MSEX vs. AWR
Compare and contrast key facts about Middlesex Water Company (MSEX) and American States Water Company (AWR).
Performance
MSEX vs. AWR - Performance Comparison
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MSEX vs. AWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 5.19% | -1.65% | -18.00% | -15.19% | -33.75% | 68.50% | 15.78% | 21.12% | 36.54% | -4.92% |
AWR American States Water Company | 5.84% | -4.32% | -1.18% | -11.43% | -8.92% | 32.25% | -6.75% | 31.19% | 17.91% | 29.76% |
Fundamentals
MSEX:
$971.34M
AWR:
$2.95B
MSEX:
$2.35
AWR:
$3.37
MSEX:
22.39
AWR:
22.59
MSEX:
3.67
AWR:
2.13
MSEX:
4.92
AWR:
4.48
MSEX:
1.97
AWR:
2.82
MSEX:
$194.69M
AWR:
$658.07M
MSEX:
$89.52M
AWR:
$0.00
MSEX:
$92.45M
AWR:
$170.81M
Returns By Period
In the year-to-date period, MSEX achieves a 5.19% return, which is significantly lower than AWR's 5.84% return. Over the past 10 years, MSEX has underperformed AWR with an annualized return of 7.32%, while AWR has yielded a comparatively higher 8.79% annualized return.
MSEX
- 1D
- 1.23%
- 1M
- -3.41%
- YTD
- 5.19%
- 6M
- 1.18%
- 1Y
- -15.86%
- 3Y*
- -10.29%
- 5Y*
- -6.02%
- 10Y*
- 7.32%
AWR
- 1D
- 0.74%
- 1M
- 1.86%
- YTD
- 5.84%
- 6M
- 8.85%
- 1Y
- -0.70%
- 3Y*
- -2.78%
- 5Y*
- 2.18%
- 10Y*
- 8.79%
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Return for Risk
MSEX vs. AWR — Risk / Return Rank
MSEX
AWR
MSEX vs. AWR - Risk-Adjusted Trends 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.
| MSEX | AWR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.52 | -0.04 | -0.49 |
Sortino ratioReturn per unit of downside risk | -0.55 | 0.09 | -0.65 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.01 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.61 | -0.05 | -0.56 |
Martin ratioReturn relative to average drawdown | -0.90 | -0.09 | -0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MSEX | AWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.52 | -0.04 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | 0.10 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.34 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.39 | -0.08 |
Correlation
The correlation between MSEX and AWR is 0.38, 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.
Dividends
MSEX vs. AWR - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 2.66%, more than AWR's 2.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.66% | 2.74% | 2.50% | 1.92% | 1.50% | 1.16% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% |
AWR American States Water Company | 2.60% | 2.68% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% |
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.
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Drawdown Indicators
| MSEX | AWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.51% | -37.39% | -23.12% |
Max Drawdown (1Y)Largest decline over 1 year | -25.57% | -12.36% | -13.21% |
Max Drawdown (5Y)Largest decline over 5 years | -60.51% | -32.85% | -27.66% |
Max Drawdown (10Y)Largest decline over 10 years | -60.51% | -32.85% | -27.66% |
Current DrawdownCurrent decline from peak | -52.34% | -19.28% | -33.06% |
Average DrawdownAverage peak-to-trough decline | -12.66% | -10.77% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.41% | 7.03% | +10.38% |
Volatility
MSEX vs. AWR - Volatility Comparison
Middlesex Water Company (MSEX) has a higher volatility of 7.19% compared to American States Water Company (AWR) at 6.69%. 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.
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Volatility by Period
| MSEX | AWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 6.69% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 24.69% | 14.16% | +10.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.33% | 19.94% | +10.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.93% | 22.39% | +8.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.34% | 26.27% | +6.07% |
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