Nuveen Core Equity Alpha FundJCE +0.43%58 5-Year Yield-on-Cost % is 9.88 as of Jul. 09, 2026, which is 2% below its 10-year median of 10.13. GuruFocus rates JCE with a GF Scoreâ„¢ of 58/100 and a GF Valueâ„¢ of $15.42 (Fairly Valued). The stock has 7 warning signs investors should review. Among 1,112 Asset Management companies, Nuveen Core Equity Alpha Fund ranks better than 72.39% on this metric.
The historical rank and industry rank for Nuveen Core Equity Alpha Fund's 5-Year Yield-on-Cost % or its related term are showing as below:
JCE'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 6.51 Med: 10.13 Max: 16.99
Current: 9.88
During the past 9 years, Nuveen Core Equity Alpha Fund's highest Yield on Cost was 16.99. The lowest was 6.51. And the median was 10.13.
JCE's 5-Year Yield-on-Cost % is ranked better than 72.39% of 1112
companies
in the Asset Management industry
Industry Median: 6.445
vs JCE: 9.88
Nuveen Core Equity Alpha Fund (NYSE:JCE) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Nuveen Core Equity Alpha Fund 5-Year Yield-on-Cost % Related Terms
JCE vs GAMG, XFLT, TDF: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Nuveen Core Equity Alpha Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Nuveen Core Equity Alpha Fund 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Nuveen Core Equity Alpha Fund's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Nuveen Core Equity Alpha Fund's 5-Year Yield-on-Cost % falls into.
Nuveen Core Equity Alpha Fund 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Nuveen Core Equity Alpha Fund (JCE) has a 5-Year Yield-on-Cost % of 9.88 as of Jul. 09, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Nuveen Core Equity Alpha Fund and its competitors. This is near median its historical median of 10.13. Over the past decade, Nuveen Core Equity Alpha Fund's 5-Year Yield-on-Cost % has ranged from 6.51 to 16.99. According to the industry distribution chart, Nuveen Core Equity Alpha Fund ranks #307 out of 1112 companies in the Asset Management industry, placing it in the top 27.6%.
Is Nuveen Core Equity Alpha Fund's 5-Year Yield-on-Cost % too high?
Nuveen Core Equity Alpha Fund's current 5-Year Yield-on-Cost % of 9.88 is near median its 10-year median of 10.13. Over the past 10 years, this metric has ranged from a low of 6.51 to a high of 16.99. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Nuveen Core Equity Alpha Fund's value of 9.88 is 53.3% above this industry median. Based on the distribution chart, Nuveen Core Equity Alpha Fund ranks #307 out of 1112 companies in the Asset Management industry, which is above the industry midpoint. Overall, Nuveen Core Equity Alpha Fund has a GF Scoreâ„¢ of 58/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Nuveen Core Equity Alpha Fund's 5-Year Yield-on-Cost % compare to GAMG and XFLT?
According to the Asset Management industry distribution chart, Nuveen Core Equity Alpha Fund ranks #307 out of 1112 companies for 5-Year Yield-on-Cost %. This puts Nuveen Core Equity Alpha Fund in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Nuveen Core Equity Alpha Fund's value of 9.88 is 53.3% above this benchmark. Historically, Nuveen Core Equity Alpha Fund's own 5-Year Yield-on-Cost % has ranged from 6.51 to 16.99 over the past decade. While the company's 10-year median is 10.13 vs. the industry median of 6.45, Nuveen Core Equity Alpha Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,112 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Nuveen Core Equity Alpha Fund's current 5-Year Yield-on-Cost % of 9.88 is 53.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Nuveen Core Equity Alpha Fund and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuveen Core Equity Alpha Fund's current 5-Year Yield-on-Cost % is 9.88, which is near median its own 10-year median of 10.13. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen Core Equity Alpha Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen Core Equity Alpha Fund (JCE) is currently considered Fairly Valued. The stock's GF Value™ is $15.42, compared to a current price of $16.49 — trading 6.9% above its estimated fair value. The current 5-Year Yield-on-Cost % is 9.88, which is near median its 10-year median of 10.13 and 53.3% above the Asset Management industry median of 6.45. Nuveen Core Equity Alpha Fund's overall GF Score™ is 58/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Nuveen Core Equity Alpha Fund (JCE), the current 5-Year Yield-on-Cost % is 9.88 as of Jul. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Nuveen Core Equity Alpha Fund (JCE) Overvalued in 2026?
Based on GuruFocus' analysis, Nuveen Core Equity Alpha Fund stock appears to be overvalued.
The current stock price of $16.49 is trading 6.9% above its estimated GF Value™ of $15.42.
GuruFocus considers Nuveen Core Equity Alpha Fund to be Fairly Valued.
Key valuation signals for JCE:
5-Year Yield-on-Cost %: 9.88 (near median its 10-year median of 10.13)
GF Value™: $15.42 vs. price of $16.49 (6.9% above fair value)
Industry Position: 53.3% above the Asset Management median (#307 of 1112)
No single metric tells the full story. See the JCE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Nuveen Core Equity Alpha Fund Business Description
Nuveen Core Equity Alpha Fund is a diversified closed-end management investment company. Its investment objective is to seek attractive total return with less volatility than the S&P 500 Index. The Fund invests in a portfolio of actively managed large-capitalization U.S. common stocks, using the sub-adviser's proprietary quantitative process designed to provide the potential for long-term outperformance. Additionally, the Fund seeks to reduce the volatility of its returns relative to the returns of the Equity Portfolio over extended periods by writing (selling) index call options and/or call options on custom baskets of securities.
58GF Score
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