Nuveen New York Quality Municipal Income Fund (NAN) vs Source Capital Cmn Shs of BI (SOR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Source Capital Cmn Shs of BI (SOR) has outperformed Nuveen New York Quality Municipal Income Fund (NAN) over the past year, losing 1.2% versus a loss of 16.1%. Over five years, SOR leads with a -0.8% price change compared with -34.9% for NAN. On valuation, Source Capital Cmn Shs of BI trades at a lower trailing P/E (6.9x vs 26.6x for Nuveen New York Quality Municipal Income Fund).
Nuveen New York Quality Municipal Income Fund offers the higher dividend yield (9.02% vs 5.52%).
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | NAN | SOR |
|---|---|---|
| Share price | $9.58 | $45.27 |
| Market cap | $321.43M | — |
| 1-day change | -0.26% | +0.45% |
| YTD return | -14.74% | -1.16% |
| 1-year return | -16.08% | -1.18% |
| 5-year return | -34.92% | -0.83% |
| P/E ratio (TTM) | 26.60 | 6.88 |
| EPS (TTM) | $0.36 | $6.58 |
| Dividend yield | 9.02% | 5.52% |
| Annual dividend | $0.864 | $2.50 |
| 52-week high | $11.80 | $50.41 |
| 52-week low | $9.43 | $44.20 |
| Distance from 52-week high | -18.86% | -10.21% |
| Analyst consensus | hold | — |
| Average volume | 115.86K | 10.10K |
| Shares outstanding | 33.57M | — |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
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
- SOR has outperformed NAN by 14.9 percentage points over the past year.
- Nuveen New York Quality Municipal Income Fund trades at a higher earnings multiple (26.6x vs 6.9x trailing P/E).
- Nuveen New York Quality Municipal Income Fund offers a meaningfully higher dividend yield (9.02% vs 5.52%).
About Nuveen New York Quality Municipal Income Fund
NAN stock →Nuveen New York Quality Municipal Income Fund 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.
Finance · Investment Managers
About Source Capital Cmn Shs of BI
SOR stock →Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC.
Finance · Investment Managers
NAN vs SOR FAQ
Which stock has performed better over the past year, NAN or SOR?
SOR returned -1.18% over the past 12 months, compared with -16.08% for NAN (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, NAN or SOR?
SOR has the lower trailing P/E at 6.9, versus 26.6 for NAN. 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, Nuveen New York Quality Municipal Income Fund or Source Capital Cmn Shs of BI?
Nuveen New York Quality Municipal Income Fund has the higher yield at 9.02%, compared with 5.52% for Source Capital Cmn Shs of BI.
Are Nuveen New York Quality Municipal Income Fund and Source Capital Cmn Shs of BI in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.