FCR-UN.TO vs. REI-UN.TO
Compare and contrast key facts about First Capital Real Estate Investment Trust (FCR-UN.TO) and RioCan Real Estate Investment Trust (REI-UN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCR-UN.TO or REI-UN.TO.
Key characteristics
| FCR-UN.TO | REI-UN.TO | |
|---|---|---|
| YTD Return | 21.00% | 6.67% |
| 1Y Return | 40.43% | 17.46% |
| 3Y Return (Ann) | 3.41% | -0.68% |
| 5Y Return (Ann) | 0.50% | -0.90% |
| 10Y Return (Ann) | 3.92% | 2.27% |
| Sharpe Ratio | 1.85 | 0.83 |
| Sortino Ratio | 2.83 | 1.37 |
| Omega Ratio | 1.33 | 1.16 |
| Calmar Ratio | 1.24 | 0.55 |
| Martin Ratio | 7.15 | 3.08 |
| Ulcer Index | 5.22% | 5.22% |
| Daily Std Dev | 20.20% | 19.34% |
| Max Drawdown | -63.96% | -79.29% |
| Current Drawdown | -5.20% | -15.95% |
Fundamentals
| FCR-UN.TO | REI-UN.TO | |
|---|---|---|
| Market Cap | CA$3.78B | CA$5.69B |
| EPS | CA$1.63 | CA$0.20 |
| PE Ratio | 10.93 | 94.85 |
| Total Revenue (TTM) | CA$552.46M | CA$926.09M |
| Gross Profit (TTM) | CA$354.21M | CA$571.17M |
| EBITDA (TTM) | CA$374.21M | CA$532.82M |
Correlation
The correlation between FCR-UN.TO and REI-UN.TO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCR-UN.TO vs. REI-UN.TO - Performance Comparison
In the year-to-date period, FCR-UN.TO achieves a 21.00% return, which is significantly higher than REI-UN.TO's 6.67% return. Over the past 10 years, FCR-UN.TO has outperformed REI-UN.TO with an annualized return of 3.92%, while REI-UN.TO has yielded a comparatively lower 2.27% 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
FCR-UN.TO vs. REI-UN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Capital Real Estate Investment Trust (FCR-UN.TO) and RioCan Real Estate Investment Trust (REI-UN.TO). 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
FCR-UN.TO vs. REI-UN.TO - Dividend Comparison
FCR-UN.TO's dividend yield for the trailing twelve months is around 4.44%, less than REI-UN.TO's 5.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCR-UN.TO First Capital Real Estate Investment Trust | 4.44% | 5.63% | 3.43% | 2.29% | 6.35% | 3.47% | 4.56% | 4.15% | 4.16% | 4.69% | 4.56% | 4.74% |
REI-UN.TO RioCan Real Estate Investment Trust | 5.32% | 5.77% | 4.80% | 4.18% | 8.60% | 5.38% | 6.05% | 5.79% | 5.29% | 5.95% | 5.33% | 5.69% |
Drawdowns
FCR-UN.TO vs. REI-UN.TO - Drawdown Comparison
The maximum FCR-UN.TO drawdown since its inception was -63.96%, smaller than the maximum REI-UN.TO drawdown of -79.29%. Use the drawdown chart below to compare losses from any high point for FCR-UN.TO and REI-UN.TO. For additional features, visit the drawdowns tool.
Volatility
FCR-UN.TO vs. REI-UN.TO - Volatility Comparison
The current volatility for First Capital Real Estate Investment Trust (FCR-UN.TO) is 5.04%, while RioCan Real Estate Investment Trust (REI-UN.TO) has a volatility of 5.62%. This indicates that FCR-UN.TO experiences smaller price fluctuations and is considered to be less risky than REI-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FCR-UN.TO vs. REI-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between First Capital Real Estate Investment Trust and RioCan Real Estate Investment Trust. 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