MetaCap

Barings Participation Investors (MPV) vs Invesco for Investment Grade New York Municipals (VTN)

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

Summary

Invesco for Investment Grade New York Municipals (VTN) has outperformed Barings Participation Investors (MPV) over the past year, losing 16.1% versus a loss of 20.5%. Over five years, MPV leads with a +18.1% price change compared with -30.6% for VTN. Barings Participation Investors is the larger company by market cap ($173.9 million vs $136.5 million), about 1.3 times the size.

On valuation, Barings Participation Investors trades at a lower trailing P/E (10.2x vs 31.0x for Invesco for Investment Grade New York Municipals). Barings Participation Investors offers the higher dividend yield (9.19% vs 8.83%).

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

Relative performance

MPV-20.52%VTN-16.13%
+10%-8%-26%
Oct 7, 20251 yearOct 7, 2026
MPV+16.82%VTN-31.44%
+54%+6%-42%
Oct 4, 20215 yearsOct 5, 2026

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

Head-to-head

MPV versus VTN key metrics
MetricMPVVTN
Share price$16.11$9.31
Market cap$173.86M$136.53M
1-day change-1.47%-2.72%
YTD return+1.38%-19.11%
1-year return-20.52%-16.13%
5-year return+18.11%-30.57%
P/E ratio (TTM)10.2031.03
Forward P/E22.38—
EPS (TTM)$1.58$0.30
Dividend yield9.19%8.83%
Annual dividend$1.48$0.822
52-week high$20.58$12.10
52-week low$15.05$8.99
Distance from 52-week high-21.72%-23.06%
Average volume22.13K40.68K
Shares outstanding10.79M14.66M
SectorFinanceFinance
IndustryFinance CompaniesFinance Companies

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 for Investment Grade New York Municipals trades at a higher earnings multiple (31.0x vs 10.2x trailing P/E).

MPV vs VTN FAQ

Which is bigger, Barings Participation Investors or Invesco for Investment Grade New York Municipals?

Barings Participation Investors (MPV) is larger, with a market capitalization of $173.86M compared with $136.53M for Invesco for Investment Grade New York Municipals (VTN).

Which stock has performed better over the past year, MPV or VTN?

VTN returned -16.13% over the past 12 months, compared with -20.52% for MPV (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, MPV or VTN?

MPV has the lower trailing P/E at 10.2, versus 31.0 for VTN. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Barings Participation Investors or Invesco for Investment Grade New York Municipals?

Barings Participation Investors has the higher yield at 9.19%, compared with 8.83% for Invesco for Investment Grade New York Municipals.

Are Barings Participation Investors and Invesco for Investment Grade New York Municipals in the same industry?

Yes. Both are classified in the Finance Companies industry within the Finance sector.

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