Compare · IVZ vs PCQ
IVZ vs PCQ
Side-by-side comparison of Invesco Ltd (IVZ) and PIMCO California Municipal Income Fund (PCQ): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both IVZ and PCQ operate in Investment Managers (Finance), so they compete in similar markets.
- IVZ is the larger of the two at $12.72B, about 40.6x PCQ ($313.1M).
- Over the past year, IVZ is up 23.7% and PCQ is down 10.0% - IVZ leads by 33.7 points.
- IVZ has been more active in the news (9 items in the past 4 weeks vs 2 for PCQ).
- IVZ has more recent analyst coverage (25 ratings vs 0 for PCQ).
Invesco Ltd
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
PIMCO California Municipal Income Fund
PIMCO California Municipal Income Fund is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in municipal bonds. PIMCO California Municipal Income Fund was formed on June 29, 2001 and is domiciled in New York.
Latest IVZ
- Amendment: SEC Form 8-K/A filed by Invesco Ltd
- SEC Form 8-K filed by Invesco Ltd
- Invesco Ltd. Announces September 30, 2026 Assets Under Management
- UBS resumed coverage on Invesco with a new price target
- Director Invesco Advisers, Inc. returned $255,548 worth of Class E Common Stock to the company (8,969 units at $28.49) and was granted 16,176 units of Class E Common Stock, increasing direct ownership by 4% to 189,254 units (SEC Form 4)
- Invesco Closed-End Funds Declare Dividends
- Invesco Ltd. to Announce Third Quarter 2026 Results
- The Invesco QQQ Innovation Suite Expands with the Launch of Invesco Nasdaq International Innovators 100 ETF (QQI)
- Invesco Defined Contribution Survey Reveals Plan Participants are Open to Private Markets and AI Alongside Greater Education and Control
- Director Wood Phoebe A sold $97,320 worth of shares (3,000 units at $32.44), decreasing direct ownership by 3% to 107,111 units (SEC Form 4)
Latest PCQ
- SEC Form 4 filed by PIMCO California Municipal Income Fund
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- Amendment: SEC Form SCHEDULE 13D/A filed by PIMCO California Municipal Income Fund
- SEC Form N-23C-2 filed by PIMCO California Municipal Income Fund
- SEC Form N-CSRS filed by PIMCO California Municipal Income Fund
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- Amendment: SEC Form SCHEDULE 13G/A filed by PIMCO California Municipal Income Fund
- Large owner Jpmorgan Chase Bank, N.A. disposed of 790 units of Remarketable Variable Rate MuniFund Term Preferred Shares (SEC Form 4)
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- SEC Form N-23C-2 filed by PIMCO California Municipal Income Fund