DX vs. REFI

In the year-to-date period, DX achieves a 12.93% return, which is significantly higher than REFI's 8.07% return.

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This table presents a comparison of risk-adjusted performance metrics for Dynex Capital, Inc. (DX) and Chicago Atlantic Real Estate Finance, Inc. (REFI). 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.

The current DX Sharpe Ratio is 0.69, which is comparable to the REFI Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of DX and REFI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DX's dividend yield for the trailing twelve months is around 11.54%, less than REFI's 13.58% yield.

The maximum DX drawdown since its inception was -99.12%, which is greater than REFI's maximum drawdown of -26.55%. Use the drawdown chart below to compare losses from any high point for DX and REFI. For additional features, visit the drawdowns tool.

The current volatility for Dynex Capital, Inc. (DX) is 3.22%, while Chicago Atlantic Real Estate Finance, Inc. (REFI) has a volatility of 3.62%. This indicates that DX experiences smaller price fluctuations and is considered to be less risky than REFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Dynex Capital, Inc. and Chicago Atlantic Real Estate Finance, 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.