MetaCap

AlTi Global (ALTI) vs Invesco California Value Municipal Income (VCV)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Invesco California Value Municipal Income (VCV) has outperformed AlTi Global (ALTI) over the past year, losing 17.1% versus a loss of 22.3%. Over five years, VCV leads with a -33.9% price change compared with -72.2% for ALTI. Invesco California Value Municipal Income is the larger company by market cap ($429.3 million vs $427.3 million), about 1.0 times the size.

Invesco California Value Municipal Income pays a dividend yielding 8.87%, while AlTi Global does not currently pay one.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ALTI-22.25%VCV-17.08%
+50%+12%-26%
Oct 7, 20251 yearOct 7, 2026
ALTI-72.06%VCV-34.70%
+34%-22%-78%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ALTI versus VCV key metrics
MetricALTIVCV
Share price$2.74$8.74
Market cap$427.28M$429.26M
1-day change-0.72%-0.57%
YTD return-40.52%-21.02%
1-year return-22.25%-17.08%
5-year return-72.23%-33.91%
P/E ratio (TTM)—33.62
Forward P/E6.85—
EPS (TTM)$-1.26$0.26
Dividend yield0.00%8.87%
Annual dividend$0.00$0.775
52-week high$5.45$11.38
52-week low$2.69$8.70
Distance from 52-week high-49.68%-23.20%
Analyst consensusnone—
Avg. price target upside+228.47%—
Average volume167.79K165.84K
Shares outstanding115.07M49.11M
Employees465—
SectorFinanceFinance
IndustryInvestment ManagersTrusts Except Educational Religious and Charitable

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Invesco California Value Municipal Income offers a meaningfully higher dividend yield (8.87% vs 0.00%).

About AlTi Global

ALTI stock →

AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally.

Finance · Investment Managers · 465 employees

About Invesco California Value Municipal Income

VCV stock →

Invesco California Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., Invesco Asset Management (Japan) Limited, Invesco Asset Management Deutschland GmbH, Invesco Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and Invesco Senior Secured Management, Inc.

Finance · Trusts Except Educational Religious and Charitable

ALTI vs VCV FAQ

Which is bigger, AlTi Global or Invesco California Value Municipal Income?

Invesco California Value Municipal Income (VCV) is larger, with a market capitalization of $429.26M compared with $427.28M for AlTi Global (ALTI).

Which stock has performed better over the past year, ALTI or VCV?

VCV returned -17.08% over the past 12 months, compared with -22.25% for ALTI (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, AlTi Global or Invesco California Value Municipal Income?

Invesco California Value Municipal Income pays a dividend yielding 8.87%, while AlTi Global does not currently pay a regular dividend.

Are AlTi Global and Invesco California Value Municipal Income in the same industry?

Both are in the Finance sector, but in different industries: Investment Managers for AlTi Global and Trusts Except Educational Religious and Charitable for Invesco California Value Municipal Income.

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