MetaCap

Oxford Square Capital (OXSQ) 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 9, 2026.

Summary

Invesco for Investment Grade New York Municipals (VTN) has outperformed Oxford Square Capital (OXSQ) over the past year, losing 16.7% versus a loss of 26.4%. Over five years, VTN leads with a -30.8% price change compared with -69.1% for OXSQ. Oxford Square Capital is the larger company by market cap ($140.0 million vs $137.5 million), about 1.0 times the size.

Oxford Square Capital offers the higher dividend yield (32.31% vs 8.77%).

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

Relative performance

OXSQ-26.44%VTN-16.70%
+17%-9%-34%
Oct 8, 20251 yearOct 8, 2026
OXSQ-69.38%VTN-31.66%
+9%-32%-74%
Oct 4, 20215 yearsOct 5, 2026

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

Head-to-head

OXSQ versus VTN key metrics
MetricOXSQVTN
Share price$1.30$9.38
Market cap$140.02M$137.48M
1-day change+1.56%+1.02%
YTD return-27.27%-19.37%
1-year return-26.44%-16.70%
5-year return-69.08%-30.80%
P/E ratio (TTM)—31.25
Forward P/E5.91—
EPS (TTM)$-0.43$0.30
Dividend yield32.31%8.77%
Annual dividend$0.42$0.822
52-week high$2.05$12.10
52-week low$1.05$8.99
Distance from 52-week high-36.59%-22.52%
Analyst consensusnonebuy
Avg. price target upside+34.62%—
Average volume1.49M41.27K
Shares outstanding107.71M14.66M
SectorFinanceFinance
IndustryBlank ChecksFinance 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

  • Oxford Square Capital offers a meaningfully higher dividend yield (32.31% vs 8.77%).

About Oxford Square Capital

OXSQ stock →

Oxford Square Capital Corp. is a business development company, operates as a closed-end, non-diversified management investment company.

Finance · Blank Checks

About Invesco for Investment Grade New York Municipals

VTN stock →

Invesco Trust for Investment Grade New York Municipals 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 · Finance Companies

OXSQ vs VTN FAQ

Which is bigger, Oxford Square Capital or Invesco for Investment Grade New York Municipals?

Oxford Square Capital (OXSQ) is larger, with a market capitalization of $140.02M compared with $137.48M for Invesco for Investment Grade New York Municipals (VTN).

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

VTN returned -16.70% over the past 12 months, compared with -26.44% for OXSQ (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, Oxford Square Capital or Invesco for Investment Grade New York Municipals?

Oxford Square Capital has the higher yield at 32.31%, compared with 8.77% for Invesco for Investment Grade New York Municipals.

Are Oxford Square Capital and Invesco for Investment Grade New York Municipals in the same industry?

Both are in the Finance sector, but in different industries: Blank Checks for Oxford Square Capital and Finance Companies for Invesco for Investment Grade New York Municipals.

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