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Upturn AI SWOT - About
Gabelli Healthcare & WellnessRx Trust (GRX)
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Upturn Advisory Summary
10/30/2025: GRX (1-star) is currently NOT-A-BUY. Pass it for now.
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 0.61% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 145.68M USD | Price to earnings Ratio 470 | 1Y Target Price - |
Price to earnings Ratio 470 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.03 - 11.24 | Updated Date 06/29/2025 |
52 Weeks Range 9.03 - 11.24 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 7.23% | Basic EPS (TTM) 0.02 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) -1374.1% |
Valuation
Trailing PE 470 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 425.55 |
Enterprise Value - | Price to Sales(TTM) 425.55 | ||
Enterprise Value to Revenue 424.87 | Enterprise Value to EBITDA - | Shares Outstanding 15498100 | Shares Floating - |
Shares Outstanding 15498100 | Shares Floating - | ||
Percent Insiders 1.83 | Percent Institutions 35.12 |
Upturn AI SWOT
Gabelli Healthcare & WellnessRx Trust
Company Overview
History and Background
Gabelli Healthcare & WellnessRx Trust (GRX) is a closed-end management investment company. The Trust invests in companies that focus on healthcare and wellness. It seeks to provide a high level of current income and capital appreciation.
Core Business Areas
- Healthcare Investments: Invests in equity securities of companies across the healthcare sector, including pharmaceuticals, biotechnology, medical devices, and healthcare services.
- Wellness Investments: Invests in equity securities of companies across the wellness sector, including consumer discretionary companies that focus on healthy products or services.
Leadership and Structure
The fund is managed by Gabelli Funds, LLC. Mario J. Gabelli is associated with the management.
Top Products and Market Share
Key Offerings
- Portfolio of Healthcare Stocks: GRX holds a diversified portfolio of healthcare stocks. Specific market share for individual stock holdings is unavailable, but this portfolio makes up its total assets. Main competitors are other healthcare-focused closed-end funds.
- Portfolio of Wellness Stocks: GRX also has a diversified portfolio of wellness stocks. Specific market share for individual stock holdings is unavailable, but this portfolio makes up its total assets. Main competitors are other wellness-focused closed-end funds.
Market Dynamics
Industry Overview
The healthcare and wellness industry is experiencing growth driven by aging populations, technological advancements, and increasing consumer focus on health and wellbeing. However, regulatory changes and economic downturns can present risks.
Positioning
Gabelli Healthcare & WellnessRx Trust is positioned as a specialized investment vehicle providing exposure to the healthcare and wellness sectors. It offers active management with a focus on identifying undervalued opportunities.
Total Addressable Market (TAM)
The global healthcare market is trillions of dollars. The wellness market is in the hundreds of billions of dollars. GRX is positioned within these broad markets, seeking to capture returns through stock selection.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Portfolio Across Healthcare and Wellness
- Potential for Income and Capital Appreciation
- Active Management
Weaknesses
- Closed-End Fund Structure (can trade at a discount to NAV)
- Management Fees
- Sector-Specific Risk
- Reliance on Management Expertise
Opportunities
- Aging Population Driving Healthcare Demand
- Growing Consumer Interest in Wellness
- Technological Advancements in Healthcare
- Potential for Undervalued Investments
Threats
- Regulatory Changes in Healthcare
- Economic Downturns Impacting Consumer Spending
- Increased Competition in the Healthcare and Wellness Industries
- Market Volatility
Competitors and Market Share
Key Competitors
- HQH
- BME
- THQ
- PHT
Competitive Landscape
GRX competes with other healthcare and wellness-focused investment funds. Advantages include an experienced management team and focus on undervalued opportunities. Disadvantages include sector-specific risk and management fees.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on the performance of underlying investments and management's stock selection.
Future Projections: Future growth is uncertain and depends on the healthcare and wellness industries and management's skill.
Recent Initiatives: Focus on identifying undervalued opportunities within the healthcare and wellness sectors.
Summary
Gabelli Healthcare & WellnessRx Trust offers exposure to growing healthcare and wellness markets, which is fueled by an aging population. This investment is done through a actively managed portfolio. Its closed-end fund structure, and management fees are factors to consider, as is potential sector volatility. Overall the company could be an investment option if one believes in the health care industry growing.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Outlets
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Please consult with a qualified financial advisor before making any investment decisions.
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 Gabelli Healthcare & WellnessRx Trust
Exchange NYSE | Headquaters Rye, NY, United States | ||
IPO Launch date 2007-06-19 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
The Gabelli Healthcare and Wellness Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in the public equity markets across the globe. The fund seeks to invest in stocks of companies primarily operating in the healthcare and wellness sector. It invests in stocks of companies across all market capitalizations. The fund benchmarks the performance of its portfolio against the S&P 500 Index, S&P 500 Consumer Staples Index, and S&P 500 Health Care Index. The Gabelli Healthcare & Wellness Trust was formed on February 20, 2007 and is domiciled in the United States.
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