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Invesco California Value Municipal Income Trust (VCV) Competitors

$10.07
+0.09 (+0.90%)
(As of 05/31/2024 ET)

VCV vs. USA, NUV, GSBD, RVT, TY, GAB, STEW, CET, QQQX, and GAM

Should you be buying Invesco California Value Municipal Income Trust stock or one of its competitors? The main competitors of Invesco California Value Municipal Income Trust include Liberty All-Star Equity Fund (USA), Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), Royce Value Trust (RVT), Tri-Continental (TY), The Gabelli Equity Trust (GAB), SRH Total Return Fund (STEW), Central Securities (CET), Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX), and General American Investors (GAM). These companies are all part of the "investment offices, not elsewhere classified" industry.

Invesco California Value Municipal Income Trust vs.

Invesco California Value Municipal Income Trust (NYSE:VCV) and Liberty All-Star Equity Fund (NYSE:USA) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, media sentiment, valuation, dividends, community ranking, risk and profitability.

Invesco California Value Municipal Income Trust has a beta of 0.62, suggesting that its stock price is 38% less volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.17, suggesting that its stock price is 17% more volatile than the S&P 500.

Liberty All-Star Equity Fund received 118 more outperform votes than Invesco California Value Municipal Income Trust when rated by MarketBeat users. Likewise, 68.87% of users gave Liberty All-Star Equity Fund an outperform vote while only 66.78% of users gave Invesco California Value Municipal Income Trust an outperform vote.

CompanyUnderperformOutperform
Invesco California Value Municipal Income TrustOutperform Votes
205
66.78%
Underperform Votes
102
33.22%
Liberty All-Star Equity FundOutperform Votes
323
68.87%
Underperform Votes
146
31.13%

Company Net Margins Return on Equity Return on Assets
Invesco California Value Municipal Income TrustN/A N/A N/A
Liberty All-Star Equity Fund N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco California Value Municipal Income TrustN/AN/AN/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

In the previous week, Liberty All-Star Equity Fund had 3 more articles in the media than Invesco California Value Municipal Income Trust. MarketBeat recorded 4 mentions for Liberty All-Star Equity Fund and 1 mentions for Invesco California Value Municipal Income Trust. Invesco California Value Municipal Income Trust's average media sentiment score of 1.77 beat Liberty All-Star Equity Fund's score of 0.62 indicating that Invesco California Value Municipal Income Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invesco California Value Municipal Income Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Liberty All-Star Equity Fund
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

18.8% of Invesco California Value Municipal Income Trust shares are held by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. 6.1% of Invesco California Value Municipal Income Trust shares are held by insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Invesco California Value Municipal Income Trust pays an annual dividend of $0.41 per share and has a dividend yield of 4.1%. Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.8%.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco California Value Municipal Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Liberty All-Star Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

Liberty All-Star Equity Fund beats Invesco California Value Municipal Income Trust on 5 of the 8 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding VCV and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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VCV vs. The Competition

MetricInvesco California Value Municipal Income TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$477.95M$7.09B$9.51B$17.61B
Dividend Yield4.08%6.29%6.18%3.55%
P/E RatioN/A0.4444.0521.74
Price / SalesN/A15.87224.1010.22
Price / CashN/A7.8116.6919.04
Price / BookN/A1.003.275.91
Net IncomeN/A$73.96M$1.01B$976.46M
7 Day Performance0.20%-0.55%0.33%0.57%
1 Month Performance5.22%1.74%2.91%4.71%
1 Year Performance6.56%5.37%17.12%23.99%

Invesco California Value Municipal Income Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.62
-0.2%
N/A+12.4%$1.79BN/A0.00N/AShort Interest ↓
Positive News
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.47
+1.0%
N/A-4.1%$1.76BN/A0.00640Short Interest ↓
News Coverage
Positive News
GSBD
Goldman Sachs BDC
0.2103 of 5 stars
$15.29
+0.1%
$14.00
-8.4%
+16.9%$1.72B$454.91M7.96N/AAnalyst Downgrade
RVT
Royce Value Trust
0 of 5 stars
$14.77
flat
N/A+17.9%$1.65BN/A0.00147,000Short Interest ↑
News Coverage
TY
Tri-Continental
0 of 5 stars
$30.47
+0.3%
N/A+18.4%$1.64BN/A0.00N/A
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.42
+0.7%
N/A+2.1%$1.64BN/A0.00N/AShort Interest ↑
Negative News
STEW
SRH Total Return Fund
0 of 5 stars
$14.39
+1.1%
N/A+17.1%$1.40BN/A0.00N/A
CET
Central Securities
0 of 5 stars
$42.75
-0.1%
N/AN/A$1.21BN/A0.00N/A
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 of 5 stars
$23.70
-0.7%
N/A-3.1%$1.16BN/A0.00N/APositive News
GAM
General American Investors
0 of 5 stars
$47.48
-0.1%
N/A+22.3%$1.14BN/A0.00N/AShort Interest ↑

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This page (NYSE:VCV) was last updated on 6/1/2024 by MarketBeat.com Staff

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