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Liberty All-Star Equity Fund (USA) Competitors

Liberty All-Star Equity Fund logo
$7.16 -0.01 (-0.14%)
(As of 11/20/2024 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
iShares Biotechnology ETFN/AN/AN/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

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

iShares Biotechnology ETF pays an annual dividend of $0.45 per share and has a dividend yield of 0.3%. Liberty All-Star Equity Fund pays an annual dividend of $0.71 per share and has a dividend yield of 9.9%.

62.5% of iShares Biotechnology ETF shares are held by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

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

In the previous week, Liberty All-Star Equity Fund had 1 more articles in the media than iShares Biotechnology ETF. MarketBeat recorded 4 mentions for Liberty All-Star Equity Fund and 3 mentions for iShares Biotechnology ETF. Liberty All-Star Equity Fund's average media sentiment score of 0.90 beat iShares Biotechnology ETF's score of 0.39 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
iShares Biotechnology ETF
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Liberty All-Star Equity Fund
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

iShares Biotechnology ETF has a beta of 0.74, indicating that its share price is 26% less volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.16, indicating that its share price is 16% more volatile than the S&P 500.

iShares Biotechnology ETF currently has a consensus target price of $134.84, suggesting a potential upside of 0.00%. Given iShares Biotechnology ETF's stronger consensus rating and higher possible upside, research 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
iShares Biotechnology ETF
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.65
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Liberty All-Star Equity Fund beats iShares Biotechnology ETF on 7 of the 11 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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USA vs. The Competition

MetricLiberty All-Star Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.94B$8.31B$10.42B$19.87B
Dividend Yield9.90%6.41%10.14%3.50%
P/E RatioN/A0.4545.8635.66
Price / SalesN/A14.353,479.1517.95
Price / CashN/A7.0130.6917.98
Price / BookN/A0.943.774.59
Net IncomeN/A$73.96M$1.02B$985.93M
7 Day Performance-2.98%-0.51%-0.05%0.45%
1 Month Performance-1.38%-1.92%7.13%1.05%
1 Year Performance16.61%11.36%24.11%24.67%

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$7.16
-0.1%
N/A+15.9%$1.94BN/A0.00N/A
IBB
iShares Biotechnology ETF
N/A$134.84
+1.1%
N/A+13.4%$6.66BN/A0.00N/AOptions Volume
News Coverage
DNP
DNP Select Income Fund
N/A$9.35
-0.4%
N/A+3.4%$3.33BN/A0.00590Positive News
HTGC
Hercules Capital
1.5772 of 5 stars
$18.81
-1.4%
$20.40
+8.5%
+19.9%$3.10B$460.67M9.31100Positive News
ADX
Adams Diversified Equity Fund
N/A$22.29
-1.1%
N/A+32.9%$2.79B$639.96M0.0030Dividend Announcement
High Trading Volume
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.57
+0.2%
N/A+7.5%$2.23BN/A0.00147,000News Coverage
Positive News
RVT
Royce Value Trust
N/A$15.93
-0.2%
N/A+22.4%$1.84BN/A0.0050Positive News
TY
Tri-Continental
N/A$33.61
flat
N/A+22.4%$1.81BN/A0.00N/ADividend Cut
GAB
The Gabelli Equity Trust
N/A$5.56
flat
N/A+8.6%$1.68BN/A0.00N/ADividend Announcement
STEW
SRH Total Return Fund
N/A$16.11
-0.3%
N/A+20.5%$1.56BN/A0.00N/ADividend Increase
News Coverage
Positive News
GSBD
Goldman Sachs BDC
2.0743 of 5 stars
$12.86
+0.1%
$13.00
+1.1%
-13.5%$1.51B$454.91M18.37N/AShort Interest ↓

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This page (NYSE:USA) was last updated on 11/21/2024 by MarketBeat.com Staff
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