Correlation
The correlation between GLU and UTF is 0.37, 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.
GLU vs. UTF
Compare and contrast key facts about The Gabelli Global Utility & Income Trust (GLU) and Cohen & Steers Infrastructure Fund, Inc (UTF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLU or UTF.
Performance
GLU vs. UTF - Performance Comparison
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Key characteristics
GLU:
1.30
UTF:
1.43
GLU:
1.67
UTF:
1.95
GLU:
1.24
UTF:
1.28
GLU:
1.03
UTF:
2.02
GLU:
4.85
UTF:
5.81
GLU:
5.09%
UTF:
4.16%
GLU:
20.35%
UTF:
16.25%
GLU:
-50.52%
UTF:
-72.65%
GLU:
-1.01%
UTF:
0.00%
Fundamentals
Returns By Period
In the year-to-date period, GLU achieves a 15.03% return, which is significantly higher than UTF's 12.60% return. Over the past 10 years, GLU has underperformed UTF with an annualized return of 5.86%, while UTF has yielded a comparatively higher 10.15% annualized return.
GLU
15.03%
2.45%
5.47%
26.25%
8.19%
9.10%
5.86%
UTF
12.60%
3.91%
3.87%
22.93%
5.99%
11.00%
10.15%
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Risk-Adjusted Performance
GLU vs. UTF — Risk-Adjusted Performance Rank
GLU
UTF
GLU vs. UTF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Gabelli Global Utility & Income Trust (GLU) and Cohen & Steers Infrastructure Fund, Inc (UTF). 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.
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Dividends
GLU vs. UTF - Dividend Comparison
GLU's dividend yield for the trailing twelve months is around 7.18%, more than UTF's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLU The Gabelli Global Utility & Income Trust | 7.18% | 8.00% | 9.10% | 8.52% | 5.70% | 6.51% | 6.36% | 7.45% | 5.63% | 7.14% | 7.22% | 6.17% |
UTF Cohen & Steers Infrastructure Fund, Inc | 7.10% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% |
Drawdowns
GLU vs. UTF - Drawdown Comparison
The maximum GLU drawdown since its inception was -50.52%, smaller than the maximum UTF drawdown of -72.65%. Use the drawdown chart below to compare losses from any high point for GLU and UTF.
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Volatility
GLU vs. UTF - Volatility Comparison
The Gabelli Global Utility & Income Trust (GLU) has a higher volatility of 3.62% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 3.39%. This indicates that GLU's price experiences larger fluctuations and is considered to be riskier than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
GLU vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between The Gabelli Global Utility & Income Trust and Cohen & Steers Infrastructure Fund, 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