Which has preferable earnings & valuation, MUC or ZTR?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio BlackRock MuniHoldings California Quality Fund 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 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

Do analysts prefer ZTR or ASA?

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 ASA Gold and Precious Metals 0 Sell rating(s) 0 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 3.00

Which has preferable earnings & valuation, ZTR or ASA?

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 ASA Gold and Precious Metals N/A N/A N/A N/A N/A

Is ZTR or ASA more profitable?

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

Which has better valuation and earnings, HQH or ZTR?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio abrdn Healthcare Investors 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 HQH or ZTR more profitable?

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

Do analysts rate ZTR or GSBD?

Goldman Sachs BDC has a consensus price target of $9.17, suggesting a potential downside of 2.07%. Given Goldman Sachs BDC's stronger consensus rating and higher possible upside, analysts plainly 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

Which has better earnings and 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 $365.57M 2.88 $119.27M $0.65 14.40

Which has stronger earnings & valuation, MYN or ZTR?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio BlackRock MuniYield New York Quality Fund 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 MYN or ZTR more profitable?

Company Net Margins Return on Equity Return on Assets BlackRock MuniYield New York Quality Fund N/A N/A N/A Virtus Total Return Fund N/A N/A N/A

Virtus Total Return Fund (ZTR) Competitors

$6.74 +0.01 (+0.15%)

Closing price 06/24/2026 03:58 PM Eastern

Extended Trading

$6.74 0.00 (0.00%)

As of 04:00 AM Eastern

Compare

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

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 BlackRock MuniYield New York Quality Fund (MYN). These companies are all part of the "financial services" industry.

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 better investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, dividends, risk, valuation, profitability, analyst recommendations and media sentiment.

31.0% of BlackRock MuniHoldings California Quality Fund shares are owned by institutional investors. Comparatively, 47.1% of Virtus Total Return Fund shares are owned by institutional investors. 5.7% of Virtus Total Return Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.48 per share and has a dividend yield of 4.4%. Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.1%.

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

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

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 4 factors compared between the two stocks.

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

Virtus Total Return Fund (NYSE:ZTR) and ASA Gold and Precious Metals (NYSE:ASA) 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, institutional ownership, risk, dividends, valuation, 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 9.1%. 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 has a beta of 0.93, indicating that its stock price is 7% less volatile than the broader market. Comparatively, ASA Gold and Precious Metals has a beta of 0.69, indicating that its stock price is 31% less volatile than the broader market.

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

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

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
ASA Gold and Precious Metals	N/A	N/A	N/A	N/A	N/A

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
ASA Gold and Precious Metals	0 Sell rating(s)	0 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	3.00

In the previous week, ASA Gold and Precious Metals had 1 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 1 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 1.00 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 news media.

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

Summary

Virtus Total Return Fund and ASA Gold and Precious Metals tied by winning 4 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 investment? We will contrast the two businesses based on the strength of their earnings, valuation, institutional ownership, risk, profitability, dividends, analyst recommendations and media sentiment.

In the previous week, abrdn Healthcare Investors' average media sentiment score of 0.00 equaled Virtus Total Return Fund'saverage media sentiment score.

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 11.0%. Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.1%.

abrdn Healthcare Investors has a beta of 0.8, indicating that its stock price is 20% less volatile than the broader market. Comparatively, Virtus Total Return Fund has a beta of 0.93, indicating that its stock price is 7% less volatile than the broader market.

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

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

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 hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

abrdn Healthcare Investors and Virtus Total Return Fund tied by winning 2 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 superior business? We will compare the two businesses based on the strength of their institutional ownership, earnings, dividends, profitability, valuation, risk, media sentiment and analyst recommendations.

47.1% of Virtus Total Return Fund shares are owned by institutional investors. Comparatively, 28.7% of Goldman Sachs BDC shares are owned by institutional investors. 5.7% of Virtus Total Return Fund shares are owned by insiders. Comparatively, 0.1% of Goldman Sachs BDC shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments 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 $9.17, suggesting a potential downside of 2.07%. Given Goldman Sachs BDC's stronger consensus rating and higher possible upside, analysts plainly 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 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.

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	$365.57M	2.88	$119.27M	$0.65	14.40

In the previous week, Virtus Total Return Fund's average media sentiment score of 0.00 equaled Goldman Sachs BDC'saverage media sentiment score.

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

Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.1%. Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 13.7%. 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.

Summary

Goldman Sachs BDC beats Virtus Total Return Fund on 7 of the 11 factors compared between the two stocks.

How does Virtus Total Return Fund compare to BlackRock MuniYield New York Quality Fund?

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

29.3% of BlackRock MuniYield New York Quality Fund shares are owned by institutional investors. Comparatively, 47.1% of Virtus Total Return Fund shares are owned by institutional investors. 1.0% of BlackRock MuniYield New York Quality Fund shares are owned by company insiders. Comparatively, 5.7% of Virtus Total Return Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Company	Net Margins	Return on Equity	Return on Assets
BlackRock MuniYield New York Quality Fund	N/A	N/A	N/A
Virtus Total Return Fund	N/A	N/A	N/A

BlackRock MuniYield New York Quality Fund has a beta of 0.74, meaning that its share price is 26% less volatile than the broader market. Comparatively, Virtus Total Return Fund has a beta of 0.93, meaning that its share price is 7% less volatile than the broader market.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
BlackRock MuniYield New York Quality Fund	N/A	N/A	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 MuniYield New York Quality Fund had 2 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 2 mentions for BlackRock MuniYield New York Quality Fund and 0 mentions for Virtus Total Return Fund. BlackRock MuniYield New York Quality Fund's average media sentiment score of 0.34 beat Virtus Total Return Fund's score of 0.00 indicating that BlackRock MuniYield New York Quality Fund is being referred to more favorably in the media.

Company	Overall Sentiment
BlackRock MuniYield New York Quality Fund	Neutral
Virtus Total Return Fund	Neutral

BlackRock MuniYield New York Quality Fund pays an annual dividend of $0.46 per share and has a dividend yield of 4.6%. Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.1%.

Summary

Virtus Total Return Fund beats BlackRock MuniYield New York Quality Fund on 4 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.

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	FIN Industry	Finance Sector	NYSE Exchange
Market Cap	$336.46M	$4.69B	$13.95B	$23.13B
Dividend Yield	8.99%	6.88%	5.73%	4.05%
P/E Ratio	N/A	0.01	20.28	31.08
Price / Sales	N/A	47.71	141.09	21.49
Price / Cash	N/A	4.81	19.48	24.30
Price / Book	N/A	3.09	2.24	4.67
Net Income	N/A	$388.27M	$1.14B	$1.07B
7 Day Performance	0.37%	-0.63%	0.14%	-0.34%
1 Month Performance	-0.07%	0.03%	1.11%	0.36%
1 Year Performance	9.86%	12.00%	15.70%	23.86%

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	$6.74 +0.1%	N/A	+9.8%	$336.46M	N/A	N/A	N/A
MUC BlackRock MuniHoldings California Quality Fund	N/A	$10.78 +0.2%	N/A	+5.5%	$1.34B	N/A	N/A	147,000
ASA ASA Gold and Precious Metals	2.3207 of 5 stars	$61.38 +1.4%	N/A	+68.5%	$1.14B	$672.05M	N/A	1,100	Positive News Gap Down
HQH abrdn Healthcare Investors	N/A	$19.55 +0.1%	N/A	+35.9%	$1.12B	$253.93M	N/A	147,000
GSBD Goldman Sachs BDC	2.2184 of 5 stars	$9.32 +0.6%	$9.17 -1.7%	-18.9%	$1.04B	$365.57M	14.34	N/A

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This page (NYSE:ZTR) was last updated on 6/25/2026 by MarketBeat.com Staff.

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Virtus Total Return Fund (ZTR) Competitors

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

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

Summary

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

Summary

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

Summary

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

Summary

How does Virtus Total Return Fund compare to BlackRock MuniYield New York Quality Fund?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

ZTR vs. The Competition

Virtus Total Return Fund Competitors List

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Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Virtus Total Return Fund (ZTR) Competitors

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

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

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

Is MUC or ZTR a better dividend stock?

Does the media prefer MUC or ZTR?

Which has more volatility and risk, MUC or ZTR?

Which has preferable earnings & valuation, MUC or ZTR?

Is MUC or ZTR more profitable?

Summary

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

Is ZTR or ASA a better dividend stock?

Which has more risk and volatility, ZTR or ASA?

Do insiders and institutionals have more ownership in ZTR or ASA?

Is ZTR or ASA more profitable?

Which has preferable earnings & valuation, ZTR or ASA?

Do analysts prefer ZTR or ASA?

Does the media favor ZTR or ASA?

Summary

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

Does the media prefer HQH or ZTR?

Is HQH or ZTR a better dividend stock?

Which has more volatility & risk, HQH or ZTR?

Which has better valuation and earnings, HQH or ZTR?

Is HQH or ZTR more profitable?

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

Summary

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

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

Is ZTR or GSBD more profitable?

Do analysts rate ZTR or GSBD?

Which has more volatility and risk, ZTR or GSBD?

Which has better earnings and valuation, ZTR or GSBD?

Does the media refer more to ZTR or GSBD?

Is ZTR or GSBD a better dividend stock?

Summary

How does Virtus Total Return Fund compare to BlackRock MuniYield New York Quality Fund?

Do insiders & institutionals have more ownership in MYN or ZTR?

Is MYN or ZTR more profitable?

Which has more risk & volatility, MYN or ZTR?

Which has stronger earnings & valuation, MYN or ZTR?

Does the media favor MYN or ZTR?

Is MYN or ZTR a better dividend stock?

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