Virtus Investment Partners (NASDAQ:VRTS – Get Free Report) and Nuveen Municipal Value Fund (NYSE:NUV – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, valuation, analyst recommendations, earnings, institutional ownership, risk and dividends.
Dividends
Virtus Investment Partners pays an annual dividend of $9.80 per share and has a dividend yield of 5.9%. Nuveen Municipal Value Fund pays an annual dividend of $0.13 per share and has a dividend yield of 1.4%. Virtus Investment Partners pays out 55.8% of its earnings in the form of a dividend.
Analyst Ratings
This is a breakdown of recent recommendations and price targets for Virtus Investment Partners and Nuveen Municipal Value Fund, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Virtus Investment Partners | 2 | 2 | 1 | 0 | 1.80 |
| Nuveen Municipal Value Fund | 0 | 0 | 0 | 0 | 0.00 |
Risk & Volatility
Virtus Investment Partners has a beta of 1.37, meaning that its share price is 37% more volatile than the S&P 500. Comparatively, Nuveen Municipal Value Fund has a beta of 0.38, meaning that its share price is 62% less volatile than the S&P 500.
Insider and Institutional Ownership
80.5% of Virtus Investment Partners shares are owned by institutional investors. Comparatively, 22.5% of Nuveen Municipal Value Fund shares are owned by institutional investors. 6.4% of Virtus Investment Partners 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 will outperform the market over the long term.
Profitability
This table compares Virtus Investment Partners and Nuveen Municipal Value Fund’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Virtus Investment Partners | 13.42% | 21.56% | 5.27% |
| Nuveen Municipal Value Fund | N/A | N/A | N/A |
Earnings and Valuation
This table compares Virtus Investment Partners and Nuveen Municipal Value Fund”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Virtus Investment Partners | $819.58 million | 1.35 | $121.75 million | $17.55 | 9.52 |
| Nuveen Municipal Value Fund | N/A | N/A | N/A | N/A | N/A |
Virtus Investment Partners has higher revenue and earnings than Nuveen Municipal Value Fund.
Summary
Virtus Investment Partners beats Nuveen Municipal Value Fund on 11 of the 12 factors compared between the two stocks.
About Virtus Investment Partners
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.
About Nuveen Municipal Value Fund
Nuveen Municipal Value Fund, Inc. is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund also invests some portion of its portfolio in derivative instruments. It invests in undervalued municipal securities and other related investments the income, exempt from regular federal income taxes that are rated Baa or BBB or better. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Standard & Poor's (S&P) National Municipal Bond Index. Nuveen Municipal Value Fund, Inc. was formed on April 8, 1987 and is domiciled in the United States.
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