GWRS vs. MSEX
Compare and contrast key facts about Global Water Resources, Inc. (GWRS) and Middlesex Water Company (MSEX).
Performance
GWRS vs. MSEX - Performance Comparison
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GWRS vs. MSEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWRS Global Water Resources, Inc. | -8.65% | -24.33% | -9.94% | 0.95% | -20.68% | 20.65% | 12.34% | 33.21% | 11.84% | 5.74% |
MSEX Middlesex Water Company | 5.19% | -1.65% | -18.00% | -15.19% | -33.75% | 68.50% | 15.78% | 21.12% | 36.54% | -4.92% |
Fundamentals
GWRS:
$207.13M
MSEX:
$971.34M
GWRS:
$0.11
MSEX:
$2.35
GWRS:
70.79
MSEX:
22.39
GWRS:
46.72
MSEX:
3.67
GWRS:
3.75
MSEX:
4.92
GWRS:
2.39
MSEX:
1.97
GWRS:
$55.76M
MSEX:
$194.69M
GWRS:
$51.72M
MSEX:
$89.52M
GWRS:
$30.76M
MSEX:
$92.45M
Returns By Period
In the year-to-date period, GWRS achieves a -8.65% return, which is significantly lower than MSEX's 5.19% return.
GWRS
- 1D
- 0.79%
- 1M
- -15.74%
- YTD
- -8.65%
- 6M
- -21.97%
- 1Y
- -23.77%
- 3Y*
- -12.60%
- 5Y*
- -12.18%
- 10Y*
- —
MSEX
- 1D
- 1.23%
- 1M
- -3.41%
- YTD
- 5.19%
- 6M
- 1.18%
- 1Y
- -15.86%
- 3Y*
- -10.29%
- 5Y*
- -6.02%
- 10Y*
- 7.32%
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Return for Risk
GWRS vs. MSEX — Risk / Return Rank
GWRS
MSEX
GWRS vs. MSEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global Water Resources, Inc. (GWRS) and Middlesex Water Company (MSEX). 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.
| GWRS | MSEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.75 | -0.52 | -0.22 |
Sortino ratioReturn per unit of downside risk | -0.85 | -0.55 | -0.30 |
Omega ratioGain probability vs. loss probability | 0.88 | 0.93 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.69 | -0.61 | -0.08 |
Martin ratioReturn relative to average drawdown | -1.59 | -0.90 | -0.69 |
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
| GWRS | MSEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.75 | -0.52 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.38 | -0.20 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.32 | -0.18 |
Correlation
The correlation between GWRS and MSEX is 0.33, 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.
Dividends
GWRS vs. MSEX - Dividend Comparison
GWRS's dividend yield for the trailing twelve months is around 3.97%, more than MSEX's 2.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWRS Global Water Resources, Inc. | 3.97% | 3.60% | 2.62% | 2.28% | 2.22% | 1.71% | 2.01% | 2.18% | 2.81% | 2.94% | 1.90% | 0.00% |
MSEX Middlesex Water Company | 2.66% | 2.74% | 2.50% | 1.92% | 1.50% | 1.16% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% |
Drawdowns
GWRS vs. MSEX - Drawdown Comparison
The maximum GWRS drawdown since its inception was -60.89%, roughly equal to the maximum MSEX drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for GWRS and MSEX.
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Drawdown Indicators
| GWRS | MSEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.89% | -60.51% | -0.38% |
Max Drawdown (1Y)Largest decline over 1 year | -33.97% | -25.57% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -60.89% | -60.51% | -0.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.51% | — |
Current DrawdownCurrent decline from peak | -58.08% | -52.34% | -5.74% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -12.66% | -8.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.76% | 17.41% | -2.65% |
Volatility
GWRS vs. MSEX - Volatility Comparison
Global Water Resources, Inc. (GWRS) has a higher volatility of 18.16% compared to Middlesex Water Company (MSEX) at 7.19%. This indicates that GWRS's price experiences larger fluctuations and is considered to be riskier than MSEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWRS | MSEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.16% | 7.19% | +10.97% |
Volatility (6M)Calculated over the trailing 6-month period | 26.66% | 24.69% | +1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.93% | 30.33% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.96% | 30.93% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.74% | 32.34% | +1.40% |
Financials
GWRS vs. MSEX - Financials Comparison
This section allows you to compare key financial metrics between Global Water Resources, Inc. and Middlesex Water Company. 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