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Liberty All-Star Equity Fund (USA) Competitors

$6.72
+0.09 (+1.36%)
(As of 05/31/2024 ET)

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

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), Hercules Capital (HTGC), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), The Gabelli Equity Trust (GAB), Royce Value Trust (RVT), and Tri-Continental (TY). 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 better investment? We will compare the two businesses based on the strength of their community ranking, media sentiment, earnings, analyst recommendations, dividends, valuation, institutional ownership, profitability and risk.

Given iShares Biotechnology ETF's 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)
N/A
iShares Biotechnology ETF
0 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.56

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 has a beta of 1.17, meaning that its share price is 17% 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Equity Fund$400.78M4.54N/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 4 mentions for Liberty All-Star Equity Fund and 3 mentions for iShares Biotechnology ETF. iShares Biotechnology ETF's average media sentiment score of 0.80 beat Liberty All-Star Equity Fund's score of 0.62 indicating that iShares Biotechnology ETF is being referred to more favorably in the news media.

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

Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.8%. iShares Biotechnology ETF pays an annual dividend of $0.40 per share and has a dividend yield of 0.3%.

9.9% of Liberty All-Star Equity Fund shares are held by institutional investors. Comparatively, 62.5% of iShares Biotechnology ETF shares are held by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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 USA 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$1.82B$7.15B$9.56B$17.81B
Dividend Yield9.91%6.28%6.17%3.55%
P/E RatioN/A0.4545.0322.67
Price / Sales4.5416.18181.5811.15
Price / CashN/A7.8216.3018.95
Price / BookN/A1.003.295.90
Net IncomeN/A$73.96M$1.01B$976.46M
7 Day Performance-0.88%-0.54%0.38%0.62%
1 Month Performance1.36%1.76%3.01%4.79%
1 Year Performance12.09%5.38%17.18%24.00%

Liberty All-Star Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IBB
iShares Biotechnology ETF
0 of 5 stars
$133.93
-1.3%
N/A+6.0%$7.02BN/A0.00N/APositive News
HTGC
Hercules Capital
1.248 of 5 stars
$19.52
+0.6%
$18.56
-4.9%
+36.4%$3.17B$460.67M8.87100Positive News
DNP
DNP Select Income Fund
0 of 5 stars
$8.64
-0.5%
N/A-14.4%$3.07BN/A0.00N/AShort Interest ↓
News Coverage
ADX
Adams Diversified Equity Fund
0 of 5 stars
$20.62
-0.5%
N/A+29.7%$2.56BN/A0.00N/AShort Interest ↑
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$14.31
+0.4%
N/A+12.7%$2.19BN/A0.00147,000Short Interest ↑
Negative News
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.47
flat
N/A-4.1%$1.76BN/A0.00640Short Interest ↓
News Coverage
Positive News
GSBD
Goldman Sachs BDC
0.2103 of 5 stars
$15.21
+0.1%
$15.00
-1.4%
+16.9%$1.71B$454.91M7.92N/AAnalyst Downgrade
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.54
-0.5%
N/A+2.1%$1.67BN/A0.00N/AShort Interest ↑
Negative News
RVT
Royce Value Trust
0 of 5 stars
$14.94
+0.1%
N/A+17.9%$1.67BN/A0.00147,000Short Interest ↑
News Coverage
TY
Tri-Continental
0 of 5 stars
$30.85
+0.2%
N/A+18.4%$1.66BN/A0.00N/A

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This page (NYSE:USA) was last updated on 6/1/2024 by MarketBeat.com Staff

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