Correlation
The correlation between AIV and O is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
AIV vs. O
Compare and contrast key facts about Apartment Investment and Management Company (AIV) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIV or O.
Performance
AIV vs. O - Performance Comparison
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Key characteristics
AIV:
0.40
O:
0.86
AIV:
0.60
O:
1.30
AIV:
1.08
O:
1.16
AIV:
0.36
O:
0.64
AIV:
1.03
O:
1.69
AIV:
7.23%
O:
9.51%
AIV:
25.48%
O:
18.39%
AIV:
-88.24%
O:
-48.45%
AIV:
-12.50%
O:
-12.20%
Fundamentals
AIV:
$1.13B
O:
$50.90B
AIV:
-$0.78
O:
$1.11
AIV:
839.32
O:
5.61
AIV:
5.37
O:
9.42
AIV:
10.25
O:
1.30
AIV:
$210.83M
O:
$5.39B
AIV:
$118.43M
O:
$5.00B
AIV:
$59.59M
O:
$4.29B
Returns By Period
In the year-to-date period, AIV achieves a -5.94% return, which is significantly lower than O's 8.56% return. Over the past 10 years, AIV has outperformed O with an annualized return of 8.40%, while O has yielded a comparatively lower 7.61% annualized return.
AIV
-5.94%
0.88%
-3.28%
10.18%
10.91%
17.95%
8.40%
O
8.56%
-1.69%
0.62%
15.68%
-1.05%
6.80%
7.61%
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Risk-Adjusted Performance
AIV vs. O — Risk-Adjusted Performance Rank
AIV
O
AIV vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apartment Investment and Management Company (AIV) and Realty Income Corporation (O). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AIV vs. O - Dividend Comparison
AIV's dividend yield for the trailing twelve months is around 7.52%, more than O's 5.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIV Apartment Investment and Management Company | 7.52% | 0.00% | 0.00% | 6.60% | 16.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.61% | 5.37% | 5.33% | 4.68% | 3.97% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
AIV vs. O - Drawdown Comparison
The maximum AIV drawdown since its inception was -88.24%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for AIV and O.
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Volatility
AIV vs. O - Volatility Comparison
Apartment Investment and Management Company (AIV) has a higher volatility of 7.34% compared to Realty Income Corporation (O) at 4.33%. This indicates that AIV's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
AIV vs. O - Financials Comparison
This section allows you to compare key financial metrics between Apartment Investment and Management Company and Realty Income Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AIV vs. O - Profitability Comparison
AIV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apartment Investment and Management Company reported a gross profit of 29.29M and revenue of 52.35M. Therefore, the gross margin over that period was 55.9%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a gross profit of 1.27B and revenue of 1.38B. Therefore, the gross margin over that period was 92.3%.
AIV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apartment Investment and Management Company reported an operating income of 4.69M and revenue of 52.35M, resulting in an operating margin of 9.0%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported an operating income of 620.85M and revenue of 1.38B, resulting in an operating margin of 45.0%.
AIV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apartment Investment and Management Company reported a net income of -13.92M and revenue of 52.35M, resulting in a net margin of -26.6%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a net income of 249.82M and revenue of 1.38B, resulting in a net margin of 18.1%.