Nuveen California AMT-Free Quality Municipal Income Fund (NKX) vs Invesco California Value Municipal Income Trust (VCV)
Over the past 10 years, VCV outperformed NKX — 1.05% vs 0.72% annualized total return (price plus dividends).
A side-by-side comparison of Nuveen California AMT-Free Quality Municipal Income Fund and Invesco California Value Municipal Income Trust across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.
Total return — NKX vs VCV
growth of $100 · dividends reinvested · last 10yMetrics side by side
Did VCV beat NKX?
Over the past 10 years, VCV outperformed NKX — 1.05% vs 0.72% annualized total return (price plus dividends).
Total return (annualized)
| Metric | NKX | VCV |
|---|---|---|
| Total return (1Y) | -11.17% | -8.11% |
| Total return CAGR (3Y) | 7.98% | 9.34% |
| Total return CAGR (5Y) | -2.89% | -2.50% |
| Total return CAGR (10Y) | 0.72% | 1.05% |
NKX is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has VCV beaten NKX?
- Over the past 10 years, VCV outperformed NKX — 1.05% vs 0.72% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.