PIMCO Dynamic Income Strategy Fund (PDX) 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
PIMCO Dynamic Income Strategy Fund (PDX) has outperformed Virtus Investment Partners (VRTS) over the past year, losing 15.9% versus a loss of 31.6%. Over five years, PDX leads with a +55.3% price change compared with -59.3% for VRTS. PIMCO Dynamic Income Strategy Fund is the larger company by market cap ($922.3 million vs $867.0 million), about 1.1 times the size.
On valuation, Virtus Investment Partners trades at a lower trailing P/E (7.5x vs 21.7x for PIMCO Dynamic Income Strategy Fund). Virtus Investment Partners pays a dividend yielding 7.33%, while PIMCO Dynamic Income Strategy 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 | PDX | VRTS |
|---|---|---|
| Share price | $20.63 | $130.91 |
| Market cap | $922.30M | $866.98M |
| 1-day change | -1.01% | -0.84% |
| YTD return | +9.85% | -19.76% |
| 1-year return | -15.93% | -31.55% |
| 5-year return | +55.35% | -59.30% |
| P/E ratio (TTM) | 21.72 | 7.47 |
| Forward P/E | — | 5.43 |
| EPS (TTM) | $0.95 | $17.53 |
| Dividend yield | 8.90% | 7.33% |
| Annual dividend | $0.00 | $9.60 |
| 52-week high | $24.44 | $195.00 |
| 52-week low | $18.47 | $121.61 |
| Distance from 52-week high | -15.59% | -32.87% |
| Analyst consensus | — | hold |
| Avg. price target upside | — | +11.15% |
| Average volume | 112.79K | 133.87K |
| Shares outstanding | 44.71M | 6.62M |
| Employees | — | 801 |
| Sector | Finance | Finance |
| Industry | Finance/Investors Services | Investment Managers |
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
- PDX has outperformed VRTS by 15.6 percentage points over the past year.
- PIMCO Dynamic Income Strategy Fund trades at a higher earnings multiple (21.7x vs 7.5x trailing P/E).
- PIMCO Dynamic Income Strategy Fund offers a meaningfully higher dividend yield (8.90% vs 7.33%).
About Virtus Investment Partners
VRTS stock →Virtus Investment Partners, Inc. is a publicly owned investment manager.
Finance · Investment Managers · 801 employees
PDX vs VRTS FAQ
Which is bigger, PIMCO Dynamic Income Strategy Fund or Virtus Investment Partners?
PIMCO Dynamic Income Strategy Fund (PDX) is larger, with a market capitalization of $922.30M compared with $866.98M for Virtus Investment Partners (VRTS).
Which stock has performed better over the past year, PDX or VRTS?
PDX returned -15.93% 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, PDX or VRTS?
VRTS has the lower trailing P/E at 7.5, versus 21.7 for PDX. 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, PIMCO Dynamic Income Strategy Fund or Virtus Investment Partners?
PIMCO Dynamic Income Strategy Fund has the higher yield at 8.90%, compared with 7.33% for Virtus Investment Partners.
Are PIMCO Dynamic Income Strategy Fund and Virtus Investment Partners in the same industry?
Both are in the Finance sector, but in different industries: Finance/Investors Services for PIMCO Dynamic Income Strategy Fund and Investment Managers for Virtus Investment Partners.