MCI vs. BST
Compare and contrast key facts about Barings Corporate Investors (MCI) and BlackRock Science and Technology Trust (BST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCI or BST.
Correlation
The correlation between MCI and BST is 0.10, 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
MCI vs. BST - Performance Comparison
Key characteristics
MCI:
1.47
BST:
1.06
MCI:
1.94
BST:
1.47
MCI:
1.28
BST:
1.19
MCI:
3.05
BST:
0.66
MCI:
7.61
BST:
3.52
MCI:
3.96%
BST:
5.38%
MCI:
20.55%
BST:
17.88%
MCI:
-57.08%
BST:
-46.58%
MCI:
0.00%
BST:
-14.03%
Fundamentals
Returns By Period
In the year-to-date period, MCI achieves a 5.59% return, which is significantly higher than BST's 3.16% return. Over the past 10 years, MCI has underperformed BST with an annualized return of 11.17%, while BST has yielded a comparatively higher 15.66% annualized return.
MCI
5.59%
10.30%
22.68%
28.14%
14.28%
11.17%
BST
3.16%
4.33%
9.61%
17.60%
9.52%
15.66%
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Risk-Adjusted Performance
MCI vs. BST — Risk-Adjusted Performance Rank
MCI
BST
MCI vs. BST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Corporate Investors (MCI) and BlackRock Science and Technology Trust (BST). 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
MCI vs. BST - Dividend Comparison
MCI's dividend yield for the trailing twelve months is around 7.85%, less than BST's 8.01% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Barings Corporate Investors | 7.85% | 8.29% | 7.70% | 7.31% | 6.01% | 7.28% | 7.12% | 8.16% | 7.86% | 7.75% | 8.70% | 7.55% |
BlackRock Science and Technology Trust | 8.01% | 8.21% | 8.91% | 10.57% | 8.53% | 3.85% | 5.46% | 6.41% | 4.80% | 6.69% | 6.93% | 0.57% |
Drawdowns
MCI vs. BST - Drawdown Comparison
The maximum MCI drawdown since its inception was -57.08%, which is greater than BST's maximum drawdown of -46.58%. Use the drawdown chart below to compare losses from any high point for MCI and BST. For additional features, visit the drawdowns tool.
Volatility
MCI vs. BST - Volatility Comparison
Barings Corporate Investors (MCI) has a higher volatility of 6.19% compared to BlackRock Science and Technology Trust (BST) at 5.40%. This indicates that MCI's price experiences larger fluctuations and is considered to be riskier than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MCI vs. BST - Financials Comparison
This section allows you to compare key financial metrics between Barings Corporate Investors and BlackRock Science and Technology Trust. 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