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Inv Vk Tr Inv (VGM) Competitors

Inv Vk Tr Inv logo
$10.50 -0.04 (-0.38%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$10.50 0.00 (0.00%)
As of 08/14/2026 07:34 PM Eastern
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VGM vs. NUV, TY, USA, STEW, and GAB

Should you buy Inv Vk Tr Inv stock or one of its competitors? Inv Vk Tr Inv's main competitors and comparable companies include Nuveen Municipal Value Fund (NUV), Tri Continental (TY), Liberty All-Star Equity Fund (USA), SRH Total Return Fund (STEW), and Gabelli Equity Trust (GAB). 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 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 better stock? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, valuation, media sentiment, earnings and analyst recommendations.

22.5% of Nuveen Municipal Value Fund shares are owned by institutional investors. Comparatively, 38.1% of Inv Vk Tr Inv shares are owned by institutional investors. 1.0% of Nuveen Municipal Value 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen Municipal Value Fund$104.26M18.20N/AN/AN/A
Inv Vk Tr InvN/AN/AN/AN/AN/A

In the previous week, Nuveen Municipal Value Fund had 2 more articles in the media than Inv Vk Tr Inv. MarketBeat recorded 4 mentions for Nuveen Municipal Value Fund and 2 mentions for Inv Vk Tr Inv. Inv Vk Tr Inv's average media sentiment score of 1.43 beat Nuveen Municipal Value Fund's score of 0.67 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)
0 Positive mention(s)
1 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)
Positive

Nuveen Municipal Value Fund has a beta of 0.38, meaning that its share price is 62% less volatile than the broader market. Comparatively, Inv Vk Tr Inv has a beta of 0.68, meaning that its share price is 32% less volatile than the broader market.

Nuveen Municipal Value Fund pays an annual dividend of $0.16 per share and has a dividend yield of 1.8%. Inv Vk Tr Inv pays an annual dividend of $0.39 per share and has a dividend yield of 3.7%.

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

Summary

Inv Vk Tr Inv beats Nuveen Municipal Value Fund on 4 of the 6 factors compared between the two stocks.

How does Inv Vk Tr Inv compare to Tri Continental?

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

In the previous week, Inv Vk Tr Inv had 1 more articles in the media than Tri Continental. MarketBeat recorded 2 mentions for Inv Vk Tr Inv and 1 mentions for Tri Continental. Inv Vk Tr Inv's average media sentiment score of 1.43 beat Tri Continental's score of 0.00 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
Tri Continental
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
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)
Positive

10.2% of Tri Continental shares are held by institutional investors. Comparatively, 38.1% of Inv Vk Tr Inv shares are held by institutional investors. 8.7% of Tri Continental shares are held by insiders. Comparatively, 1.0% of Inv Vk Tr Inv shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

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

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

Tri Continental pays an annual dividend of $1.11 per share and has a dividend yield of 3.1%. Inv Vk Tr Inv pays an annual dividend of $0.39 per share and has a dividend yield of 3.7%.

Tri Continental has a beta of 0.83, indicating that its stock price is 17% less volatile than the broader market. Comparatively, Inv Vk Tr Inv has a beta of 0.68, indicating that its stock price is 32% less volatile than the broader market.

Summary

Inv Vk Tr Inv beats Tri Continental on 4 of the 6 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 contrast the two businesses based on the strength of their analyst recommendations, profitability, risk, institutional ownership, valuation, dividends, media sentiment and earnings.

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 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 0.68, suggesting that its stock price is 32% less volatile than the broader market. Comparatively, Liberty All-Star Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the broader market.

Inv Vk Tr Inv pays an annual dividend of $0.39 per share and has a dividend yield of 3.7%. Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.0%.

In the previous week, Liberty All-Star Equity Fund had 2 more articles in the media than Inv Vk Tr Inv. MarketBeat recorded 4 mentions for Liberty All-Star Equity Fund and 2 mentions for Inv Vk Tr Inv. Inv Vk Tr Inv's average media sentiment score of 1.43 beat Liberty All-Star Equity Fund's score of 0.41 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)
Positive
Liberty All-Star Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

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 and Liberty All-Star Equity Fund tied by winning 3 of the 6 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 better stock? We will contrast the two companies based on the strength of their earnings, institutional ownership, valuation, risk, dividends, profitability, media sentiment and analyst recommendations.

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

In the previous week, SRH Total Return Fund and SRH Total Return Fund both had 2 articles in the media. Inv Vk Tr Inv's average media sentiment score of 1.43 beat SRH Total Return Fund's score of 0.46 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
SRH Total Return Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
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)
Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return Fund$150.94M11.87N/AN/AN/A
Inv Vk Tr InvN/AN/AN/AN/AN/A

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.1%. Inv Vk Tr Inv pays an annual dividend of $0.39 per share and has a dividend yield of 3.7%.

SRH Total Return Fund has a beta of 0.82, indicating that its stock price is 18% less volatile than the broader market. Comparatively, Inv Vk Tr Inv has a beta of 0.68, indicating that its stock price is 32% less volatile than the broader market.

15.6% of SRH Total Return Fund shares are held by institutional investors. Comparatively, 38.1% of Inv Vk Tr Inv shares are held by institutional investors. 0.1% of SRH Total Return 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.

Summary

SRH Total Return Fund and Inv Vk Tr Inv tied by winning 3 of the 6 factors compared between the two stocks.

How does Inv Vk Tr Inv compare to Gabelli Equity Trust?

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

Gabelli Equity Trust has a beta of 0.69, suggesting that its share price is 31% less volatile than the broader market. Comparatively, Inv Vk Tr Inv has a beta of 0.68, suggesting that its share price is 32% less volatile than the broader market.

In the previous week, Gabelli Equity Trust had 5 more articles in the media than Inv Vk Tr Inv. MarketBeat recorded 7 mentions for Gabelli Equity Trust and 2 mentions for Inv Vk Tr Inv. Inv Vk Tr Inv's average media sentiment score of 1.43 beat Gabelli Equity Trust's score of 0.70 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
Gabelli Equity Trust
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 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)
Positive

Gabelli Equity Trust pays an annual dividend of $0.60 per share and has a dividend yield of 10.3%. Inv Vk Tr Inv pays an annual dividend of $0.39 per share and has a dividend yield of 3.7%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Gabelli Equity TrustN/AN/AN/AN/AN/A
Inv Vk Tr InvN/AN/AN/AN/AN/A

7.2% of Gabelli Equity Trust shares are held by institutional investors. Comparatively, 38.1% of Inv Vk Tr Inv shares are held by institutional investors. 0.8% of Gabelli Equity Trust 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 endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Company Net Margins Return on Equity Return on Assets
Gabelli Equity TrustN/A N/A N/A
Inv Vk Tr Inv N/A N/A N/A

Summary

Gabelli Equity Trust and Inv Vk Tr Inv 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 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$571.60M$5.74B$14.16B$24.30B
Dividend Yield3.68%7.38%5.87%3.68%
P/E RatioN/A38.1229.3430.85
Price / SalesN/A1,232.95514.6558.71
Price / CashN/A48.3337.4932.80
Price / BookN/A3.693.716.82
Net IncomeN/A$417.15M$1.31B$1.06B
7 Day Performance0.96%0.60%0.77%0.55%
1 Month Performance-1.08%0.76%1.56%2.90%
1 Year Performance8.47%7.79%12.52%19.10%

Inv Vk Tr Inv Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VGM
Inv Vk Tr Inv
N/A$10.50
-0.4%
N/A+8.6%$571.60MN/AN/A147,000
NUV
Nuveen Municipal Value Fund
N/A$9.08
+0.1%
N/A+4.8%$1.91BN/AN/A640
TY
Tri Continental
N/A$35.65
+1.4%
N/A+8.5%$1.87B$255.12MN/AN/A
USA
Liberty All-Star Equity Fund
N/A$5.98
+1.3%
N/A-8.0%$1.82BN/AN/AN/A
STEW
SRH Total Return Fund
N/A$18.76
+0.7%
N/A+3.3%$1.80BN/AN/AN/A

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This page (NYSE:VGM) was last updated on 8/15/2026 by MarketBeat.com Staff.
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