MSEX vs. MSCI

In the year-to-date period, MSEX achieves a 17.53% return, which is significantly higher than MSCI's -10.49% return. Over the past 10 years, MSEX has underperformed MSCI with an annualized return of 12.44%, while MSCI has yielded a comparatively higher 25.38% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Middlesex Water Company (MSEX) and MSCI Inc. (MSCI). 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.

The current MSEX Sharpe Ratio is 0.87, which is comparable to the MSCI Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of MSEX and MSCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSEX's dividend yield for the trailing twelve months is around 2.16%, more than MSCI's 1.23% yield.

The maximum MSEX drawdown since its inception was -60.51%, smaller than the maximum MSCI drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for MSEX and MSCI. For additional features, visit the drawdowns tool.

The current volatility for Middlesex Water Company (MSEX) is 8.48%, while MSCI Inc. (MSCI) has a volatility of 14.22%. This indicates that MSEX experiences smaller price fluctuations and is considered to be less risky than MSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Middlesex Water Company and MSCI 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.