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Nuveen California Municipal Value Fund (NCA) Competitors

$8.48
-0.04 (-0.47%)
(As of 02:12 PM ET)

NCA vs. RCS, PMM, MIN, MMT, WHF, RFI, ASG, BKT, PMO, and MHN

Should you be buying Nuveen California Municipal Value Fund stock or one of its competitors? The main competitors of Nuveen California Municipal Value Fund include PIMCO Strategic Income Fund (RCS), Putnam Managed Municipal Income Trust (PMM), MFS Intermediate Income Trust (MIN), MFS Multimarket Income Trust (MMT), WhiteHorse Finance (WHF), Cohen & Steers Total Return Realty Fund (RFI), Liberty All-Star Growth Fund (ASG), BlackRock Income Trust (BKT), Putnam Municipal Opportunities Trust (PMO), and BlackRock MuniHoldings New York Quality Fund (MHN). These companies are all part of the "investment offices, not elsewhere classified" industry.

Nuveen California Municipal Value Fund vs.

PIMCO Strategic Income Fund (NYSE:RCS) and Nuveen California Municipal Value Fund (NYSE:NCA) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their earnings, community ranking, risk, valuation, profitability, dividends, analyst recommendations, media sentiment and institutional ownership.

PIMCO Strategic Income Fund pays an annual dividend of $0.61 per share and has a dividend yield of 10.2%. Nuveen California Municipal Value Fund pays an annual dividend of $0.35 per share and has a dividend yield of 4.1%. PIMCO Strategic Income Fund has increased its dividend for 1 consecutive years and Nuveen California Municipal Value Fund has increased its dividend for 2 consecutive years.

PIMCO Strategic Income Fund received 19 more outperform votes than Nuveen California Municipal Value Fund when rated by MarketBeat users. Likewise, 66.67% of users gave PIMCO Strategic Income Fund an outperform vote while only 64.74% of users gave Nuveen California Municipal Value Fund an outperform vote.

CompanyUnderperformOutperform
PIMCO Strategic Income FundOutperform Votes
142
66.67%
Underperform Votes
71
33.33%
Nuveen California Municipal Value FundOutperform Votes
123
64.74%
Underperform Votes
67
35.26%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PIMCO Strategic Income FundN/AN/AN/AN/AN/A
Nuveen California Municipal Value FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
PIMCO Strategic Income FundN/A N/A N/A
Nuveen California Municipal Value Fund N/A N/A N/A

13.5% of PIMCO Strategic Income Fund shares are held by institutional investors. Comparatively, 21.5% of Nuveen California Municipal Value Fund shares are held by institutional investors. 1.0% of Nuveen California Municipal Value Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, Nuveen California Municipal Value Fund had 1 more articles in the media than PIMCO Strategic Income Fund. MarketBeat recorded 1 mentions for Nuveen California Municipal Value Fund and 0 mentions for PIMCO Strategic Income Fund. PIMCO Strategic Income Fund's average media sentiment score of 1.38 beat Nuveen California Municipal Value Fund's score of 0.00 indicating that Nuveen California Municipal Value Fund is being referred to more favorably in the news media.

Company Overall Sentiment
PIMCO Strategic Income Fund Neutral
Nuveen California Municipal Value Fund Positive

PIMCO Strategic Income Fund has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500. Comparatively, Nuveen California Municipal Value Fund has a beta of 0.31, indicating that its stock price is 69% less volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PIMCO Strategic Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Nuveen California Municipal Value Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

Nuveen California Municipal Value Fund beats PIMCO Strategic Income Fund on 5 of the 9 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 NCA 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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NCA vs. The Competition

MetricNuveen California Municipal Value FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$280.77M$7.27B$9.02B$17.72B
Dividend Yield4.08%6.21%10.71%3.53%
P/E RatioN/A0.4556.5622.62
Price / SalesN/A15.523,533.6610.26
Price / CashN/A7.8327.8115.70
Price / BookN/A0.992.455.10
Net IncomeN/A$73.96M$1.00B$974.28M
7 Day Performance-1.28%-0.70%-0.96%-1.14%
1 Month Performance-1.97%2.54%2.08%4.77%
1 Year Performance-1.05%6.79%25.21%23.90%

Nuveen California Municipal Value Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RCS
PIMCO Strategic Income Fund
0 of 5 stars
$6.08
+0.5%
N/A+21.7%$280.11MN/A0.00N/APositive News
PMM
Putnam Managed Municipal Income Trust
0 of 5 stars
$6.03
+0.2%
N/A+6.1%$279.97MN/A0.00N/APositive News
MIN
MFS Intermediate Income Trust
0 of 5 stars
$2.63
flat
N/A-6.8%$299.80MN/A0.00N/AShort Interest ↑
Positive News
MMT
MFS Multimarket Income Trust
0 of 5 stars
$4.63
flat
N/A+3.1%$267.28MN/A0.00N/AShort Interest ↑
WHF
WhiteHorse Finance
0.5954 of 5 stars
$13.19
+0.7%
$12.81
-2.9%
+14.5%$306.54M$103.26M16.09N/AShort Interest ↑
RFI
Cohen & Steers Total Return Realty Fund
0 of 5 stars
$11.60
+0.7%
N/A+3.2%$307.98MN/A0.00N/A
ASG
Liberty All-Star Growth Fund
0 of 5 stars
$5.32
+0.6%
N/A+2.1%$309.84MN/A0.00N/A
BKT
BlackRock Income Trust
0 of 5 stars
$11.78
+0.5%
N/A-5.6%$251.03MN/A0.00N/AShort Interest ↓
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$10.13
+0.3%
N/A+2.1%$322.24MN/A0.00N/AShort Interest ↑
Positive News
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.70
-0.2%
N/A+6.0%$323.57MN/A0.00N/ANews Coverage

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This page (NYSE:NCA) was last updated on 5/28/2024 by MarketBeat.com Staff

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