KIM vs. AVB
KIM (Kimco Realty Corporation) and AVB (AvalonBay Communities, Inc.) are both stocks. Both are in the Real Estate sector — KIM in REIT - Retail, AVB in REIT - Residential. Over the past 10 years, KIM returned 3.44%/yr vs 4.01%/yr for AVB. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
KIM vs. AVB - Performance Comparison
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Returns By Period
In the year-to-date period, KIM achieves a 27.04% return, which is significantly higher than AVB's 1.63% return. Over the past 10 years, KIM has underperformed AVB with an annualized return of 3.44%, while AVB has yielded a comparatively higher 4.01% annualized return.
KIM
- 1D
- 2.03%
- 1M
- 5.62%
- YTD
- 27.04%
- 6M
- 28.05%
- 1Y
- 24.28%
- 3Y*
- 16.43%
- 5Y*
- 8.72%
- 10Y*
- 3.44%
AVB
- 1D
- 1.31%
- 1M
- -1.84%
- YTD
- 1.63%
- 6M
- 2.42%
- 1Y
- -8.82%
- 3Y*
- 3.79%
- 5Y*
- 0.39%
- 10Y*
- 4.01%
KIM vs. AVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KIM Kimco Realty Corporation | 27.04% | -9.26% | 15.02% | 6.05% | -10.80% | 69.48% | -23.94% | 49.75% | -13.26% | -23.67% |
AVB AvalonBay Communities, Inc. | 1.63% | -14.60% | 21.44% | 20.34% | -33.92% | 62.17% | -20.27% | 24.10% | 1.00% | 3.89% |
Correlation
The correlation between KIM and AVB is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 1994 | 0.61 |
The correlation between KIM and AVB shifts across timeframes, from 0.54 (1 year) to 0.64 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
KIM:
$16.95B
AVB:
$25.66B
KIM:
$0.91
AVB:
$8.02
KIM:
27.59
AVB:
22.73
KIM:
0.24
AVB:
13.07
KIM:
7.87
AVB:
8.47
KIM:
1.63
AVB:
2.19
KIM:
$2.16B
AVB:
$3.06B
KIM:
$1.18B
AVB:
$2.08B
KIM:
$1.10B
AVB:
$1.99B
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Return for Risk
KIM vs. AVB — Risk / Return Rank
KIM
AVB
KIM vs. AVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kimco Realty Corporation (KIM) and AvalonBay Communities, Inc. (AVB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KIM | AVB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.74 | ||
| Sortino ratioReturn per unit of downside risk | +2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.94 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | -0.45 | +2.37 |
| Martin ratioReturn relative to average drawdown | 4.40 | -0.88 | +5.28 |
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Drawdowns
KIM vs. AVB - Drawdown Comparison
The maximum KIM drawdown since its inception was -85.65%, which is greater than AVB's maximum drawdown of -70.04%. Use the drawdown chart below to compare losses from any high point for KIM and AVB.
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Drawdown Indicators
| KIM | AVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.65% | -70.04% | -15.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -19.89% | +7.19% |
Max Drawdown (3Y)Largest decline over 3 years | -25.88% | -29.40% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -33.61% | -38.36% | +4.75% |
Max Drawdown (10Y)Largest decline over 10 years | -69.52% | -46.91% | -22.61% |
Current DrawdownCurrent decline from peak | -2.78% | -19.09% | +16.31% |
Average DrawdownAverage peak-to-trough decline | -22.79% | -11.75% | -11.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 10.64% | -5.11% |
Volatility
KIM vs. AVB - Volatility Comparison
Kimco Realty Corporation (KIM) has a higher volatility of 7.03% compared to AvalonBay Communities, Inc. (AVB) at 5.97%. This indicates that KIM's price experiences larger fluctuations and is considered to be riskier than AVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KIM | AVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 5.97% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 15.50% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 20.46% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.92% | 22.22% | +3.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.99% | 24.73% | +9.26% |
Dividends
KIM vs. AVB - Dividend Comparison
KIM's dividend yield for the trailing twelve months is around 4.09%, more than AVB's 3.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVB AvalonBay Communities, Inc. | 3.86% | 3.86% | 3.09% | 3.53% | 3.94% | 2.52% | 3.96% | 2.90% | 3.38% | 3.18% | 3.05% | 2.72% |
KIM Kimco Realty Corporation | 4.09% | 4.98% | 4.14% | 4.79% | 3.97% | 2.76% | 3.60% | 5.41% | 7.65% | 6.01% | 4.11% | 3.68% |
Financials
KIM vs. AVB - Financials Comparison
This section allows you to compare key financial metrics between Kimco Realty Corporation and AvalonBay Communities, 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
KIM vs. AVB - Profitability Comparison
KIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kimco Realty Corporation reported a gross profit of 385.80M and revenue of 558.02M. Therefore, the gross margin over that period was 69.1%.
AVB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported a gross profit of 521.68M and revenue of 770.28M. Therefore, the gross margin over that period was 67.7%.
KIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kimco Realty Corporation reported an operating income of 207.77M and revenue of 558.02M, resulting in an operating margin of 37.2%.
AVB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported an operating income of 218.54M and revenue of 770.28M, resulting in an operating margin of 28.4%.
KIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kimco Realty Corporation reported a net income of 164.90M and revenue of 558.02M, resulting in a net margin of 29.6%.
AVB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AvalonBay Communities, Inc. reported a net income of 325.73M and revenue of 770.28M, resulting in a net margin of 42.3%.
Frequently Asked Questions
KIM and AVB have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KIM has higher volatility (7.03%) compared to AVB (5.97%). In terms of maximum drawdown, KIM dropped -85.65% vs AVB's -70.04%.
KIM currently has the higher Sharpe Ratio (1.31 vs -0.43), 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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