Comparison of First Trust Energy Income and Growth Fund (FEN) and Puhui Wealth Investment Management Co. Ltd. (NASDAQ:PHCF)

First Trust Energy Income and Growth Fund (NYSEAMERICAN:FEN) and Puhui Wealth Investment Management Co. Ltd. (NASDAQ:PHCF) have been rivals in the Asset Management for quite some time. Below is a review of each business including various aspects such as risk, analyst recommendations, profitability, institutional ownership, dividends, earnings and valuation.

Earnings and Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
First Trust Energy Income and Growth Fund 10.87M 40.07 17.25M 0.86 25.77
Puhui Wealth Investment Management Co. Ltd. 4.14M 8.20 N/A 0.04 72.75

Table 1 shows top-line revenue, earnings per share and valuation of the two companies. Puhui Wealth Investment Management Co. Ltd. appears to has lower revenue and earnings than First Trust Energy Income and Growth Fund. When business has lower price-to-earnings means it is more affordable than its counterpart presently. First Trust Energy Income and Growth Fund has been trading at a lower price-to-earnings ratio than Puhui Wealth Investment Management Co. Ltd., which means that it is at the moment the more affordable of the two companies.

Profitability

Table 2 represents First Trust Energy Income and Growth Fund (NYSEAMERICAN:FEN) and Puhui Wealth Investment Management Co. Ltd. (NASDAQ:PHCF)’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
First Trust Energy Income and Growth Fund 158.69% 0% 0%
Puhui Wealth Investment Management Co. Ltd. 0.00% 0% 0%

Dividends

First Trust Energy Income and Growth Fund dividend pay is $2.32 per share with 10.62% dividend yield annually. Puhui Wealth Investment Management Co. Ltd. does not pay a dividend.

Insider and Institutional Ownership

Roughly 33.45% of First Trust Energy Income and Growth Fund shares are owned by institutional investors while 0% of Puhui Wealth Investment Management Co. Ltd. are owned by institutional investors. About 10.09% of First Trust Energy Income and Growth Fund’s share are owned by insiders.

Performance

In this table we provide the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
First Trust Energy Income and Growth Fund 1.6% -1.9% 9.77% 11.7% -3.14% 18.8%
Puhui Wealth Investment Management Co. Ltd. 1.6% 2.83% -38.22% 0% 0% -51.49%

For the past year First Trust Energy Income and Growth Fund has 18.8% stronger performance while Puhui Wealth Investment Management Co. Ltd. has -51.49% weaker performance.

Summary

First Trust Energy Income and Growth Fund beats Puhui Wealth Investment Management Co. Ltd. on 9 of the 11 factors.

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