ERIC vs. MNR
ERIC (Telefonaktiebolaget LM Ericsson (publ)) and MNR (Monmouth Real Estate Investment Corporation) are both stocks. ERIC operates in Communication Equipment (Technology), while MNR operates in REIT - Industrial (Real Estate). Over the past year, ERIC returned 52.52% vs 18.36% for MNR. At a 0.12 correlation, their price movements are largely independent.
Performance
ERIC vs. MNR - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with ERIC having a 32.02% return and MNR slightly higher at 32.56%.
ERIC
- 1D
- -5.92%
- 1M
- 4.49%
- YTD
- 32.02%
- 6M
- 34.10%
- 1Y
- 52.52%
- 3Y*
- 40.18%
- 5Y*
- 2.83%
- 10Y*
- 7.69%
MNR
- 1D
- -2.18%
- 1M
- 5.00%
- YTD
- 32.56%
- 6M
- 17.17%
- 1Y
- 18.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ERIC vs. MNR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ERIC Telefonaktiebolaget LM Ericsson (publ) | 32.02% | 24.14% | 33.36% | 42.53% |
MNR Monmouth Real Estate Investment Corporation | 32.56% | -26.21% | 23.43% | -10.09% |
Correlation
The correlation between ERIC and MNR is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Oct 26, 2023 | 0.12 |
Fundamentals
ERIC:
$41.99B
MNR:
$2.26B
ERIC:
$7.42
MNR:
$0.68
ERIC:
1.69
MNR:
19.90
ERIC:
0.00
MNR:
0.26
ERIC:
0.18
MNR:
1.54
ERIC:
0.41
MNR:
1.00
ERIC:
$229.49B
MNR:
$1.19B
ERIC:
$110.27B
MNR:
$632.55M
ERIC:
$46.17B
MNR:
$541.72M
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Return for Risk
ERIC vs. MNR — Risk / Return Rank
ERIC
MNR
ERIC vs. MNR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Telefonaktiebolaget LM Ericsson (publ) (ERIC) and Monmouth Real Estate Investment Corporation (MNR). 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.
| ERIC | MNR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.13 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 0.68 | +2.66 |
| Martin ratioReturn relative to average drawdown | 8.57 | 1.31 | +7.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ERIC | MNR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 0.65 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.11 | 0.00 |
Drawdowns
ERIC vs. MNR - Drawdown Comparison
The maximum ERIC drawdown since its inception was -98.59%, which is greater than MNR's maximum drawdown of -34.70%. Use the drawdown chart below to compare losses from any high point for ERIC and MNR.
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Drawdown Indicators
| ERIC | MNR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.59% | -34.70% | -63.89% |
Max Drawdown (1Y)Largest decline over 1 year | -15.79% | -27.08% | +11.29% |
Max Drawdown (3Y)Largest decline over 3 years | -22.61% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -63.96% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -66.59% | — | — |
Current DrawdownCurrent decline from peak | -82.12% | -11.51% | -70.61% |
Average DrawdownAverage peak-to-trough decline | -67.77% | -14.72% | -53.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.14% | 14.04% | -7.90% |
Volatility
ERIC vs. MNR - Volatility Comparison
Telefonaktiebolaget LM Ericsson (publ) (ERIC) has a higher volatility of 13.21% compared to Monmouth Real Estate Investment Corporation (MNR) at 7.88%. This indicates that ERIC's price experiences larger fluctuations and is considered to be riskier than MNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ERIC | MNR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.21% | 7.88% | +5.33% |
Volatility (6M)Calculated over the trailing 6-month period | 23.63% | 21.88% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.47% | 28.29% | +7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.48% | 28.83% | +5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.20% | 28.83% | +6.37% |
Dividends
ERIC vs. MNR - Dividend Comparison
ERIC's dividend yield for the trailing twelve months is around 2.49%, less than MNR's 13.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIC Telefonaktiebolaget LM Ericsson (publ) | 2.49% | 3.04% | 3.22% | 4.07% | 4.22% | 2.15% | 1.36% | 1.24% | 1.42% | 1.67% | 5.14% | 5.30% |
MNR Monmouth Real Estate Investment Corporation | 13.53% | 17.57% | 18.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ERIC vs. MNR - Financials Comparison
This section allows you to compare key financial metrics between Telefonaktiebolaget LM Ericsson (publ) and Monmouth Real Estate Investment 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
ERIC vs. MNR - Profitability Comparison
ERIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Telefonaktiebolaget LM Ericsson (publ) reported a gross profit of 24.60B and revenue of 51.13B. Therefore, the gross margin over that period was 48.1%.
MNR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported a gross profit of 279.14M and revenue of 285.93M. Therefore, the gross margin over that period was 97.6%.
ERIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Telefonaktiebolaget LM Ericsson (publ) reported an operating income of 5.48B and revenue of 51.13B, resulting in an operating margin of 10.7%.
MNR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported an operating income of -9.71M and revenue of 285.93M, resulting in an operating margin of -3.4%.
ERIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Telefonaktiebolaget LM Ericsson (publ) reported a net income of 920.33M and revenue of 51.13B, resulting in a net margin of 1.8%.
MNR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported a net income of -35.04M and revenue of 285.93M, resulting in a net margin of -12.3%.
Frequently Asked Questions
ERIC and MNR have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ERIC has higher volatility (13.21%) compared to MNR (7.88%). In terms of maximum drawdown, ERIC dropped -98.59% vs MNR's -34.70%.
ERIC currently has the higher Sharpe Ratio (1.49 vs 0.65), 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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