HomeCompareVRTS vs PBFX

VRTS vs PBFX: Dividend Comparison 2026

VRTS yields 7.14% · PBFX yields 74.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VRTS wins by $50590.60M in total portfolio value· pulled ahead in Year 3
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 →
PBFX
PBFX
● Live price
74.55%
Share price
$19.90
Annual div
$14.83
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$13.11
Full PBFX calculator →

Portfolio growth — VRTS vs PBFX

📍 VRTS pulled ahead of the other in Year 3

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

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

Crisis PeriodVRTSPBFX
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%.
📅

Dividend Calendar Overlap

Combined, VRTS + PBFX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
VRTS pays
PBFX pays
Both pay
Neither
💰

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
PBFX
Annual income on $10K today (after 15% tax)
$6,336.56/yr
After 10yr DRIP, annual income (after tax)
$11.14/yr
At 15% tax rate, VRTS beats the other by $41,875,801,273.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VRTS: 50%PBFX: 50%
100% PBFX50/50100% VRTS
Portfolio after 10yr
$25295.33M
Annual income
$24,632,824,291.63/yr
Blended yield
97.38%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PBFX 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
PBFX
Analyst Ratings
3
Buy
4
Hold
Consensus: Hold
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
PBFX buys
0
No recent congressional trades found for VRTS or PBFX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVRTSPBFX
Forward yield7.14%74.55%
Annual dividend / share$9.30$14.83
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%-50%
Portfolio after 10y$50590.63M$35.4K
Annual income after 10y$49,265,648,570.14$13.11
Total dividends collected$50499.69M$9.3K
Payment frequencyquarterlyquarterly
SectorStockStock
Analyst consensusHoldHold

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

YearVRTS PortfolioVRTS Income/yrPBFX PortfolioPBFX Income/yrGap
1$12,129$1,428.57$14,427$3,727.39$2.3KPBFX
2$16,216$3,238.60$17,950$2,512.92$1.7KPBFX
3← crossover$25,445$8,093.62$20,668$1,460.99+$4.8KVRTS
4$50,964$23,737.87$22,901$786.06+$28.1KVRTS
5$143,400$88,868.92$24,911$407.00+$118.5KVRTS
6$620,832$467,394.11$26,861$206.88+$594.0KVRTS
7$4,446,571$3,782,280.18$28,846$104.24+$4.42MVRTS
8$55,392,819$50,634,987.90$30,917$52.31+$55.36MVRTS
9$1,238,301,169$1,179,030,852.41$33,108$26.20+$1238.27MVRTS
10$50,590,630,820$49,265,648,570.14$35,438$13.11+$50590.60MVRTS

VRTS vs PBFX: 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 →

PBFXStock

PBF Logistics LP owns, leases, acquires, develops, and operates crude oil and refined petroleum products terminals, pipelines, storage facilities, and other logistics assets in the United States. It operates in two segments, Transportation and Terminaling; and Storage. The company's assets include the DCR rail terminal, a double loop track with ancillary pumping and unloading equipment; the Toledo Truck Terminal, a crude truck unloading terminal; the DCR West Rack, a heavy crude oil rail unloading facility at the Delaware city refinery; and the Toledo storage facility, which includes a propane storage and loading facility. Its assets also comprise the DCR products pipeline, an interstate petroleum products pipeline; the DCR truck rack, a truck loading rack; the San Joaquin Valley pipeline system and Paulsboro natural gas pipeline; the Toledo rail products facility, a loading and unloading rail facility; the Chalmette truck rack, a truck loading rack facility; the Chalmette rosin yard, a rail yard facility; the Paulsboro lube oil terminal, a lube oil terminal facility; and the Delaware ethanol storage facility, an ethanol storage facility. In addition, the company is involved in receiving, handling, storing, and transferring crude oil, refined products, natural gas, and intermediates. PBF Logistics LP was founded in 2012 and is headquartered in Parsippany, New Jersey.

Full PBFX 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.