DNP vs. JRS
Compare and contrast key facts about DNP Select Income Fund Inc. (DNP) and Nuveen Real Estate Income Fund (JRS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DNP or JRS.
Correlation
The correlation between DNP and JRS is 0.28, 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
DNP vs. JRS - Performance Comparison
Key characteristics
DNP:
1.30
JRS:
1.01
DNP:
1.85
JRS:
1.42
DNP:
1.23
JRS:
1.18
DNP:
0.81
JRS:
0.60
DNP:
4.72
JRS:
4.83
DNP:
3.95%
JRS:
3.96%
DNP:
14.37%
JRS:
19.00%
DNP:
-48.49%
JRS:
-87.89%
DNP:
-10.20%
JRS:
-15.79%
Fundamentals
Returns By Period
The year-to-date returns for both investments are quite close, with DNP having a 14.96% return and JRS slightly higher at 15.30%. Over the past 10 years, DNP has outperformed JRS with an annualized return of 6.08%, while JRS has yielded a comparatively lower 5.38% annualized return.
DNP
14.96%
-2.98%
15.30%
16.66%
0.27%
6.08%
JRS
15.30%
-8.38%
15.95%
19.11%
3.86%
5.38%
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Risk-Adjusted Performance
DNP vs. JRS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DNP Select Income Fund Inc. (DNP) and Nuveen Real Estate Income Fund (JRS). 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
DNP vs. JRS - Dividend Comparison
DNP's dividend yield for the trailing twelve months is around 8.66%, more than JRS's 8.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DNP DNP Select Income Fund Inc. | 8.66% | 9.20% | 6.93% | 7.18% | 7.60% | 6.11% | 7.50% | 7.22% | 7.62% | 8.71% | 7.39% | 8.28% |
JRS Nuveen Real Estate Income Fund | 8.18% | 8.70% | 11.06% | 5.93% | 9.00% | 7.16% | 9.99% | 8.88% | 9.10% | 9.04% | 7.83% | 9.93% |
Drawdowns
DNP vs. JRS - Drawdown Comparison
The maximum DNP drawdown since its inception was -48.49%, smaller than the maximum JRS drawdown of -87.89%. Use the drawdown chart below to compare losses from any high point for DNP and JRS. For additional features, visit the drawdowns tool.
Volatility
DNP vs. JRS - Volatility Comparison
The current volatility for DNP Select Income Fund Inc. (DNP) is 4.68%, while Nuveen Real Estate Income Fund (JRS) has a volatility of 7.29%. This indicates that DNP experiences smaller price fluctuations and is considered to be less risky than JRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DNP vs. JRS - Financials Comparison
This section allows you to compare key financial metrics between DNP Select Income Fund Inc. and Nuveen Real Estate Income Fund. 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