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Invvlu Mu Incm (IIM) Competitors

Invvlu Mu Incm logo
$12.73 +0.10 (+0.79%)
As of 08/28/2026 03:58 PM Eastern

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

Should you buy Invvlu Mu Incm stock or one of its competitors? Invvlu Mu Incm's main competitors and comparable companies include eToro Group (ETOR), Royce Small-Cap Trust (RVT), Tri Continental (TY), Nuveen Municipal Value Fund (NUV), 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 eToro Group?

eToro Group (NASDAQ:ETOR) and Invvlu Mu Incm (NYSE:IIM) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, media sentiment, dividends, valuation, analyst recommendations, risk and earnings.

eToro Group presently has a consensus price target of $50.20, indicating a potential upside of 61.78%. Given eToro Group's stronger consensus rating and higher probable upside, research analysts clearly believe eToro Group is more favorable than Invvlu Mu Incm.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
eToro Group
1 Sell rating(s)
6 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.53
Invvlu Mu Incm
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

eToro Group has a beta of 1.68, indicating that its share price is 68% more 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.

eToro Group has higher revenue and earnings than Invvlu Mu Incm.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
eToro Group$13.84B0.19$215.70M$2.6611.67
Invvlu Mu IncmN/AN/AN/AN/AN/A

20.7% of Invvlu Mu Incm shares are owned by institutional investors. 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.

In the previous week, eToro Group had 3 more articles in the media than Invvlu Mu Incm. MarketBeat recorded 4 mentions for eToro Group and 1 mentions for Invvlu Mu Incm. Invvlu Mu Incm's average media sentiment score of 1.49 beat eToro Group's score of 0.14 indicating that Invvlu Mu Incm is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
eToro Group
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Invvlu Mu Incm
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

eToro Group has a net margin of 2.17% compared to Invvlu Mu Incm's net margin of 0.00%. eToro Group's return on equity of 20.26% beat Invvlu Mu Incm's return on equity.

Company Net Margins Return on Equity Return on Assets
eToro Group2.17% 20.26% 15.36%
Invvlu Mu Incm N/A N/A N/A

Summary

eToro Group beats Invvlu Mu Incm on 9 of the 12 factors compared between the two stocks.

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

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

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

20.7% of Invvlu Mu Incm shares are owned by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are owned by institutional investors. 6.1% of Invvlu Mu Incm shares are owned by insiders. Comparatively, 0.1% of Royce Small-Cap Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Invvlu Mu Incm pays an annual dividend of $0.39 per share and has a dividend yield of 3.1%. Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 7.7%.

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

In the previous week, Royce Small-Cap Trust had 6 more articles in the media than Invvlu Mu Incm. MarketBeat recorded 7 mentions for Royce Small-Cap Trust and 1 mentions for Invvlu Mu Incm. Invvlu Mu Incm's average media sentiment score of 1.49 beat Royce Small-Cap Trust's score of 1.38 indicating that Invvlu Mu Incm is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invvlu Mu Incm
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Royce Small-Cap Trust
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

Summary

Royce Small-Cap Trust beats Invvlu Mu Incm on 4 of the 6 factors compared between the two stocks.

How does Invvlu Mu Incm compare to Tri Continental?

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

Company Net Margins Return on Equity Return on Assets
Invvlu Mu IncmN/A N/A N/A
Tri Continental N/A N/A N/A

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

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

Invvlu Mu Incm pays an annual dividend of $0.39 per share and has a dividend yield of 3.1%. Tri Continental pays an annual dividend of $1.11 per share and has a dividend yield of 3.1%.

20.7% of Invvlu Mu Incm shares are held by institutional investors. Comparatively, 10.2% of Tri Continental shares are held by institutional investors. 6.1% of Invvlu Mu Incm shares are held by insiders. Comparatively, 8.7% of Tri Continental shares are held by 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.

In the previous week, Invvlu Mu Incm and Invvlu Mu Incm both had 1 articles in the media. Invvlu Mu Incm's average media sentiment score of 1.49 beat Tri Continental's score of 1.36 indicating that Invvlu Mu Incm is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invvlu Mu Incm
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Tri Continental
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Tri Continental beats Invvlu Mu Incm on 3 of the 5 factors compared between the two stocks.

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

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

Nuveen Municipal Value Fund has a beta of 0.38, indicating that its share price is 62% 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.

22.5% of Nuveen Municipal Value Fund shares are owned by institutional investors. Comparatively, 20.7% of Invvlu Mu Incm shares are owned by institutional investors. 1.0% of Nuveen Municipal Value Fund shares are owned by company insiders. Comparatively, 6.1% of Invvlu Mu Incm shares are owned 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.

In the previous week, Nuveen Municipal Value Fund had 3 more articles in the media than Invvlu Mu Incm. MarketBeat recorded 4 mentions for Nuveen Municipal Value Fund and 1 mentions for Invvlu Mu Incm. Nuveen Municipal Value Fund's average media sentiment score of 1.63 beat Invvlu Mu Incm's score of 1.49 indicating that Nuveen Municipal Value Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Nuveen Municipal Value Fund
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Invvlu Mu Incm
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Nuveen Municipal Value Fund pays an annual dividend of $0.13 per share and has a dividend yield of 1.4%. Invvlu Mu Incm pays an annual dividend of $0.39 per share and has a dividend yield of 3.1%.

Company Net Margins Return on Equity Return on Assets
Nuveen Municipal Value FundN/A N/A N/A
Invvlu Mu Incm N/A N/A N/A

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

Summary

Nuveen Municipal Value Fund and Invvlu Mu Incm tied by winning 3 of the 6 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 stock? We will contrast the two companies based on the strength of their media sentiment, risk, dividends, valuation, institutional ownership, profitability, earnings and analyst recommendations.

Liberty All-Star Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the broader market. Comparatively, Invvlu Mu Incm has a beta of 0.77, suggesting that its stock price is 23% less volatile than the broader market.

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

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

Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.2%. Invvlu Mu Incm pays an annual dividend of $0.39 per share and has a dividend yield of 3.1%.

In the previous week, Liberty All-Star Equity Fund had 4 more articles in the media than Invvlu Mu Incm. MarketBeat recorded 5 mentions for Liberty All-Star Equity Fund and 1 mentions for Invvlu Mu Incm. Invvlu Mu Incm's average media sentiment score of 1.49 beat Liberty All-Star Equity Fund's score of 0.94 indicating that Invvlu Mu Incm 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
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Invvlu Mu Incm
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 and Invvlu Mu Incm tied by winning 3 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$600.55M$5.74B$14.10B$24.17B
Dividend Yield3.02%7.38%5.89%3.71%
P/E RatioN/A32.7026.7429.99
Price / SalesN/A1,203.92514.5296.12
Price / CashN/A48.1538.3232.24
Price / BookN/A2.142.197.67
Net IncomeN/A$417.46M$1.31B$1.07B
7 Day Performance2.17%0.47%0.90%-0.32%
1 Month Performance1.47%2.26%2.48%1.84%
1 Year Performance8.27%6.00%10.76%13.37%

Invvlu Mu Incm Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IIM
Invvlu Mu Incm
N/A$12.73
+0.8%
N/A+8.3%$600.55MN/AN/A147,000
ETOR
eToro Group
4.7349 of 5 stars
$28.65
+3.2%
$51.27
+78.9%
-30.1%$2.37B$11.98B10.771,520
RVT
Royce Small-Cap Trust
N/A$18.80
+0.4%
N/A+15.8%$2.25BN/AN/A50
TY
Tri Continental
N/A$35.67
+1.2%
N/A+6.2%$1.90BN/AN/AN/A
NUV
Nuveen Municipal Value Fund
N/A$9.02
+0.3%
N/A+3.5%$1.89BN/AN/A640

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This page (NYSE:IIM) was last updated on 8/30/2026 by MarketBeat.com Staff.
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