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Virtus Total Return Fund (ZTR) Competitors

Virtus Total Return Fund logo
$6.71 +0.03 (+0.45%)
Closing price 05/14/2026 03:57 PM Eastern
Extended Trading
$6.72 +0.00 (+0.07%)
As of 05/14/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Virtus Total Return Fund has a beta of 0.96, indicating that its stock price is 4% less volatile than the broader market. Comparatively, BlackRock MuniHoldings California Quality Fund has a beta of 0.66, indicating that its stock price is 34% less volatile than the broader market.

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

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 pays an annual dividend of $0.60 per share and has a dividend yield of 8.9%. 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 owned by institutional investors. Comparatively, 31.0% of BlackRock MuniHoldings California Quality Fund shares are owned by institutional investors. 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
BlackRock MuniHoldings California Quality Fund$26.56M50.79N/AN/AN/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 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 superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, profitability, earnings, institutional ownership, media sentiment, valuation and risk.

Virtus Total Return Fund has a beta of 0.96, suggesting that its share price is 4% less volatile than the broader market. Comparatively, ASA Gold and Precious Metals has a beta of 0.7, suggesting that its share price is 30% 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 large money managers, endowments and hedge funds believe a company is poised for long-term growth.

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

Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 8.9%. ASA Gold and Precious Metals pays an annual dividend of $0.07 per share and has a dividend yield of 0.1%.

In the previous week, ASA Gold and Precious Metals had 8 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 8 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 1.36 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

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

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

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?

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

Virtus Total Return Fund has a beta of 0.96, indicating that its share price is 4% less volatile than the broader market. Comparatively, abrdn Healthcare Investors has a beta of 0.8, indicating that its share price is 20% less volatile than the broader market.

Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 8.9%. abrdn Healthcare Investors pays an annual dividend of $2.25 per share and has a dividend yield of 11.1%.

In the previous week, abrdn Healthcare Investors had 5 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 5 mentions for abrdn Healthcare Investors and 0 mentions for Virtus Total Return Fund. Virtus Total Return Fund's average media sentiment score of 0.00 beat abrdn Healthcare Investors' score of -0.23 indicating that Virtus Total Return Fund is being referred to more favorably in the media.

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

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

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

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

Summary

Virtus Total Return Fund and abrdn Healthcare Investors tied by winning 3 of the 6 factors compared between the two stocks.

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

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

Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 14.3%. Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 8.9%. 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.

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

In the previous week, Goldman Sachs BDC had 9 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 9 mentions for Goldman Sachs BDC and 0 mentions for Virtus Total Return Fund. Goldman Sachs BDC's average media sentiment score of 0.32 beat Virtus Total Return Fund's score of 0.00 indicating that Goldman Sachs BDC is being referred to more favorably in the media.

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

Goldman Sachs BDC currently has a consensus target price of $9.50, indicating a potential upside of 6.32%. 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
Goldman Sachs BDC
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
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 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
Goldman Sachs BDC21.32% 10.94% 4.66%
Virtus Total Return Fund N/A N/A N/A

Goldman Sachs BDC has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market. Comparatively, Virtus Total Return Fund has a beta of 0.96, meaning that its stock price is 4% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Goldman Sachs BDC$365.57M2.75$119.27M$0.6513.75
Virtus Total Return FundN/AN/AN/AN/AN/A

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

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

CompanyGross 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

47.1% of Virtus Total Return Fund shares are owned by institutional investors. Comparatively, 32.5% of Tortoise Energy Infrastructure shares are owned by institutional investors. 5.7% of Virtus Total Return Fund shares are owned by insiders. Comparatively, 0.1% of Tortoise Energy Infrastructure 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.

In the previous week, Tortoise Energy Infrastructure had 6 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 6 mentions for Tortoise Energy Infrastructure and 0 mentions for Virtus Total Return Fund. Tortoise Energy Infrastructure's average media sentiment score of 0.40 beat Virtus Total Return Fund's score of 0.00 indicating that Tortoise Energy Infrastructure is being referred to more favorably in the news media.

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

Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 8.9%. Tortoise Energy Infrastructure pays an annual dividend of $5.04 per share and has a dividend yield of 10.7%.

Virtus Total Return Fund has a beta of 0.96, suggesting that its stock price is 4% less volatile than the broader market. Comparatively, Tortoise Energy Infrastructure has a beta of 0.79, suggesting that its stock price is 21% less volatile than the broader market.

Summary

Virtus Total Return Fund and Tortoise Energy Infrastructure tied by winning 3 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$333.96M$4.57B$13.45B$22.90B
Dividend Yield8.98%7.17%5.84%4.09%
P/E RatioN/A0.0223.1830.78
Price / SalesN/A46.68179.8295.02
Price / CashN/A5.5320.4525.31
Price / BookN/A4.582.154.67
Net IncomeN/A$388.27M$1.11B$1.06B
7 Day Performance-1.03%-0.40%-0.70%-0.89%
1 Month Performance-0.80%0.91%0.22%1.42%
1 Year Performance11.09%15.50%10.83%24.64%

Virtus Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ZTR
Virtus Total Return Fund
N/A$6.71
+0.4%
N/A+12.6%$333.96MN/AN/AN/A
MUC
BlackRock MuniHoldings California Quality Fund
N/A$10.78
+0.3%
N/A+3.0%$1.34BN/AN/A147,000
ASA
ASA Gold and Precious Metals
2.2475 of 5 stars
$62.48
-0.4%
N/A+145.0%$1.18BN/AN/A1,100
HQH
abrdn Healthcare Investors
N/A$19.93
flat
N/A+32.9%$1.14BN/AN/A147,000
GSBD
Goldman Sachs BDC
2.5813 of 5 stars
$10.14
+0.9%
$9.50
-6.3%
-20.1%$1.13B$365.57M9.75N/A

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This page (NYSE:ZTR) was last updated on 5/15/2026 by MarketBeat.com Staff.
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