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Nuveen California Municipal Value Fund (NCA) Competitors

$8.67
-0.02 (-0.23%)
(As of 05/17/2024 08:54 PM ET)

NCA vs. PMM, MIN, WHF, ASG, MMT, RFI, RCS, PMO, MHN, and BKT

Should you be buying Nuveen California Municipal Value Fund stock or one of its competitors? The main competitors of Nuveen California Municipal Value Fund include Putnam Managed Municipal Income Trust (PMM), MFS Intermediate Income Trust (MIN), WhiteHorse Finance (WHF), Liberty All-Star Growth Fund (ASG), MFS Multimarket Income Trust (MMT), Cohen & Steers Total Return Realty Fund (RFI), PIMCO Strategic Income Fund (RCS), Putnam Municipal Opportunities Trust (PMO), BlackRock MuniHoldings New York Quality Fund (MHN), and BlackRock Income Trust (BKT). These companies are all part of the "investment offices, not elsewhere classified" industry.

Nuveen California Municipal Value Fund vs.

Nuveen California Municipal Value Fund (NYSE:NCA) and Putnam Managed Municipal Income Trust (NYSE:PMM) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, community ranking, risk, institutional ownership, valuation, media sentiment, dividends, analyst recommendations and earnings.

In the previous week, Nuveen California Municipal Value Fund had 1 more articles in the media than Putnam Managed Municipal Income Trust. MarketBeat recorded 1 mentions for Nuveen California Municipal Value Fund and 0 mentions for Putnam Managed Municipal Income Trust. Putnam Managed Municipal Income Trust's average media sentiment score of 1.95 beat Nuveen California Municipal Value Fund's score of 1.94 indicating that Putnam Managed Municipal Income Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Nuveen California Municipal Value Fund Very Positive
Putnam Managed Municipal Income Trust Very Positive

21.5% of Nuveen California Municipal Value Fund shares are held by institutional investors. Comparatively, 13.5% of Putnam Managed Municipal Income Trust shares are held by institutional investors. 1.0% of Nuveen California Municipal Value Fund shares are held by company insiders. Comparatively, 0.0% of Putnam Managed Municipal Income Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen California Municipal Value FundN/AN/AN/AN/AN/A
Putnam Managed Municipal Income Trust$12.76M22.01N/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Nuveen California Municipal Value FundN/A N/A N/A
Putnam Managed Municipal Income Trust N/A N/A N/A

Nuveen California Municipal Value Fund pays an annual dividend of $0.35 per share and has a dividend yield of 4.0%. Putnam Managed Municipal Income Trust pays an annual dividend of $0.29 per share and has a dividend yield of 4.8%.

Nuveen California Municipal Value Fund has a beta of 0.31, suggesting that its stock price is 69% less volatile than the S&P 500. Comparatively, Putnam Managed Municipal Income Trust has a beta of 0.57, suggesting that its stock price is 43% less volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Nuveen California Municipal Value Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Putnam Managed Municipal Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Nuveen California Municipal Value Fund received 7 more outperform votes than Putnam Managed Municipal Income Trust when rated by MarketBeat users. However, 65.91% of users gave Putnam Managed Municipal Income Trust an outperform vote while only 64.74% of users gave Nuveen California Municipal Value Fund an outperform vote.

CompanyUnderperformOutperform
Nuveen California Municipal Value FundOutperform Votes
123
64.74%
Underperform Votes
67
35.26%
Putnam Managed Municipal Income TrustOutperform Votes
116
65.91%
Underperform Votes
60
34.09%

Summary

Putnam Managed Municipal Income Trust beats Nuveen California Municipal Value Fund on 5 of the 9 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding NCA 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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NCA vs. The Competition

MetricNuveen California Municipal Value FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$287.05M$7.52B$10.19B$18.08B
Dividend Yield4.01%6.27%5.85%3.44%
P/E RatioN/A0.4537.0426.21
Price / SalesN/A16.84142.3010.64
Price / CashN/A7.8316.0619.24
Price / BookN/A1.003.166.00
Net IncomeN/A$73.96M$1.01B$966.17M
7 Day Performance-1.81%0.79%1.73%1.85%
1 Month Performance0.23%4.25%4.64%6.59%
1 Year Performance1.17%6.77%19.77%23.69%

Nuveen California Municipal Value Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PMM
Putnam Managed Municipal Income Trust
0 of 5 stars
$5.98
-0.2%
N/A+2.0%$277.43M$12.76M0.00N/APositive News
MIN
MFS Intermediate Income Trust
0 of 5 stars
$2.61
-0.8%
N/A-5.1%$297.51M$10.22M0.00N/APositive News
WHF
WhiteHorse Finance
0.7321 of 5 stars
$13.06
+2.0%
$12.81
-1.9%
+12.2%$303.51M$103.26M15.93N/AGap Up
High Trading Volume
ASG
Liberty All-Star Growth Fund
0 of 5 stars
$5.28
+0.4%
N/A+4.2%$307.22MN/A0.00N/ANews Coverage
MMT
MFS Multimarket Income Trust
0 of 5 stars
$4.59
flat
N/A+3.6%$265.26MN/A0.00N/ANegative News
RFI
Cohen & Steers Total Return Realty Fund
0 of 5 stars
$11.63
-0.1%
N/A+5.7%$308.78MN/A0.00N/APositive News
RCS
PIMCO Strategic Income Fund
0 of 5 stars
$5.78
-0.2%
N/A+15.3%$262.24M$27.31M0.00N/APositive News
PMO
Putnam Municipal Opportunities Trust
0 of 5 stars
$10.01
+0.2%
N/A+0.5%$318.45MN/A0.00N/ANews Coverage
Positive News
High Trading Volume
MHN
BlackRock MuniHoldings New York Quality Fund
0 of 5 stars
$10.62
+0.3%
N/A+3.3%$321.17M$8.56M0.00N/ANews Coverage
Positive News
BKT
BlackRock Income Trust
0 of 5 stars
$11.51
+0.7%
N/A-5.6%$245.28MN/A0.00N/A

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This page (NYSE:NCA) was last updated on 5/20/2024 by MarketBeat.com Staff

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