Nuveen AMT-Free Municipal Value Fund (NUW) vs Saratoga Investment New (SAR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Saratoga Investment New is the larger company by market cap ($239.8 million vs $233.5 million), about 1.0 times the size. On valuation, Nuveen AMT-Free Municipal Value Fund trades at a lower trailing P/E (15.0x vs 16.2x for Saratoga Investment New).
Summary generated from market data by MetaCap's automated system. Methodology
Head-to-head
| Metric | NUW | SAR |
|---|---|---|
| Share price | $13.01 | $14.91 |
| Market cap | $233.55M | $239.77M |
| 1-day change | -0.99% | -5.69% |
| YTD return | — | -35.37% |
| 1-year return | — | -36.15% |
| 5-year return | — | -49.20% |
| P/E ratio (TTM) | 14.95 | 16.21 |
| Forward P/E | — | 7.31 |
| EPS (TTM) | $0.87 | $0.92 |
| Dividend yield | 4.47% | 18.98% |
| Annual dividend | $0.00 | $0.00 |
| 52-week high | $14.70 | $24.07 |
| 52-week low | $12.70 | $13.78 |
| Distance from 52-week high | -11.50% | -38.06% |
| Analyst consensus | — | none |
| Avg. price target upside | — | +42.19% |
| Average volume | 68.73K | 167.94K |
| Shares outstanding | 17.95M | 16.08M |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
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
- Saratoga Investment New offers a meaningfully higher dividend yield (18.98% vs 4.47%).
About Nuveen AMT-Free Municipal Value Fund
NUW stock →Nuveen AMT-Free Municipal Value Fund is a close-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.
Financial Services · Asset Management
About Saratoga Investment New
SAR stock →Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies.
Financial Services · Asset Management
NUW vs SAR FAQ
Which is bigger, Nuveen AMT-Free Municipal Value Fund or Saratoga Investment New?
Saratoga Investment New (SAR) is larger, with a market capitalization of $239.77M compared with $233.55M for Nuveen AMT-Free Municipal Value Fund (NUW).
Which has the lower P/E ratio, NUW or SAR?
NUW has the lower trailing P/E at 15.0, versus 16.2 for SAR. 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 AMT-Free Municipal Value Fund or Saratoga Investment New?
Saratoga Investment New has the higher yield at 18.98%, compared with 4.47% for Nuveen AMT-Free Municipal Value Fund.
Are Nuveen AMT-Free Municipal Value Fund and Saratoga Investment New in the same industry?
Yes. Both are classified in the Asset Management industry within the Financial Services sector.