Virtus Equity & Convertible Income Fund (NIE) Stock Price & Analysis
Virtus Equity & Convertible Income Fund (NIE) closed at USD 25.33 on Thursday, October 15, 2026, down 0.20% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 25.38; the Oct 15, 2026 session ranged USD 25.13–25.33 on volume of 50,644 shares. Market capitalization is $701.87M, with a 52-week range of USD 22.78–27.24 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:20 UTC.
Also available as compact Markdown for AI agents: nexqual.com/NIE.md
Key facts (NIE)
- Analysts: None.
- Total return with dividends: 1Y +11.1% vs S&P 500 +18.1%; 5Y +55.5% vs S&P 500 +85.1%.
Analysts (NIE)
Consensus None.
Total return (dividends reinvested) (NIE)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +11.1% | +55.5% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +11.2% | +9.2% |
| Volatility (annualized) | 13.2% | 17.3% |
| Max drawdown | -9.0% (Jan 2026→Mar 2026) | -30.1% (Dec 2021→Jun 2022) |
Key Statistics (as of October 16, 2026 at 05:20 UTC)
| Price | USD 25.33 |
|---|---|
| Change | ▼ 0.20% (down) |
| Previous Close | USD 25.38 |
| Open | USD 25.27 |
| Day Range | USD 25.13 – 25.33 |
| 52-Week Range | USD 22.78 – 27.24 |
| Volume | 50,644 shares |
| Market Cap | $701.87M |
| Exchange | NYQ |
Technical Analysis (NIE)
Nexqual's technical model rates NIE "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 16, 2026 at 05:20 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 46.81 (neutral) |
| vs SMA50 | Below (USD 25.74) |
| MACD | -0.05 (negative) |
Analyst Ratings (NIE)
Wall Street analysts rate NIE "None", per Nexqual as of October 16, 2026 at 05:20 UTC.
| Consensus Rating | None |
|---|
Earnings (NIE)
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financials & Fundamentals (NIE)
| Gross Margin | +0.00% |
|---|---|
| Operating Margin | +0.00% |
| Profit Margin | +0.00% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financial Health Score (NIE)
Nexqual rates Virtus Equity & Convertible Income Fund's overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:20 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Weak — Gross margin 0%, operating 0% |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Ownership (NIE)
| Insider Ownership | +0.00% |
|---|---|
| Institutional Ownership | +27.24% |
| Shares Outstanding | 27.71M |
| Short % of Float | +0.09% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Leadership (NIE)
Virtus Equity & Convertible Income Fund is led by Charles William Maher (age 63), CFO & MD of Nicholas-Applegate Capital Mgmt LLC ("NACM" or the "Sub-Adviser"), per Nexqual as of October 16, 2026 at 05:20 UTC.
| CFO & MD of Nicholas-Applegate Capital Mgmt LLC ("NACM" or the "Sub-Adviser") | Charles William Maher (age 63) |
|---|---|
| Managing Director of Nicholas-Applegate Capital Management LLC ("NACM" or the "Sub-Adviser") | Marna Cupp Whittington (age 77) |
Major Backers & Investors (NIE)
Notable institutional backers of Virtus Equity & Convertible Income Fund include Wells Fargo & Company, Advisors Asset Management, Inc., Royal Bank of Canada, according to Nexqual as of October 16, 2026 at 05:20 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Wells Fargo & Company | 3.5% |
| Advisors Asset Management, Inc. | 2.39% |
| Royal Bank of Canada | 2.02% |
| Raymond James Financial, Inc. | 1.97% |
| Morgan Stanley | 1.84% |
| Guggenheim Capital, LLC | 1.76% |
| Saba Capital Management, L.P. | 1.72% |
| LPL Financial LLC | 1.24% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | USD 24.19 | ▲ 1.81% |
| VCTR | Victory Capital Holdings, Inc. | USD 109.3 | ▼ 0.25% |
| PDI | PIMCO Dynamic Income Fund | USD 14.38 | ▲ 1.84% |
| AMG | Affiliated Managers Group, Inc. | USD 383.04 | ▲ 1.06% |
| SEIC | SEI Investments Company | USD 105.27 | ▼ 0.23% |
| IVZ | Invesco Ltd | USD 28.8 | ▼ 0.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:20 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt