MSEX vs. AWR
Compare and contrast key facts about Middlesex Water Company (MSEX) and American States Water Company (AWR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEX or AWR.
Correlation
The correlation between MSEX and AWR is 0.37, 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
MSEX vs. AWR - Performance Comparison
Key characteristics
MSEX:
-0.27
AWR:
0.04
MSEX:
-0.17
AWR:
0.21
MSEX:
0.98
AWR:
1.03
MSEX:
-0.14
AWR:
0.03
MSEX:
-0.75
AWR:
0.13
MSEX:
11.58%
AWR:
6.76%
MSEX:
32.32%
AWR:
21.44%
MSEX:
-60.51%
AWR:
-37.39%
MSEX:
-54.66%
AWR:
-23.25%
Fundamentals
MSEX:
$917.94M
AWR:
$2.82B
MSEX:
$2.30
AWR:
$2.96
MSEX:
22.35
AWR:
25.24
MSEX:
10.95
AWR:
6.85
MSEX:
$144.77M
AWR:
$452.36M
MSEX:
$65.42M
AWR:
$272.61M
MSEX:
$68.80M
AWR:
$179.57M
Returns By Period
In the year-to-date period, MSEX achieves a -1.60% return, which is significantly higher than AWR's -3.71% return. Over the past 10 years, MSEX has outperformed AWR with an annualized return of 11.20%, while AWR has yielded a comparatively lower 8.63% annualized return.
MSEX
-1.60%
-2.06%
-20.82%
-8.44%
-3.49%
11.20%
AWR
-3.71%
-4.01%
-8.33%
0.85%
-2.01%
8.63%
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Risk-Adjusted Performance
MSEX vs. AWR — Risk-Adjusted Performance Rank
MSEX
AWR
MSEX vs. AWR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Middlesex Water Company (MSEX) and American States Water Company (AWR). 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
MSEX vs. AWR - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 2.54%, more than AWR's 2.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.54% | 2.50% | 1.92% | 1.50% | 0.92% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% | 3.31% |
AWR American States Water Company | 2.39% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% | 2.21% |
Drawdowns
MSEX vs. AWR - Drawdown Comparison
The maximum MSEX drawdown since its inception was -60.51%, which is greater than AWR's maximum drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for MSEX and AWR. For additional features, visit the drawdowns tool.
Volatility
MSEX vs. AWR - Volatility Comparison
Middlesex Water Company (MSEX) has a higher volatility of 10.01% compared to American States Water Company (AWR) at 8.39%. This indicates that MSEX's price experiences larger fluctuations and is considered to be riskier than AWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MSEX vs. AWR - Financials Comparison
This section allows you to compare key financial metrics between Middlesex Water Company and American States Water 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