BRSC.L vs. BX
Compare and contrast key facts about Blackrock Smaller Companies Trust plc (BRSC.L) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRSC.L or BX.
Key characteristics
| BRSC.L | BX | |
|---|---|---|
| YTD Return | 7.72% | 20.75% |
| 1Y Return | 19.87% | 38.52% |
| 3Y Return (Ann) | -9.72% | 8.94% |
| 5Y Return (Ann) | 3.19% | 28.62% |
| 10Y Return (Ann) | 8.47% | 23.17% |
| Sharpe Ratio | 1.16 | 1.28 |
| Daily Std Dev | 16.74% | 30.91% |
| Max Drawdown | -65.63% | -87.65% |
| Current Drawdown | -28.42% | -0.08% |
Fundamentals
| BRSC.L | BX | |
|---|---|---|
| Market Cap | £688.60M | $188.78B |
| EPS | -£0.68 | $2.62 |
| Total Revenue (TTM) | £45.24M | $9.10B |
| Gross Profit (TTM) | £42.09M | $9.01B |
| EBITDA (TTM) | -£436.50K | $4.87B |
Correlation
The correlation between BRSC.L and BX is 0.30, 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
BRSC.L vs. BX - Performance Comparison
In the year-to-date period, BRSC.L achieves a 7.72% return, which is significantly lower than BX's 20.75% return. Over the past 10 years, BRSC.L has underperformed BX with an annualized return of 8.47%, while BX has yielded a comparatively higher 23.17% annualized 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
BRSC.L vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Smaller Companies Trust plc (BRSC.L) and The Blackstone Group Inc. (BX). 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
BRSC.L vs. BX - Dividend Comparison
BRSC.L's dividend yield for the trailing twelve months is around 2.87%, more than BX's 2.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSC.L Blackrock Smaller Companies Trust plc | 2.87% | 2.93% | 2.69% | 1.58% | 1.87% | 1.87% | 2.33% | 1.76% | 1.93% | 0.02% | 0.02% | 1.21% |
BX The Blackstone Group Inc. | 2.19% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.63% | 3.67% |
Drawdowns
BRSC.L vs. BX - Drawdown Comparison
The maximum BRSC.L drawdown since its inception was -65.63%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for BRSC.L and BX. For additional features, visit the drawdowns tool.
Volatility
BRSC.L vs. BX - Volatility Comparison
The current volatility for Blackrock Smaller Companies Trust plc (BRSC.L) is 5.38%, while The Blackstone Group Inc. (BX) has a volatility of 6.85%. This indicates that BRSC.L experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BRSC.L vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Blackrock Smaller Companies Trust plc and The Blackstone Group 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