Invesco California Value Municipal Income Trust (VCV) Competitors

$9.62
+0.05 (+0.52%)
(As of 05/2/2024 ET)

VCV vs. RMT, MYD, NQP, DSU, MUA, VKQ, VGM, HRZN, MYN, and BTO

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 Royce Micro-Cap Trust (RMT), BlackRock MuniYield Fund (MYD), Nuveen Pennsylvania Quality Municipal Income Fund (NQP), BlackRock Debt Strategies Fund (DSU), BlackRock MuniAssets Fund (MUA), Invesco Municipal Trust (VKQ), Invesco Trust for Investment Grade Municipals (VGM), Horizon Technology Finance (HRZN), BlackRock MuniYield New York Quality Fund (MYN), and John Hancock Financial Opportunities Fund (BTO). These companies are all part of the "investment offices, not elsewhere classified" industry.

Invesco California Value Municipal Income Trust vs.

Royce Micro-Cap Trust (NYSE:RMT) and Invesco California Value Municipal Income Trust (NYSE:VCV) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, profitability, analyst recommendations, valuation, institutional ownership, community ranking, media sentiment, risk and dividends.

Invesco California Value Municipal Income Trust received 119 more outperform votes than Royce Micro-Cap Trust when rated by MarketBeat users. However, 68.25% of users gave Royce Micro-Cap Trust an outperform vote while only 66.78% of users gave Invesco California Value Municipal Income Trust an outperform vote.

CompanyUnderperformOutperform
Royce Micro-Cap TrustOutperform Votes
86
68.25%
Underperform Votes
40
31.75%
Invesco California Value Municipal Income TrustOutperform Votes
205
66.78%
Underperform Votes
102
33.22%

35.0% of Royce Micro-Cap Trust shares are owned by institutional investors. Comparatively, 18.8% of Invesco California Value Municipal Income Trust shares are owned by institutional investors. 0.2% of Royce Micro-Cap Trust shares are owned by insiders. Comparatively, 6.1% of Invesco California Value Municipal Income Trust shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Royce Micro-Cap Trust has a beta of 1.26, indicating that its stock price is 26% more volatile than the S&P 500. Comparatively, Invesco California Value Municipal Income Trust has a beta of 0.62, indicating that its stock price is 38% less volatile than the S&P 500.

Company Net Margins Return on Equity Return on Assets
Royce Micro-Cap TrustN/A N/A N/A
Invesco California Value Municipal Income Trust N/A N/A N/A

In the previous week, Royce Micro-Cap Trust had 3 more articles in the media than Invesco California Value Municipal Income Trust. MarketBeat recorded 3 mentions for Royce Micro-Cap Trust and 0 mentions for Invesco California Value Municipal Income Trust. Invesco California Value Municipal Income Trust's average media sentiment score of 1.55 beat Royce Micro-Cap Trust's score of 0.00 indicating that Royce Micro-Cap Trust is being referred to more favorably in the media.

Company Overall Sentiment
Royce Micro-Cap Trust Very Positive
Invesco California Value Municipal Income Trust Neutral

Royce Micro-Cap Trust pays an annual dividend of $0.73 per share and has a dividend yield of 8.1%. Invesco California Value Municipal Income Trust pays an annual dividend of $0.41 per share and has a dividend yield of 4.3%.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Royce Micro-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Micro-Cap TrustN/AN/AN/AN/AN/A
Invesco California Value Municipal Income Trust$6.63M69.44N/AN/AN/A

Summary

Royce Micro-Cap Trust beats Invesco California Value Municipal Income Trust on 6 of the 9 factors compared between the two stocks.

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$460.71M$6.88B$8.71B$17.26B
Dividend Yield4.22%6.39%10.51%3.57%
P/E RatioN/A0.5156.2521.57
Price / Sales69.4415.913,558.6610.55
Price / CashN/A7.8127.6217.50
Price / BookN/A0.982.364.88
Net IncomeN/A$73.96M$1.00B$964.63M
7 Day Performance0.52%0.74%0.32%0.99%
1 Month Performance-1.94%-1.27%-0.74%-2.66%
1 Year Performance-1.13%3.76%14.82%99.12%

Invesco California Value Municipal Income Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RMT
Royce Micro-Cap Trust
0 of 5 stars
$8.88
-1.1%
N/A+11.7%$431.92MN/A0.00N/APositive News
MYD
BlackRock MuniYield Fund
0 of 5 stars
$10.50
-0.6%
N/A+1.2%$489.93MN/A0.00147,000Positive News
NQP
Nuveen Pennsylvania Quality Municipal Income Fund
0 of 5 stars
$11.52
+0.3%
N/A+3.4%$428.59MN/A0.00147,000Positive News
DSU
BlackRock Debt Strategies Fund
0 of 5 stars
$10.68
-0.7%
N/A+12.8%$497.80MN/A0.00N/ANews Coverage
MUA
BlackRock MuniAssets Fund
0 of 5 stars
$10.85
-0.5%
N/A+6.1%$419.46MN/A0.00147,000
VKQ
Invesco Municipal Trust
0 of 5 stars
$9.28
-0.5%
N/A-1.1%$513.28MN/A0.00147,000Negative News
VGM
Invesco Trust for Investment Grade Municipals
0 of 5 stars
$9.55
+0.1%
N/A-1.4%$517.90MN/A0.00147,000Positive News
HRZN
Horizon Technology Finance
0.5242 of 5 stars
$11.45
-1.5%
$10.38
-9.4%
+4.0%$400.98M$113.47M-23.37N/AAnalyst Revision
News Coverage
MYN
BlackRock MuniYield New York Quality Fund
0 of 5 stars
$10.04
-0.2%
N/A+0.1%$384.63MN/A0.00N/A
BTO
John Hancock Financial Opportunities Fund
0 of 5 stars
$27.25
-1.1%
N/A+7.2%$536.55MN/A0.00N/APositive News

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This page (NYSE:VCV) was last updated on 5/3/2024 by MarketBeat.com Staff

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