IVR vs. CIM
Compare and contrast key facts about Invesco Mortgage Capital Inc. (IVR) and Chimera Investment Corporation (CIM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVR or CIM.
Correlation
The correlation between IVR and CIM is 0.59, 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
IVR vs. CIM - Performance Comparison
Key characteristics
IVR:
0.38
CIM:
0.09
IVR:
0.66
CIM:
0.38
IVR:
1.08
CIM:
1.05
IVR:
0.10
CIM:
0.05
IVR:
1.16
CIM:
0.29
IVR:
8.02%
CIM:
11.60%
IVR:
24.85%
CIM:
35.04%
IVR:
-94.21%
CIM:
-89.69%
IVR:
-90.96%
CIM:
-63.22%
Fundamentals
IVR:
$515.60M
CIM:
$1.20B
IVR:
$1.33
CIM:
$3.33
IVR:
6.38
CIM:
4.46
IVR:
-6.09
CIM:
-28.14
IVR:
$99.21M
CIM:
$705.37M
IVR:
$90.35M
CIM:
$582.22M
IVR:
$335.10M
CIM:
$831.63M
Returns By Period
In the year-to-date period, IVR achieves a 7.85% return, which is significantly higher than CIM's 3.61% return. Over the past 10 years, IVR has underperformed CIM with an annualized return of -15.66%, while CIM has yielded a comparatively higher -0.37% annualized return.
IVR
7.85%
3.59%
-1.30%
6.54%
-37.13%
-15.66%
CIM
3.61%
-0.96%
10.81%
1.15%
-16.35%
-0.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IVR vs. CIM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Mortgage Capital Inc. (IVR) and Chimera Investment Corporation (CIM). 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
IVR vs. CIM - Dividend Comparison
IVR's dividend yield for the trailing twelve months is around 19.12%, more than CIM's 9.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVR Invesco Mortgage Capital Inc. | 19.12% | 25.40% | 26.32% | 12.59% | 5.03% | 11.11% | 11.94% | 9.14% | 10.96% | 13.72% | 12.61% | 15.67% |
CIM Chimera Investment Corporation | 9.60% | 14.03% | 20.36% | 8.55% | 13.66% | 9.73% | 11.22% | 10.82% | 14.34% | 14.08% | 17.61% | 11.61% |
Drawdowns
IVR vs. CIM - Drawdown Comparison
The maximum IVR drawdown since its inception was -94.21%, which is greater than CIM's maximum drawdown of -89.69%. Use the drawdown chart below to compare losses from any high point for IVR and CIM. For additional features, visit the drawdowns tool.
Volatility
IVR vs. CIM - Volatility Comparison
The current volatility for Invesco Mortgage Capital Inc. (IVR) is 5.68%, while Chimera Investment Corporation (CIM) has a volatility of 6.36%. This indicates that IVR experiences smaller price fluctuations and is considered to be less risky than CIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IVR vs. CIM - Financials Comparison
This section allows you to compare key financial metrics between Invesco Mortgage Capital Inc. and Chimera 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