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JOF vs RFI

JOF
Japan Smaller Capitalization Fund, Inc.
BULLISH
Price
$10.99
Market Cap
$311.4M
Sector
Financial Services
AI Confidence
75%
RFI
Cohen & Steers Total Return Realty Fund, Inc.
NEUTRAL
Price
$11.63
Market Cap
$311.1M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JOF
4.56
RFI
27.69
Forward P/E
JOF
--
RFI
--
P/B Ratio
JOF
1.16
RFI
1.05
P/S Ratio
JOF
38.22
RFI
28.61
EV/EBITDA
JOF
--
RFI
--

Profitability

Gross Margin
JOF
100.0%
RFI
100.0%
Operating Margin
JOF
60.35%
RFI
73.96%
Profit Margin
JOF
93.43%
RFI
104.72%
ROE
JOF
2.83%
RFI
3.75%
ROA
JOF
1.06%
RFI
1.64%

Growth

Revenue Growth
JOF
42.3%
RFI
97.0%
Earnings Growth
JOF
--
RFI
--

Financial Health

Debt/Equity
JOF
--
RFI
--
Current Ratio
JOF
1.34
RFI
4.98
Quick Ratio
JOF
1.34
RFI
4.98

Dividends

Dividend Yield
JOF
9.69%
RFI
8.25%
Payout Ratio
JOF
23.98%
RFI
228.57%

AI Verdict

JOF BULLISH

JOF presents a compelling deep-value opportunity, characterized by a stable Piotroski F-Score of 4/9 and a current price ($10.99) trading at a significant discount to both its Graham Number ($22.65) and Intrinsic Value ($16.87). The fund exhibits an exceptionally low P/E ratio of 4.56 compared to the sector average of 35.45, paired with a highly sustainable 9.69% dividend yield. While technical trends are currently bearish (0/100), the strong long-term price performance and robust revenue growth of 42.3% suggest a strong fundamental floor.

Strengths
Significant undervaluation relative to Graham Number ($22.65) and Intrinsic Value ($16.87)
Extremely low P/E ratio (4.56) compared to financial services sector average (35.45)
High and sustainable dividend yield of 9.69% with a low payout ratio of 23.98%
Risks
Bearish technical trend (0/100) indicating short-term negative momentum
Low Return on Equity (ROE) of 2.83% suggesting inefficient capital utilization
Piotroski F-Score of 4/9 indicates only stable, not strong, financial health
RFI NEUTRAL

RFI exhibits a stable financial health profile with a Piotroski F-Score of 5/9, though it is currently trading at a premium to its Graham Number ($10.24) and significantly above its growth-based intrinsic value ($2.94). While the fund shows impressive revenue growth of 97% and a strong current ratio of 4.98, the dividend profile is highly concerning with a payout ratio of 228.57%, indicating an unsustainable distribution policy. The technical trend is currently bearish (0/100), offsetting the positive long-term price performance. Overall, the asset is priced near its book value (P/B 1.05), making it a fair-value hold rather than a value buy.

Strengths
Stable Piotroski F-Score (5/9) indicating moderate financial health
High dividend yield of 8.25% providing immediate income
Exceptional YoY revenue growth of 97.00%
Risks
Unsustainable payout ratio of 228.57%, suggesting dividends exceed earnings
Significant discrepancy between current price ($11.63) and intrinsic value ($2.94)
Bearish technical trend (0/100) indicating negative short-term momentum

Compare Another Pair

JOF vs RFI: Head-to-Head Comparison

This page compares Japan Smaller Capitalization Fund, Inc. (JOF) and Cohen & Steers Total Return Realty Fund, Inc. (RFI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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