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Eagle Capital Growth Fund Inc (GRF)
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Upturn Advisory Summary
11/11/2025: GRF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 9.35% | Avg. Invested days 61 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 39.12M USD | Price to earnings Ratio 7.04 | 1Y Target Price - |
Price to earnings Ratio 7.04 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 8.57 - 11.24 | Updated Date 06/29/2025 |
52 Weeks Range 8.57 - 11.24 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.90% | Basic EPS (TTM) 1.4 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 576.28% | Operating Margin (TTM) 37.29% |
Management Effectiveness
Return on Assets (TTM) 0.5% | Return on Equity (TTM) 12.49% |
Valuation
Trailing PE 7.04 | Forward PE - | Enterprise Value 33409180 | Price to Sales(TTM) 40.69 |
Enterprise Value 33409180 | Price to Sales(TTM) 40.69 | ||
Enterprise Value to Revenue 6.74 | Enterprise Value to EBITDA - | Shares Outstanding 3967840 | Shares Floating - |
Shares Outstanding 3967840 | Shares Floating - | ||
Percent Insiders 14.16 | Percent Institutions 2.23 |
Upturn AI SWOT
Eagle Capital Growth Fund Inc
Company Overview
History and Background
Eagle Capital Growth Fund Inc. is a closed-end management investment company. It seeks long-term capital appreciation by investing primarily in equity securities of U.S. companies believed to have above-average growth potential. The company was founded in 1987.
Core Business Areas
- Investment Management: Manages a portfolio of equity securities with the goal of long-term capital appreciation.
Leadership and Structure
Eagle Capital Management, LLC serves as the investment advisor. The fund is structured as a closed-end investment company with a board of directors overseeing operations.
Top Products and Market Share
Key Offerings
- Equity Portfolio: A managed portfolio of primarily US equity securities. No specific market share data available for a single portfolio. Competitors include other closed-end funds and investment managers such as BlackRock, T. Rowe Price, and Fidelity.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and subject to economic cycles and regulatory changes. Growth depends on market performance, investor sentiment, and the ability to attract and retain assets.
Positioning
Eagle Capital Growth Fund is positioned as a growth-oriented investment vehicle. Its competitive advantage lies in its stock picking abilities. Past performance and investment philosophy contribute to a perceived competitive edge.
Total Addressable Market (TAM)
The TAM for asset management globally is in the trillions of dollars. Eagle Capital is a small player within this TAM, aiming to outperform through focused stock selection.
Upturn SWOT Analysis
Strengths
- Experienced Investment Management Team
- Long-Term Track Record
- Focus on Growth Stocks
Weaknesses
- High Expense Ratio compared to ETF options
- Closed-End Fund Structure can lead to trading at a discount
- Small size limits investment options
Opportunities
- Rising Stock Market
- Increased Demand for Growth Investments
- Expanding Investor Base
Threats
- Market Volatility
- Economic Recession
- Increased Competition
Competitors and Market Share
Key Competitors
- VUG
- SCHG
- IWF
Competitive Landscape
Eagle Capital Growth Fund faces intense competition from larger investment firms and ETF providers. Its smaller size and higher expense ratio are disadvantages. The fund's advantage lies in their investment management skills and portfolio picks.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires specific financial data. No analysis possible without current and historical data.
Future Projections: Future projections based on analyst estimates are dependent on market conditions and investment performance. No data available without specific financial information.
Recent Initiatives: Recent initiatives would require company statements. Without that, no data is available.
Summary
Eagle Capital Growth Fund is a small, growth-oriented investment fund with a long track record. It faces significant competition from larger firms and ETFs. The fund's success depends on its investment team's ability to generate above-average returns. Investors should be aware of the closed-end fund structure and potential for trading at a discount and should note that the fees are high relative to some ETFs.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investing in financial markets involves risks, including the loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Eagle Capital Growth Fund Inc
Exchange NYSE MKT | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 2004-01-23 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Eagle Capital Growth Fund, Inc. is a closed-end equity mutual fund launched and managed by Sims Capital Management LLC. The fund invests in the public equity markets of the United States. It makes its investments in the stocks of companies operating across diversified sectors. The fund benchmarks the performance of its portfolio against the S&P 500 Index. It was previously known as NAIC Growth Fund, Inc. Eagle Capital Growth Fund, Inc. was formed on April 11, 1989 and is domiciled in the United States.
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