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MBWM vs VRTS

Comparison between Mercantile Bank Corp (MBWM, Company) and Virtus Investment Partners Inc (VRTS, Company).

Both MBWM and VRTS are from the Financial Services sector.

5-Year PerformanceMBWM has outperformed VRTS, delivering a return of +15.5% compared to -9.7%

MBWM vs VRTS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
MBWM
$939M
Winner
VRTS
$942M
Max Drawdown
MBWM
93.18%
Winner
VRTS
76.80%
Sharpe Ratio
Winner
MBWM
0.90
VRTS
-0.33
5Y Beta
Winner
MBWM
0.85
VRTS
1.11
Industry
MBWM
Banks - Regional
VRTS
Asset Management
P/E Ratio
MBWM
10.14
Winner
VRTS
8.31
Forward P/E
MBWM
10.87
Winner
VRTS
7.66
PEG Ratio
MBWM
0.59
Winner
VRTS
0.56
Dividend Yield
MBWM
2.80%
Winner
VRTS
6.63%
5Y Dividends CAGR
MBWM
10.87%
Winner
VRTS
30.18%
5Y EPS CAGR
Winner
MBWM
13.92%
VRTS
-1.09%
Debt to Equity
Winner
MBWM
0.00%
VRTS
47.88%
Free Cash Flow Yield
Winner
MBWM
5.24%
VRTS
-3.59%
P/S Ratio
MBWM
3.68
Winner
VRTS
1.16
P/B Ratio
MBWM
1.26
Winner
VRTS
1.06

MBWM vs VRTS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MBWM
+8.46%
VRTS
+3.07%
3M
MBWM
+11.06%
Winner
VRTS
+15.57%
6M
Winner
MBWM
+13.07%
VRTS
-11.47%
1Y
Winner
MBWM
+27.16%
VRTS
-13.42%
5Y(CAGR)
Winner
MBWM
+15.55%
VRTS
-9.73%
10Y(CAGR)
Winner
MBWM
+12.47%
VRTS
+9.86%
Max(CAGR)
MBWM
+8.99%
Winner
VRTS
+18.38%

MBWM vs VRTS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMBWMVRTS
2026+17.70%-7.86%
2025+13.50%-21.60%
2024+14.38%-3.05%
2023+25.12%+29.08%
2022-1.45%-31.93%
2021+34.53%+41.77%
2020-21.59%+80.31%
2019+29.33%+53.56%
2018-17.67%-29.70%
2017-3.54%-3.88%
2016+65.97%+3.04%
2015+22.78%-28.28%
2014+11.11%-14.35%
2013+29.13%+59.17%
2012+66.85%+56.05%
2011+14.84%+62.80%
2010+147.71%+172.66%
2009-30.05%+51.43%
2008-71.65%N/A
2007-55.38%N/A
2006+8.36%N/A
2005+3.12%N/A
2004+6.97%N/A
2003+64.44%N/A
2002+38.69%N/A
2001+60.25%N/A
2000-7.76%N/A
1999-16.06%N/A

MBWM vs VRTS Drawdown Comparison

The maximum drawdown for MBWM was -92.59%, occurring on Jun 24, 2009. Recovery took 2855 trading sessions.

The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.

The current VRTS drawdown is -47.63%.

RankMBWMVRTS
#1-92.59%
Jul 13, 2005 - Nov 11, 2016
-74.37%
May 17, 2013 - Jan 6, 2021
#2-52.14%
Dec 17, 2019 - Oct 19, 2021
-66.02%
Jan 6, 2009 - May 8, 2009
#3-37.90%
Nov 2, 1999 - Jan 11, 2001
-55.49%
Nov 12, 2021 - Mar 16, 2026
#4-36.05%
Jan 25, 2022 - Nov 14, 2023
-36.20%
Jul 26, 2011 - Jan 10, 2012
#5-29.29%
Jul 9, 2018 - Dec 16, 2019
-27.36%
May 13, 2010 - Jul 30, 2010
#6-25.00%
Feb 11, 2025 - Jan 8, 2026
-20.71%
Apr 2, 2012 - Aug 21, 2012
#7-24.92%
May 28, 2002 - Dec 17, 2002
-20.54%
Jun 4, 2009 - Jan 4, 2010
#8-22.44%
Dec 20, 2016 - Nov 29, 2017
-16.10%
Jan 2, 2009 - Jan 6, 2009
#9-20.60%
Jan 5, 2004 - Nov 11, 2004
-16.00%
Apr 4, 2011 - Jul 1, 2011
#10-19.38%
Jan 30, 2024 - Jul 11, 2024
-15.99%
Jun 3, 2021 - Aug 5, 2021
#11-19.02%
Aug 13, 2001 - Jan 15, 2002
-15.15%
Mar 3, 2011 - Mar 24, 2011
#12-17.93%
Nov 6, 2024 - Feb 11, 2025
-13.36%
Jan 14, 2021 - Feb 4, 2021
#13-17.66%
Jul 26, 2024 - Nov 6, 2024
-11.91%
Dec 9, 2010 - Feb 2, 2011
#14-13.14%
Feb 11, 2005 - Jun 17, 2005
-11.01%
Mar 1, 2021 - Apr 28, 2021
#15-11.95%
Nov 29, 2017 - Jun 4, 2018
-10.29%
Aug 4, 2010 - Sep 1, 2010

Correlation

Correlation between MBWM and VRTS is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2003 - 2026)

MBWM vs VRTS dividend yield comparison.

YearMBWMVRTS
20261.41%3.31%
20253.12%5.61%
20243.19%3.60%
20233.32%2.83%
20223.76%3.21%
20213.37%1.33%
20204.12%1.30%
20192.91%1.91%
20183.29%2.39%
20172.09%1.56%
20163.08%1.52%
20152.36%1.53%
201411.80%0.53%
20132.09%0.00%
20120.55%0.00%
20100.12%0.00%
20092.27%0.00%
20087.21%0.00%
20073.57%0.00%
20061.32%0.00%
20051.09%0.00%
20040.91%0.00%
20030.88%0.00%

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