Jefferson Capital (JCAP) vs Virtus Convertible & Income Fund II (NCZ)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Jefferson Capital (JCAP) has outperformed Virtus Convertible & Income Fund II (NCZ) over the past year, gaining 10.9% versus a gain of 1.0%. Jefferson Capital is the larger company by market cap ($1.15 billion vs $266.8 million), about 4.3 times the size. On valuation, Virtus Convertible & Income Fund II trades at a lower trailing P/E (3.9x vs 22.0x for Jefferson Capital).
Virtus Convertible & Income Fund II offers the higher dividend yield (10.27% vs 2.40%).
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 | JCAP | NCZ |
|---|---|---|
| Share price | $20.02 | $14.02 |
| Market cap | $1.15B | $266.79M |
| 1-day change | +0.81% | -0.14% |
| YTD return | -10.38% | +1.74% |
| 1-year return | +10.85% | +1.01% |
| 5-year return | — | -34.12% |
| P/E ratio (TTM) | 22.00 | 3.94 |
| Forward P/E | 6.51 | — |
| EPS (TTM) | $0.91 | $3.56 |
| Dividend yield | 2.40% | 10.27% |
| Annual dividend | $0.48 | $1.44 |
| 52-week high | $24.44 | $16.17 |
| 52-week low | $15.50 | $12.95 |
| Distance from 52-week high | -18.09% | -13.30% |
| Average volume | 323.16K | 63.50K |
| Shares outstanding | 57.43M | 19.03M |
| Sector | Finance | Finance |
| Industry | Finance Companies | Finance Companies |
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
- Jefferson Capital is about 4.3 times larger than Virtus Convertible & Income Fund II by market value ($1.15B vs $266.79M).
- Jefferson Capital trades at a higher earnings multiple (22.0x vs 3.9x trailing P/E).
- Virtus Convertible & Income Fund II offers a meaningfully higher dividend yield (10.27% vs 2.40%).
JCAP vs NCZ FAQ
Which is bigger, Jefferson Capital or Virtus Convertible & Income Fund II?
Jefferson Capital (JCAP) is larger, with a market capitalization of $1.15B compared with $266.79M for Virtus Convertible & Income Fund II (NCZ).
Which stock has performed better over the past year, JCAP or NCZ?
JCAP returned +10.85% over the past 12 months, compared with +1.01% for NCZ (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, JCAP or NCZ?
NCZ has the lower trailing P/E at 3.9, versus 22.0 for JCAP. 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, Jefferson Capital or Virtus Convertible & Income Fund II?
Virtus Convertible & Income Fund II has the higher yield at 10.27%, compared with 2.40% for Jefferson Capital.
Are Jefferson Capital and Virtus Convertible & Income Fund II in the same industry?
Yes. Both are classified in the Finance Companies industry within the Finance sector.