PortfoliosLab logo
VRTS vs. TROW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VRTS and TROW is 0.58, 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

VRTS vs. TROW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Investment Partners, Inc. (VRTS) and T. Rowe Price Group, Inc. (TROW). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

VRTS:

-0.63

TROW:

-0.46

Sortino Ratio

VRTS:

-0.77

TROW:

-0.46

Omega Ratio

VRTS:

0.91

TROW:

0.94

Calmar Ratio

VRTS:

-0.42

TROW:

-0.21

Martin Ratio

VRTS:

-1.11

TROW:

-0.91

Ulcer Index

VRTS:

19.56%

TROW:

13.62%

Daily Std Dev

VRTS:

33.62%

TROW:

28.81%

Max Drawdown

VRTS:

-74.36%

TROW:

-67.43%

Current Drawdown

VRTS:

-39.86%

TROW:

-49.40%

Fundamentals

Market Cap

VRTS:

$1.22B

TROW:

$21.58B

EPS

VRTS:

$16.83

TROW:

$8.81

PE Ratio

VRTS:

10.53

TROW:

11.12

PEG Ratio

VRTS:

0.62

TROW:

2.20

PS Ratio

VRTS:

1.36

TROW:

3.04

PB Ratio

VRTS:

1.37

TROW:

2.08

Total Revenue (TTM)

VRTS:

$900.74M

TROW:

$7.11B

Gross Profit (TTM)

VRTS:

$658.04M

TROW:

$3.72B

EBITDA (TTM)

VRTS:

$386.24M

TROW:

$2.71B

Returns By Period

In the year-to-date period, VRTS achieves a -17.89% return, which is significantly lower than TROW's -12.95% return. Over the past 10 years, VRTS has outperformed TROW with an annualized return of 6.50%, while TROW has yielded a comparatively lower 5.32% annualized return.


VRTS

YTD

-17.89%

1M

20.29%

6M

-22.05%

1Y

-20.95%

3Y*

2.51%

5Y*

18.21%

10Y*

6.50%

TROW

YTD

-12.95%

1M

12.75%

6M

-15.67%

1Y

-13.14%

3Y*

-3.01%

5Y*

0.72%

10Y*

5.32%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Virtus Investment Partners, Inc.

T. Rowe Price Group, Inc.

Risk-Adjusted Performance

VRTS vs. TROW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VRTS
The Risk-Adjusted Performance Rank of VRTS is 1919
Overall Rank
The Sharpe Ratio Rank of VRTS is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of VRTS is 1616
Sortino Ratio Rank
The Omega Ratio Rank of VRTS is 1818
Omega Ratio Rank
The Calmar Ratio Rank of VRTS is 2424
Calmar Ratio Rank
The Martin Ratio Rank of VRTS is 2222
Martin Ratio Rank

TROW
The Risk-Adjusted Performance Rank of TROW is 2828
Overall Rank
The Sharpe Ratio Rank of TROW is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of TROW is 2424
Sortino Ratio Rank
The Omega Ratio Rank of TROW is 2424
Omega Ratio Rank
The Calmar Ratio Rank of TROW is 3838
Calmar Ratio Rank
The Martin Ratio Rank of TROW is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VRTS vs. TROW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and T. Rowe Price Group, Inc. (TROW). 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.


The current VRTS Sharpe Ratio is -0.63, which is lower than the TROW Sharpe Ratio of -0.46. The chart below compares the historical Sharpe Ratios of VRTS and TROW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

VRTS vs. TROW - Dividend Comparison

VRTS's dividend yield for the trailing twelve months is around 4.90%, less than TROW's 5.14% yield.


TTM20242023202220212020201920182017201620152014
VRTS
Virtus Investment Partners, Inc.
4.90%3.60%2.83%3.21%1.33%1.30%1.91%2.39%1.56%1.52%1.53%0.53%
TROW
T. Rowe Price Group, Inc.
5.14%4.39%4.53%4.40%3.72%2.38%2.50%3.03%2.17%2.87%5.71%2.05%

Drawdowns

VRTS vs. TROW - Drawdown Comparison

The maximum VRTS drawdown since its inception was -74.36%, which is greater than TROW's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for VRTS and TROW. For additional features, visit the drawdowns tool.


Loading data...

Volatility

VRTS vs. TROW - Volatility Comparison

Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 8.17% compared to T. Rowe Price Group, Inc. (TROW) at 7.60%. This indicates that VRTS's price experiences larger fluctuations and is considered to be riskier than TROW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

VRTS vs. TROW - Financials Comparison

This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and T. Rowe Price Group, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B20212022202320242025
217.93M
1.76B
(VRTS) Total Revenue
(TROW) Total Revenue
Values in USD except per share items

VRTS vs. TROW - Profitability Comparison

The chart below illustrates the profitability comparison between Virtus Investment Partners, Inc. and T. Rowe Price Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
52.3%
(VRTS) Gross Margin
(TROW) Gross Margin
VRTS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a gross profit of 217.93M and revenue of 217.93M. Therefore, the gross margin over that period was 100.0%.

TROW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported a gross profit of 922.00M and revenue of 1.76B. Therefore, the gross margin over that period was 52.3%.

VRTS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported an operating income of 36.60M and revenue of 217.93M, resulting in an operating margin of 16.8%.

TROW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported an operating income of 596.30M and revenue of 1.76B, resulting in an operating margin of 33.8%.

VRTS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a net income of 28.65M and revenue of 217.93M, resulting in a net margin of 13.1%.

TROW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported a net income of 490.50M and revenue of 1.76B, resulting in a net margin of 27.8%.