Which has higher valuation and earnings, MUC or ZTR?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio BlackRock MuniHoldings California Quality Fund $26.56M 50.16 N/A N/A N/A Virtus Total Return Fund N/A N/A N/A N/A N/A

Is MUC or ZTR more profitable?

Company Net Margins Return on Equity Return on Assets BlackRock MuniHoldings California Quality Fund N/A N/A N/A Virtus Total Return Fund N/A N/A N/A

Which has better earnings & valuation, ZTR or HQH?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Virtus Total Return Fund N/A N/A N/A N/A N/A abrdn Healthcare Investors N/A N/A N/A N/A N/A

Is ZTR or HQH more profitable?

Company Net Margins Return on Equity Return on Assets Virtus Total Return Fund N/A N/A N/A abrdn Healthcare Investors N/A N/A N/A

Which has better earnings and valuation, ZTR or TYG?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Virtus Total Return Fund N/A N/A N/A N/A N/A Tortoise Energy Infrastructure N/A N/A N/A N/A N/A

Is ZTR or TYG more profitable?

Company Net Margins Return on Equity Return on Assets Virtus Total Return Fund N/A N/A N/A Tortoise Energy Infrastructure N/A N/A N/A

Do analysts rate ZTR or GSBD?

Goldman Sachs BDC has a consensus price target of $8.50, suggesting a potential downside of 5.50%. Given Goldman Sachs BDC's stronger consensus rating and higher probable upside, analysts clearly believe Goldman Sachs BDC is more favorable than Virtus Total Return Fund. Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Virtus Total Return Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00 Goldman Sachs BDC 3 Sell rating(s) 4 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.57

Which has preferable earnings & valuation, ZTR or GSBD?

Goldman Sachs BDC has higher revenue and earnings than Virtus Total Return Fund. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Virtus Total Return Fund N/A N/A N/A N/A N/A Goldman Sachs BDC $86.61M 11.69 $119.27M $0.65 13.84

Do analysts prefer ASA or ZTR?

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score ASA Gold and Precious Metals 0 Sell rating(s) 0 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 3.00 Virtus Total Return Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00

Which has stronger valuation & earnings, ASA or ZTR?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio ASA Gold and Precious Metals N/A N/A N/A N/A N/A Virtus Total Return Fund N/A N/A N/A N/A N/A

Is ASA or ZTR more profitable?

Company Net Margins Return on Equity Return on Assets ASA Gold and Precious Metals N/A N/A N/A Virtus Total Return Fund N/A N/A N/A

Virtus Total Return Fund (ZTR) Competitors

$6.78 +0.01 (+0.16%)

As of 10:43 AM Eastern

Compare

ZTR vs. MUC, HQH, TYG, GSBD, and ASA

Should you buy Virtus Total Return Fund stock or one of its competitors? MarketBeat compares Virtus Total Return Fund with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Virtus Total Return Fund include BlackRock MuniHoldings California Quality Fund (MUC), abrdn Healthcare Investors (HQH), Tortoise Energy Infrastructure (TYG), Goldman Sachs BDC (GSBD), and ASA Gold and Precious Metals (ASA). These companies are all part of the "finance" sector.

How does Virtus Total Return Fund compare to BlackRock MuniHoldings California Quality Fund?

BlackRock MuniHoldings California Quality Fund (NYSE:MUC) and Virtus Total Return Fund (NYSE:ZTR) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, risk, institutional ownership, profitability, analyst recommendations, valuation and dividends.

BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.43 per share and has a dividend yield of 4.0%. Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.0%.

31.0% of BlackRock MuniHoldings California Quality Fund shares are held by institutional investors. Comparatively, 47.1% of Virtus Total Return Fund shares are held by institutional investors. 5.7% of Virtus Total Return Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
BlackRock MuniHoldings California Quality Fund	$26.56M	50.16	N/A	N/A	N/A
Virtus Total Return Fund	N/A	N/A	N/A	N/A	N/A

In the previous week, BlackRock MuniHoldings California Quality Fund's average media sentiment score of 0.00 equaled Virtus Total Return Fund'saverage media sentiment score.

Company	Overall Sentiment
BlackRock MuniHoldings California Quality Fund	Neutral
Virtus Total Return Fund	Neutral

BlackRock MuniHoldings California Quality Fund has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market. Comparatively, Virtus Total Return Fund has a beta of 0.93, indicating that its share price is 7% less volatile than the broader market.

Company	Net Margins	Return on Equity	Return on Assets
BlackRock MuniHoldings California Quality Fund	N/A	N/A	N/A
Virtus Total Return Fund	N/A	N/A	N/A

Summary

Virtus Total Return Fund beats BlackRock MuniHoldings California Quality Fund on 4 of the 5 factors compared between the two stocks.

How does Virtus Total Return Fund compare to abrdn Healthcare Investors?

Virtus Total Return Fund (NYSE:ZTR) and abrdn Healthcare Investors (NYSE:HQH) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their earnings, valuation, risk, institutional ownership, dividends, profitability, media sentiment and analyst recommendations.

Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.0%. abrdn Healthcare Investors pays an annual dividend of $2.32 per share and has a dividend yield of 10.1%.

Virtus Total Return Fund has a beta of 0.93, meaning that its share price is 7% less volatile than the broader market. Comparatively, abrdn Healthcare Investors has a beta of 0.78, meaning that its share price is 22% less volatile than the broader market.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Virtus Total Return Fund	N/A	N/A	N/A	N/A	N/A
abrdn Healthcare Investors	N/A	N/A	N/A	N/A	N/A

Company	Net Margins	Return on Equity	Return on Assets
Virtus Total Return Fund	N/A	N/A	N/A
abrdn Healthcare Investors	N/A	N/A	N/A

47.1% of Virtus Total Return Fund shares are held by institutional investors. Comparatively, 32.6% of abrdn Healthcare Investors shares are held by institutional investors. 5.7% of Virtus Total Return Fund shares are held by company insiders. Comparatively, 7.3% of abrdn Healthcare Investors shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, abrdn Healthcare Investors had 2 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 2 mentions for abrdn Healthcare Investors and 0 mentions for Virtus Total Return Fund. abrdn Healthcare Investors' average media sentiment score of 0.65 beat Virtus Total Return Fund's score of 0.00 indicating that abrdn Healthcare Investors is being referred to more favorably in the news media.

Company	Overall Sentiment
Virtus Total Return Fund	Neutral
abrdn Healthcare Investors	Positive

Summary

abrdn Healthcare Investors beats Virtus Total Return Fund on 4 of the 6 factors compared between the two stocks.

How does Virtus Total Return Fund compare to Tortoise Energy Infrastructure?

Virtus Total Return Fund (NYSE:ZTR) and Tortoise Energy Infrastructure (NYSE:TYG) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their profitability, risk, institutional ownership, media sentiment, earnings, valuation, dividends and analyst recommendations.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Virtus Total Return Fund	N/A	N/A	N/A	N/A	N/A
Tortoise Energy Infrastructure	N/A	N/A	N/A	N/A	N/A

Company	Net Margins	Return on Equity	Return on Assets
Virtus Total Return Fund	N/A	N/A	N/A
Tortoise Energy Infrastructure	N/A	N/A	N/A

Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.0%. Tortoise Energy Infrastructure pays an annual dividend of $5.37 per share and has a dividend yield of 12.8%.

47.1% of Virtus Total Return Fund shares are held by institutional investors. Comparatively, 32.5% of Tortoise Energy Infrastructure shares are held by institutional investors. 5.7% of Virtus Total Return Fund shares are held by company insiders. Comparatively, 0.1% of Tortoise Energy Infrastructure shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, Virtus Total Return Fund's average media sentiment score of 0.00 equaled Tortoise Energy Infrastructure'saverage media sentiment score.

Company	Overall Sentiment
Virtus Total Return Fund	Neutral
Tortoise Energy Infrastructure	Neutral

Virtus Total Return Fund has a beta of 0.93, indicating that its share price is 7% less volatile than the broader market. Comparatively, Tortoise Energy Infrastructure has a beta of 0.75, indicating that its share price is 25% less volatile than the broader market.

Summary

Virtus Total Return Fund beats Tortoise Energy Infrastructure on 3 of the 4 factors compared between the two stocks.

How does Virtus Total Return Fund compare to Goldman Sachs BDC?

Virtus Total Return Fund (NYSE:ZTR) and Goldman Sachs BDC (NYSE:GSBD) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, profitability, risk, dividends, institutional ownership, earnings, valuation and analyst recommendations.

In the previous week, Goldman Sachs BDC had 1 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 1 mentions for Goldman Sachs BDC and 0 mentions for Virtus Total Return Fund. Goldman Sachs BDC's average media sentiment score of 0.61 beat Virtus Total Return Fund's score of 0.00 indicating that Goldman Sachs BDC is being referred to more favorably in the news media.

Company	Overall Sentiment
Virtus Total Return Fund	Neutral
Goldman Sachs BDC	Positive

Goldman Sachs BDC has higher revenue and earnings than Virtus Total Return Fund.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Virtus Total Return Fund	N/A	N/A	N/A	N/A	N/A
Goldman Sachs BDC	$86.61M	11.69	$119.27M	$0.65	13.84

Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.0%. Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 14.2%. Goldman Sachs BDC pays out 196.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Virtus Total Return Fund has a beta of 0.93, suggesting that its stock price is 7% less volatile than the broader market. Comparatively, Goldman Sachs BDC has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

47.1% of Virtus Total Return Fund shares are held by institutional investors. Comparatively, 28.7% of Goldman Sachs BDC shares are held by institutional investors. 5.7% of Virtus Total Return Fund shares are held by company insiders. Comparatively, 0.1% of Goldman Sachs BDC shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Goldman Sachs BDC has a net margin of 21.32% compared to Virtus Total Return Fund's net margin of 0.00%. Goldman Sachs BDC's return on equity of 10.94% beat Virtus Total Return Fund's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Virtus Total Return Fund	N/A	N/A	N/A
Goldman Sachs BDC	21.32%	10.94%	4.66%

Goldman Sachs BDC has a consensus price target of $8.50, suggesting a potential downside of 5.50%. Given Goldman Sachs BDC's stronger consensus rating and higher probable upside, analysts clearly believe Goldman Sachs BDC is more favorable than Virtus Total Return Fund.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Virtus Total Return Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
Goldman Sachs BDC	3 Sell rating(s)	4 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.57

Summary

Goldman Sachs BDC beats Virtus Total Return Fund on 9 of the 13 factors compared between the two stocks.

How does Virtus Total Return Fund compare to ASA Gold and Precious Metals?

ASA Gold and Precious Metals (NYSE:ASA) and Virtus Total Return Fund (NYSE:ZTR) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, analyst recommendations, dividends, valuation, risk, profitability, institutional ownership and media sentiment.

ASA Gold and Precious Metals pays an annual dividend of $0.07 per share and has a dividend yield of 0.1%. Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.0%.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ASA Gold and Precious Metals	0 Sell rating(s)	0 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	3.00
Virtus Total Return Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

ASA Gold and Precious Metals has a beta of 0.74, suggesting that its share price is 26% less volatile than the broader market. Comparatively, Virtus Total Return Fund has a beta of 0.93, suggesting that its share price is 7% less volatile than the broader market.

Company	Net Margins	Return on Equity	Return on Assets
ASA Gold and Precious Metals	N/A	N/A	N/A
Virtus Total Return Fund	N/A	N/A	N/A

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ASA Gold and Precious Metals	N/A	N/A	N/A	N/A	N/A
Virtus Total Return Fund	N/A	N/A	N/A	N/A	N/A

47.1% of Virtus Total Return Fund shares are held by institutional investors. 1.7% of ASA Gold and Precious Metals shares are held by insiders. Comparatively, 5.7% of Virtus Total Return Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, ASA Gold and Precious Metals had 4 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 4 mentions for ASA Gold and Precious Metals and 0 mentions for Virtus Total Return Fund. ASA Gold and Precious Metals' average media sentiment score of 0.94 beat Virtus Total Return Fund's score of 0.00 indicating that ASA Gold and Precious Metals is being referred to more favorably in the media.

Company	Overall Sentiment
ASA Gold and Precious Metals	Positive
Virtus Total Return Fund	Neutral

Summary

ASA Gold and Precious Metals and Virtus Total Return Fund tied by winning 4 of the 8 factors compared between the two stocks.

Get Virtus Total Return Fund News Delivered to You Automatically

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding ZTR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.

ZTR vs. The Competition

Export

Metric	Virtus Total Return Fund	Capital Markets Industry	Finance Sector	NYSE Exchange
Market Cap	$339.23M	$5.61B	$14.08B	$24.13B
Dividend Yield	9.04%	7.46%	5.91%	3.70%
P/E Ratio	N/A	38.11	29.27	31.98
Price / Sales	N/A	1,250.20	513.82	74.18
Price / Cash	N/A	48.23	39.32	32.38
Price / Book	N/A	3.74	3.74	6.88
Net Income	N/A	$417.17M	$1.31B	$1.07B
7 Day Performance	-0.79%	1.29%	1.18%	2.04%
1 Month Performance	-0.93%	-0.43%	0.55%	1.61%
1 Year Performance	8.06%	6.72%	13.29%	19.63%

Virtus Total Return Fund Competitors List

Export

Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
ZTR Virtus Total Return Fund	N/A	$6.78 +0.2%	N/A	+8.3%	$339.13M	N/A	N/A	N/A
MUC BlackRock MuniHoldings California Quality Fund	N/A	$10.67 +0.2%	N/A	+4.5%	$1.33B	N/A	N/A	147,000
HQH abrdn Healthcare Investors	N/A	$21.89 +1.0%	N/A	+43.1%	$1.24B	N/A	N/A	147,000
TYG Tortoise Energy Infrastructure	N/A	$43.34 -1.0%	N/A	-3.5%	$1.11B	N/A	N/A	N/A
GSBD Goldman Sachs BDC	2.5359 of 5 stars	$8.86 +1.8%	$8.50 -4.1%	-20.3%	$979.35M	$365.57M	13.63	N/A	Positive News

Related Companies and Tools

Related Companies

Top 10 Stock Comparisons

This page (NYSE:ZTR) was last updated on 8/6/2026 by MarketBeat.com Staff.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Virtus Total Return Fund (ZTR) Competitors

ZTR vs. MUC, HQH, TYG, GSBD, and ASA

How does Virtus Total Return Fund compare to BlackRock MuniHoldings California Quality Fund?

Summary

How does Virtus Total Return Fund compare to abrdn Healthcare Investors?

Summary

How does Virtus Total Return Fund compare to Tortoise Energy Infrastructure?

Summary

How does Virtus Total Return Fund compare to Goldman Sachs BDC?

Summary

How does Virtus Total Return Fund compare to ASA Gold and Precious Metals?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

ZTR vs. The Competition

Virtus Total Return Fund Competitors List

Related Companies and Tools

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Virtus Total Return Fund (ZTR) Competitors

ZTR vs. MUC, HQH, TYG, GSBD, and ASA

How does Virtus Total Return Fund compare to BlackRock MuniHoldings California Quality Fund?

Is MUC or ZTR a better dividend stock?

Do insiders & institutionals hold more shares of MUC or ZTR?

Which has higher valuation and earnings, MUC or ZTR?

Does the media prefer MUC or ZTR?

Which has more risk & volatility, MUC or ZTR?

Is MUC or ZTR more profitable?

Summary

How does Virtus Total Return Fund compare to abrdn Healthcare Investors?

Is ZTR or HQH a better dividend stock?

Which has more volatility & risk, ZTR or HQH?

Which has better earnings & valuation, ZTR or HQH?

Is ZTR or HQH more profitable?

Do insiders & institutionals hold more shares of ZTR or HQH?

Does the media prefer ZTR or HQH?

Summary

How does Virtus Total Return Fund compare to Tortoise Energy Infrastructure?

Which has better earnings and valuation, ZTR or TYG?

Is ZTR or TYG more profitable?

Is ZTR or TYG a better dividend stock?

Do insiders & institutionals believe in ZTR or TYG?

Does the media prefer ZTR or TYG?

Which has more risk & volatility, ZTR or TYG?

Summary

How does Virtus Total Return Fund compare to Goldman Sachs BDC?

Does the media favor ZTR or GSBD?

Which has preferable earnings & valuation, ZTR or GSBD?

Is ZTR or GSBD a better dividend stock?

Which has more volatility and risk, ZTR or GSBD?

Do insiders & institutionals believe in ZTR or GSBD?

Is ZTR or GSBD more profitable?

Do analysts rate ZTR or GSBD?

Summary

How does Virtus Total Return Fund compare to ASA Gold and Precious Metals?

Is ASA or ZTR a better dividend stock?

Do analysts prefer ASA or ZTR?

Which has more risk and volatility, ASA or ZTR?

Is ASA or ZTR more profitable?

Which has stronger valuation & earnings, ASA or ZTR?

Do insiders and institutionals hold more shares of ASA or ZTR?

Does the media favor ASA or ZTR?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

ZTR vs. The Competition

Virtus Total Return Fund Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools