Nuveen California Municipal Value Fund (NCA) Competitors

$8.71
+0.01 (+0.11%)
(As of 05/2/2024 ET)

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

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 Cohen & Steers Total Return Realty Fund (RFI), Liberty All-Star Growth Fund (ASG), MFS Intermediate Income Trust (MIN), WhiteHorse Finance (WHF), Putnam Managed Municipal Income Trust (PMM), Putnam Municipal Opportunities Trust (PMO), BlackRock MuniHoldings New York Quality Fund (MHN), PIMCO Strategic Income Fund (RCS), MFS Multimarket Income Trust (MMT), and Virtus Global Dividend & Income Fund (ZTR). These companies are all part of the "investment offices, not elsewhere classified" industry.

Nuveen California Municipal Value Fund vs.

Nuveen California Municipal Value Fund (NYSE:NCA) and Cohen & Steers Total Return Realty Fund (NYSE:RFI) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their media sentiment, dividends, analyst recommendations, earnings, institutional ownership, profitability, community ranking, valuation and risk.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Nuveen California Municipal Value Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Cohen & Steers Total Return Realty 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 has a beta of 0.31, meaning that its stock price is 69% less volatile than the S&P 500. Comparatively, Cohen & Steers Total Return Realty Fund has a beta of 1.07, meaning that its stock price is 7% more volatile than the S&P 500.

21.5% of Nuveen California Municipal Value Fund shares are owned by institutional investors. Comparatively, 20.4% of Cohen & Steers Total Return Realty Fund shares are owned by institutional investors. 1.0% of Nuveen California Municipal Value Fund shares are owned by company insiders. Comparatively, 0.0% of Cohen & Steers Total Return Realty Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Nuveen California Municipal Value Fund pays an annual dividend of $0.35 per share and has a dividend yield of 4.0%. Cohen & Steers Total Return Realty Fund pays an annual dividend of $0.96 per share and has a dividend yield of 8.6%.

In the previous week, Cohen & Steers Total Return Realty Fund had 3 more articles in the media than Nuveen California Municipal Value Fund. MarketBeat recorded 4 mentions for Cohen & Steers Total Return Realty Fund and 1 mentions for Nuveen California Municipal Value Fund. Nuveen California Municipal Value Fund's average media sentiment score of 1.47 beat Cohen & Steers Total Return Realty Fund's score of 0.79 indicating that Nuveen California Municipal Value Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Nuveen California Municipal Value Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cohen & Steers Total Return Realty Fund
2 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Company Net Margins Return on Equity Return on Assets
Nuveen California Municipal Value FundN/A N/A N/A
Cohen & Steers Total Return Realty Fund N/A N/A N/A

Nuveen California Municipal Value Fund received 7 more outperform votes than Cohen & Steers Total Return Realty Fund when rated by MarketBeat users. However, 75.82% of users gave Cohen & Steers Total Return Realty Fund an outperform vote while only 64.74% of users gave Nuveen California Municipal Value Fund an outperform vote.

CompanyUnderperformOutperform
Nuveen California Municipal Value FundOutperform Votes
123
64.74%
Underperform Votes
67
35.26%
Cohen & Steers Total Return Realty FundOutperform Votes
116
75.82%
Underperform Votes
37
24.18%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen California Municipal Value FundN/AN/AN/AN/AN/A
Cohen & Steers Total Return Realty FundN/AN/AN/AN/AN/A

Summary

Nuveen California Municipal Value Fund and Cohen & Steers Total Return Realty Fund tied by winning 4 of the 8 factors compared between the two stocks.

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$288.72M$7.03B$8.68B$17.32B
Dividend Yield4.01%6.44%10.60%3.58%
P/E RatioN/A0.5257.8922.93
Price / SalesN/A14.843,613.0510.34
Price / CashN/A7.7327.7517.44
Price / BookN/A0.982.344.89
Net IncomeN/A$73.96M$1.00B$964.63M
7 Day Performance0.35%1.01%0.26%0.64%
1 Month Performance-2.62%-1.35%-1.11%-2.64%
1 Year Performance-2.13%3.50%13.89%97.68%

Nuveen California Municipal Value Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RFI
Cohen & Steers Total Return Realty Fund
0 of 5 stars
$11.08
-0.4%
N/A-6.7%$294.17MN/A0.00N/A
ASG
Liberty All-Star Growth Fund
0 of 5 stars
$5.09
-1.4%
N/A+0.1%$296.15MN/A0.00N/A
MIN
MFS Intermediate Income Trust
0 of 5 stars
$2.60
flat
N/A-5.8%$296.95MN/A0.00N/A
WHF
WhiteHorse Finance
0.6101 of 5 stars
$12.88
-0.7%
$12.81
-0.5%
+7.2%$299.33M$103.26M14.64N/AUpcoming Earnings
News Coverage
High Trading Volume
PMM
Putnam Managed Municipal Income Trust
0 of 5 stars
$5.85
-0.7%
N/A-1.7%$271.62MN/A0.00N/ANegative News
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$9.72
-0.1%
N/A-4.0%$309.19MN/A0.00N/APositive News
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.24
flat
N/A-1.0%$309.51MN/A0.00N/APositive News
RCS
PIMCO Strategic Income Fund
0 of 5 stars
$5.79
+0.7%
N/A+10.7%$262.92MN/A0.00N/A
MMT
MFS Multimarket Income Trust
0 of 5 stars
$4.54
+0.2%
N/A-0.8%$262.37MN/A0.00N/APositive News
ZTR
Virtus Global Dividend & Income Fund
0 of 5 stars
$5.38
-0.2%
N/A-16.3%$258.92MN/A0.00N/AShort Interest ↑
News Coverage
Negative News
High Trading Volume

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This page (NYSE:NCA) was last updated on 5/2/2024 by MarketBeat.com Staff

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