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About the company
Virtus Equity & Convertible Income Fund (the Fund) is a diversified, closed-end management investment company. The Fund’s investment objective is to seek total return comprised of capital appreciation, current income and gains. The Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in a combination of equity securities and income-producing convertible securities. The equity component of the Fund may vary from 40-80% and the convertible component may vary from 20-60% of assets. The Fund's investment advisor is Virtus Investment Advisers, Inc. and its investment subadvisor is Voya Investment Management Co. LLC.
- Revenue in USD (TTM)13.39m
- Net income in USD130.32m
- Incorporated2006
- Employees0.00
- LocationVirtus Equity & Convertible Income Fund101 Munson StreetGREENFIELD 01301United StatesUSA
- Phone+1 (212) 739-3000
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cohen & Steers Ltd DrtnPrfrrd&IncmFndInc | 60.49m | 85.21m | 617.64m | -- | 7.25 | 0.9703 | -- | 10.21 | 2.93 | 2.93 | 2.08 | 21.89 | 0.0645 | -- | 4.50 | -- | 9.09 | 2.40 | 13.80 | 3.53 | 56.86 | 67.13 | 140.86 | 43.34 | -- | -- | 0.331 | 210.75 | 7.21 | 0.5537 | 118.81 | -10.36 | -- | -3.41 |
| India Fund Inc | 5.20m | 108.04m | 641.15m | -- | 5.62 | 0.8778 | -- | 123.40 | 2.86 | 2.86 | 0.132 | 18.31 | 0.0076 | -- | 15.42 | -- | 15.89 | 8.30 | 16.23 | 8.56 | -48.86 | -21.42 | 2,079.32 | 927.31 | -- | -- | 0.00 | 128.84 | -4.65 | -10.87 | 10.40 | 30.02 | -- | -0.1126 |
| BlackRock Enhanced Global Dividend Trust | 17.92m | 62.40m | 646.10m | -- | 10.82 | 0.9403 | -- | 36.05 | 1.05 | 1.05 | 0.3065 | 12.05 | 0.0247 | -- | 10.82 | -- | 8.61 | 5.52 | 8.63 | 5.53 | 56.56 | 61.48 | 348.12 | 212.14 | -- | -- | 0.00 | 112.45 | -10.89 | -8.60 | -35.66 | -13.76 | -- | 0.5158 |
| John Hancock Premium Dividend Fund | -100.00bn | -100.00bn | 647.77m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Gladstone Capital Corp | 92.93m | 86.65m | 652.03m | 73.00 | 7.42 | 1.36 | -- | 7.02 | 3.93 | 3.93 | 4.21 | 21.93 | 0.117 | -- | 10.33 | 1,273,041.00 | 10.98 | 7.92 | 11.09 | 8.00 | 36.10 | 35.65 | 93.85 | 68.90 | -- | -- | 0.3635 | 65.55 | 11.79 | 14.07 | 121.49 | 36.60 | -- | 3.75 |
| Thornburg Income Builder Opportunts Trst | 37.54m | 74.95m | 653.51m | -- | 8.72 | 1.05 | -- | 17.41 | 2.34 | 2.34 | 1.17 | 19.46 | 0.0615 | -- | 19.38 | -- | 12.29 | -- | 12.33 | -- | 79.40 | -- | 199.66 | -- | -- | -- | 0.00 | -- | 13.81 | -- | 12.97 | -- | -- | -- |
| AlTi Global, Inc | 214.09m | -155.87m | 655.33m | 430.00 | -- | 1.80 | -- | 3.06 | -1.65 | -1.65 | 2.41 | 4.70 | 0.1704 | -- | 15.81 | 497,874.40 | -15.86 | -- | -25.71 | -- | -- | -- | -93.08 | -71.67 | -- | -1.38 | 0.00 | -- | -16.19 | 28.17 | 23.57 | -- | 57.95 | -- |
| abrdn Asia-Pacific Income Fund Inc | 66.77m | 52.98m | 658.46m | -- | 12.43 | 0.957 | -- | 9.86 | 1.28 | 1.28 | 1.62 | 16.67 | 0.0608 | -- | 3.65 | -- | 5.10 | -0.8861 | 5.17 | -0.8961 | 64.50 | 62.56 | 83.94 | -17.27 | -- | -- | 0.3824 | -- | -7.49 | -3.44 | 45.63 | -7.21 | -- | -2.13 |
| Virtus Equity & Convertible Income Fund | 13.39m | 130.32m | 665.29m | 0.00 | 5.11 | 0.9053 | -- | 49.67 | 4.70 | 4.70 | 0.4834 | 26.52 | 0.019 | -- | 3.61 | -- | 18.48 | 10.71 | 18.69 | 10.81 | 42.16 | 23.81 | 973.05 | 755.97 | -- | -- | 0.00 | 88.67 | 14.98 | 2.46 | 39.01 | 3.93 | -- | 5.64 |
| BlackRock TCP Capital Corp | 259.60m | -47.30m | 666.70m | -- | -- | 0.8537 | -- | 2.57 | -0.5523 | -0.5523 | 3.04 | 9.18 | 0.1241 | -- | 181.34 | -- | -2.26 | 1.94 | -2.28 | 1.98 | 60.94 | 62.27 | -18.22 | 17.35 | -- | 0.7444 | 0.5845 | 252.34 | 23.94 | 5.86 | -264.10 | -- | -- | -1.14 |
| PIMCO Access Income Fund | 104.82m | 102.29m | 676.81m | -- | 6.51 | 0.9815 | -- | 6.46 | 2.31 | 2.31 | 2.37 | 15.33 | 0.0898 | -- | 3.96 | -- | 8.77 | -- | 15.34 | -- | 57.50 | -- | 97.58 | -- | -- | -- | 0.3869 | -- | -13.39 | -- | 2,160.33 | -- | -- | -- |
| Blackrock Muniyield Quality Fund III Inc | 58.91m | 11.64m | 685.94m | -- | 58.94 | 0.8465 | -- | 11.64 | 0.1751 | 0.1751 | 0.8863 | 17.55 | 0.0436 | -- | 3.37 | -- | 0.8621 | 0.4576 | 0.8757 | 0.4597 | 55.35 | 65.55 | 19.76 | 12.05 | -- | 1.57 | 0.1232 | 557.29 | 0.7939 | -1.27 | 1,600.43 | -17.01 | -- | 0.1992 |
| Pimco Income Strategy Fund II | 82.01m | 80.92m | 691.77m | -- | 8.33 | 1.03 | -- | 8.44 | 0.8898 | 0.8898 | 0.902 | 7.20 | 0.1023 | -- | 3.63 | -- | 10.26 | 2.49 | 12.65 | 3.27 | 81.32 | 82.23 | 100.29 | 32.75 | -- | -- | 0.1067 | 344.69 | -0.5679 | 4.74 | 201.71 | 7.95 | -- | -3.51 |
| GAMCO Global Gold Ntrl Rsrcs & Incm Trst | 21.54m | 38.19m | 692.48m | -- | 18.01 | 1.15 | -- | 32.15 | 0.2471 | 0.2471 | 0.1384 | 4.37 | 0.0305 | -- | 3.65 | -- | 5.96 | 6.54 | 5.97 | 6.62 | 64.21 | 63.33 | 195.64 | 235.11 | -- | -- | 0.0034 | 135.80 | -4.88 | 13.68 | -45.86 | -17.99 | -- | -9.71 |
| Nuveen Select Tax-Free Income Portfolio | 32.96m | 9.54m | 701.24m | -- | 66.42 | 0.9682 | -- | 21.28 | 0.2076 | 0.2076 | 0.6482 | 14.24 | 0.0449 | -- | 6.31 | -- | 1.30 | 0.5199 | 1.31 | 0.5235 | 94.84 | 94.74 | 28.96 | 13.17 | -- | 1.44 | 0.0352 | 705.87 | 9.22 | 26.32 | -69.60 | -6.60 | -- | 2.48 |
| Ares Acquisition Corporation II | 0.00 | 22.59m | 703.96m | -- | 31.49 | 1.34 | 31.17 | -- | 0.3614 | 0.3614 | 0.00 | 8.51 | 0.00 | -- | -- | -- | 4.15 | -- | 4.16 | -- | -- | -- | -- | -- | -- | -- | 0.0093 | -- | -- | -- | 53.62 | -- | -- | -- |
Data as of Jul 18 2025. Currency figures normalised to Virtus Equity & Convertible Income Fund's reporting currency: US Dollar USD
16.81%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Advisors Asset Management, Inc.as of 31 Mar 2025 | 1.01m | 3.64% |
| Wells Fargo Clearing Services LLCas of 31 Mar 2025 | 688.21k | 2.48% |
| Morgan Stanley Smith Barney LLC (Investment Management)as of 31 Mar 2025 | 557.03k | 2.01% |
| RBC Capital Markets LLC (Investment Management)as of 31 Mar 2025 | 531.10k | 1.92% |
| Guggenheim Partners Investment Management LLCas of 31 Mar 2025 | 453.38k | 1.64% |
| Wealth Enhancement Advisory Services LLCas of 30 Jun 2025 | 385.54k | 1.39% |
| Wells Fargo Advisors Financial Network LLCas of 31 Mar 2025 | 354.73k | 1.28% |
| Raymond James & Associates, Inc. (Invt Mgmt)as of 31 Mar 2025 | 243.15k | 0.88% |
| Raymond James Financial Services Advisors, Inc.as of 31 Mar 2025 | 229.98k | 0.83% |
| Schwarz Dygos Wheeler Investment Advisors LLCas of 31 Mar 2025 | 206.34k | 0.75% |
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Data from 31 Mar 2025 - 30 Jun 2025Source: FactSet Research Systems Inc.
