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Virtus Total Return Fund (ZTR) Competitors

Virtus Total Return Fund logo
$6.64 +0.07 (+1.07%)
Closing price 03:59 PM Eastern
Extended Trading
$6.64 0.00 (0.00%)
As of 04:04 PM Eastern
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ZTR vs. MUC, ASA, HQH, GSBD, and TYG

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), ASA Gold and Precious Metals (ASA), abrdn Healthcare Investors (HQH), Goldman Sachs BDC (GSBD), and Tortoise Energy Infrastructure (TYG). These companies are all part of the "financial services" industry.

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

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

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

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

In the previous week, Virtus Total Return Fund had 6 more articles in the media than BlackRock MuniHoldings California Quality Fund. MarketBeat recorded 6 mentions for Virtus Total Return Fund and 0 mentions for BlackRock MuniHoldings California Quality Fund. Virtus Total Return Fund's average media sentiment score of 0.44 beat BlackRock MuniHoldings California Quality Fund's score of 0.00 indicating that Virtus Total Return Fund is being referred to more favorably in the media.

Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 9.0%. BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.48 per share and has a dividend yield of 4.4%.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
BlackRock MuniHoldings California Quality FundN/AN/AN/AN/AN/A

Summary

Virtus Total Return Fund beats BlackRock MuniHoldings California Quality Fund on 6 of the 6 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 compare the two businesses based on the strength of their dividends, media sentiment, valuation, risk, profitability, analyst recommendations, earnings and institutional ownership.

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

In the previous week, Virtus Total Return Fund had 4 more articles in the media than ASA Gold and Precious Metals. MarketBeat recorded 6 mentions for Virtus Total Return Fund and 2 mentions for ASA Gold and Precious Metals. Virtus Total Return Fund's average media sentiment score of 0.44 beat ASA Gold and Precious Metals' score of -0.08 indicating that Virtus Total Return Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ASA Gold and Precious Metals
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
Virtus Total Return Fund
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ASA Gold and Precious MetalsN/AN/AN/AN/AN/A
Virtus Total Return FundN/AN/AN/AN/AN/A

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 0.69, indicating that its share price is 31% 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.

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 $0.60 per share and has a dividend yield of 9.0%.

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

Summary

Virtus Total Return Fund beats ASA Gold and Precious Metals on 6 of the 8 factors compared between the two stocks.

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn Healthcare InvestorsN/AN/AN/AN/AN/A
Virtus Total Return FundN/AN/AN/AN/AN/A

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

In the previous week, Virtus Total Return Fund had 6 more articles in the media than abrdn Healthcare Investors. MarketBeat recorded 6 mentions for Virtus Total Return Fund and 0 mentions for abrdn Healthcare Investors. Virtus Total Return Fund's average media sentiment score of 0.44 beat abrdn Healthcare Investors' score of 0.00 indicating that Virtus Total Return Fund is being referred to more favorably in the news media.

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

abrdn Healthcare Investors pays an annual dividend of $2.32 per share and has a dividend yield of 12.1%. Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 9.0%.

abrdn Healthcare Investors has a beta of 0.8, suggesting that its share price is 20% 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.

Summary

Virtus Total Return Fund beats abrdn Healthcare Investors on 4 of the 6 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, valuation, profitability, risk, institutional ownership, analyst recommendations, earnings and dividends.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
Goldman Sachs BDC$365.57M2.81$119.27M$0.6514.02

Goldman Sachs BDC has a consensus price target of $9.17, suggesting a potential upside of 0.57%. 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
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

Virtus Total Return Fund pays an annual dividend of $0.60 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 14.0%. 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.

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 FundN/A N/A N/A
Goldman Sachs BDC 21.32%10.94%4.66%

In the previous week, Virtus Total Return Fund had 4 more articles in the media than Goldman Sachs BDC. MarketBeat recorded 6 mentions for Virtus Total Return Fund and 2 mentions for Goldman Sachs BDC. Virtus Total Return Fund's average media sentiment score of 0.44 beat Goldman Sachs BDC's score of 0.00 indicating that Virtus Total Return Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Total Return Fund
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Goldman Sachs BDC
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Virtus Total Return Fund has a beta of 0.93, indicating that its stock price is 7% less volatile than the broader market. Comparatively, Goldman Sachs BDC has a beta of 0.58, indicating that its stock price is 42% 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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Goldman Sachs BDC beats Virtus Total Return Fund on 7 of the 13 factors compared between the two stocks.

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

Tortoise Energy Infrastructure (NYSE:TYG) 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 valuation, media sentiment, profitability, dividends, analyst recommendations, institutional ownership, earnings and risk.

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

In the previous week, Virtus Total Return Fund had 5 more articles in the media than Tortoise Energy Infrastructure. MarketBeat recorded 6 mentions for Virtus Total Return Fund and 1 mentions for Tortoise Energy Infrastructure. Virtus Total Return Fund's average media sentiment score of 0.44 beat Tortoise Energy Infrastructure's score of 0.15 indicating that Virtus Total Return Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tortoise Energy Infrastructure
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Virtus Total Return Fund
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

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

Tortoise Energy Infrastructure has a beta of 0.74, suggesting that its stock price is 26% less volatile than the broader market. Comparatively, Virtus Total Return Fund has a beta of 0.93, suggesting that its stock price is 7% less volatile than the broader market.

Tortoise Energy Infrastructure pays an annual dividend of $5.15 per share and has a dividend yield of 11.9%. Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 9.0%.

Summary

Virtus Total Return Fund beats Tortoise Energy Infrastructure on 5 of the 6 factors compared between the two stocks.

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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.
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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.
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ZTR vs. The Competition

MetricVirtus Total Return FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$331.93M$4.87B$13.60B$23.34B
Dividend Yield9.09%6.89%5.76%4.06%
P/E RatioN/A0.0219.9131.17
Price / SalesN/A33.45141.8324.03
Price / CashN/A5.1519.8724.93
Price / BookN/A3.232.204.71
Net IncomeN/A$388.27M$1.13B$1.07B
7 Day Performance-1.56%-0.27%0.18%-0.28%
1 Month PerformanceN/AN/AN/A2.25%
1 Year Performance7.44%13.93%12.09%26.34%

Virtus Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ZTR
Virtus Total Return Fund
N/A$6.64
+1.1%
N/A+6.3%$331.93MN/AN/AN/A
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.71
+0.8%
N/A+3.7%$1.33BN/AN/A147,000
ASA
ASA Gold and Precious Metals
1.2839 of 5 stars
$62.25
+4.6%
N/A+80.8%$1.12BN/AN/A1,100
HQH
abrdn Healthcare Investors
N/A$19.38
-0.5%
N/A+22.5%$1.11B$99.81MN/A147,000
GSBD
Goldman Sachs BDC
2.7169 of 5 stars
$8.89
+0.3%
$9.17
+3.1%
-21.9%$997.36M$86.61M13.68N/A

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This page (NYSE:ZTR) was last updated on 6/4/2026 by MarketBeat.com Staff.
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