Liberty All-Star Equity Fund (USA) Competitors

$6.78
+0.09 (+1.35%)
(As of 05/3/2024 ET)

USA vs. NUV, GSBD, TY, GAB, RVT, PTY, STEW, ADX, CET, and QQQX

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

Liberty All-Star Equity Fund vs.

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

Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.7%. Nuveen Municipal Value Fund pays an annual dividend of $0.34 per share and has a dividend yield of 4.0%.

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

Liberty All-Star Equity Fund has a beta of 1.17, suggesting that its share price is 17% more volatile than the S&P 500. Comparatively, Nuveen Municipal Value Fund has a beta of 0.33, suggesting that its share price is 67% less volatile than the S&P 500.

Company Net Margins Return on Equity Return on Assets
Liberty All-Star Equity FundN/A N/A N/A
Nuveen Municipal Value Fund N/A N/A N/A

Liberty All-Star Equity Fund received 192 more outperform votes than Nuveen Municipal Value Fund when rated by MarketBeat users. Likewise, 68.87% of users gave Liberty All-Star Equity Fund an outperform vote while only 65.83% of users gave Nuveen Municipal Value Fund an outperform vote.

CompanyUnderperformOutperform
Liberty All-Star Equity FundOutperform Votes
323
68.87%
Underperform Votes
146
31.13%
Nuveen Municipal Value FundOutperform Votes
131
65.83%
Underperform Votes
68
34.17%

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

10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. Comparatively, 22.5% of Nuveen Municipal Value Fund shares are held by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are held by insiders. Comparatively, 1.0% of Nuveen Municipal Value 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.

In the previous week, Liberty All-Star Equity Fund had 2 more articles in the media than Nuveen Municipal Value Fund. MarketBeat recorded 4 mentions for Liberty All-Star Equity Fund and 2 mentions for Nuveen Municipal Value Fund. Nuveen Municipal Value Fund's average media sentiment score of 1.41 beat Liberty All-Star Equity Fund's score of -0.08 indicating that Nuveen Municipal Value Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Liberty All-Star Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Nuveen 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

Summary

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

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding USA 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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USA vs. The Competition

MetricLiberty All-Star Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.84B$7.03B$9.22B$17.43B
Dividend Yield9.87%6.39%5.99%3.55%
P/E RatioN/A0.5151.6622.36
Price / SalesN/A15.763,457.9510.43
Price / CashN/A7.7827.4017.82
Price / BookN/A0.983.165.52
Net IncomeN/A$73.96M$999.43M$964.63M
7 Day Performance0.15%1.44%0.85%1.73%
1 Month Performance-3.83%-0.35%-0.13%-1.28%
1 Year Performance15.70%4.90%13.54%101.98%

Liberty All-Star Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.53
+0.5%
N/A-2.5%$1.77BN/A0.00640Dividend Announcement
Positive News
GSBD
Goldman Sachs BDC
1.157 of 5 stars
$15.52
+0.1%
$15.00
-3.3%
+14.7%$1.74B$454.91M8.62N/AUpcoming Earnings
Analyst Downgrade
TY
Tri-Continental
0 of 5 stars
$29.96
+1.3%
N/A+13.2%$1.62BN/A0.00N/ANews Coverage
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.30
flat
N/A-3.6%$1.60BN/A0.00N/ANews Coverage
RVT
Royce Value Trust
0 of 5 stars
$14.23
+1.2%
N/A+13.1%$1.59BN/A0.00147,000Positive News
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$13.94
+1.0%
N/A+10.2%$2.13BN/A0.00147,000Dividend Increase
Positive News
STEW
SRH Total Return Fund
0 of 5 stars
$14.45
+0.3%
N/A+14.3%$1.40BN/A0.00N/APositive News
ADX
Adams Diversified Equity Fund
0 of 5 stars
$18.81
+1.2%
N/A+24.5%$2.33BN/A0.00N/A
CET
Central Securities
0 of 5 stars
$40.93
+0.6%
N/AN/A$1.16BN/A0.00N/ANews Coverage
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 of 5 stars
$22.92
+1.5%
N/A-0.1%$1.11BN/A0.00N/AUpcoming Earnings
News Coverage

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This page (NYSE:USA) was last updated on 5/4/2024 by MarketBeat.com Staff

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