VRTS vs DEC

Comparison between Virtus Investment Partners Inc (VRTS, Company) and (DEC, Company).

VRTS is from the Financial Services sector, while DEC is from the Energy sector.

VRTS vs DEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRTS(COMPANY)	DEC(COMPANY)
Market Cap	$946M	$940M
Max Drawdown	76.80%	40.69%
Sharpe Ratio	-0.33	-0.05
5Y Beta	1.10	0.55
Industry	Asset Management	Oil & Gas Integrated
P/E Ratio	8.35	2.93
Forward P/E	7.66	1.85
PEG Ratio	N/A	0.09
Dividend Yield	6.57%	10.90%
5Y Dividends CAGR	30.18%	N/A
5Y EPS CAGR	-1.09%	N/A
Debt to Equity	47.88%	393.80%
Free Cash Flow Yield	-3.57%	29.78%

Market Cap

Winner

VRTS

$946M

DEC

$940M

Max Drawdown

VRTS

76.80%

Winner

DEC

40.69%

Sharpe Ratio

VRTS

-0.33

Winner

DEC

-0.05

5Y Beta

VRTS

1.10

Winner

DEC

0.55

Industry

VRTS

Asset Management

DEC

Oil & Gas Integrated

P/E Ratio

VRTS

8.35

Winner

DEC

2.93

Forward P/E

VRTS

7.66

Winner

DEC

1.85

PEG Ratio

VRTS

N/A

DEC

0.09

Dividend Yield

VRTS

6.57%

Winner

DEC

10.90%

5Y Dividends CAGR

VRTS

30.18%

DEC

N/A

5Y EPS CAGR

VRTS

-1.09%

DEC

N/A

Debt to Equity

Winner

VRTS

47.88%

DEC

393.80%

Free Cash Flow Yield

VRTS

-3.57%

Winner

DEC

29.78%

VRTS vs DEC - Historical Returns

Returns include dividend reinvestment.

Period	VRTS	DEC
1 month	+1.01%	-19.84%
3 months	+10.58%	-11.37%
6 months	-10.49%	-1.75%
1 year	-13.88%	-6.84%
5 years(CAGR)	-8.22%	N/A
10 years(CAGR)	+9.58%	N/A
Max(CAGR)	+18.20%	-2.82%

Winner

VRTS

+1.01%

DEC

-19.84%

Winner

VRTS

+10.58%

DEC

-11.37%

VRTS

-10.49%

Winner

DEC

-1.75%

VRTS

-13.88%

Winner

DEC

-6.84%

5Y(CAGR)

VRTS

-8.22%

DEC

N/A

10Y(CAGR)

VRTS

+9.58%

DEC

N/A

Max(CAGR)

Winner

VRTS

+18.20%

DEC

-2.82%

VRTS vs DEC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VRTS	DEC
2026	-10.13%	-8.52%
2025	-21.60%	-10.50%
2024	-3.05%	+18.09%
2023	+29.08%	-16.31%
2022	-31.93%	N/A
2021	+41.77%	N/A
2020	+80.31%	N/A
2019	+53.56%	N/A
2018	-29.70%	N/A
2017	-3.88%	N/A
2016	+3.04%	N/A
2015	-28.28%	N/A
2014	-14.35%	N/A
2013	+59.17%	N/A
2012	+56.05%	N/A
2011	+62.80%	N/A
2010	+172.66%	N/A
2009	+51.43%	N/A

VRTS vs DEC Drawdown Comparison

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

The maximum drawdown for DEC was -37.97%, occurring on Apr 8, 2025. Recovery took 302 trading sessions.

The current VRTS drawdown is -48.92%. The current DEC drawdown is -27.55%.

Rank	VRTS	DEC
#1	-74.37% May 17, 2013 - Jan 6, 2021	-37.97% Jan 2, 2025 - Mar 19, 2026
#2	-66.02% Jan 6, 2009 - May 8, 2009	-35.28% Dec 18, 2023 - Jul 16, 2024
#3	-55.49% Nov 12, 2021 - Mar 16, 2026	-34.25% Jul 17, 2024 - Nov 29, 2024
#4	-36.20% Jul 26, 2011 - Jan 10, 2012	-27.60% Mar 30, 2026 - Jun 17, 2026
#5	-27.36% May 13, 2010 - Jul 30, 2010	-12.40% Dec 13, 2024 - Jan 2, 2025
#6	-20.71% Apr 2, 2012 - Aug 21, 2012	-7.81% Dec 3, 2024 - Dec 12, 2024
#7	-20.54% Jun 4, 2009 - Jan 4, 2010	-3.46% Mar 20, 2026 - Mar 24, 2026
#8	-16.10% Jan 2, 2009 - Jan 6, 2009	-2.26% Nov 29, 2024 - Dec 3, 2024
#9	-16.00% Apr 4, 2011 - Jul 1, 2011	N/A
#10	-15.99% Jun 3, 2021 - Aug 5, 2021	N/A
#11	-15.15% Mar 3, 2011 - Mar 24, 2011	N/A
#12	-13.36% Jan 14, 2021 - Feb 4, 2021	N/A
#13	-11.91% Dec 9, 2010 - Feb 2, 2011	N/A
#14	-11.01% Mar 1, 2021 - Apr 28, 2021	N/A
#15	-10.29% Aug 4, 2010 - Sep 1, 2010	N/A

Correlation

Correlation between VRTS and DEC is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

-101

Dividend Comparison (2014 - 2026)

VRTS vs DEC dividend yield comparison.

Year	VRTS	DEC
2026	3.39%	4.46%
2025	5.61%	8.01%
2024	3.60%	10.39%
2023	2.83%	0.00%
2022	3.21%	0.00%
2021	1.33%	0.00%
2020	1.30%	0.00%
2019	1.91%	0.00%
2018	2.39%	0.00%
2017	1.56%	0.00%
2016	1.52%	0.00%
2015	1.53%	0.00%
2014	0.53%	0.00%