VRTS vs MBWM
Comparison between Virtus Investment Partners Inc (VRTS, Company) and Mercantile Bank Corp (MBWM, Company).
Both VRTS and MBWM are from the Financial Services sector.
5-Year PerformanceMBWM has outperformed VRTS, delivering a return of +15.5% compared to -9.7%
VRTS vs MBWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VRTS vs MBWM - Historical Returns
Returns include dividend reinvestment.
VRTS vs MBWM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VRTS | MBWM |
|---|---|---|
| 2026 | -7.86% | +17.70% |
| 2025 | -21.60% | +13.50% |
| 2024 | -3.05% | +14.38% |
| 2023 | +29.08% | +25.12% |
| 2022 | -31.93% | -1.45% |
| 2021 | +41.77% | +34.53% |
| 2020 | +80.31% | -21.59% |
| 2019 | +53.56% | +29.33% |
| 2018 | -29.70% | -17.67% |
| 2017 | -3.88% | -3.54% |
| 2016 | +3.04% | +65.97% |
| 2015 | -28.28% | +22.78% |
| 2014 | -14.35% | +11.11% |
| 2013 | +59.17% | +29.13% |
| 2012 | +56.05% | +66.85% |
| 2011 | +62.80% | +14.84% |
| 2010 | +172.66% | +147.71% |
| 2009 | +51.43% | -30.05% |
| 2008 | N/A | -71.65% |
| 2007 | N/A | -55.38% |
| 2006 | N/A | +8.36% |
| 2005 | N/A | +3.12% |
| 2004 | N/A | +6.97% |
| 2003 | N/A | +64.44% |
| 2002 | N/A | +38.69% |
| 2001 | N/A | +60.25% |
| 2000 | N/A | -7.76% |
| 1999 | N/A | -16.06% |
VRTS vs MBWM Drawdown Comparison
The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.
The maximum drawdown for MBWM was -92.59%, occurring on Jun 24, 2009. Recovery took 2855 trading sessions.
The current VRTS drawdown is -47.63%.
| Rank | VRTS | MBWM |
|---|---|---|
| #1 | -74.37% May 17, 2013 - Jan 6, 2021 | -92.59% Jul 13, 2005 - Nov 11, 2016 |
| #2 | -66.02% Jan 6, 2009 - May 8, 2009 | -52.14% Dec 17, 2019 - Oct 19, 2021 |
| #3 | -55.49% Nov 12, 2021 - Mar 16, 2026 | -37.90% Nov 2, 1999 - Jan 11, 2001 |
| #4 | -36.20% Jul 26, 2011 - Jan 10, 2012 | -36.05% Jan 25, 2022 - Nov 14, 2023 |
| #5 | -27.36% May 13, 2010 - Jul 30, 2010 | -29.29% Jul 9, 2018 - Dec 16, 2019 |
| #6 | -20.71% Apr 2, 2012 - Aug 21, 2012 | -25.00% Feb 11, 2025 - Jan 8, 2026 |
| #7 | -20.54% Jun 4, 2009 - Jan 4, 2010 | -24.92% May 28, 2002 - Dec 17, 2002 |
| #8 | -16.10% Jan 2, 2009 - Jan 6, 2009 | -22.44% Dec 20, 2016 - Nov 29, 2017 |
| #9 | -16.00% Apr 4, 2011 - Jul 1, 2011 | -20.60% Jan 5, 2004 - Nov 11, 2004 |
| #10 | -15.99% Jun 3, 2021 - Aug 5, 2021 | -19.38% Jan 30, 2024 - Jul 11, 2024 |
| #11 | -15.15% Mar 3, 2011 - Mar 24, 2011 | -19.02% Aug 13, 2001 - Jan 15, 2002 |
| #12 | -13.36% Jan 14, 2021 - Feb 4, 2021 | -17.93% Nov 6, 2024 - Feb 11, 2025 |
| #13 | -11.91% Dec 9, 2010 - Feb 2, 2011 | -17.66% Jul 26, 2024 - Nov 6, 2024 |
| #14 | -11.01% Mar 1, 2021 - Apr 28, 2021 | -13.14% Feb 11, 2005 - Jun 17, 2005 |
| #15 | -10.29% Aug 4, 2010 - Sep 1, 2010 | -11.95% Nov 29, 2017 - Jun 4, 2018 |
Correlation
Correlation between VRTS and MBWM is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
VRTS vs MBWM dividend yield comparison.
| Year | VRTS | MBWM |
|---|---|---|
| 2026 | 3.31% | 1.41% |
| 2025 | 5.61% | 3.12% |
| 2024 | 3.60% | 3.19% |
| 2023 | 2.83% | 3.32% |
| 2022 | 3.21% | 3.76% |
| 2021 | 1.33% | 3.37% |
| 2020 | 1.30% | 4.12% |
| 2019 | 1.91% | 2.91% |
| 2018 | 2.39% | 3.29% |
| 2017 | 1.56% | 2.09% |
| 2016 | 1.52% | 3.08% |
| 2015 | 1.53% | 2.36% |
| 2014 | 0.53% | 11.80% |
| 2013 | 0.00% | 2.09% |
| 2012 | 0.00% | 0.55% |
| 2010 | 0.00% | 0.12% |
| 2009 | 0.00% | 2.27% |
| 2008 | 0.00% | 7.21% |
| 2007 | 0.00% | 3.57% |
| 2006 | 0.00% | 1.32% |
| 2005 | 0.00% | 1.09% |
| 2004 | 0.00% | 0.91% |
| 2003 | 0.00% | 0.88% |
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