NYSE:VGM

Invesco Trust for Investment Grade Municipals Competitors

$13.69

-0.03 (-0.22 %)

(As of 04/9/2021 12:00 AM ET)

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Today's Range

$13.67

Now: $13.69▼

$13.74

50-Day Range

$12.87

MA: $13.36▼

$13.72

52-Week Range

$11.23

Now: $13.69▼

$13.74

Volume81,500 shs

Average Volume108,390 shs

Market Capitalization$742.34 million

P/E RatioN/A

Dividend Yield4.60%

Beta0.19

Invesco Trust for Investment Grade Municipals (NYSE:VGM) Vs. NUV, ADX, GSBD, PTY, HTGC, and RVT

Should you be buying VGM stock or one of its competitors? Companies in the industry of "investment offices, not elsewhere classified" are considered alternatives and competitors to Invesco Trust for Investment Grade Municipals, including Nuveen Municipal Value Fund (NUV), Adams Diversified Equity Fund (ADX), Goldman Sachs BDC (GSBD), PIMCO Corporate & Income Opportunity Fund (PTY), Hercules Capital (HTGC), and Royce Value Trust (RVT).

Invesco Trust for Investment Grade Municipals vs. Nuveen Municipal Value Fund Stock

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

Volatility and Risk

Invesco Trust for Investment Grade Municipals has a beta of 0.19, meaning that its stock price is 81% less volatile than the S&P 500. Comparatively, Nuveen Municipal Value Fund has a beta of 0.17, meaning that its stock price is 83% less volatile than the S&P 500.

Analyst Ratings

This is a summary of recent ratings and recommmendations for Invesco Trust for Investment Grade Municipals and Nuveen Municipal Value Fund, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Invesco Trust for Investment Grade Municipals	0	0	0	0	N/A
Nuveen Municipal Value Fund	0	0	0	0	N/A

Institutional & Insider Ownership

12.7% of Nuveen Municipal Value Fund shares are owned by institutional investors. 1.0% of Invesco Trust for Investment Grade Municipals shares are owned by company insiders. Comparatively, 1.0% of Nuveen Municipal Value Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares Invesco Trust for Investment Grade Municipals and Nuveen Municipal Value Fund's net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A
Nuveen Municipal Value Fund	N/A	N/A	N/A

Dividends

Invesco Trust for Investment Grade Municipals pays an annual dividend of $0.63 per share and has a dividend yield of 4.6%. Nuveen Municipal Value Fund pays an annual dividend of $0.37 per share and has a dividend yield of 3.3%. Invesco Trust for Investment Grade Municipals has raised its dividend for 1 consecutive years and Nuveen Municipal Value Fund has raised its dividend for 1 consecutive years.

Valuation and Earnings

This table compares Invesco Trust for Investment Grade Municipals and Nuveen Municipal Value Fund's top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A	N/A	N/A
Nuveen Municipal Value Fund	N/A	N/A	N/A	N/A	N/A

Summary

Invesco Trust for Investment Grade Municipals beats Nuveen Municipal Value Fund on 2 of the 3 factors compared between the two stocks.

Invesco Trust for Investment Grade Municipals vs. Adams Diversified Equity Fund Stock

Adams Diversified Equity Fund (NYSE:ADX) and Invesco Trust for Investment Grade Municipals (NYSE:VGM) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, valuation, risk, earnings, dividends, profitability and analyst recommendations.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Adams Diversified Equity Fund and Invesco Trust for Investment Grade Municipals, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Adams Diversified Equity Fund	0	0	0	0	N/A
Invesco Trust for Investment Grade Municipals	0	0	0	0	N/A

Volatility & Risk

Adams Diversified Equity Fund has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500. Comparatively, Invesco Trust for Investment Grade Municipals has a beta of 0.19, meaning that its stock price is 81% less volatile than the S&P 500.

Valuation and Earnings

This table compares Adams Diversified Equity Fund and Invesco Trust for Investment Grade Municipals' gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A	N/A	N/A

Insider & Institutional Ownership

14.9% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.2% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 1.0% of Invesco Trust for Investment Grade Municipals shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Profitability

This table compares Adams Diversified Equity Fund and Invesco Trust for Investment Grade Municipals' net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Adams Diversified Equity Fund	N/A	N/A	N/A
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A

Dividends

Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.4%. Invesco Trust for Investment Grade Municipals pays an annual dividend of $0.63 per share and has a dividend yield of 4.6%. Adams Diversified Equity Fund has increased its dividend for 1 consecutive years and Invesco Trust for Investment Grade Municipals has increased its dividend for 1 consecutive years.

Summary

Adams Diversified Equity Fund beats Invesco Trust for Investment Grade Municipals on 3 of the 4 factors compared between the two stocks.

Invesco Trust for Investment Grade Municipals vs. Goldman Sachs BDC Stock

Invesco Trust for Investment Grade Municipals (NYSE:VGM) and Goldman Sachs BDC (NYSE:GSBD) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their risk, profitability, earnings, analyst recommendations, institutional ownership, dividends and valuation.

Insider and Institutional Ownership

13.8% of Goldman Sachs BDC shares are owned by institutional investors. 1.0% of Invesco Trust for Investment Grade Municipals 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, endowments and hedge funds believe a company will outperform the market over the long term.

Profitability

This table compares Invesco Trust for Investment Grade Municipals and Goldman Sachs BDC's net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A
Goldman Sachs BDC	9.56%	11.79%	4.83%

Volatility & Risk

Invesco Trust for Investment Grade Municipals has a beta of 0.19, suggesting that its stock price is 81% less volatile than the S&P 500. Comparatively, Goldman Sachs BDC has a beta of 1.42, suggesting that its stock price is 42% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current recommendations and price targets for Invesco Trust for Investment Grade Municipals and Goldman Sachs BDC, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Invesco Trust for Investment Grade Municipals	0	0	0	0	N/A
Goldman Sachs BDC	0	2	1	0	2.33

Goldman Sachs BDC has a consensus price target of $15.9167, indicating a potential downside of 22.43%. Given Goldman Sachs BDC's higher probable upside, analysts clearly believe Goldman Sachs BDC is more favorable than Invesco Trust for Investment Grade Municipals.

Dividends

Invesco Trust for Investment Grade Municipals pays an annual dividend of $0.63 per share and has a dividend yield of 4.6%. Goldman Sachs BDC pays an annual dividend of $1.80 per share and has a dividend yield of 8.8%. 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 Trust for Investment Grade Municipals has increased its dividend for 1 consecutive years and Goldman Sachs BDC has increased its dividend for 1 consecutive years.

Earnings & Valuation

This table compares Invesco Trust for Investment Grade Municipals and Goldman Sachs BDC's revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A	N/A	N/A
Goldman Sachs BDC	$147.26 million	14.16	$36.15 million	$1.98	10.36

Goldman Sachs BDC has higher revenue and earnings than Invesco Trust for Investment Grade Municipals.

Summary

Goldman Sachs BDC beats Invesco Trust for Investment Grade Municipals on 9 of the 11 factors compared between the two stocks.

Invesco Trust for Investment Grade Municipals vs. PIMCO Corporate & Income Opportunity Fund Stock

Invesco Trust for Investment Grade Municipals (NYSE:VGM) and PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, valuation, analyst recommendations, earnings, institutional ownership, risk and dividends.

Profitability

This table compares Invesco Trust for Investment Grade Municipals and PIMCO Corporate & Income Opportunity Fund's net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A
PIMCO Corporate & Income Opportunity Fund	N/A	N/A	N/A

Earnings and Valuation

This table compares Invesco Trust for Investment Grade Municipals and PIMCO Corporate & Income Opportunity Fund's revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A	N/A	N/A
PIMCO Corporate & Income Opportunity Fund	N/A	N/A	N/A	N/A	N/A

Volatility and Risk

Invesco Trust for Investment Grade Municipals has a beta of 0.19, indicating that its share price is 81% less volatile than the S&P 500. Comparatively, PIMCO Corporate & Income Opportunity Fund has a beta of 0.76, indicating that its share price is 24% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and target prices for Invesco Trust for Investment Grade Municipals and PIMCO Corporate & Income Opportunity Fund, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Invesco Trust for Investment Grade Municipals	0	0	0	0	N/A
PIMCO Corporate & Income Opportunity Fund	0	0	0	0	N/A

Insider and Institutional Ownership

6.9% of PIMCO Corporate & Income Opportunity Fund shares are held by institutional investors. 1.0% of Invesco Trust for Investment Grade Municipals shares are held by 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.

Dividends

Invesco Trust for Investment Grade Municipals pays an annual dividend of $0.63 per share and has a dividend yield of 4.6%. PIMCO Corporate & Income Opportunity Fund pays an annual dividend of $1.56 per share and has a dividend yield of 8.4%. Invesco Trust for Investment Grade Municipals has increased its dividend for 1 consecutive years and PIMCO Corporate & Income Opportunity Fund has increased its dividend for 1 consecutive years.

Summary

PIMCO Corporate & Income Opportunity Fund beats Invesco Trust for Investment Grade Municipals on 3 of the 4 factors compared between the two stocks.

Invesco Trust for Investment Grade Municipals vs. Hercules Capital Stock

Hercules Capital (NYSE:HTGC) and Invesco Trust for Investment Grade Municipals (NYSE:VGM) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, risk, dividends and earnings.

Profitability

This table compares Hercules Capital and Invesco Trust for Investment Grade Municipals' net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Hercules Capital	42.72%	13.58%	6.31%
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A

Valuation & Earnings

This table compares Hercules Capital and Invesco Trust for Investment Grade Municipals' gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Hercules Capital	$267.87 million	7.29	$173.60 million	$1.41	11.99
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A	N/A	N/A

Hercules Capital has higher revenue and earnings than Invesco Trust for Investment Grade Municipals.

Volatility and Risk

Hercules Capital has a beta of 1.57, suggesting that its share price is 57% more volatile than the S&P 500. Comparatively, Invesco Trust for Investment Grade Municipals has a beta of 0.19, suggesting that its share price is 81% less volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Hercules Capital and Invesco Trust for Investment Grade Municipals, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Hercules Capital	0	0	8	0	3.00
Invesco Trust for Investment Grade Municipals	0	0	0	0	N/A

Hercules Capital presently has a consensus target price of $13.8438, suggesting a potential downside of 18.13%. Given Hercules Capital's higher possible upside, research analysts clearly believe Hercules Capital is more favorable than Invesco Trust for Investment Grade Municipals.

Institutional and Insider Ownership

28.9% of Hercules Capital shares are held by institutional investors. 3.3% of Hercules Capital shares are held by insiders. Comparatively, 1.0% of Invesco Trust for Investment Grade Municipals shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Dividends

Hercules Capital pays an annual dividend of $1.28 per share and has a dividend yield of 7.6%. Invesco Trust for Investment Grade Municipals pays an annual dividend of $0.63 per share and has a dividend yield of 4.6%. 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. Hercules Capital has increased its dividend for 1 consecutive years and Invesco Trust for Investment Grade Municipals has increased its dividend for 1 consecutive years.

Summary

Hercules Capital beats Invesco Trust for Investment Grade Municipals on 10 of the 11 factors compared between the two stocks.

Invesco Trust for Investment Grade Municipals vs. Royce Value Trust Stock

Royce Value Trust (NYSE:RVT) and Invesco Trust for Investment Grade Municipals (NYSE:VGM) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, risk, dividends and earnings.

Profitability

This table compares Royce Value Trust and Invesco Trust for Investment Grade Municipals' net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Royce Value Trust	N/A	N/A	N/A
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A

Valuation & Earnings

This table compares Royce Value Trust and Invesco Trust for Investment Grade Municipals' gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Royce Value Trust	N/A	N/A	N/A	N/A	N/A
Invesco Trust for Investment Grade Municipals	N/A	N/A	N/A	N/A	N/A

Volatility and Risk

Royce Value Trust has a beta of 1.51, suggesting that its share price is 51% more volatile than the S&P 500. Comparatively, Invesco Trust for Investment Grade Municipals has a beta of 0.19, suggesting that its share price is 81% less volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Royce Value Trust and Invesco Trust for Investment Grade Municipals, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Royce Value Trust	0	0	0	0	N/A
Invesco Trust for Investment Grade Municipals	0	0	0	0	N/A

Institutional and Insider Ownership

24.6% of Royce Value Trust shares are held by institutional investors. 0.5% of Royce Value Trust shares are held by insiders. Comparatively, 1.0% of Invesco Trust for Investment Grade Municipals shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Dividends

Royce Value Trust pays an annual dividend of $1.02 per share and has a dividend yield of 5.5%. Invesco Trust for Investment Grade Municipals pays an annual dividend of $0.63 per share and has a dividend yield of 4.6%. Invesco Trust for Investment Grade Municipals has increased its dividend for 1 consecutive years.

Summary

Royce Value Trust beats Invesco Trust for Investment Grade Municipals on 3 of the 5 factors compared between the two stocks.