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Invvlu Mu Incm (IIM) Competitors

Invvlu Mu Incm logo
$11.97 -0.02 (-0.20%)
Closing price 09/18/2026 03:58 PM Eastern
Extended Trading
$12.08 +0.11 (+0.94%)
As of 08:41 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

IIM vs. RVT, TY, NUV, TOP, and USA

Should you buy Invvlu Mu Incm stock or one of its competitors? Invvlu Mu Incm's main competitors and comparable companies include Royce Small-Cap Trust (RVT), Tri Continental (TY), Nuveen Municipal Value Fund (NUV), TOP Financial Group (TOP), and Liberty All-Star Equity Fund (USA). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Invvlu Mu Incm compare to Royce Small-Cap Trust?

Royce Small-Cap Trust (NYSE:RVT) and Invvlu Mu Incm (NYSE:IIM) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their risk, profitability, earnings, dividends, institutional ownership, media sentiment, analyst recommendations and valuation.

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 20.7% of Invvlu Mu Incm shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by insiders. Comparatively, 6.1% of Invvlu Mu Incm 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap TrustN/AN/AN/AN/AN/A
Invvlu Mu IncmN/AN/AN/AN/AN/A

In the previous week, Royce Small-Cap Trust had 1 more articles in the media than Invvlu Mu Incm. MarketBeat recorded 1 mentions for Royce Small-Cap Trust and 0 mentions for Invvlu Mu Incm. Royce Small-Cap Trust's average media sentiment score of 1.85 beat Invvlu Mu Incm's score of 0.00 indicating that Royce Small-Cap Trust is being referred to more favorably in the media.

Company Overall Sentiment
Royce Small-Cap Trust Very Positive
Invvlu Mu Incm Neutral

Royce Small-Cap Trust pays an annual dividend of $1.48 per share and has a dividend yield of 8.5%. Invvlu Mu Incm pays an annual dividend of $0.31 per share and has a dividend yield of 2.6%.

Royce Small-Cap Trust has a beta of 1.2, suggesting that its share price is 20% more volatile than the broader market. Comparatively, Invvlu Mu Incm has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
Invvlu Mu Incm N/A N/A N/A

Summary

Royce Small-Cap Trust beats Invvlu Mu Incm on 5 of the 6 factors compared between the two stocks.

How does Invvlu Mu Incm compare to Tri Continental?

Tri Continental (NYSE:TY) and Invvlu Mu Incm (NYSE:IIM) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, profitability, analyst recommendations, dividends, media sentiment, risk, valuation and institutional ownership.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tri ContinentalN/AN/AN/AN/AN/A
Invvlu Mu IncmN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Tri ContinentalN/A N/A N/A
Invvlu Mu Incm N/A N/A N/A

10.2% of Tri Continental shares are held by institutional investors. Comparatively, 20.7% of Invvlu Mu Incm shares are held by institutional investors. 8.7% of Tri Continental shares are held by company insiders. Comparatively, 6.1% of Invvlu Mu Incm shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Tri Continental pays an annual dividend of $1.14 per share and has a dividend yield of 3.3%. Invvlu Mu Incm pays an annual dividend of $0.31 per share and has a dividend yield of 2.6%.

In the previous week, Tri Continental's average media sentiment score of 0.00 equaled Invvlu Mu Incm'saverage media sentiment score.

Company Overall Sentiment
Tri Continental Neutral
Invvlu Mu Incm Neutral

Tri Continental has a beta of 0.82, indicating that its share price is 18% less volatile than the broader market. Comparatively, Invvlu Mu Incm has a beta of 0.77, indicating that its share price is 23% less volatile than the broader market.

Summary

Tri Continental beats Invvlu Mu Incm on 3 of the 4 factors compared between the two stocks.

How does Invvlu Mu Incm compare to Nuveen Municipal Value Fund?

Invvlu Mu Incm (NYSE:IIM) and Nuveen Municipal Value Fund (NYSE:NUV) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, media sentiment, valuation, dividends, profitability, risk and analyst recommendations.

20.7% of Invvlu Mu Incm shares are owned by institutional investors. Comparatively, 22.5% of Nuveen Municipal Value Fund shares are owned by institutional investors. 6.1% of Invvlu Mu Incm shares are owned by company insiders. Comparatively, 1.0% of Nuveen Municipal Value Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invvlu Mu IncmN/AN/AN/AN/AN/A
Nuveen Municipal Value FundN/AN/AN/AN/AN/A

Invvlu Mu Incm pays an annual dividend of $0.31 per share and has a dividend yield of 2.6%. Nuveen Municipal Value Fund pays an annual dividend of $0.10 per share and has a dividend yield of 1.2%.

Company Net Margins Return on Equity Return on Assets
Invvlu Mu IncmN/A N/A N/A
Nuveen Municipal Value Fund N/A N/A N/A

Invvlu Mu Incm has a beta of 0.77, suggesting that its stock price is 23% less volatile than the broader market. Comparatively, Nuveen Municipal Value Fund has a beta of 0.38, suggesting that its stock price is 62% less volatile than the broader market.

In the previous week, Nuveen Municipal Value Fund had 1 more articles in the media than Invvlu Mu Incm. MarketBeat recorded 1 mentions for Nuveen Municipal Value Fund and 0 mentions for Invvlu Mu Incm. Nuveen Municipal Value Fund's average media sentiment score of 0.43 beat Invvlu Mu Incm's score of 0.00 indicating that Nuveen Municipal Value Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Invvlu Mu Incm Neutral
Nuveen Municipal Value Fund Neutral

Summary

Invvlu Mu Incm and Nuveen Municipal Value Fund tied by winning 3 of the 6 factors compared between the two stocks.

How does Invvlu Mu Incm compare to TOP Financial Group?

Invvlu Mu Incm (NYSE:IIM) and TOP Financial Group (NASDAQ:TOP) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, media sentiment, dividends, institutional ownership, valuation and profitability.

Company Net Margins Return on Equity Return on Assets
Invvlu Mu IncmN/A N/A N/A
TOP Financial Group N/A N/A N/A

Invvlu Mu Incm has higher earnings, but lower revenue than TOP Financial Group.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invvlu Mu IncmN/AN/AN/AN/AN/A
TOP Financial Group$4.72M392.21-$1.17M-$0.02N/A

20.7% of Invvlu Mu Incm shares are held by institutional investors. Comparatively, 0.3% of TOP Financial Group shares are held by institutional investors. 6.1% of Invvlu Mu Incm shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invvlu Mu Incm
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
TOP Financial Group
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, TOP Financial Group had 6 more articles in the media than Invvlu Mu Incm. MarketBeat recorded 6 mentions for TOP Financial Group and 0 mentions for Invvlu Mu Incm. TOP Financial Group's average media sentiment score of 0.62 beat Invvlu Mu Incm's score of 0.00 indicating that TOP Financial Group is being referred to more favorably in the news media.

Company Overall Sentiment
Invvlu Mu Incm Neutral
TOP Financial Group Positive

Invvlu Mu Incm has a beta of 0.77, meaning that its share price is 23% less volatile than the broader market. Comparatively, TOP Financial Group has a beta of -1.08, meaning that its share price is 208% less volatile than the broader market.

Summary

TOP Financial Group beats Invvlu Mu Incm on 4 of the 7 factors compared between the two stocks.

How does Invvlu Mu Incm compare to Liberty All-Star Equity Fund?

Liberty All-Star Equity Fund (NYSE:USA) and Invvlu Mu Incm (NYSE:IIM) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, institutional ownership, earnings, media sentiment and valuation.

10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. Comparatively, 20.7% of Invvlu Mu Incm shares are held by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are held by insiders. Comparatively, 6.1% of Invvlu Mu Incm shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Company Net Margins Return on Equity Return on Assets
Liberty All-Star Equity FundN/A N/A N/A
Invvlu Mu Incm N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Equity FundN/AN/AN/AN/AN/A
Invvlu Mu IncmN/AN/AN/AN/AN/A

Liberty All-Star Equity Fund has a beta of 1.02, meaning that its stock price is 2% more volatile than the broader market. Comparatively, Invvlu Mu Incm has a beta of 0.77, meaning that its stock price is 23% less volatile than the broader market.

Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.4%. Invvlu Mu Incm pays an annual dividend of $0.31 per share and has a dividend yield of 2.6%.

In the previous week, Liberty All-Star Equity Fund had 3 more articles in the media than Invvlu Mu Incm. MarketBeat recorded 3 mentions for Liberty All-Star Equity Fund and 0 mentions for Invvlu Mu Incm. Liberty All-Star Equity Fund's average media sentiment score of 0.87 beat Invvlu Mu Incm's score of 0.00 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the media.

Company Overall Sentiment
Liberty All-Star Equity Fund Positive
Invvlu Mu Incm Neutral

Summary

Liberty All-Star Equity Fund beats Invvlu Mu Incm on 4 of the 6 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 IIM 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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IIM vs. The Competition

MetricInvvlu Mu IncmCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$563.60M$5.35B$13.79B$23.03B
Dividend Yield2.57%7.49%5.94%3.62%
P/E RatioN/A29.9825.3228.21
Price / SalesN/A1,254.38519.3090.55
Price / CashN/A47.8530.0719.32
Price / BookN/A3.532.734.70
Net IncomeN/A$417.39M$1.31B$1.07B
7 Day Performance-0.49%0.13%-0.14%-1.26%
1 Month Performance-3.96%-1.63%-0.22%-4.29%
1 Year Performance-4.42%1.64%7.94%8.41%

Invvlu Mu Incm Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IIM
Invvlu Mu Incm
N/A$11.97
-0.2%
N/A-4.4%$563.60MN/AN/A147,000
RVT
Royce Small-Cap Trust
N/A$18.20
-1.3%
N/A+6.3%$2.26BN/AN/A50
TY
Tri Continental
N/A$35.21
+0.0%
N/A+2.1%$1.87BN/AN/AN/A
NUV
Nuveen Municipal Value Fund
N/A$8.77
-1.1%
N/A-5.4%$1.84BN/AN/A640
TOP
TOP Financial Group
0.3416 of 5 stars
$15.03
-1.5%
N/A+105.5%$1.83B$4.47MN/A11

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This page (NYSE:IIM) was last updated on 9/21/2026 by MarketBeat.com Staff.
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