Liberty All-Star Growth Fund (ASG) Competitors

$5.26
+0.02 (+0.38%)
(As of 05/13/2024 ET)

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

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

Liberty All-Star Growth Fund vs.

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

Cohen & Steers Total Return Realty Fund pays an annual dividend of $0.88 per share and has a dividend yield of 7.5%. Liberty All-Star Growth Fund pays an annual dividend of $0.44 per share and has a dividend yield of 8.4%. Liberty All-Star Growth Fund has raised its dividend for 1 consecutive years. Liberty All-Star Growth Fund is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
Liberty All-Star Growth Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Company Net Margins Return on Equity Return on Assets
Cohen & Steers Total Return Realty FundN/A N/A N/A
Liberty All-Star Growth Fund N/A N/A N/A

Cohen & Steers Total Return Realty Fund received 17 more outperform votes than Liberty All-Star Growth Fund when rated by MarketBeat users. Likewise, 75.82% of users gave Cohen & Steers Total Return Realty Fund an outperform vote while only 57.23% of users gave Liberty All-Star Growth Fund an outperform vote.

CompanyUnderperformOutperform
Cohen & Steers Total Return Realty FundOutperform Votes
116
75.82%
Underperform Votes
37
24.18%
Liberty All-Star Growth FundOutperform Votes
99
57.23%
Underperform Votes
74
42.77%

20.4% of Cohen & Steers Total Return Realty Fund shares are held by institutional investors. Comparatively, 21.6% of Liberty All-Star Growth Fund shares are held by institutional investors. 0.0% of Cohen & Steers Total Return Realty Fund shares are held by company insiders. Comparatively, 0.3% of Liberty All-Star Growth Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cohen & Steers Total Return Realty Fund$35.99M8.63N/AN/AN/A
Liberty All-Star Growth FundN/AN/AN/AN/AN/A

In the previous week, Liberty All-Star Growth Fund had 4 more articles in the media than Cohen & Steers Total Return Realty Fund. MarketBeat recorded 5 mentions for Liberty All-Star Growth Fund and 1 mentions for Cohen & Steers Total Return Realty Fund. Liberty All-Star Growth Fund's average media sentiment score of 1.05 beat Cohen & Steers Total Return Realty Fund's score of 0.80 indicating that Cohen & Steers Total Return Realty Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cohen & Steers Total Return Realty Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Liberty All-Star Growth Fund
1 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cohen & Steers Total Return Realty Fund has a beta of 1.07, suggesting that its share price is 7% more volatile than the S&P 500. Comparatively, Liberty All-Star Growth Fund has a beta of 1.33, suggesting that its share price is 33% more volatile than the S&P 500.

Summary

Liberty All-Star Growth Fund beats Cohen & Steers Total Return Realty Fund on 6 of the 10 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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

MetricLiberty All-Star Growth FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$306.34M$7.07B$8.89B$17.82B
Dividend Yield8.40%6.26%10.66%3.47%
P/E RatioN/A0.5851.5822.55
Price / SalesN/A13.803,491.8810.39
Price / CashN/A7.9227.0615.76
Price / BookN/A0.992.504.97
Net IncomeN/A$73.96M$990.34M$963.48M
7 Day Performance0.96%0.68%1.36%1.80%
1 Month Performance-0.94%2.47%3.44%3.96%
1 Year Performance4.78%6.57%25.00%133.04%

Liberty All-Star Growth Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RFI
Cohen & Steers Total Return Realty Fund
0 of 5 stars
$11.45
+0.2%
N/A+2.1%$304.00MN/A0.00N/APositive News
MIN
MFS Intermediate Income Trust
0 of 5 stars
$2.65
-0.7%
N/A-5.7%$302.66MN/A0.00N/AShort Interest ↓
Positive News
WHF
WhiteHorse Finance
1.0907 of 5 stars
$12.75
-0.1%
$12.81
+0.5%
+7.9%$296.31M$103.26M14.49N/ADividend Announcement
Analyst Downgrade
Analyst Revision
NCA
Nuveen California Municipal Value Fund
0 of 5 stars
$8.94
+1.7%
N/A+1.0%$296.00MN/A0.00N/AShort Interest ↓
News Coverage
Positive News
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$9.92
+0.7%
N/A-0.6%$315.40MN/A0.00N/AShort Interest ↓
News Coverage
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.62
+1.0%
N/A+3.2%$321.15MN/A0.00N/AShort Interest ↓
Positive News
PMM
Putnam Managed Municipal Income Trust
0 of 5 stars
$5.98
+0.8%
N/A+1.3%$277.65MN/A0.00N/AShort Interest ↓
News Coverage
MIY
BlackRock MuniYield Michigan Quality Fund
0 of 5 stars
$11.30
+0.4%
N/A+2.6%$331.77MN/A0.00N/AShort Interest ↓
Positive News
PPT
Putnam Premier Income Trust
0 of 5 stars
$3.53
+0.6%
N/A-0.6%$339.35MN/A0.00N/A
MMT
MFS Multimarket Income Trust
0 of 5 stars
$4.61
-0.6%
N/A+2.2%$266.41MN/A0.00N/AShort Interest ↑
Negative News

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This page (NYSE:ASG) was last updated on 5/13/2024 by MarketBeat.com Staff

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