Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) vs Virtus Investment Partners (VRTS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has outperformed Virtus Investment Partners (VRTS) over the past year, gaining 6.7% versus a loss of 31.6%. Over five years, AIO leads with a -6.6% price change compared with -59.3% for VRTS. Virtus Artificial Intelligence & Technology Opportunities Fund is the larger company by market cap ($878.2 million vs $867.0 million), about 1.0 times the size.
On valuation, Virtus Artificial Intelligence & Technology Opportunities Fund trades at a lower trailing P/E (6.0x vs 7.5x for Virtus Investment Partners). Virtus Investment Partners pays a dividend yielding 7.33%, while Virtus Artificial Intelligence & Technology Opportunities Fund does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AIO | VRTS |
|---|---|---|
| Share price | $25.50 | $130.91 |
| Market cap | $878.20M | $866.98M |
| 1-day change | -0.82% | -0.84% |
| YTD return | +17.24% | -19.76% |
| 1-year return | +6.74% | -31.55% |
| 5-year return | -6.56% | -59.30% |
| P/E ratio (TTM) | 5.96 | 7.53 |
| Forward P/E | — | 5.43 |
| EPS (TTM) | $4.28 | $17.38 |
| Dividend yield | 9.88% | 7.33% |
| Annual dividend | $0.00 | $9.60 |
| 52-week high | $28.60 | $195.00 |
| 52-week low | $20.91 | $121.61 |
| Distance from 52-week high | -10.84% | -32.87% |
| Analyst consensus | — | hold |
| Avg. price target upside | — | +11.15% |
| Average volume | 71.27K | 133.37K |
| Shares outstanding | 34.44M | 6.62M |
| Employees | — | 801 |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- AIO has outperformed VRTS by 38.3 percentage points over the past year.
- Virtus Investment Partners trades at a higher earnings multiple (7.5x vs 6.0x trailing P/E).
- Virtus Artificial Intelligence & Technology Opportunities Fund offers a meaningfully higher dividend yield (9.88% vs 7.33%).
About Virtus Artificial Intelligence & Technology Opportunities Fund
AIO stock →Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end multi asset fund spealizes in equity and debt securities. They prefer to invest in artificial intelligence and technology.
Financial Services · Asset Management
About Virtus Investment Partners
VRTS stock →Virtus Investment Partners, Inc. is a publicly owned investment manager.
Financial Services · Asset Management · 801 employees
AIO vs VRTS FAQ
Which is bigger, Virtus Artificial Intelligence & Technology Opportunities Fund or Virtus Investment Partners?
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is larger, with a market capitalization of $878.20M compared with $866.98M for Virtus Investment Partners (VRTS).
Which stock has performed better over the past year, AIO or VRTS?
AIO returned +6.74% over the past 12 months, compared with -31.55% for VRTS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AIO or VRTS?
AIO has the lower trailing P/E at 6.0, versus 7.5 for VRTS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Virtus Artificial Intelligence & Technology Opportunities Fund or Virtus Investment Partners?
Virtus Artificial Intelligence & Technology Opportunities Fund has the higher yield at 9.88%, compared with 7.33% for Virtus Investment Partners.
Are Virtus Artificial Intelligence & Technology Opportunities Fund and Virtus Investment Partners in the same industry?
Yes. Both are classified in the Asset Management industry within the Financial Services sector.