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Virtus Total Return Fund (ZTR) Competitors

Virtus Total Return Fund logo
$6.79 +0.02 (+0.24%)
As of 03:05 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

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 abrdn Healthcare Investors (HQH), Goldman Sachs BDC (GSBD), ASA Gold and Precious Metals (ASA), BlackRock MuniYield New York Quality Fund (MYN), and Nuveen Sl Tfip (NXP). These companies are all part of the "financial services" industry.

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

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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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

In the previous week, Virtus Total Return Fund had 1 more articles in the media than abrdn Healthcare Investors. MarketBeat recorded 1 mentions for Virtus Total Return Fund and 0 mentions for abrdn Healthcare Investors. Virtus Total Return Fund's average media sentiment score of 0.00 equaled abrdn Healthcare Investors'average media sentiment score.

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

Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.0%. abrdn Healthcare Investors pays an annual dividend of $2.32 per share and has a dividend yield of 11.2%.

Virtus Total Return Fund has a beta of 0.93, meaning that its stock price is 7% less volatile than the broader market. Comparatively, abrdn Healthcare Investors has a beta of 0.78, meaning that its stock price is 22% less volatile than the broader market.

Summary

Virtus Total Return Fund beats abrdn Healthcare Investors on 3 of the 5 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 companies based on the strength of their valuation, media sentiment, profitability, dividends, analyst recommendations, institutional ownership, earnings and risk.

Goldman Sachs BDC has a beta of 0.56, suggesting that its share price is 44% 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.

Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 14.2%. Virtus Total Return Fund pays an annual dividend of $0.61 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 currently has a consensus price target of $8.50, suggesting a potential downside of 5.82%. Given Goldman Sachs BDC's stronger consensus rating and higher probable upside, research 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
Goldman Sachs BDC
4 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.43
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

In the previous week, Virtus Total Return Fund had 1 more articles in the media than Goldman Sachs BDC. MarketBeat recorded 1 mentions for Virtus Total Return Fund and 0 mentions for Goldman Sachs BDC. Virtus Total Return Fund's average media sentiment score of 0.00 beat Goldman Sachs BDC's score of -0.05 indicating that Virtus Total Return Fund is being referred to more favorably in the news media.

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

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 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, endowments and large money managers believe a company 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$86.61M11.73$119.27M$0.6513.88
Virtus Total Return FundN/AN/AN/AN/AN/A

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 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 businesses based on the strength of their analyst recommendations, profitability, dividends, earnings, valuation, institutional ownership, media sentiment and risk.

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 $0.61 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%.

Virtus Total Return Fund has a beta of 0.93, meaning that its stock price is 7% less volatile than the broader market. Comparatively, ASA Gold and Precious Metals has a beta of 0.74, meaning that its stock price is 26% less volatile than the broader market.

In the previous week, ASA Gold and Precious Metals had 9 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 10 mentions for ASA Gold and Precious Metals and 1 mentions for Virtus Total Return Fund. ASA Gold and Precious Metals' average media sentiment score of 0.40 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 Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Total Return Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
ASA Gold and Precious Metals
1 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

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

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

BlackRock MuniYield New York Quality Fund has a beta of 0.73, indicating that its share price is 27% 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.

In the previous week, BlackRock MuniYield New York Quality Fund had 1 more articles in the media than Virtus Total Return Fund. MarketBeat recorded 2 mentions for BlackRock MuniYield New York Quality Fund and 1 mentions for Virtus Total Return Fund. BlackRock MuniYield New York Quality Fund's average media sentiment score of 1.46 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 Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock MuniYield New York Quality Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Total Return Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniYield New York Quality FundN/AN/AN/AN/AN/A
Virtus Total Return FundN/AN/AN/AN/AN/A

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

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 9.0%.

Summary

Virtus Total Return Fund beats BlackRock MuniYield New York Quality Fund on 4 of the 6 factors compared between the two stocks.

How does Virtus Total Return Fund compare to Nuveen Sl Tfip?

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

47.1% of Virtus Total Return Fund shares are held by institutional investors. Comparatively, 16.2% of Nuveen Sl Tfip shares are held by institutional investors. 5.7% of Virtus Total Return Fund shares are held by company insiders. Comparatively, 1.0% of Nuveen Sl Tfip shares are held by company 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, Virtus Total Return Fund had 1 more articles in the media than Nuveen Sl Tfip. MarketBeat recorded 1 mentions for Virtus Total Return Fund and 0 mentions for Nuveen Sl Tfip. Nuveen Sl Tfip's average media sentiment score of 1.27 beat Virtus Total Return Fund's score of 0.00 indicating that Nuveen Sl Tfip is being referred to more favorably in the news media.

Company Overall Sentiment
Virtus Total Return Fund Neutral
Nuveen Sl Tfip Positive

Virtus Total Return Fund pays an annual dividend of $0.61 per share and has a dividend yield of 9.0%. Nuveen Sl Tfip pays an annual dividend of $0.43 per share and has a dividend yield of 3.0%.

Virtus Total Return Fund has a beta of 0.93, indicating that its stock price is 7% less volatile than the broader market. Comparatively, Nuveen Sl Tfip has a beta of 0.34, indicating that its stock price is 66% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Virtus Total Return FundN/A N/A N/A
Nuveen Sl Tfip N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Total Return FundN/AN/AN/AN/AN/A
Nuveen Sl TfipN/AN/AN/AN/AN/A

Summary

Virtus Total Return Fund beats Nuveen Sl Tfip 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$339.43M$4.77B$14.39B$23.41B
Dividend Yield8.94%6.87%5.70%4.02%
P/E RatioN/A0.0220.7931.07
Price / SalesN/A16.7945.49163.46
Price / CashN/A4.7519.2732.25
Price / BookN/A3.172.284.78
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance-0.57%-0.62%1.04%0.77%
1 Month Performance0.47%0.06%1.73%0.86%
1 Year Performance11.70%11.33%14.13%18.06%

Virtus Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ZTR
Virtus Total Return Fund
N/A$6.79
+0.2%
N/A+10.9%$339.43MN/AN/AN/A
HQH
abrdn Healthcare Investors
N/A$22.09
+0.4%
N/A+35.0%$1.26BN/AN/A147,000
GSBD
Goldman Sachs BDC
2.1405 of 5 stars
$9.03
-1.7%
$9.17
+1.6%
-24.4%$1.03B$365.57M13.88N/A
ASA
ASA Gold and Precious Metals
2.0134 of 5 stars
$52.08
-4.6%
N/A+57.3%$1.03BN/AN/A1,100
MYN
BlackRock MuniYield New York Quality Fund
N/A$10.12
-0.8%
N/A+7.7%$960.06MN/AN/AN/A

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This page (NYSE:ZTR) was last updated on 7/16/2026 by MarketBeat.com Staff.
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