IVSBF
Price
$30.09
Change
-$0.29 (-0.95%)
Updated
Jul 25 closing price
Capitalization
62.33B
VRTS
Price
$197.69
Change
-$15.96 (-7.47%)
Updated
Jul 25 closing price
Capitalization
1.71B
89 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$30.09
Change-$0.29 (-0.95%)
Volume$1.38K
Capitalization62.33B
Virtus Investment Partners
Price$197.69
Change-$15.96 (-7.47%)
Volume$93.01K
Capitalization1.71B
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
Jul 27, 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 Buy and VRTS is a Buy.

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COMPARISON
Comparison
Jul 27, 2025
Stock price -- (IVSBF: $30.08 vs. VRTS: $197.69)
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: 24% vs. VRTS: 76%
Market capitalization -- IVSBF: $62.33B vs. VRTS: $1.71B
IVSBF [@Investment Managers] is valued at $62.33B. VRTS’s [@Investment Managers] market capitalization is $1.71B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.22B.

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 6 TA indicator(s) are bullish while VRTS’s TA Score has 2 bullish TA indicator(s).

  • IVSBF’s TA Score: 6 bullish, 3 bearish.
  • VRTS’s TA Score: 2 bullish, 6 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 -0.94% price change this week, while VRTS (@Investment Managers) price change was -4.65% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.66%. For the same industry, the average monthly price growth was +8.49%, and the average quarterly price growth was +15.57%.

Reported Earning Dates

IVSBF is expected to report earnings on Jul 17, 2025.

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

Industries' Descriptions

@Investment Managers (+0.66% 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($62.3B) has a higher market cap than VRTS($1.72B). VRTS has higher P/E ratio than IVSBF: VRTS (13.66) vs IVSBF (4.72). IVSBF YTD gains are higher at: 14.283 vs. VRTS (-8.073). IVSBF has more cash in the bank: 10.4B vs. VRTS (340M). VRTS has less debt than IVSBF: VRTS (2.18B) vs IVSBF (96.1B). IVSBF has higher revenues than VRTS: IVSBF (189B) vs VRTS (841M).
IVSBFVRTSIVSBF / VRTS
Capitalization62.3B1.72B3,633%
EBITDAN/A434M-
Gain YTD14.283-8.073-177%
P/E Ratio4.7213.6635%
Revenue189B841M22,473%
Total Cash10.4B340M3,059%
Total Debt96.1B2.18B4,416%
FUNDAMENTALS RATINGS
IVSBF vs VRTS: Fundamental Ratings
IVSBF
VRTS
OUTLOOK RATING
1..100
2217
VALUATION
overvalued / fair valued / undervalued
1..100
40
Fair valued
20
Undervalued
PROFIT vs RISK RATING
1..100
3357
SMR RATING
1..100
10057
PRICE GROWTH RATING
1..100
5349
P/E GROWTH RATING
1..100
290
SEASONALITY SCORE
1..100
5050

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 (20) in the Investment Managers industry is in the same range as IVSBF (40) 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 (33) in the null industry is in the same range as VRTS (57) 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 (57) in the Investment Managers industry is somewhat better than the same rating for IVSBF (100) 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 (49) in the Investment Managers industry is in the same range as IVSBF (53) 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 (90) 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
Bearish Trend 2 days ago
65%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
62%
Momentum
ODDS (%)
Bearish Trend 2 days ago
53%
Bearish Trend 2 days ago
63%
MACD
ODDS (%)
Bullish Trend 2 days ago
59%
Bearish Trend 2 days ago
62%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
66%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
56%
Bullish Trend 2 days ago
69%
Advances
ODDS (%)
Bullish Trend 16 days ago
56%
Bullish Trend 4 days ago
68%
Declines
ODDS (%)
Bearish Trend 2 days ago
44%
Bearish Trend 2 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
63%
Bearish Trend 2 days ago
62%
Aroon
ODDS (%)
Bullish Trend 2 days ago
54%
Bullish Trend 2 days ago
71%
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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%
-0.93%
FNNCF - IVSBF
27%
Poorly correlated
N/A
VRTS - IVSBF
26%
Poorly correlated
-7.47%
HALFF - IVSBF
25%
Poorly correlated
N/A
TGOPY - IVSBF
24%
Poorly correlated
-2.69%
LGGNY - IVSBF
22%
Poorly correlated
-0.35%
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 78% 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%
-7.47%
APAM - VRTS
78%
Closely correlated
+0.32%
TROW - VRTS
74%
Closely correlated
-0.59%
JHG - VRTS
74%
Closely correlated
+0.19%
CG - VRTS
71%
Closely correlated
+1.83%
AMG - VRTS
70%
Closely correlated
+2.18%
More