IVSBF
Price
$31.16
Change
+$1.16 (+3.87%)
Updated
Sep 5 closing price
Capitalization
94.26B
VRTS
Price
$193.98
Change
-$2.82 (-1.43%)
Updated
Sep 5 closing price
Capitalization
1.31B
48 days until earnings call
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IVSBF vs VRTS

Header iconIVSBF vs VRTS Comparison
Open Charts IVSBF vs VRTSBanner chart's image
Investors AB
Price$31.16
Change+$1.16 (+3.87%)
Volume$5.52K
Capitalization94.26B
Virtus Investment Partners
Price$193.98
Change-$2.82 (-1.43%)
Volume$77.95K
Capitalization1.31B
IVSBF vs VRTS Comparison Chart in %
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IVSBF
Daily Signalchanged days ago
Gain/Loss if bought
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VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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IVSBF vs. VRTS commentary
Sep 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVSBF is a StrongBuy and VRTS is a StrongBuy.

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COMPARISON
Comparison
Sep 06, 2025
Stock price -- (IVSBF: $31.16 vs. VRTS: $193.98)
Brand notoriety: IVSBF and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVSBF: 167% vs. VRTS: 87%
Market capitalization -- IVSBF: $94.26B vs. VRTS: $1.31B
IVSBF [@Investment Managers] is valued at $94.26B. VRTS’s [@Investment Managers] market capitalization is $1.31B. The market cap for tickers in the [@Investment Managers] industry ranges from $170.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.5B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

IVSBF’s FA Score shows that 2 FA rating(s) are green whileVRTS’s FA Score has 1 green FA rating(s).

  • IVSBF’s FA Score: 2 green, 3 red.
  • VRTS’s FA Score: 1 green, 4 red.
According to our system of comparison, IVSBF is a better buy in the long-term than VRTS.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

IVSBF’s TA Score shows that 7 TA indicator(s) are bullish while VRTS’s TA Score has 3 bullish TA indicator(s).

  • IVSBF’s TA Score: 7 bullish, 2 bearish.
  • VRTS’s TA Score: 3 bullish, 5 bearish.
According to our system of comparison, IVSBF is a better buy in the short-term than VRTS.

Price Growth

IVSBF (@Investment Managers) experienced а +2.13% price change this week, while VRTS (@Investment Managers) price change was -3.70% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.75%, and the average quarterly price growth was +21.27%.

Reported Earning Dates

VRTS is expected to report earnings on Oct 24, 2025.

Industries' Descriptions

@Investment Managers (-0.32% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IVSBF($94.3B) has a higher market cap than VRTS($1.31B). IVSBF has higher P/E ratio than VRTS: IVSBF (38.50) vs VRTS (9.60). IVSBF YTD gains are higher at: 18.367 vs. VRTS (-8.767). VRTS has less debt than IVSBF: VRTS (2.35B) vs IVSBF (110B). IVSBF has higher revenues than VRTS: IVSBF (79.9B) vs VRTS (885M).
IVSBFVRTSIVSBF / VRTS
Capitalization94.3B1.31B7,204%
EBITDAN/A451M-
Gain YTD18.367-8.767-210%
P/E Ratio38.509.60401%
Revenue79.9B885M9,028%
Total CashN/A243M-
Total Debt110B2.35B4,685%
FUNDAMENTALS RATINGS
IVSBF vs VRTS: Fundamental Ratings
IVSBF
VRTS
OUTLOOK RATING
1..100
8771
VALUATION
overvalued / fair valued / undervalued
1..100
26
Undervalued
14
Undervalued
PROFIT vs RISK RATING
1..100
3768
SMR RATING
1..100
9851
PRICE GROWTH RATING
1..100
5650
P/E GROWTH RATING
1..100
284
SEASONALITY SCORE
1..100
6550

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

VRTS's Valuation (14) in the Investment Managers industry is in the same range as IVSBF (26) in the null industry. This means that VRTS’s stock grew similarly to IVSBF’s over the last 12 months.

IVSBF's Profit vs Risk Rating (37) in the null industry is in the same range as VRTS (68) in the Investment Managers industry. This means that IVSBF’s stock grew similarly to VRTS’s over the last 12 months.

VRTS's SMR Rating (51) in the Investment Managers industry is somewhat better than the same rating for IVSBF (98) in the null industry. This means that VRTS’s stock grew somewhat faster than IVSBF’s over the last 12 months.

VRTS's Price Growth Rating (50) in the Investment Managers industry is in the same range as IVSBF (56) in the null industry. This means that VRTS’s stock grew similarly to IVSBF’s over the last 12 months.

IVSBF's P/E Growth Rating (2) in the null industry is significantly better than the same rating for VRTS (84) in the Investment Managers industry. This means that IVSBF’s stock grew significantly faster than VRTS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVSBFVRTS
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
63%
Bearish Trend 2 days ago
69%
Momentum
ODDS (%)
Bullish Trend 2 days ago
54%
Bullish Trend 2 days ago
72%
MACD
ODDS (%)
Bearish Trend 2 days ago
44%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
56%
Bearish Trend 2 days ago
65%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
56%
Bullish Trend 2 days ago
70%
Advances
ODDS (%)
Bullish Trend 20 days ago
54%
Bullish Trend 11 days ago
69%
Declines
ODDS (%)
Bearish Trend 5 days ago
46%
Bearish Trend 4 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
75%
Bearish Trend 2 days ago
73%
Aroon
ODDS (%)
Bullish Trend 2 days ago
54%
N/A
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IVSBF
Daily Signalchanged days ago
Gain/Loss if bought
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VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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IVSBF and

Correlation & Price change

A.I.dvisor tells us that IVSBF and FNNCF have been poorly correlated (+27% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that IVSBF and FNNCF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVSBF
1D Price
Change %
IVSBF100%
+3.87%
FNNCF - IVSBF
27%
Poorly correlated
+1.32%
VRTS - IVSBF
26%
Poorly correlated
-1.43%
HALFF - IVSBF
25%
Poorly correlated
+1.15%
TGOPY - IVSBF
24%
Poorly correlated
+1.44%
LGGNY - IVSBF
22%
Poorly correlated
+0.44%
More

VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been closely correlated with APAM. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRTS jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
-1.43%
APAM - VRTS
73%
Closely correlated
-1.47%
JHG - VRTS
72%
Closely correlated
-1.82%
TROW - VRTS
71%
Closely correlated
-3.01%
BX - VRTS
70%
Closely correlated
+0.05%
CNS - VRTS
68%
Closely correlated
-0.19%
More