USA vs. NUV, GSBD, RVT, TY, GAB, PTY, STEW, ADX, CET, and QQQX
Should you be buying Liberty All-Star Equity Fund stock or one of its competitors? The main competitors of Liberty All-Star Equity Fund include Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), Royce Value Trust (RVT), Tri-Continental (TY), The Gabelli Equity Trust (GAB), PIMCO Corporate & Income Opportunity Fund (PTY), SRH Total Return Fund (STEW), Adams Diversified Equity Fund (ADX), Central Securities (CET), and Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX). These companies are all part of the "investment offices, not elsewhere classified" industry.
Nuveen Municipal Value Fund (NYSE:NUV) and Liberty All-Star Equity Fund (NYSE:USA) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, community ranking, media sentiment, earnings, institutional ownership, analyst recommendations, risk, valuation and profitability.
In the previous week, Liberty All-Star Equity Fund had 5 more articles in the media than Nuveen Municipal Value Fund. MarketBeat recorded 8 mentions for Liberty All-Star Equity Fund and 3 mentions for Nuveen Municipal Value Fund. Nuveen Municipal Value Fund's average media sentiment score of 0.44 beat Liberty All-Star Equity Fund's score of -0.04 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.
Nuveen Municipal Value Fund pays an annual dividend of $0.31 per share and has a dividend yield of 3.6%. Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.7%. Nuveen Municipal Value Fund has raised its dividend for 2 consecutive years and Liberty All-Star Equity Fund has raised its dividend for 1 consecutive years.
Liberty All-Star Equity Fund received 192 more outperform votes than Nuveen Municipal Value Fund when rated by MarketBeat users. Likewise, 68.87% of users gave Liberty All-Star Equity Fund an outperform vote while only 65.83% of users gave Nuveen Municipal Value Fund an outperform vote.
Nuveen Municipal Value Fund has a beta of 0.33, indicating that its stock price is 67% less volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500.
22.5% of Nuveen Municipal Value Fund shares are held by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are held by institutional investors. 1.0% of Nuveen Municipal Value Fund 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, hedge funds and large money managers believe a company is poised for long-term growth.
Summary
Liberty All-Star Equity Fund beats Nuveen Municipal Value Fund on 6 of the 9 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding USA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis 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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