KYN vs. SO
Compare and contrast key facts about Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KYN or SO.
Key characteristics
| KYN | SO | |
|---|---|---|
| YTD Return | 60.68% | 29.54% |
| 1Y Return | 73.74% | 34.72% |
| 3Y Return (Ann) | 26.69% | 16.76% |
| 5Y Return (Ann) | 11.23% | 11.80% |
| 10Y Return (Ann) | -1.05% | 11.27% |
| Sharpe Ratio | 4.46 | 2.02 |
| Sortino Ratio | 5.83 | 2.95 |
| Omega Ratio | 1.72 | 1.35 |
| Calmar Ratio | 1.51 | 2.79 |
| Martin Ratio | 40.30 | 10.08 |
| Ulcer Index | 1.87% | 3.46% |
| Daily Std Dev | 16.95% | 17.32% |
| Max Drawdown | -91.43% | -38.43% |
| Current Drawdown | -13.08% | -6.18% |
Fundamentals
| KYN | SO | |
|---|---|---|
| Market Cap | $2.18B | $96.78B |
| EPS | $3.01 | $4.29 |
| PE Ratio | 4.28 | 20.59 |
| PEG Ratio | 0.00 | 2.92 |
| Total Revenue (TTM) | $254.11M | $26.43B |
| Gross Profit (TTM) | $229.78M | $12.64B |
| EBITDA (TTM) | $455.06M | $11.25B |
Correlation
The correlation between KYN and SO is 0.14, 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.
Performance
KYN vs. SO - Performance Comparison
In the year-to-date period, KYN achieves a 60.68% return, which is significantly higher than SO's 29.54% return. Over the past 10 years, KYN has underperformed SO with an annualized return of -1.05%, while SO has yielded a comparatively higher 11.27% 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
KYN vs. SO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) and The Southern Company (SO). 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
KYN vs. SO - Dividend Comparison
KYN's dividend yield for the trailing twelve months is around 6.98%, more than SO's 3.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KYN Kayne Anderson Energy Infrastructure Fund, Inc. | 6.98% | 9.45% | 9.05% | 6.42% | 16.17% | 10.34% | 14.17% | 9.97% | 11.24% | 15.21% | 6.61% | 4.37% |
SO The Southern Company | 3.22% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% | 4.89% |
Drawdowns
KYN vs. SO - Drawdown Comparison
The maximum KYN drawdown since its inception was -91.43%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for KYN and SO. For additional features, visit the drawdowns tool.
Volatility
KYN vs. SO - Volatility Comparison
Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) and The Southern Company (SO) have volatilities of 5.92% and 5.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KYN vs. SO - Financials Comparison
This section allows you to compare key financial metrics between Kayne Anderson Energy Infrastructure Fund, Inc. and The Southern 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