NIE · Virtus Equity & Convertible Income Fund
Market Cap
$683.58M
Shares
27.71M
Volume · Oct 22
64.09K
Avg daily vol (3M)
70.89K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$24.67
Open$24.82
Day$24.65–24.86
52W close$22.90–27.11
Avg vol 30d87K
Short int26K · 0.1% float · 1.0d
Short vol26%
DataJan 2020–Oct 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
10.9%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-2.2%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Sell
Momentum
Weak
Sentiment
Neutral
Fundamentals
Limited
Quant / Vol
Very Low
Market backdrop
VIX 19 · elevated
Equity put/call 0.69
Technical
price trend
50 / 200-day cross
Death cross
Price vs 200-day avg
−4%
below
Price vs 50-day avg
−4%
below
RSI (14)
37
neutral
MACD trend
Negative
52-week position
42%
mid-range
Momentum
relative strength
1-month return
−2%
trailing
6-month return
−5%
trailing
YTD return
−1%
this year
Relative strength
−11%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
Death cross
50d $26 › 200d $26 — 200d above 50d
Institutional flow
Distributing
23 of 96 funds reported for Sep 30 · net -10.2K sh shares
Insider flow
Accumulating
Net +$6.5K over 90 days · 0% sells
Short interest
Falling
0.09% of float · ▼ -47.7% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
96 holders — near 3-yr high, broad support
Squeeze score
30
low risk · 0–100
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
14%
annualized · 1-yr
Max drawdown
−12%
past year
ATR
1.6%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
Death cross
Bearish
Price vs 200-day avg
−4%
Neutral
Price vs 50-day avg
−4%
Neutral
RSI (14)
37
Neutral
MACD trend
Negative
Bearish
52-week position
42%
Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
Death cross
50d $26 › 200d $26 — 200d above 50d
Institutional flow
Distributing
23 of 96 funds reported for Sep 30 · net -10.2K sh shares
Insider flow
Accumulating
Net +$6.5K over 90 days · 0% sells
Short interest
Falling
0.09% of float · ▼ -47.7% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
96 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $23
Now $25 · 42%
Range high $27
vs 200-day avg -4%
vs 50-day avg -4%
50-day below 200-day death cross
Illustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NIE
this stock
Virtus Equity & Convertible Income Fund
|
$683.58M | -1.0% | — | — | 0.1% |
|
BLK
BlackRock, Inc.
|
$369.57B | +6.3% | +16.2% | 27.3 | 0.6% |
|
BX
Blackstone Inc.
|
$89.14B | -23.0% | +9.2% | 26.6 | 3.0% |
|
BN
BROOKFIELD Corp
|
$85.45B | -16.6% | — | — | 1.0% |
|
KKR
KKR & Co. Inc.
|
$83.56B | -27.0% | -11.0% | — | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NIE | -2.6% | -1.7% | -5.4% | -1.3% | -1.0% |
| SPY | -1.0% | -0.4% | +6.0% | +0.2% | +12.0% |
| vs SPY | -1.6% | -1.3% | -11.4% | -1.5% | -13.0% |
Capital returns
Latest dividend
$0.58
/ share · ex Sep 14, 2026
Paid (TTM)
$2.686
/ share · 5 payouts
Dividend yield (TTM, derived)
10.89%
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.