BK vs. VRTS
Compare and contrast key facts about The Bank of New York Mellon Corporation (BK) and Virtus Investment Partners, Inc. (VRTS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BK or VRTS.
Correlation
The correlation between BK and VRTS is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BK vs. VRTS - Performance Comparison
Key characteristics
BK:
1.70
VRTS:
-0.97
BK:
2.33
VRTS:
-1.37
BK:
1.34
VRTS:
0.84
BK:
2.36
VRTS:
-0.62
BK:
9.25
VRTS:
-1.81
BK:
4.49%
VRTS:
17.97%
BK:
24.48%
VRTS:
33.37%
BK:
-72.42%
VRTS:
-74.36%
BK:
-11.01%
VRTS:
-49.10%
Fundamentals
BK:
$56.32B
VRTS:
$1.08B
BK:
$6.13
VRTS:
$16.88
BK:
12.84
VRTS:
9.29
BK:
1.02
VRTS:
0.62
BK:
2.99
VRTS:
1.20
BK:
1.47
VRTS:
1.19
BK:
$13.92B
VRTS:
$900.74M
BK:
$13.85B
VRTS:
$658.04M
BK:
$3.96B
VRTS:
$386.24M
Returns By Period
In the year-to-date period, BK achieves a 3.59% return, which is significantly higher than VRTS's -30.51% return. Over the past 10 years, BK has outperformed VRTS with an annualized return of 9.09%, while VRTS has yielded a comparatively lower 3.38% annualized return.
BK
3.59%
-6.98%
5.84%
41.11%
20.93%
9.09%
VRTS
-30.51%
-12.30%
-27.56%
-31.77%
18.38%
3.38%
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Risk-Adjusted Performance
BK vs. VRTS — Risk-Adjusted Performance Rank
BK
VRTS
BK vs. VRTS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bank of New York Mellon Corporation (BK) and Virtus Investment Partners, Inc. (VRTS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BK vs. VRTS - Dividend Comparison
BK's dividend yield for the trailing twelve months is around 2.39%, less than VRTS's 5.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BK The Bank of New York Mellon Corporation | 2.39% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% | 1.63% |
VRTS Virtus Investment Partners, Inc. | 5.41% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% |
Drawdowns
BK vs. VRTS - Drawdown Comparison
The maximum BK drawdown since its inception was -72.42%, roughly equal to the maximum VRTS drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for BK and VRTS. For additional features, visit the drawdowns tool.
Volatility
BK vs. VRTS - Volatility Comparison
The current volatility for The Bank of New York Mellon Corporation (BK) is 14.82%, while Virtus Investment Partners, Inc. (VRTS) has a volatility of 17.73%. This indicates that BK experiences smaller price fluctuations and is considered to be less risky than VRTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BK vs. VRTS - Financials Comparison
This section allows you to compare key financial metrics between The Bank of New York Mellon Corporation and Virtus Investment Partners, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities