MetaCap

PhenixFIN (PFX) vs Upexi (UPXI)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

PhenixFIN (PFX) has outperformed Upexi (UPXI) over the past year, losing 4.7% versus a loss of 84.9%. Over five years, PFX leads with a +5.9% price change compared with -99.2% for UPXI. Upexi is the larger company by market cap ($88.7 million vs $87.7 million), about 1.0 times the size.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

PFX-4.67%UPXI-83.83%
+20%-39%-97%
Oct 7, 20251 yearOct 6, 2026
PFX+5.83%UPXI-98.92%
+35%-35%-106%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

PFX versus UPXI key metrics
MetricPFXUPXI
Share price$45.40$1.08
Market cap$87.68M$88.67M
1-day change0.00%0.00%
YTD return+2.76%-35.71%
1-year return-4.67%-84.94%
5-year return+5.90%-99.16%
P/E ratio (TTM)19.48—
Forward P/E18.02—
EPS (TTM)$2.33$-3.87
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
52-week high$56.48$7.30
52-week low$38.30$0.54
Distance from 52-week high-19.61%-85.21%
Analyst consensusnonenone
Avg. price target upside—+85.19%
Average volume11.59K2.94M
Shares outstanding1.93M82.10M
Employees1110
SectorFinancial ServicesCommunication Services
IndustryAsset ManagementInternet Content & Information

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

  • PFX has outperformed UPXI by 80.3 percentage points over the past year.
  • The two companies sit in different sectors: PhenixFIN in Financial Services and Upexi in Communication Services.

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

About Upexi

UPXI stock →

Upexi, Inc. engages in the development, manufacture, and distribution of consumer products.

Communication Services · Internet Content & Information · 10 employees

PFX vs UPXI FAQ

Which is bigger, PhenixFIN or Upexi?

Upexi (UPXI) is larger, with a market capitalization of $88.67M compared with $87.68M for PhenixFIN (PFX).

Which stock has performed better over the past year, PFX or UPXI?

PFX returned -4.67% over the past 12 months, compared with -84.94% for UPXI (price return, excluding dividends). Past performance does not predict future results.

Are PhenixFIN and Upexi in the same industry?

No. PhenixFIN is in the Financial Services sector, while Upexi is in Communication Services.

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