HomeCompareVRTS vs OWL

VRTS vs OWL: Dividend Comparison 2026

VRTS yields 7.14% · OWL yields 4.00%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 VRTS wins by $50590.60M in total portfolio value
10 years
VRTS
VRTS
● Live price
7.14%
Share price
$130.20
Annual div
$9.30
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50590.63M
Annual income
$49,265,648,570.14
Full VRTS calculator →
OWL
OWL
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full OWL calculator →

Portfolio growth — VRTS vs OWL

📍 VRTS pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodVRTSOWL
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, VRTS + OWL cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
VRTS pays
OWL pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

VRTS
Annual income on $10K today (after 15% tax)
$607.14/yr
After 10yr DRIP, annual income (after tax)
$41,875,801,284.62/yr
OWL
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, VRTS beats the other by $41,875,800,520.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of VRTS + OWL for your $10,000?

VRTS: 50%OWL: 50%
100% OWL50/50100% VRTS
Portfolio after 10yr
$25295.33M
Annual income
$24,632,824,734.67/yr
Blended yield
97.38%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on OWL right now

VRTS
Analyst Ratings
4
Buy
5
Hold
2
Sell
Consensus: Hold
Price Target
$167.67
+28.8% upside vs current
Range: $142.00 — $206.00
Altman Z
0.9
Piotroski
5/9
OWL
Analyst Ratings
1
Strong
11
Buy
7
Hold
Consensus: Buy
Price Target
$16.33
-67.3% upside vs current
Range: $10.00 — $27.00
Altman Z
1.4
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VRTS buys
0
OWL buys
0
No recent congressional trades found for VRTS or OWL in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVRTSOWL
Forward yield7.14%4.00%
Annual dividend / share$9.30$2.00
Payout ratio50%50%
1-year div growth0%5%
5-year div CAGR100%5%
Portfolio after 10y$50590.63M$28.0K
Annual income after 10y$49,265,648,570.14$899.19
Total dividends collected$50499.69M$6.4K
Payment frequencyquarterlyquarterly
SectorStockStock
Analyst consensusHoldBuy
Analyst price target$167.67$16.33

Year-by-year: VRTS vs OWL ($10,000, DRIP)

YearVRTS PortfolioVRTS Income/yrOWL PortfolioOWL Income/yrGap
1← crossover$12,129$1,428.57$11,120$420.00+$1.0KVRTS
2$16,216$3,238.60$12,357$458.31+$3.9KVRTS
3$25,445$8,093.62$13,721$499.76+$11.7KVRTS
4$50,964$23,737.87$15,227$544.58+$35.7KVRTS
5$143,400$88,868.92$16,885$593.02+$126.5KVRTS
6$620,832$467,394.11$18,713$645.34+$602.1KVRTS
7$4,446,571$3,782,280.18$20,724$701.81+$4.43MVRTS
8$55,392,819$50,634,987.90$22,938$762.73+$55.37MVRTS
9$1,238,301,169$1,179,030,852.41$25,372$828.41+$1238.28MVRTS
10$50,590,630,820$49,265,648,570.14$28,047$899.19+$50590.60MVRTS

VRTS vs OWL: Complete Analysis 2026

VRTSStock

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

Full VRTS Calculator →

OWLStock

OWL is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in OWL shares.

Full OWL Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.