USA vs. NUV, GSBD, PTY, TY, GAB, RVT, 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), PIMCO Corporate & Income Opportunity Fund (PTY), Tri-Continental (TY), The Gabelli Equity Trust (GAB), Royce Value Trust (RVT), 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.
Nuveen Municipal Value Fund (NYSE:NUV) and Liberty All-Star Equity Fund (NYSE:USA) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their media sentiment, community ranking, institutional ownership, dividends, earnings, risk, analyst recommendations, valuation and profitability.
Nuveen Municipal Value Fund has a beta of 0.33, indicating that its share price is 67% less volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.18, indicating that its share price is 18% more volatile than the S&P 500.
Nuveen Municipal Value Fund pays an annual dividend of $0.34 per share and has a dividend yield of 4.0%. Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.9%. Liberty All-Star Equity Fund has raised its dividend for 1 consecutive years. Liberty All-Star Equity Fund is clearly the better dividend stock, given its higher yield and longer track record of dividend 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. Liberty All-Star Equity Fund's average media sentiment score of 0.93 beat Nuveen Municipal Value Fund's score of 0.07 indicating that Nuveen Municipal Value Fund is being referred to more favorably in the media.
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.
22.5% of Nuveen Municipal Value Fund shares are owned by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. 1.0% of Nuveen Municipal Value Fund shares are owned by company insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Summary
Liberty All-Star Equity Fund beats Nuveen Municipal Value Fund on 6 of the 9 factors compared between the two stocks.
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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.
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.
Liberty All-Star Equity Fund Competitors List
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