MSEX vs. MSCI
Compare and contrast key facts about Middlesex Water Company (MSEX) and MSCI Inc. (MSCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEX or MSCI.
Correlation
The correlation between MSEX and MSCI is 0.43, 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.
Performance
MSEX vs. MSCI - Performance Comparison
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Key characteristics
MSEX:
0.16
MSCI:
0.52
MSEX:
0.46
MSCI:
1.03
MSEX:
1.05
MSCI:
1.14
MSEX:
0.07
MSCI:
0.59
MSEX:
0.29
MSCI:
2.21
MSEX:
13.76%
MSCI:
7.31%
MSEX:
35.55%
MSCI:
24.99%
MSEX:
-60.51%
MSCI:
-69.06%
MSEX:
-48.04%
MSCI:
-12.10%
Fundamentals
MSEX:
$1.06B
MSCI:
$44.31B
MSEX:
$2.41
MSCI:
$14.53
MSEX:
24.53
MSCI:
39.41
MSEX:
10.95
MSCI:
2.83
MSEX:
5.41
MSCI:
15.16
MSEX:
2.33
MSCI:
0.00
MSEX:
$195.65M
MSCI:
$2.92B
MSEX:
$117.45M
MSCI:
$2.35B
MSEX:
$83.67M
MSCI:
$1.79B
Returns By Period
In the year-to-date period, MSEX achieves a 12.77% return, which is significantly higher than MSCI's -4.20% return. Over the past 10 years, MSEX has underperformed MSCI with an annualized return of 12.54%, while MSCI has yielded a comparatively higher 25.95% annualized return.
MSEX
12.77%
-5.92%
-10.21%
5.82%
-11.40%
0.39%
12.54%
MSCI
-4.20%
4.77%
-3.74%
12.83%
12.31%
12.47%
25.95%
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Risk-Adjusted Performance
MSEX vs. MSCI — Risk-Adjusted Performance Rank
MSEX
MSCI
MSEX vs. MSCI - Risk-Adjusted Performance Comparison
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.
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Dividends
MSEX vs. MSCI - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 2.30%, more than MSCI's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.30% | 2.50% | 1.92% | 1.50% | 0.92% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% | 3.31% |
MSCI MSCI Inc. | 1.19% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% |
Drawdowns
MSEX vs. MSCI - Drawdown Comparison
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.
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Volatility
MSEX vs. MSCI - Volatility Comparison
Middlesex Water Company (MSEX) has a higher volatility of 9.60% compared to MSCI Inc. (MSCI) at 4.41%. This indicates that MSEX's price experiences larger fluctuations and is considered to be riskier than MSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MSEX vs. MSCI - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities
MSEX vs. MSCI - Profitability Comparison
MSEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Middlesex Water Company reported a gross profit of 44.30M and revenue of 44.30M. Therefore, the gross margin over that period was 100.0%.
MSCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, MSCI Inc. reported a gross profit of 609.04M and revenue of 745.83M. Therefore, the gross margin over that period was 81.7%.
MSEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Middlesex Water Company reported an operating income of 11.56M and revenue of 44.30M, resulting in an operating margin of 26.1%.
MSCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, MSCI Inc. reported an operating income of 377.02M and revenue of 745.83M, resulting in an operating margin of 50.6%.
MSEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Middlesex Water Company reported a net income of 9.48M and revenue of 44.30M, resulting in a net margin of 21.4%.
MSCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, MSCI Inc. reported a net income of 288.60M and revenue of 745.83M, resulting in a net margin of 38.7%.