Compare · MCR vs NUV
MCR vs NUV
Side-by-side comparison of MFS Charter Income Trust (MCR) and Nuveen Municipal Value Fund Inc. (NUV): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both MCR and NUV operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- NUV is the larger of the two at $2.07B, about 7.8x MCR ($265.4M).
- Over the past year, MCR is down 2.9% and NUV is up 5.7% - NUV leads by 8.6 points.
- MCR has hit the wire 5 times in the past 4 weeks while NUV has been quiet.
- Company
- MFS Charter Income Trust
- Nuveen Municipal Value Fund Inc.
- Price
- $6.03-0.17%
- $9.17+1.27%
- Market cap
- $265.4M
- $2.07B
- 1M return
- +0.84%
- +1.44%
- 1Y return
- -2.90%
- +5.71%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 1989
- 1987
- News (4w)
- 5
- 0
- Recent ratings
- 0
- 0
MFS Charter Income Trust
MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.
Nuveen Municipal Value Fund Inc.
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.
Latest MCR
- MFS Charter Income Trust Announces Adjournment of Special Shareholder Meeting
- MFS Announces Closed-End Fund Distributions
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
- MFS Announces Closed-End Fund Distributions
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
Latest NUV
- SEC Form N-2ASR filed by Nuveen Municipal Value Fund Inc.
- SEC Form 3 filed by new insider Kleinman Margot
- Nuveen Municipal Value Fund Inc. filed SEC Form 8-K: Other Events
- SEC Form 3 filed by new insider Castro Joseph
- SEC Form N-CEN filed by Nuveen Municipal Value Fund Inc.
- SEC Form N-CSR filed by Nuveen Municipal Value Fund Inc.
- SEC Form 3 filed by new insider Page Robert Tanner
- SEC Form N-PX filed by Nuveen Municipal Value Fund Inc.
- SEC Form N-CSRS filed by Nuveen Municipal Value Fund Inc.
- SEC Form DEF 14A filed by Nuveen Municipal Value Fund Inc.