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Inv Vk Tr Inv (VGM) Competitors

Inv Vk Tr Inv logo
$9.02 -0.11 (-1.15%)
Closing price 03:59 PM Eastern
Extended Trading
$9.02 0.00 (0.00%)
As of 07:30 PM 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.

VGM vs. TY, USA, TOP, NUV, and STEW

Should you buy Inv Vk Tr Inv stock or one of its competitors? Inv Vk Tr Inv's main competitors and comparable companies include Tri Continental (TY), Liberty All-Star Equity Fund (USA), TOP Financial Group (TOP), Nuveen Municipal Value Fund (NUV), and SRH Total Return Fund (STEW). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Inv Vk Tr Inv compare to Tri Continental?

Inv Vk Tr Inv (NYSE:VGM) and Tri Continental (NYSE:TY) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, media sentiment, risk, institutional ownership, dividends, profitability, valuation and analyst recommendations.

38.1% of Inv Vk Tr Inv shares are held by institutional investors. Comparatively, 10.2% of Tri Continental shares are held by institutional investors. 1.0% of Inv Vk Tr Inv shares are held by company insiders. Comparatively, 8.7% of Tri Continental shares are held 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.

Inv Vk Tr Inv has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market. Comparatively, Tri Continental has a beta of 0.83, meaning that its stock price is 17% less volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Inv Vk Tr InvN/AN/AN/AN/AN/A
Tri ContinentalN/AN/AN/AN/AN/A

Inv Vk Tr Inv pays an annual dividend of $0.26 per share and has a dividend yield of 2.9%. Tri Continental pays an annual dividend of $1.14 per share and has a dividend yield of 3.3%.

Company Net Margins Return on Equity Return on Assets
Inv Vk Tr InvN/A N/A N/A
Tri Continental N/A N/A N/A

In the previous week, Inv Vk Tr Inv and Inv Vk Tr Inv both had 1 articles in the media. Inv Vk Tr Inv's average media sentiment score of 1.90 beat Tri Continental's score of 0.75 indicating that Inv Vk Tr Inv is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Inv Vk Tr Inv
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Tri Continental
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Tri Continental beats Inv Vk Tr Inv on 3 of the 5 factors compared between the two stocks.

How does Inv Vk Tr Inv compare to Liberty All-Star Equity Fund?

Inv Vk Tr Inv (NYSE:VGM) and Liberty All-Star Equity Fund (NYSE:USA) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, profitability, earnings, dividends, institutional ownership, media sentiment, analyst recommendations and risk.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Inv Vk Tr InvN/AN/AN/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

Inv Vk Tr Inv pays an annual dividend of $0.26 per share and has a dividend yield of 2.9%. Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.3%.

Inv Vk Tr Inv has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market. Comparatively, Liberty All-Star Equity Fund has a beta of 1.05, indicating that its stock price is 5% more volatile than the broader market.

In the previous week, Inv Vk Tr Inv and Inv Vk Tr Inv both had 1 articles in the media. Inv Vk Tr Inv's average media sentiment score of 1.90 beat Liberty All-Star Equity Fund's score of 0.00 indicating that Inv Vk Tr Inv is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Inv Vk Tr Inv
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Liberty All-Star Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

38.1% of Inv Vk Tr Inv shares are held by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. 1.0% of Inv Vk Tr Inv shares are held by company insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Company Net Margins Return on Equity Return on Assets
Inv Vk Tr InvN/A N/A N/A
Liberty All-Star Equity Fund N/A N/A N/A

Summary

Inv Vk Tr Inv beats Liberty All-Star Equity Fund on 3 of the 5 factors compared between the two stocks.

How does Inv Vk Tr Inv compare to TOP Financial Group?

Inv Vk Tr Inv (NYSE:VGM) and TOP Financial Group (NASDAQ:TOP) 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, analyst recommendations, risk, profitability, media sentiment, dividends, valuation and earnings.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Inv Vk Tr Inv
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

Inv Vk Tr Inv has higher earnings, but lower revenue than TOP Financial Group.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Inv Vk Tr InvN/AN/AN/AN/AN/A
TOP Financial Group$4.72M415.67-$1.17M-$0.02N/A

In the previous week, TOP Financial Group had 3 more articles in the media than Inv Vk Tr Inv. MarketBeat recorded 4 mentions for TOP Financial Group and 1 mentions for Inv Vk Tr Inv. Inv Vk Tr Inv's average media sentiment score of 1.90 beat TOP Financial Group's score of 0.75 indicating that Inv Vk Tr Inv is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Inv Vk Tr Inv
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
TOP Financial Group
1 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

38.1% of Inv Vk Tr Inv shares are owned by institutional investors. Comparatively, 0.3% of TOP Financial Group shares are owned by institutional investors. 1.0% of Inv Vk Tr Inv shares are owned by company insiders. Comparatively, 85.6% of TOP Financial Group shares are owned 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.

Inv Vk Tr Inv has a beta of 0.71, meaning that its share price is 29% less volatile than the broader market. Comparatively, TOP Financial Group has a beta of -0.98, meaning that its share price is 198% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Inv Vk Tr InvN/A N/A N/A
TOP Financial Group N/A N/A N/A

Summary

TOP Financial Group beats Inv Vk Tr Inv on 4 of the 7 factors compared between the two stocks.

How does Inv Vk Tr Inv compare to Nuveen Municipal Value Fund?

Nuveen Municipal Value Fund (NYSE:NUV) and Inv Vk Tr Inv (NYSE:VGM) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, valuation, dividends, profitability, institutional ownership, risk, analyst recommendations and media sentiment.

In the previous week, Nuveen Municipal Value Fund had 2 more articles in the media than Inv Vk Tr Inv. MarketBeat recorded 3 mentions for Nuveen Municipal Value Fund and 1 mentions for Inv Vk Tr Inv. Inv Vk Tr Inv's average media sentiment score of 1.90 beat Nuveen Municipal Value Fund's score of 1.33 indicating that Inv Vk Tr Inv is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Nuveen Municipal Value Fund
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Inv Vk Tr Inv
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen Municipal Value FundN/AN/AN/AN/AN/A
Inv Vk Tr InvN/AN/AN/AN/AN/A

Nuveen Municipal Value Fund pays an annual dividend of $0.06 per share and has a dividend yield of 0.7%. Inv Vk Tr Inv pays an annual dividend of $0.26 per share and has a dividend yield of 2.9%.

22.5% of Nuveen Municipal Value Fund shares are held by institutional investors. Comparatively, 38.1% of Inv Vk Tr Inv shares are held by institutional investors. 1.0% of Nuveen Municipal Value Fund shares are held by company insiders. Comparatively, 1.0% of Inv Vk Tr Inv shares are held 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.

Company Net Margins Return on Equity Return on Assets
Nuveen Municipal Value FundN/A N/A N/A
Inv Vk Tr Inv N/A N/A N/A

Nuveen Municipal Value Fund has a beta of 0.38, suggesting that its share price is 62% less volatile than the broader market. Comparatively, Inv Vk Tr Inv has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market.

Summary

Inv Vk Tr Inv beats Nuveen Municipal Value Fund on 4 of the 5 factors compared between the two stocks.

How does Inv Vk Tr Inv compare to SRH Total Return Fund?

SRH Total Return Fund (NYSE:STEW) and Inv Vk Tr Inv (NYSE:VGM) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, dividends, media sentiment, risk, analyst recommendations, valuation and institutional ownership.

15.6% of SRH Total Return Fund shares are owned by institutional investors. Comparatively, 38.1% of Inv Vk Tr Inv shares are owned by institutional investors. 0.0% of SRH Total Return Fund shares are owned by insiders. Comparatively, 1.0% of Inv Vk Tr Inv shares are owned 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, Inv Vk Tr Inv had 1 more articles in the media than SRH Total Return Fund. MarketBeat recorded 1 mentions for Inv Vk Tr Inv and 0 mentions for SRH Total Return Fund. Inv Vk Tr Inv's average media sentiment score of 1.90 beat SRH Total Return Fund's score of 0.00 indicating that Inv Vk Tr Inv is being referred to more favorably in the news media.

Company Overall Sentiment
SRH Total Return Fund Neutral
Inv Vk Tr Inv Very Positive

SRH Total Return Fund has a beta of 0.82, indicating that its share price is 18% less volatile than the broader market. Comparatively, Inv Vk Tr Inv has a beta of 0.71, indicating that its share price is 29% less volatile than the broader market.

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. Inv Vk Tr Inv pays an annual dividend of $0.26 per share and has a dividend yield of 2.9%.

Company Net Margins Return on Equity Return on Assets
SRH Total Return FundN/A N/A N/A
Inv Vk Tr Inv N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return FundN/AN/AN/AN/AN/A
Inv Vk Tr InvN/AN/AN/AN/AN/A

Summary

Inv Vk Tr Inv beats SRH Total Return Fund 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 VGM 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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VGM vs. The Competition

MetricInv Vk Tr InvCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$494.60M$5.16B$13.66B$23.38B
Dividend Yield2.83%7.65%6.09%3.66%
P/E RatioN/A27.8022.7220.23
Price / SalesN/A1,184.81483.1018.93
Price / CashN/A47.5439.5832.83
Price / BookN/A3.442.724.71
Net IncomeN/A$415.07M$1.32B$1.07B
7 Day Performance-1.05%-0.93%-0.16%0.41%
1 Month Performance-3.16%-3.45%-2.21%-1.33%
1 Year Performance-10.48%7.01%9.65%5.25%

Inv Vk Tr Inv Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VGM
Inv Vk Tr Inv
N/A$9.02
-1.2%
N/A-9.6%$494.60MN/AN/A147,000
TY
Tri Continental
N/A$34.50
-0.1%
N/A+1.6%$1.84BN/AN/AN/A
USA
Liberty All-Star Equity Fund
N/A$5.96
+0.8%
N/A-5.3%$1.82BN/AN/AN/A
TOP
TOP Financial Group
0.8935 of 5 stars
$14.91
+1.6%
N/A+170.9%$1.79B$4.72MN/A30
NUV
Nuveen Municipal Value Fund
N/A$8.28
-0.2%
N/A-7.2%$1.74B$104.26MN/A640

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This page (NYSE:VGM) was last updated on 10/23/2026 by MarketBeat.com Staff.
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