BCAT vs. MPW
Compare and contrast key facts about BlackRock Capital Allocation Trust (BCAT) and Medical Properties Trust, Inc. (MPW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCAT or MPW.
Key characteristics
| BCAT | MPW | |
|---|---|---|
| YTD Return | 10.11% | 2.26% |
| 1Y Return | 17.77% | -35.03% |
| 3Y Return (Ann) | -1.50% | -33.47% |
| Sharpe Ratio | 1.27 | -0.47 |
| Daily Std Dev | 12.86% | 72.03% |
| Max Drawdown | -36.13% | -84.50% |
| Current Drawdown | -11.94% | -74.66% |
Fundamentals
| BCAT | MPW | |
|---|---|---|
| Market Cap | $1.71B | $2.93B |
| EPS | $1.43 | -$0.93 |
| PE Ratio | 11.14 | 44.55 |
| Revenue (TTM) | $0.00 | $885.77M |
| Gross Profit (TTM) | $0.00 | $1.54B |
Correlation
The correlation between BCAT and MPW is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BCAT vs. MPW - Performance Comparison
In the year-to-date period, BCAT achieves a 10.11% return, which is significantly higher than MPW's 2.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BCAT vs. MPW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Allocation Trust (BCAT) and Medical Properties Trust, Inc. (MPW). 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.
Dividends
BCAT vs. MPW - Dividend Comparison
BCAT's dividend yield for the trailing twelve months is around 9.60%, less than MPW's 15.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCAT BlackRock Capital Allocation Trust | 9.60% | 10.08% | 9.01% | 6.42% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MPW Medical Properties Trust, Inc. | 15.20% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% | 6.10% | 6.63% |
Drawdowns
BCAT vs. MPW - Drawdown Comparison
The maximum BCAT drawdown since its inception was -36.13%, smaller than the maximum MPW drawdown of -84.50%. Use the drawdown chart below to compare losses from any high point for BCAT and MPW. For additional features, visit the drawdowns tool.
Volatility
BCAT vs. MPW - Volatility Comparison
The current volatility for BlackRock Capital Allocation Trust (BCAT) is 4.55%, while Medical Properties Trust, Inc. (MPW) has a volatility of 24.03%. This indicates that BCAT experiences smaller price fluctuations and is considered to be less risky than MPW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BCAT vs. MPW - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Capital Allocation Trust and Medical Properties Trust, Inc.. 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