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Virtus Total Return Fund (ZTR) Competitors

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$6.66 -0.05 (-0.77%)
As of 10:45 AM 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?

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

BlackRock MuniHoldings California Quality Fund pays an annual dividend of $0.48 per share and has a dividend yield of 4.5%. Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 9.0%.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniHoldings California Quality Fund$26.56M50.05N/AN/AN/A
Virtus Total Return FundN/AN/AN/AN/AN/A

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 insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

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

Company Net Margins Return on Equity Return on Assets
BlackRock MuniHoldings California Quality FundN/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 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 business? We will contrast the two companies based on the strength of their earnings, profitability, media sentiment, valuation, institutional ownership, analyst recommendations, risk and dividends.

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

Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 9.0%. ASA Gold and Precious Metals pays an annual dividend of $0.07 per share and has a dividend yield of 0.1%.

47.1% of Virtus Total Return Fund shares are held by institutional investors. 5.7% of Virtus Total Return Fund shares are held by insiders. Comparatively, 1.7% of ASA Gold and Precious Metals shares are held by 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.

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.

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

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

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

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

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

Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 9.0%. abrdn Healthcare Investors pays an annual dividend of $2.25 per share and has a dividend yield of 11.2%.

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 insiders. Comparatively, 7.3% of abrdn Healthcare Investors shares are held by 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.

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

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

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

Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 14.5%. 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 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
Goldman Sachs BDC21.32% 10.94% 4.66%
Virtus Total Return Fund N/A N/A N/A

In the previous week, Goldman Sachs BDC had 7 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 7 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 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.

28.7% of Goldman Sachs BDC shares are held by institutional investors. Comparatively, 47.1% of Virtus Total Return Fund shares are held by institutional investors. 0.1% of Goldman Sachs BDC 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 endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

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$365.57M2.72$119.27M$0.6513.61
Virtus Total Return FundN/AN/AN/AN/AN/A

Goldman Sachs BDC currently has a consensus price target of $9.50, suggesting a potential upside of 7.41%. Given Goldman Sachs BDC's stronger consensus rating and higher possible upside, equities research 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

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?

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

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 media.

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

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

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

Tortoise Energy Infrastructure pays an annual dividend of $5.04 per share and has a dividend yield of 10.7%. Virtus Total Return Fund pays an annual dividend of $0.60 per share and has a dividend yield of 9.0%.

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

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

Summary

Tortoise Energy Infrastructure and Virtus Total Return Fund 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$332.48M$4.54B$13.37B$22.79B
Dividend Yield8.98%7.17%5.84%4.09%
P/E RatioN/A0.0223.0530.25
Price / SalesN/A46.28175.8195.24
Price / CashN/A5.5320.4525.31
Price / BookN/A4.612.134.61
Net IncomeN/A$388.27M$1.11B$1.06B
7 Day Performance-1.80%-1.41%-1.30%-2.01%
1 Month Performance-1.57%-0.14%-0.40%0.22%
1 Year Performance10.23%14.13%9.99%22.63%

Virtus Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ZTR
Virtus Total Return Fund
N/A$6.66
-0.8%
N/A+12.6%$332.48MN/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
2.8382 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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