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Compare · MORN vs PHD

MORN vs PHD

Side-by-side comparison of Morningstar Inc. (MORN) and Pioneer Floating Rate Fund Inc. (PHD): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both MORN and PHD operate in Investment Managers (Finance), so they compete in similar markets.
  • MORN is the larger of the two at $6.79B, about 47.9x PHD ($141.6M).
  • Over the past year, MORN is down 36.8% and PHD is up 6.8% - PHD leads by 43.6 points.
  • MORN has hit the wire 6 times in the past 4 weeks while PHD has been quiet.
  • MORN has more recent analyst coverage (6 ratings vs 0 for PHD).
PerformanceMORN-16.77%PHD+6.82%
2025-11-06+0.00%2026-04-24
MetricMORNPHD
Company
Morningstar Inc.
Pioneer Floating Rate Fund Inc.
Price
$176.16-0.79%
$9.95-0.10%
Market cap
$6.79B
$141.6M
1M return
+10.89%
+0.00%
1Y return
-36.76%
+6.82%
Industry
Investment Managers
Investment Managers
Exchange
NASDAQ
NYSE
IPO
2005
2004
News (4w)
6
0
Recent ratings
6
0
MORN

Morningstar Inc.

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

PHD

Pioneer Floating Rate Fund Inc.

Pioneer Floating Rate Fund, Inc. is closed ended fixed income mutual fund launched and managed by Pioneer Investment Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in senior secured floating-rate loans. It benchmarks the performance of its portfolio against the Barclays U.S. High Yield Loans Index. Pioneer Floating Rate Fund, Inc. was formed on October 6, 2004 and is domiciled in the United States.