Compare · IVZ vs PNI
IVZ vs PNI
Side-by-side comparison of Invesco Ltd (IVZ) and Pimco New York Municipal Income Fund II (PNI): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both companies sit in the Finance sector. IVZ focuses on Investment Managers, while PNI focuses on Trusts Except Educational Religious and Charitable.
- IVZ is the larger of the two at $12.72B, about 108.2x PNI ($117.5M).
- IVZ has been more active in the news (9 items in the past 4 weeks vs 1 for PNI).
- IVZ has more recent analyst coverage (25 ratings vs 0 for PNI).
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 New York Municipal Income Fund II
PIMCO New York Municipal Income Fund II is a closed-ended fixed income mutual fund launched and managed by Pacific Investment Management Company LLC. It invests in the fixed income markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in municipal bonds that pay interest that is exempt from federal, New York State, and New York City income tax. It also invests in New York variable rate notes, New York variable rate demand notes, and U.S. treasury bills. The fund employs proprietary analytical models to make its investments. PIMCO New York Municipal Income Fund II was formed on March 29, 2002 and is domiciled in the United States.
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 PNI
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- SEC Form N-23C-2 filed by Pimco New York Municipal Income Fund II
- SEC Form N-CSRS filed by Pimco New York Municipal Income Fund II
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- Large owner Bank Of America Corp /De/ disposed of 150 units of Remarketable Variable Rate MuniFund Term Preferred Shares (SEC Form 4)
- Amendment: SEC Form SCHEDULE 13D/A filed by Pimco New York Municipal Income Fund II
- Amendment: SEC Form SCHEDULE 13G/A filed by Pimco New York Municipal Income Fund II
- Large owner Jpmorgan Chase Bank, N.A. disposed of 149 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 New York Municipal Income Fund II