.96M$1.04B$989.88M
7 Day Performance-2.52%-2.96%-2.88%-3.54%
1 Month Performance-3.20%-2.31%-2.88%-3.68%
1 Year Performance9.87%3.73%11.52%12.14%

Liberty All-Star Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
USA
Liberty All-Star Equity Fund
N/A$6.96
+2.1%
N/A+10.3%$1.89B$355.30M0.00N/ANews Coverage
IBB
iShares Biotechnology ETF
N/A$137.22
+0.4%
N/A+3.0%$6.93BN/A0.00N/ADividend Cut
Ex-Dividend
Negative News
DNP
DNP Select Income Fund
N/A$9.23
-0.6%
N/A+8.8%$3.31B$-131,428,204.000.00590Dividend Announcement
HTGC
Hercules Capital
1.3189 of 5 stars
$19.30
-0.6%
$20.90
+8.3%
+18.5%$3.14B$460.67M9.61100
ADX
Adams Diversified Equity Fund
N/A$20.64
+0.7%
N/A+16.8%$2.56B$639.96M0.0030
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.54
flat
N/A+6.9%$2.23B$211.84M0.00147,000
RVT
Royce Value Trust
N/A$15.91
+0.2%
N/A+10.8%$1.84BN/A0.0050
TY
Tri-Continental
N/A$32.12
+0.3%
N/A+10.5%$1.73B$282.60M0.00N/A
GAB
The Gabelli Equity Trust
N/A$5.51
-1.4%
N/A+10.4%$1.66BN/A0.00N/ANews Coverage
Positive News
STEW
SRH Total Return Fund
N/A$16.34
-0.2%
N/A+16.7%$1.58BN/A0.00N/A
GSBD
Goldman Sachs BDC
1.7467 of 5 stars
$12.73
-1.1%
$13.00
+2.1%
-15.3%$1.49B$90.89M18.39N/A

Related Companies and Tools


This page (NYSE:USA) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners