Nuveen Mortgage and Income Fund (JLS) vs PhenixFIN (PFX)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Nuveen Mortgage and Income Fund is the larger company by market cap ($89.0 million vs $87.7 million), about 1.0 times the size. On valuation, Nuveen Mortgage and Income Fund trades at a lower trailing P/E (14.8x vs 19.5x for PhenixFIN).
Summary generated from market data by MetaCap's automated system. Methodology
Head-to-head
| Metric | JLS | PFX |
|---|---|---|
| Share price | $16.25 | $45.40 |
| Market cap | $89.00M | $87.68M |
| 1-day change | 0.00% | 0.00% |
| YTD return | — | +2.76% |
| 1-year return | — | -4.22% |
| 5-year return | — | +5.90% |
| P/E ratio (TTM) | 14.77 | 19.48 |
| Forward P/E | — | 18.02 |
| EPS (TTM) | $1.10 | $2.33 |
| Dividend yield | 11.34% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| 52-week high | $18.98 | $56.48 |
| 52-week low | $16.01 | $38.30 |
| Distance from 52-week high | -14.38% | -19.61% |
| Analyst consensus | — | none |
| Average volume | 26.38K | 11.59K |
| Shares outstanding | 5.48M | 1.93M |
| Employees | — | 11 |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- PhenixFIN trades at a higher earnings multiple (19.5x vs 14.8x trailing P/E).
- Nuveen Mortgage and Income Fund offers a meaningfully higher dividend yield (11.34% vs 0.00%).
About Nuveen Mortgage and Income Fund
JLS stock →Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP.
Financial Services · Asset Management
About PhenixFIN
PFX stock →PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies.
Financial Services · Asset Management · 11 employees
JLS vs PFX FAQ
Which is bigger, Nuveen Mortgage and Income Fund or PhenixFIN?
Nuveen Mortgage and Income Fund (JLS) is larger, with a market capitalization of $89.00M compared with $87.68M for PhenixFIN (PFX).
Which has the lower P/E ratio, JLS or PFX?
JLS has the lower trailing P/E at 14.8, versus 19.5 for PFX. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Nuveen Mortgage and Income Fund or PhenixFIN?
Nuveen Mortgage and Income Fund pays a dividend yielding 11.34%, while PhenixFIN does not currently pay a regular dividend.
Are Nuveen Mortgage and Income Fund and PhenixFIN in the same industry?
Yes. Both are classified in the Asset Management industry within the Financial Services sector.