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Inv Vk Mun Tr (VKQ) Competitors

Inv Vk Mun Tr logo
$9.58 +0.02 (+0.21%)
As of 09/4/2026 03:58 PM Eastern

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

Should you buy Inv Vk Mun Tr stock or one of its competitors? Inv Vk Mun Tr's main competitors and comparable companies include Tri Continental (TY), Nuveen Municipal Value Fund (NUV), Liberty All-Star Equity Fund (USA), TOP Financial Group (TOP), 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 Mun Tr compare to Tri Continental?

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

Company Net Margins Return on Equity Return on Assets
Inv Vk Mun TrN/A N/A N/A
Tri Continental N/A N/A N/A

Inv Vk Mun Tr has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market. Comparatively, Tri Continental has a beta of 0.82, meaning that its stock price is 18% less volatile than the broader market.

Inv Vk Mun Tr pays an annual dividend of $0.31 per share and has a dividend yield of 3.2%. Tri Continental pays an annual dividend of $1.11 per share and has a dividend yield of 3.1%.

In the previous week, Inv Vk Mun Tr had 3 more articles in the media than Tri Continental. MarketBeat recorded 3 mentions for Inv Vk Mun Tr and 0 mentions for Tri Continental. Inv Vk Mun Tr's average media sentiment score of 0.80 beat Tri Continental's score of 0.00 indicating that Inv Vk Mun Tr is being referred to more favorably in the media.

Company Overall Sentiment
Inv Vk Mun Tr Positive
Tri Continental Neutral

32.0% of Inv Vk Mun Tr shares are held by institutional investors. Comparatively, 10.2% of Tri Continental shares are held by institutional investors. 5.4% of Inv Vk Mun Tr 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 hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

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

Summary

Inv Vk Mun Tr beats Tri Continental on 4 of the 6 factors compared between the two stocks.

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

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

32.0% of Inv Vk Mun Tr shares are owned by institutional investors. Comparatively, 22.5% of Nuveen Municipal Value Fund shares are owned by institutional investors. 5.4% of Inv Vk Mun Tr shares are owned by insiders. Comparatively, 1.0% of Nuveen Municipal Value Fund 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Inv Vk Mun TrN/AN/AN/AN/AN/A
Nuveen Municipal Value Fund$104.26M17.91N/AN/AN/A

Inv Vk Mun Tr has a beta of 0.65, indicating that its stock price is 35% less volatile than the broader market. Comparatively, Nuveen Municipal Value Fund has a beta of 0.38, indicating that its stock price is 62% less volatile than the broader market.

Inv Vk Mun Tr pays an annual dividend of $0.31 per share and has a dividend yield of 3.2%. Nuveen Municipal Value Fund pays an annual dividend of $0.13 per share and has a dividend yield of 1.5%.

Company Net Margins Return on Equity Return on Assets
Inv Vk Mun TrN/A N/A N/A
Nuveen Municipal Value Fund N/A N/A N/A

In the previous week, Inv Vk Mun Tr had 1 more articles in the media than Nuveen Municipal Value Fund. MarketBeat recorded 3 mentions for Inv Vk Mun Tr and 2 mentions for Nuveen Municipal Value Fund. Nuveen Municipal Value Fund's average media sentiment score of 1.47 beat Inv Vk Mun Tr's score of 0.80 indicating that Nuveen Municipal Value Fund is being referred to more favorably in the news media.

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

Summary

Inv Vk Mun Tr beats Nuveen Municipal Value Fund on 5 of the 7 factors compared between the two stocks.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Inv Vk Mun TrN/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 Mun TrN/A N/A N/A
Liberty All-Star Equity Fund N/A N/A N/A

In the previous week, Inv Vk Mun Tr had 3 more articles in the media than Liberty All-Star Equity Fund. MarketBeat recorded 3 mentions for Inv Vk Mun Tr and 0 mentions for Liberty All-Star Equity Fund. Liberty All-Star Equity Fund's average media sentiment score of 1.42 beat Inv Vk Mun Tr's score of 0.80 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Inv Vk Mun Tr Positive
Liberty All-Star Equity Fund Positive

Inv Vk Mun Tr has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market. Comparatively, Liberty All-Star Equity Fund has a beta of 1.02, meaning that its stock price is 2% more volatile than the broader market.

32.0% of Inv Vk Mun Tr shares are held by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. 5.4% of Inv Vk Mun Tr shares are held by insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Inv Vk Mun Tr pays an annual dividend of $0.31 per share and has a dividend yield of 3.2%. Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.2%.

Summary

Inv Vk Mun Tr and Liberty All-Star Equity Fund tied by winning 3 of the 6 factors compared between the two stocks.

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

Inv Vk Mun Tr (NYSE:VKQ) 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 valuation, risk, dividends, analyst recommendations, profitability, institutional ownership, media sentiment and earnings.

32.0% of Inv Vk Mun Tr shares are held by institutional investors. Comparatively, 0.3% of TOP Financial Group shares are held by institutional investors. 5.4% of Inv Vk Mun Tr shares are held by insiders. Comparatively, 85.6% of TOP Financial Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

In the previous week, TOP Financial Group had 8 more articles in the media than Inv Vk Mun Tr. MarketBeat recorded 11 mentions for TOP Financial Group and 3 mentions for Inv Vk Mun Tr. TOP Financial Group's average media sentiment score of 0.83 beat Inv Vk Mun Tr's score of 0.80 indicating that TOP Financial Group is being referred to more favorably in the news media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Inv Vk Mun TrN/AN/AN/AN/AN/A
TOP Financial Group$4.72M386.53-$1.17M-$0.02N/A

Company Net Margins Return on Equity Return on Assets
Inv Vk Mun TrN/A N/A N/A
TOP Financial Group N/A N/A N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Inv Vk Mun Tr
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 Mun Tr has a beta of 0.65, suggesting that its stock price is 35% less volatile than the broader market. Comparatively, TOP Financial Group has a beta of -1.08, suggesting that its stock price is 208% less volatile than the broader market.

Summary

TOP Financial Group beats Inv Vk Mun Tr on 5 of the 7 factors compared between the two stocks.

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

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

In the previous week, Inv Vk Mun Tr had 3 more articles in the media than SRH Total Return Fund. MarketBeat recorded 3 mentions for Inv Vk Mun Tr and 0 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 1.86 beat Inv Vk Mun Tr's score of 0.80 indicating that SRH Total Return Fund is being referred to more favorably in the media.

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

SRH Total Return Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market. Comparatively, Inv Vk Mun Tr has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market.

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

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

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.1%. Inv Vk Mun Tr pays an annual dividend of $0.31 per share and has a dividend yield of 3.2%.

15.6% of SRH Total Return Fund shares are owned by institutional investors. Comparatively, 32.0% of Inv Vk Mun Tr shares are owned by institutional investors. 0.1% of SRH Total Return Fund shares are owned by insiders. Comparatively, 5.4% of Inv Vk Mun Tr shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

SRH Total Return Fund and Inv Vk Mun Tr 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 VKQ 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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VKQ vs. The Competition

MetricInv Vk Mun TrCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$529.01M$5.74B$14.31B$23.68B
Dividend Yield3.28%7.38%5.88%3.73%
P/E RatioN/A31.6426.1829.34
Price / SalesN/A1,221.35517.5619.88
Price / CashN/A48.2139.5933.23
Price / BookN/A1.982.137.61
Net IncomeN/A$419.47M$1.32B$1.07B
7 Day Performance-1.64%7.28%3.84%-0.05%
1 Month Performance-2.50%0.60%1.61%-0.24%
1 Year Performance3.90%7.46%11.96%12.80%

Inv Vk Mun Tr Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VKQ
Inv Vk Mun Tr
N/A$9.58
+0.2%
N/A+5.3%$529.01MN/AN/A147,000
TY
Tri Continental
N/A$35.68
+0.2%
N/A+5.9%$1.90B$255.12MN/AN/A
NUV
Nuveen Municipal Value Fund
N/A$8.93
-0.7%
N/A+2.0%$1.88BN/AN/A640
USA
Liberty All-Star Equity Fund
N/A$5.99
+0.2%
N/A-9.0%$1.85BN/AN/AN/A
TOP
TOP Financial Group
0.8621 of 5 stars
$14.88
-3.2%
N/A+157.3%$1.81B$4.72MN/A11

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This page (NYSE:VKQ) was last updated on 9/5/2026 by MarketBeat.com Staff.
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