NCA vs. WHF, PMM, MIN, RFI, RCS, ASG, MMT, TDF, PMO, 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 WhiteHorse Finance (WHF), Putnam Managed Municipal Income Trust (PMM), MFS Intermediate Income Trust (MIN), Cohen & Steers Total Return Realty Fund (RFI), PIMCO Strategic Income Fund (RCS), Liberty All-Star Growth Fund (ASG), MFS Multimarket Income Trust (MMT), Templeton Dragon Fund (TDF), Putnam Municipal Opportunities Trust (PMO), and Virtus Global Dividend & Income Fund (ZTR). These companies are all part of the "investment offices, not elsewhere classified" industry.
WhiteHorse Finance (NASDAQ:WHF) and Nuveen California Municipal Value Fund (NYSE:NCA) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, earnings, risk, media sentiment, analyst recommendations, valuation and community ranking.
In the previous week, WhiteHorse Finance had 1 more articles in the media than Nuveen California Municipal Value Fund. MarketBeat recorded 2 mentions for WhiteHorse Finance and 1 mentions for Nuveen California Municipal Value Fund. Nuveen California Municipal Value Fund's average media sentiment score of 1.24 beat WhiteHorse Finance's score of 1.00 indicating that WhiteHorse Finance is being referred to more favorably in the media.
WhiteHorse Finance has a net margin of 19.77% compared to WhiteHorse Finance's net margin of 0.00%. Nuveen California Municipal Value Fund's return on equity of 13.20% beat WhiteHorse Finance's return on equity.
WhiteHorse Finance has a beta of 1.28, meaning that its share price is 28% more volatile than the S&P 500. Comparatively, Nuveen California Municipal Value Fund has a beta of 0.3, meaning that its share price is 70% less volatile than the S&P 500.
WhiteHorse Finance received 193 more outperform votes than Nuveen California Municipal Value Fund when rated by MarketBeat users. However, 64.74% of users gave Nuveen California Municipal Value Fund an outperform vote while only 61.48% of users gave WhiteHorse Finance an outperform vote.
WhiteHorse Finance has higher revenue and earnings than Nuveen California Municipal Value Fund.
13.2% of WhiteHorse Finance shares are owned by institutional investors. Comparatively, 21.5% of Nuveen California Municipal Value Fund shares are owned by institutional investors. 2.3% of WhiteHorse Finance shares are owned by insiders. Comparatively, 1.0% of Nuveen California Municipal Value Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
WhiteHorse Finance pays an annual dividend of $1.54 per share and has a dividend yield of 12.3%. Nuveen California Municipal Value Fund pays an annual dividend of $0.35 per share and has a dividend yield of 3.9%. WhiteHorse Finance pays out 175.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. WhiteHorse Finance has raised its dividend for 1 consecutive years. WhiteHorse Finance is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
WhiteHorse Finance presently has a consensus target price of $12.81, indicating a potential upside of 2.09%. Given Nuveen California Municipal Value Fund's higher possible upside, equities research analysts plainly believe WhiteHorse Finance is more favorable than Nuveen California Municipal Value Fund.
Summary
WhiteHorse Finance beats Nuveen California Municipal Value Fund on 13 of the 16 factors compared between the two stocks.
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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.
Skip ChartThis 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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