AVB vs. KIM
AVB (AvalonBay Communities, Inc.) and KIM (Kimco Realty Corporation) are both stocks. Both are in the Real Estate sector — AVB in REIT - Residential, KIM in REIT - Retail. Over the past 10 years, AVB returned 3.51%/yr vs 2.77%/yr for KIM. Their 0.61 correlation means they have sometimes moved together and sometimes differently.
Performance
AVB vs. KIM - Performance Comparison
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Returns By Period
In the year-to-date period, AVB achieves a 4.48% return, which is significantly lower than KIM's 28.50% return. Over the past 10 years, AVB has outperformed KIM with an annualized return of 3.51%, while KIM has yielded a comparatively lower 2.77% annualized return.
AVB
- 1D
- -1.16%
- 1M
- -4.31%
- 6M
- 6.62%
- YTD
- 4.48%
- 1Y
- 4.63%
- 3Y*
- 3.22%
- 5Y*
- -0.65%
- 10Y*
- 3.51%
- ALL TIME*
- 11.75%
KIM
- 1D
- -0.12%
- 1M
- 0.63%
- 6M
- 23.56%
- YTD
- 28.50%
- 1Y
- 28.62%
- 3Y*
- 13.39%
- 5Y*
- 8.28%
- 10Y*
- 2.77%
- ALL TIME*
- 9.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $134.99M | $151.41M | $196.85M | |
| $117.65M | $103.08M | $119.50M |
AVB vs. KIM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 4.48% | -14.60% | 21.44% | 20.34% | -33.92% | 62.17% | -20.27% | 24.10% | 1.00% | 3.89% |
KIM Kimco Realty Corporation | 28.50% | -9.26% | 15.02% | 6.05% | -10.80% | 69.48% | -23.94% | 49.75% | -13.26% | -23.67% |
Correlation
The correlation between AVB and KIM is 0.50, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 1994 | 0.61 |
The correlation between AVB and KIM shifts across timeframes, from 0.50 (1 year) to 0.64 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AVB:
$26.37B
KIM:
$17.18B
AVB:
$7.24
KIM:
$0.91
AVB:
25.63
KIM:
27.88
AVB:
14.74
KIM:
0.25
AVB:
8.56
KIM:
7.95
AVB:
2.19
KIM:
1.65
AVB:
$3.08B
KIM:
$2.16B
AVB:
$1.62B
KIM:
$1.18B
AVB:
$1.89B
KIM:
$1.10B
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Return for Risk
AVB vs. KIM — Risk / Return Rank
AVB
KIM
AVB vs. KIM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AvalonBay Communities, Inc. (AVB) and Kimco Realty Corporation (KIM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVB | KIM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.24 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.22 | 2.03 | -1.81 |
| Martin ratioReturn relative to average drawdown | 0.51 | 4.71 | -4.19 |
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Drawdowns
AVB vs. KIM - Drawdown Comparison
The maximum AVB drawdown since its inception was -70.04%, smaller than the maximum KIM drawdown of -85.65%. Use the drawdown chart below to compare losses from any high point for AVB and KIM.
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Drawdown Indicators
| AVB | KIM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.04% | -85.65% | +15.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.77% | -12.70% | -4.07% |
Max Drawdown (3Y)Largest decline over 3 years | -29.40% | -25.88% | -3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -33.61% | -4.75% |
Max Drawdown (10Y)Largest decline over 10 years | -46.91% | -68.53% | +21.62% |
Current DrawdownCurrent decline from peak | -16.83% | -3.41% | -13.42% |
Average DrawdownAverage peak-to-trough decline | -11.76% | -22.73% | +10.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.04% | 5.47% | +1.57% |
Volatility
AVB vs. KIM - Volatility Comparison
AvalonBay Communities, Inc. (AVB) has a higher volatility of 6.71% compared to Kimco Realty Corporation (KIM) at 5.63%. This indicates that AVB's price experiences larger fluctuations and is considered to be riskier than KIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVB | KIM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 5.63% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 15.66% | 13.62% | +2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.86% | 18.75% | +2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 25.48% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.76% | 34.00% | -9.24% |
Dividends
AVB vs. KIM - Dividend Comparison
AVB's dividend yield for the trailing twelve months is around 3.80%, less than KIM's 4.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 3.80% | 3.86% | 3.09% | 3.53% | 3.94% | 2.52% | 3.96% | 2.90% | 3.38% | 3.18% | 3.05% | 2.72% |
KIM Kimco Realty Corporation | 4.04% | 4.98% | 4.14% | 4.79% | 3.97% | 2.76% | 3.60% | 5.41% | 7.65% | 6.01% | 4.11% | 3.68% |
Financials
AVB vs. KIM - Financials Comparison
This section allows you to compare key financial metrics between AvalonBay Communities, Inc. and Kimco Realty 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
AVB vs. KIM - Profitability Comparison
AVB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported a gross profit of 25.94M and revenue of 777.77M. Therefore, the gross margin over that period was 3.3%.
KIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Kimco Realty Corporation reported a gross profit of 385.80M and revenue of 558.02M. Therefore, the gross margin over that period was 69.1%.
AVB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported an operating income of 211.80M and revenue of 777.77M, resulting in an operating margin of 27.2%.
KIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Kimco Realty Corporation reported an operating income of 207.77M and revenue of 558.02M, resulting in an operating margin of 37.2%.
AVB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, AvalonBay Communities, Inc. reported a net income of 155.72M and revenue of 777.77M, resulting in a net margin of 20.0%.
KIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Kimco Realty Corporation reported a net income of 164.90M and revenue of 558.02M, resulting in a net margin of 29.6%.
Frequently Asked Questions
AVB and KIM have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVB has higher volatility (6.71%) compared to KIM (5.63%). In terms of maximum drawdown, AVB dropped -70.04% vs KIM's -85.65%.
KIM currently has the higher Sharpe Ratio (1.39 vs 0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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