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S&P 500   3,811.15
DOW   30,932.37
QQQ   314.14
S&P 500   3,811.15
DOW   30,932.37
QQQ   314.14
S&P 500   3,811.15
DOW   30,932.37
QQQ   314.14
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NYSE:ZTR

Virtus Total Return Fund Competitors

$8.98
+0.06 (+0.67 %)
(As of 02/26/2021 12:00 AM ET)
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Compare
Today's Range
$8.84
Now: $8.98
$9.15
50-Day Range
$8.56
MA: $8.74
$9.02
52-Week Range
$4.87
Now: $8.98
$11.15
Volume141,294 shs
Average Volume169,895 shs
Market Capitalization$425.44 million
P/E RatioN/A
Dividend Yield11.88%
Beta1.15

Competitors

Virtus Total Return Fund (NYSE:ZTR) Vs. GAB, TY, USA, USA, TYG, and BIF

Should you be buying ZTR stock or one of its competitors? Companies in the industry of "investment offices, not elsewhere classified" are considered alternatives and competitors to Virtus Total Return Fund, including The Gabelli Equity Trust (GAB), Tri-Continental (TY), Liberty All-Star Equity Fund (USA), Liberty All-Star Equity Fund (USA), Tortoise Energy Infrastructure (TYG), and Boulder Growth & Income Fund (BIF).

Virtus Total Return Fund (NYSE:ZTR) and The Gabelli Equity Trust (NYSE:GAB) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, risk, valuation, earnings and dividends.

Risk & Volatility

Virtus Total Return Fund has a beta of 1.15, suggesting that its share price is 15% more volatile than the S&P 500. Comparatively, The Gabelli Equity Trust has a beta of 1.09, suggesting that its share price is 9% more volatile than the S&P 500.

Dividends

Virtus Total Return Fund pays an annual dividend of $1.06 per share and has a dividend yield of 11.8%. The Gabelli Equity Trust pays an annual dividend of $0.60 per share and has a dividend yield of 9.0%. Virtus Total Return Fund has raised its dividend for 1 consecutive years and The Gabelli Equity Trust has raised its dividend for 1 consecutive years.

Analyst Recommendations

This is a summary of current ratings and price targets for Virtus Total Return Fund and The Gabelli Equity Trust, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Virtus Total Return Fund0000N/A
The Gabelli Equity Trust0000N/A

Profitability

This table compares Virtus Total Return Fund and The Gabelli Equity Trust's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Virtus Total Return FundN/AN/AN/A
The Gabelli Equity TrustN/AN/AN/A

Institutional and Insider Ownership

8.8% of Virtus Total Return Fund shares are held by institutional investors. Comparatively, 5.6% of The Gabelli Equity Trust shares are held by institutional investors. 5.7% of Virtus Total Return Fund shares are held by company insiders. Comparatively, 1.0% of The Gabelli Equity Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares Virtus Total Return Fund and The Gabelli Equity Trust's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
The Gabelli Equity TrustN/AN/AN/AN/AN/A

Summary

Virtus Total Return Fund beats The Gabelli Equity Trust on 4 of the 4 factors compared between the two stocks.

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

Dividends

Virtus Total Return Fund pays an annual dividend of $1.06 per share and has a dividend yield of 11.8%. Tri-Continental pays an annual dividend of $1.08 per share and has a dividend yield of 3.5%. Virtus Total Return Fund has raised its dividend for 1 consecutive years. Virtus Total Return Fund is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Institutional and Insider Ownership

8.8% of Virtus Total Return Fund shares are held by institutional investors. Comparatively, 8.8% of Tri-Continental shares are held by institutional investors. 5.7% of Virtus Total Return Fund shares are held by company insiders. Comparatively, 8.7% of Tri-Continental shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Risk & Volatility

Virtus Total Return Fund has a beta of 1.15, suggesting that its share price is 15% more volatile than the S&P 500. Comparatively, Tri-Continental has a beta of 1.04, suggesting that its share price is 4% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and price targets for Virtus Total Return Fund and Tri-Continental, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Virtus Total Return Fund0000N/A
Tri-Continental0000N/A

Profitability

This table compares Virtus Total Return Fund and Tri-Continental's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Virtus Total Return FundN/AN/AN/A
Tri-ContinentalN/AN/AN/A

Earnings & Valuation

This table compares Virtus Total Return Fund and Tri-Continental's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
Tri-ContinentalN/AN/AN/AN/AN/A

Summary

Virtus Total Return Fund beats Tri-Continental on 3 of the 5 factors compared between the two stocks.

Virtus Total Return Fund (NYSE:ZTR) and Liberty All-Star Equity Fund (NYSE:USA) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, valuation, institutional ownership, risk, earnings, dividends and profitability.

Dividends

Virtus Total Return Fund pays an annual dividend of $1.06 per share and has a dividend yield of 11.8%. Liberty All-Star Equity Fund pays an annual dividend of $0.65 per share and has a dividend yield of 8.9%. Virtus Total Return Fund has increased its dividend for 1 consecutive years and Liberty All-Star Equity Fund has increased its dividend for 1 consecutive years.

Institutional and Insider Ownership

8.8% of Virtus Total Return Fund shares are owned by institutional investors. Comparatively, 11.3% of Liberty All-Star Equity Fund shares are owned by institutional investors. 5.7% of Virtus Total Return Fund shares are owned by company insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Risk and Volatility

Virtus Total Return Fund has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.26, indicating that its stock price is 26% more volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and recommmendations for Virtus Total Return Fund and Liberty All-Star Equity Fund, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Virtus Total Return Fund0000N/A
Liberty All-Star Equity Fund00103.00

Liberty All-Star Equity Fund has a consensus price target of $5.70, indicating a potential downside of 22.13%. Given Liberty All-Star Equity Fund's higher possible upside, analysts plainly believe Liberty All-Star Equity Fund is more favorable than Virtus Total Return Fund.

Profitability

This table compares Virtus Total Return Fund and Liberty All-Star Equity Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Virtus Total Return FundN/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/A

Earnings and Valuation

This table compares Virtus Total Return Fund and Liberty All-Star Equity Fund's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

Summary

Liberty All-Star Equity Fund beats Virtus Total Return Fund on 4 of the 6 factors compared between the two stocks.

Virtus Total Return Fund (NYSE:ZTR) and Liberty All-Star Equity Fund (NYSE:USA) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, valuation, institutional ownership, risk, earnings, dividends and profitability.

Dividends

Virtus Total Return Fund pays an annual dividend of $1.06 per share and has a dividend yield of 11.8%. Liberty All-Star Equity Fund pays an annual dividend of $0.65 per share and has a dividend yield of 8.9%. Virtus Total Return Fund has increased its dividend for 1 consecutive years and Liberty All-Star Equity Fund has increased its dividend for 1 consecutive years.

Institutional and Insider Ownership

8.8% of Virtus Total Return Fund shares are owned by institutional investors. Comparatively, 11.3% of Liberty All-Star Equity Fund shares are owned by institutional investors. 5.7% of Virtus Total Return Fund shares are owned by company insiders. Comparatively, 0.1% of Liberty All-Star Equity Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Risk and Volatility

Virtus Total Return Fund has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.26, indicating that its stock price is 26% more volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and recommmendations for Virtus Total Return Fund and Liberty All-Star Equity Fund, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Virtus Total Return Fund0000N/A
Liberty All-Star Equity Fund00103.00

Liberty All-Star Equity Fund has a consensus price target of $5.70, indicating a potential downside of 22.13%. Given Liberty All-Star Equity Fund's higher possible upside, analysts plainly believe Liberty All-Star Equity Fund is more favorable than Virtus Total Return Fund.

Profitability

This table compares Virtus Total Return Fund and Liberty All-Star Equity Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Virtus Total Return FundN/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/A

Earnings and Valuation

This table compares Virtus Total Return Fund and Liberty All-Star Equity Fund's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
Liberty All-Star Equity FundN/AN/AN/AN/AN/A

Summary

Liberty All-Star Equity Fund beats Virtus Total Return Fund on 4 of the 6 factors compared between the two stocks.

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

Dividends

Virtus Total Return Fund pays an annual dividend of $1.06 per share and has a dividend yield of 11.8%. Tortoise Energy Infrastructure pays an annual dividend of $0.92 per share and has a dividend yield of 3.9%. Virtus Total Return Fund has increased its dividend for 1 consecutive years. Virtus Total Return Fund is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Institutional and Insider Ownership

8.8% of Virtus Total Return Fund shares are owned by institutional investors. Comparatively, 5.7% of Tortoise Energy Infrastructure shares are owned by institutional investors. 5.7% of Virtus Total Return Fund shares are owned by company insiders. Comparatively, 0.2% of Tortoise Energy Infrastructure shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Risk and Volatility

Virtus Total Return Fund has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500. Comparatively, Tortoise Energy Infrastructure has a beta of 2.87, indicating that its stock price is 187% more volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and recommmendations for Virtus Total Return Fund and Tortoise Energy Infrastructure, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Virtus Total Return Fund0000N/A
Tortoise Energy Infrastructure01002.00

Profitability

This table compares Virtus Total Return Fund and Tortoise Energy Infrastructure's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Virtus Total Return FundN/AN/AN/A
Tortoise Energy InfrastructureN/AN/AN/A

Earnings and Valuation

This table compares Virtus Total Return Fund and Tortoise Energy Infrastructure's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
Tortoise Energy InfrastructureN/AN/AN/AN/AN/A

Summary

Virtus Total Return Fund beats Tortoise Energy Infrastructure on 4 of the 5 factors compared between the two stocks.

Virtus Total Return Fund (NYSE:ZTR) and Boulder Growth & Income Fund (NYSE:BIF) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, valuation, institutional ownership, risk, earnings, dividends and profitability.

Dividends

Virtus Total Return Fund pays an annual dividend of $1.06 per share and has a dividend yield of 11.8%. Boulder Growth & Income Fund pays an annual dividend of $0.41 per share and has a dividend yield of 3.5%. Virtus Total Return Fund has increased its dividend for 1 consecutive years and Boulder Growth & Income Fund has increased its dividend for 1 consecutive years.

Institutional and Insider Ownership

8.8% of Virtus Total Return Fund shares are owned by institutional investors. Comparatively, 12.1% of Boulder Growth & Income Fund shares are owned by institutional investors. 5.7% of Virtus Total Return Fund shares are owned by company insiders. Comparatively, 0.2% of Boulder Growth & Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Risk and Volatility

Virtus Total Return Fund has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500. Comparatively, Boulder Growth & Income Fund has a beta of 0.9, indicating that its stock price is 10% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and recommmendations for Virtus Total Return Fund and Boulder Growth & Income Fund, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Virtus Total Return Fund0000N/A
Boulder Growth & Income Fund0000N/A

Profitability

This table compares Virtus Total Return Fund and Boulder Growth & Income Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Virtus Total Return FundN/AN/AN/A
Boulder Growth & Income FundN/AN/AN/A

Earnings and Valuation

This table compares Virtus Total Return Fund and Boulder Growth & Income Fund's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
Boulder Growth & Income FundN/AN/AN/AN/AN/A

Summary

Virtus Total Return Fund beats Boulder Growth & Income Fund on 3 of the 4 factors compared between the two stocks.


Virtus Total Return Fund Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
GAB
The Gabelli Equity Trust
0.8$6.64+1.5%$1.68 billionN/A0.00Upcoming Earnings
News Coverage
TY
Tri-Continental
0.7$30.86+0.1%$1.65 billionN/A0.00
Liberty All-Star Equity Fund logo
USA
Liberty All-Star Equity Fund
1.5$7.32+0.1%$1.56 billionN/A0.00
Liberty All-Star Equity Fund logo
USA
Liberty All-Star Equity Fund
0.9$7.32+0.1%$1.56 billionN/A0.00
Tortoise Energy Infrastructure logo
TYG
Tortoise Energy Infrastructure
0.7$23.58+1.8%$1.27 billionN/A0.00
BIF
Boulder Growth & Income Fund
0.8$11.65+0.5%$1.14 billionN/A0.00
HQH
Tekla Healthcare Investors
0.8$24.96+0.2%$1.06 billionN/A0.00
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0.3$26.50+1.1%$1.05 billionN/A0.00High Trading Volume
AWF
AllianceBernstein Global High Income Fund
1.0$11.68+0.8%$1.01 billionN/A0.00Upcoming Earnings
Dividend Announcement
MYI
BlackRock MuniYield Quality Fund III
0.8$13.96+0.8%$951.37 millionN/A0.00News Coverage
GAM
General American Investors
0.4$37.84+0.1%$930.71 millionN/A0.00
Apollo Investment logo
AINV
Apollo Investment
1.5$13.83+0.8%$902.53 million$276.92 million-8.33
VMO
Invesco Municipal Opportunity Trust
0.9$13.01+1.4%$877.00 millionN/A0.00
TDF
Templeton Dragon Fund
1.0$24.87+1.5%$840.71 millionN/A0.00
PHK
PIMCO High Income Fund
0.9$6.26+0.2%$827.03 millionN/A0.00
Solar Capital logo
SLRC
Solar Capital
1.6$19.35+1.1%$817.73 million$154.71 million-161.25Earnings Announcement
Dividend Announcement
Analyst Report
News Coverage
GIM
Templeton Global Income Fund
1.1$5.49+0.5%$736.45 millionN/A0.00
VGM
Invesco Trust for Investment Grade Municipals
1.0$13.23+1.1%$717.40 millionN/A0.00
VKQ
Invesco Municipal Trust
0.8$12.82+0.2%$709.20 millionN/A0.00
BTO
John Hancock Financial Opportunities Fund
1.2$35.36+0.4%$663.04 millionN/A0.00
MYD
BlackRock MuniYield Fund
0.9$14.10+0.4%$661.57 millionN/A0.00
Invesco California Value Municipal Income Trust logo
VCV
Invesco California Value Municipal Income Trust
0.8$12.86+2.1%$615.61 millionN/A0.00
MUC
BlackRock MuniHoldings California Quality Fund
0.3$14.86+1.5%$609.29 millionN/A0.00
MVF
BlackRock MuniVest Fund
0.3$8.96+0.8%$580.97 millionN/A0.00
IFN
The India Fund
0.8$20.62+1.2%$554.78 millionN/A0.00
MMU
Western Asset Managed Municipals Fund
0.9$12.65+0.8%$548.61 millionN/A0.00Dividend Announcement
MFL
BlackRock MuniHoldings Investment Quality Fund
0.9$13.98+1.4%$529.79 millionN/A0.00
NQP
Nuveen Pennsylvania Quality Municipal Income Fund
0.8$14.15+0.6%$528.97 millionN/A0.00
MYN
BlackRock MuniYield New York Quality Fund
0.9$13.26+0.0%$524.92 millionN/A0.00News Coverage
EVN
Eaton Vance Municipal Income Trust
0.8$13.21+1.4%$524.00 millionN/A0.00
LEO
BNY Mellon Strategic Municipals
0.7$8.40+1.2%$522.48 millionN/A0.00Dividend Announcement
News Coverage
MUA
BlackRock MuniAssets Fund
0.9$14.34+0.8%$520.61 millionN/A0.00
RMT
Royce Micro-Cap Trust
1.2$11.72+0.1%$505.12 millionN/A0.00News Coverage
DSU
BlackRock Debt Strategies Fund
0.8$10.75+1.2%$503.29 millionN/A0.00
MCA
BlackRock MuniYield California Quality Fund
0.8$14.49+1.1%$498.54 millionN/A0.00High Trading Volume
BBH
VanEck Vectors Biotech ETF
0.5$179.00+0.3%$496.19 millionN/A0.00
MQY
BlackRock MuniYield Quality Fund
0.8$15.97+0.8%$490.52 millionN/A0.00
PPT
Putnam Premier Income Trust
0.8$4.75+0.8%$490.30 millionN/A0.00
DSM
BNY Mellon Strategic Municipal Bond Fund
0.9$7.79+1.0%$484.62 millionN/A0.00Dividend Announcement
News Coverage
HQL
Tekla Life Sciences Investors
0.9$20.89+0.5%$475.37 millionN/A0.00
PMO
Putnam Municipal Opportunities Trust
0.8$13.39+0.1%$462.09 millionN/A0.00News Coverage
KTF
DWS Municipal Income Trust
0.8$11.34+0.4%$447.94 millionN/A0.00
MIN
MFS Intermediate Income Trust
1.0$3.77+0.5%$437.06 millionN/A0.00News Coverage
MHN
BlackRock MuniHoldings New York Quality Fund
0.8$13.87+0.4%$431.80 millionN/A0.00News Coverage
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
0.8$14.33+0.8%$431.15 millionN/A0.00
MIY
BlackRock MuniYield Michigan Quality Fund
0.9$14.25+0.8%$420.52 millionN/A0.00News Coverage
PMM
Putnam Managed Municipal Income Trust
0.8$8.15+0.7%$398.37 millionN/A0.00
BKT
BlackRock Income Trust
0.8$6.07+0.3%$387.25 millionN/A0.00
MMT
MFS Multimarket Income Trust
0.8$6.24+1.3%$382.73 millionN/A0.00
ASG
Liberty All-Star Growth Fund
0.7$8.95+0.4%$372.70 millionN/A0.00News Coverage
This page was last updated on 2/27/2021 by MarketBeat.com Staff

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