Correlation
The correlation between MFIC and BRO is 0.58, 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.
MFIC vs. BRO
Compare and contrast key facts about MidCap Financial Investment Corporation (MFIC) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIC or BRO.
Performance
MFIC vs. BRO - Performance Comparison
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Key characteristics
MFIC:
-0.21
BRO:
1.40
MFIC:
-0.03
BRO:
1.84
MFIC:
1.00
BRO:
1.27
MFIC:
-0.14
BRO:
2.24
MFIC:
-0.35
BRO:
5.65
MFIC:
10.66%
BRO:
5.24%
MFIC:
25.86%
BRO:
21.25%
MFIC:
-87.97%
BRO:
-54.08%
MFIC:
-8.41%
BRO:
-9.14%
Fundamentals
MFIC:
$1.22B
BRO:
$32.36B
MFIC:
$1.20
BRO:
$3.62
MFIC:
10.94
BRO:
31.19
MFIC:
3.92
BRO:
6.66
MFIC:
0.88
BRO:
4.74
MFIC:
$113.46M
BRO:
$4.84B
MFIC:
$55.05M
BRO:
$2.22B
Returns By Period
In the year-to-date period, MFIC achieves a 0.24% return, which is significantly lower than BRO's 10.97% return. Over the past 10 years, MFIC has underperformed BRO with an annualized return of 6.20%, while BRO has yielded a comparatively higher 22.49% annualized return.
MFIC
0.24%
11.84%
-1.90%
-7.73%
14.97%
18.90%
6.20%
BRO
10.97%
3.70%
0.10%
26.82%
24.70%
23.78%
22.49%
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Risk-Adjusted Performance
MFIC vs. BRO — Risk-Adjusted Performance Rank
MFIC
BRO
MFIC vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MidCap Financial Investment Corporation (MFIC) and Brown & Brown, Inc. (BRO). 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.
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Dividends
MFIC vs. BRO - Dividend Comparison
MFIC's dividend yield for the trailing twelve months is around 13.10%, more than BRO's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIC MidCap Financial Investment Corporation | 13.10% | 12.75% | 11.11% | 12.37% | 11.26% | 15.24% | 10.31% | 14.52% | 10.60% | 11.95% | 15.33% | 10.78% |
BRO Brown & Brown, Inc. | 0.51% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% |
Drawdowns
MFIC vs. BRO - Drawdown Comparison
The maximum MFIC drawdown since its inception was -87.97%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for MFIC and BRO.
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Volatility
MFIC vs. BRO - Volatility Comparison
MidCap Financial Investment Corporation (MFIC) has a higher volatility of 6.21% compared to Brown & Brown, Inc. (BRO) at 4.54%. This indicates that MFIC's price experiences larger fluctuations and is considered to be riskier than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MFIC vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between MidCap Financial Investment Corporation and Brown & Brown, 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