Invesco California Value Municipal Income Trust Competitors

Invesco California Value Municipal Income Trust (NYSE:VCV) and Nuveen Municipal Value Fund (NYSE:NUV) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, earnings, valuation, risk and dividends.

Profitability

This table compares Invesco California Value Municipal Income Trust and Nuveen Municipal Value Fund's net margins, return on equity and return on assets.

Dividends

Invesco California Value Municipal Income Trust pays an annual dividend of $0.55 per share and has a dividend yield of 4.2%. Nuveen Municipal Value Fund pays an annual dividend of $0.37 per share and has a dividend yield of 3.3%. Invesco California Value Municipal Income Trust has increased its dividend for 1 consecutive years and Nuveen Municipal Value Fund has increased its dividend for 1 consecutive years.

Insider & Institutional Ownership

8.9% of Invesco California Value Municipal Income Trust shares are held by institutional investors. Comparatively, 12.7% of Nuveen Municipal Value Fund shares are held by institutional investors. 6.1% of Invesco California Value Municipal Income Trust shares are held by insiders. Comparatively, 1.0% of Nuveen Municipal Value Fund shares are held 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.

Risk & Volatility

Invesco California Value Municipal Income Trust has a beta of 0.29, indicating that its share price is 71% less volatile than the S&P 500. Comparatively, Nuveen Municipal Value Fund has a beta of 0.17, indicating that its share price is 83% less volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for Invesco California Value Municipal Income Trust and Nuveen Municipal Value Fund, as provided by MarketBeat.com.

Valuation and Earnings

This table compares Invesco California Value Municipal Income Trust and Nuveen Municipal Value Fund's revenue, earnings per share (EPS) and valuation.

Summary

Invesco California Value Municipal Income Trust beats Nuveen Municipal Value Fund on 3 of the 4 factors compared between the two stocks.

Adams Diversified Equity Fund (NYSE:ADX) and Invesco California Value Municipal Income Trust (NYSE:VCV) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, profitability, institutional ownership, valuation, earnings, analyst recommendations and dividends.

Analyst Ratings

This is a summary of current recommendations for Adams Diversified Equity Fund and Invesco California Value Municipal Income Trust, as provided by MarketBeat.com.

Dividends

Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.4%. Invesco California Value Municipal Income Trust pays an annual dividend of $0.55 per share and has a dividend yield of 4.2%. Adams Diversified Equity Fund has increased its dividend for 1 consecutive years and Invesco California Value Municipal Income Trust has increased its dividend for 1 consecutive years.

Institutional and Insider Ownership

14.9% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 8.9% of Invesco California Value Municipal Income Trust shares are held by institutional investors. 0.2% of Adams Diversified Equity Fund shares are held by company insiders. Comparatively, 6.1% of Invesco California Value Municipal Income Trust 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.

Valuation & Earnings

This table compares Adams Diversified Equity Fund and Invesco California Value Municipal Income Trust's top-line revenue, earnings per share (EPS) and valuation.

Risk & Volatility

Adams Diversified Equity Fund has a beta of 1.06, meaning that its share price is 6% more volatile than the S&P 500. Comparatively, Invesco California Value Municipal Income Trust has a beta of 0.29, meaning that its share price is 71% less volatile than the S&P 500.

Profitability

This table compares Adams Diversified Equity Fund and Invesco California Value Municipal Income Trust's net margins, return on equity and return on assets.

Summary

Adams Diversified Equity Fund beats Invesco California Value Municipal Income Trust on 3 of the 4 factors compared between the two stocks.

Invesco California Value Municipal Income Trust (NYSE:VCV) and Goldman Sachs BDC (NYSE:GSBD) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, profitability, analyst recommendations, earnings, risk, valuation and dividends.

Profitability

This table compares Invesco California Value Municipal Income Trust and Goldman Sachs BDC's net margins, return on equity and return on assets.

Analyst Ratings

This is a summary of current recommendations and price targets for Invesco California Value Municipal Income Trust and Goldman Sachs BDC, as reported by MarketBeat.com.

Goldman Sachs BDC has a consensus target price of $15.9167, suggesting a potential downside of 21.71%. Given Goldman Sachs BDC's higher probable upside, analysts plainly believe Goldman Sachs BDC is more favorable than Invesco California Value Municipal Income Trust.

Valuation and Earnings

This table compares Invesco California Value Municipal Income Trust and Goldman Sachs BDC's gross revenue, earnings per share and valuation.

Goldman Sachs BDC has higher revenue and earnings than Invesco California Value Municipal Income Trust.

Dividends

Invesco California Value Municipal Income Trust pays an annual dividend of $0.55 per share and has a dividend yield of 4.2%. Goldman Sachs BDC pays an annual dividend of $1.80 per share and has a dividend yield of 8.9%. Goldman Sachs BDC pays out 90.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Invesco California Value Municipal Income Trust has increased its dividend for 1 consecutive years and Goldman Sachs BDC has increased its dividend for 1 consecutive years.

Volatility and Risk

Invesco California Value Municipal Income Trust has a beta of 0.29, suggesting that its share price is 71% less volatile than the S&P 500. Comparatively, Goldman Sachs BDC has a beta of 1.42, suggesting that its share price is 42% more volatile than the S&P 500.

Institutional and Insider Ownership

8.9% of Invesco California Value Municipal Income Trust shares are owned by institutional investors. Comparatively, 13.8% of Goldman Sachs BDC shares are owned by institutional investors. 6.1% of Invesco California Value Municipal Income Trust shares are owned by insiders. Comparatively, 0.3% of Goldman Sachs BDC shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Goldman Sachs BDC beats Invesco California Value Municipal Income Trust on 9 of the 11 factors compared between the two stocks.

PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) 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 dividends, profitability, institutional ownership, risk, analyst recommendations, earnings and valuation.

Volatility & Risk

PIMCO Corporate & Income Opportunity Fund has a beta of 0.76, suggesting that its stock price is 24% less volatile than the S&P 500. Comparatively, Invesco California Value Municipal Income Trust has a beta of 0.29, suggesting that its stock price is 71% less volatile than the S&P 500.

Insider & Institutional Ownership

6.9% of PIMCO Corporate & Income Opportunity Fund shares are owned by institutional investors. Comparatively, 8.9% of Invesco California Value Municipal Income Trust shares are owned by institutional investors. 6.1% of Invesco California Value Municipal Income Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Dividends

PIMCO Corporate & Income Opportunity Fund pays an annual dividend of $1.56 per share and has a dividend yield of 8.4%. Invesco California Value Municipal Income Trust pays an annual dividend of $0.55 per share and has a dividend yield of 4.2%. PIMCO Corporate & Income Opportunity Fund has increased its dividend for 1 consecutive years and Invesco California Value Municipal Income Trust has increased its dividend for 1 consecutive years.

Analyst Recommendations

This is a breakdown of current ratings for PIMCO Corporate & Income Opportunity Fund and Invesco California Value Municipal Income Trust, as provided by MarketBeat.com.

Earnings & Valuation

This table compares PIMCO Corporate & Income Opportunity Fund and Invesco California Value Municipal Income Trust's gross revenue, earnings per share (EPS) and valuation.

Profitability

This table compares PIMCO Corporate & Income Opportunity Fund and Invesco California Value Municipal Income Trust's net margins, return on equity and return on assets.

Invesco California Value Municipal Income Trust (NYSE:VCV) and Hercules Capital (NYSE:HTGC) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, valuation, profitability, dividends, risk and analyst recommendations.

Dividends

Invesco California Value Municipal Income Trust pays an annual dividend of $0.55 per share and has a dividend yield of 4.2%. Hercules Capital pays an annual dividend of $1.28 per share and has a dividend yield of 7.5%. Hercules Capital pays out 90.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Invesco California Value Municipal Income Trust has increased its dividend for 1 consecutive years and Hercules Capital has increased its dividend for 1 consecutive years.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Invesco California Value Municipal Income Trust and Hercules Capital, as provided by MarketBeat.com.

Hercules Capital has a consensus price target of $13.8438, indicating a potential downside of 18.42%. Given Hercules Capital's higher possible upside, analysts clearly believe Hercules Capital is more favorable than Invesco California Value Municipal Income Trust.

Risk & Volatility

Invesco California Value Municipal Income Trust has a beta of 0.29, suggesting that its stock price is 71% less volatile than the S&P 500. Comparatively, Hercules Capital has a beta of 1.57, suggesting that its stock price is 57% more volatile than the S&P 500.

Profitability

This table compares Invesco California Value Municipal Income Trust and Hercules Capital's net margins, return on equity and return on assets.

Insider & Institutional Ownership

8.9% of Invesco California Value Municipal Income Trust shares are held by institutional investors. Comparatively, 28.9% of Hercules Capital shares are held by institutional investors. 6.1% of Invesco California Value Municipal Income Trust shares are held by company insiders. Comparatively, 3.3% of Hercules Capital shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Earnings & Valuation

This table compares Invesco California Value Municipal Income Trust and Hercules Capital's revenue, earnings per share (EPS) and valuation.

Hercules Capital has higher revenue and earnings than Invesco California Value Municipal Income Trust.

Summary

Hercules Capital beats Invesco California Value Municipal Income Trust on 9 of the 11 factors compared between the two stocks.

Royce Value Trust (NYSE:RVT) 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 institutional ownership, analyst recommendations, risk, valuation, earnings, dividends and profitability.

Volatility and Risk

Royce Value Trust has a beta of 1.51, meaning that its stock price is 51% more volatile than the S&P 500. Comparatively, Invesco California Value Municipal Income Trust has a beta of 0.29, meaning that its stock price is 71% less volatile than the S&P 500.

Analyst Ratings

This is a summary of recent ratings for Royce Value Trust and Invesco California Value Municipal Income Trust, as reported by MarketBeat.com.

Institutional & Insider Ownership

24.6% of Royce Value Trust shares are held by institutional investors. Comparatively, 8.9% of Invesco California Value Municipal Income Trust shares are held by institutional investors. 0.5% of Royce Value Trust shares are held by company insiders. Comparatively, 6.1% of Invesco California Value Municipal Income Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Dividends

Royce Value Trust pays an annual dividend of $1.02 per share and has a dividend yield of 5.5%. Invesco California Value Municipal Income Trust pays an annual dividend of $0.55 per share and has a dividend yield of 4.2%. Invesco California Value Municipal Income Trust has raised its dividend for 1 consecutive years.

Earnings and Valuation

This table compares Royce Value Trust and Invesco California Value Municipal Income Trust's gross revenue, earnings per share (EPS) and valuation.

Profitability

This table compares Royce Value Trust and Invesco California Value Municipal Income Trust's net margins, return on equity and return on assets.

Summary

Royce Value Trust beats Invesco California Value Municipal Income Trust on 3 of the 5 factors compared between the two stocks.