SPDR® S&P Capital Markets ETF
Charles Schwab (SCHW) has witnessed an increasing trend in its net interest income during the past few quarters.
Among the 18 13F filers holding the stock, nine funds reduced their exposure to KCE, while three funds sold all their holdings of the ETF.
As of November 24, KCE had a market capitalization of $125 million. Year-to-date, shares of KCE have underperformed US Stock Markets (SPY) and the financial sector, falling 9.2%.
In this article, we’ll compare Eaton Vance with its peers. Peers include Franklin Resources, T. Rowe Price, Legg Mason, and Waddell & Reed Financial.
Eaton Vance reported fiscal 4Q15 revenue of $341.4 million, a fall of 7.3% when compared to the company’s revenue of $368.4 million in fiscal 4Q14.
Peers have outperformed Legg Mason based on PBV. However, Legg Mason is way ahead of its peers based on PE.
SEI Investments has outperformed its peers based on forward PE and PBV.
SEI Investments provides asset management, investment processing, and investment operations solutions to institutional and individual wealth management.