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GRX
Upturn stock ratingUpturn stock rating

Gabelli Healthcare & WellnessRx Trust (GRX)

Upturn stock ratingUpturn stock rating
$9.46
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

08/28/2025: GRX (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 3.79%
Avg. Invested days 50
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

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

ai summary icon Upturn AI SWOT

Gabelli Healthcare & WellnessRx Trust

stock logo

Company Overview

overview logo History and Background

Gabelli Healthcare & WellnessRx Trust (GRX) is a closed-end management investment company. It focuses on investing in companies involved in the healthcare and wellness industries. Information on its exact founding year and specific early milestones is limited in publicly available sources, but it is managed by GAMCO Asset Management Inc.

business area logo Core Business Areas

  • Investment Management: Managing a portfolio of equity securities of companies engaged in healthcare and wellness-related businesses.

leadership logo Leadership and Structure

The fund is managed by GAMCO Asset Management Inc., a subsidiary of Gabelli Funds, LLC. Specific details on individual leadership roles are readily available through SEC filings and the company's website.

Top Products and Market Share

overview logo Key Offerings

  • Portfolio of Healthcare Stocks: GRX offers investors access to a diversified portfolio of healthcare and wellness companies. Market share data is not applicable as it is a closed-end fund, not a company producing a product. Competitors are other closed-end funds and ETFs focused on the healthcare sector.

Market Dynamics

industry overview logo Industry Overview

The healthcare industry is experiencing growth due to aging populations, technological advancements, and increased healthcare spending. The wellness industry is also expanding, driven by growing consumer awareness of health and preventative care.

Positioning

GRX is positioned as a specialized investment vehicle focusing on the healthcare and wellness sectors. Its competitive advantage lies in its active management and sector-specific expertise.

Total Addressable Market (TAM)

The total addressable market for healthcare investments is vast, driven by the global healthcare expenditure, which is in the trillions of dollars. GRX targets a specific niche within this market, leveraging Gabelli's expertise to capture a portion of the returns from the healthcare and wellness segments.

Upturn SWOT Analysis

Strengths

  • Experienced management team
  • Focus on a growing industry
  • Active management strategy

Weaknesses

  • Subject to market volatility
  • High expense ratio compared to ETFs
  • Reliance on management expertise

Opportunities

  • Growth in emerging markets healthcare
  • Increasing demand for wellness products and services
  • Technological advancements in healthcare

Threats

  • Regulatory changes in the healthcare industry
  • Economic downturns
  • Competition from other investment vehicles

Competitors and Market Share

competitor logo Key Competitors

  • IHAK
  • XHE
  • PJP

Competitive Landscape

GRX competes with other closed-end funds and ETFs in the healthcare sector. Its advantage lies in its active management and potential for outperformance.

Growth Trajectory and Initiatives

Historical Growth: Historical growth is tied to the performance of the underlying investments in the healthcare and wellness sectors.

Future Projections: Future growth projections are based on analysts' estimates and market forecasts for the healthcare and wellness industries.

Recent Initiatives: Recent initiatives generally involve portfolio adjustments and investment strategies based on market trends.

Summary

Gabelli Healthcare & WellnessRx Trust is a specialized investment fund offering exposure to the healthcare and wellness sectors. Its performance is heavily influenced by market conditions and the expertise of its management team. While it offers potential for growth in these sectors, investors should be aware of market volatility and management fees. The fund's ability to adapt to regulatory changes and capitalize on emerging trends will be crucial for its continued success.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Company Website
  • Financial News Outlets (e.g., Yahoo Finance, Bloomberg)
  • Morningstar

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and thorough research. Market data is subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.