Compare · CHI vs VRTS
CHI vs VRTS
Side-by-side comparison of Calamos Convertible Opportunities and Income Fund (CHI) and Virtus Investment Partners Inc. (VRTS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both CHI and VRTS operate in Investment Managers (Finance), so they compete in similar markets.
- VRTS is the larger of the two at $1.88B, about 2.0x CHI ($963.6M).
- VRTS has been more active in the news (6 items in the past 4 weeks vs 1 for CHI).
- VRTS has more recent analyst coverage (10 ratings vs 0 for CHI).
Calamos Convertible Opportunities and Income Fund
Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or lower by Moody's or BB or lower by Standard & Poor's. The fund employs both fundamental and quantitative analysis with a focus on such factors as financial soundness, ability to make interest and dividend payments, earnings and cash-flow forecast, and quality of management to create its portfolio. Calamos Convertible Opportunities and Income Fund was formed on April 17, 2002 and is domiciled in the United States.
Virtus Investment Partners Inc.
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.
Latest CHI
- Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
- SEC Form 424B3 filed by Calamos Convertible Opportunities and Income Fund
- Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
- SEC Form N-PX filed by Calamos Convertible Opportunities and Income Fund
- Large owner Metlife Investment Management, Llc disposed of $11,000,000 worth of Series D Mandatory Redeemable Preferred Shares (440,000 units at $25.00) and bought $8,625,000 worth of Series H Mandatory Redeemable Preferred Shares (345,000 units at $25.00) (SEC Form 4)
- Calamos Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CHW, CGO and CCD) Announce Private Placements Totaling $248.25 Million of Mandatory Redeemable Preferred Shares
- 0% Thrivent Financial For Lutherans acquired $10,000,000 worth of Mandatory Redeemable Preferred Shares (400,000 units at $25.00) (SEC Form 4)
- Amendment: SEC Form SCHEDULE 13G/A filed by Calamos Convertible Opportunities and Income Fund
- Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution
- SEC Form N-23C-2 filed by Calamos Convertible Opportunities and Income Fund
Latest VRTS
- Virtus Investment Partners Reports Preliminary September 30, 2026 Assets Under Management
- Virtus Investment Partners to Announce Third Quarter 2026 Financial Results on Friday, October 30
- Duff & Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution – Section 19(a) Notice
- DNP Select Income Fund Inc. Discloses Sources of Distribution – Section 19(a) Notice
- SEC Form SCHEDULE 13G filed by Virtus Investment Partners Inc.
- Virtus Total Return Fund Inc. Discloses Sources of Distribution – Section 19(a) Notice
- Virtus Artificial Intelligence & Technology Opportunities Fund Announces Increase to Monthly Distributions and Discloses Sources of Distribution – Section 19(a) Notice
- Virtus Diversified Income & Convertible Fund Announces Increase to Monthly Distributions and Discloses Sources of Distribution – Section 19(a) Notice
- DTF Tax-Free Income 2028 Term Fund Inc. Announces Distributions
- DNP Select Income Fund Inc. Announces Distributions