MSEX vs. UVV
MSEX (Middlesex Water Company) and UVV (Universal Corporation) are both stocks. MSEX operates in Utilities - Regulated Water (Utilities), while UVV operates in Tobacco (Consumer Defensive). Over the past 10 years, MSEX returned 4.97%/yr vs 5.09%/yr for UVV. At a 0.24 correlation, their price movements are largely independent.
Performance
MSEX vs. UVV - Performance Comparison
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Returns By Period
In the year-to-date period, MSEX achieves a 5.78% return, which is significantly higher than UVV's 3.14% return. Both investments have delivered pretty close results over the past 10 years, with MSEX having a 4.97% annualized return and UVV not far ahead at 5.09%.
MSEX
- 1D
- -1.41%
- 1M
- 2.77%
- YTD
- 5.78%
- 6M
- 4.49%
- 1Y
- -3.59%
- 3Y*
- -12.32%
- 5Y*
- -7.76%
- 10Y*
- 4.97%
UVV
- 1D
- -1.88%
- 1M
- -1.77%
- YTD
- 3.14%
- 6M
- 4.14%
- 1Y
- -7.53%
- 3Y*
- 7.54%
- 5Y*
- 4.61%
- 10Y*
- 5.09%
MSEX vs. UVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 5.78% | -1.65% | -18.00% | -15.19% | -33.75% | 68.50% | 15.78% | 21.12% | 36.54% | -4.92% |
UVV Universal Corporation | 3.14% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
Correlation
The correlation between MSEX and UVV is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.24 |
Fundamentals
MSEX:
$3.22
UVV:
$1.73
MSEX:
16.34
UVV:
30.51
MSEX:
3.61
UVV:
0.45
MSEX:
$199.11M
UVV:
$2.21B
MSEX:
$66.33M
UVV:
$412.39M
MSEX:
$86.27M
UVV:
$212.91M
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Return for Risk
MSEX vs. UVV — Risk / Return Rank
MSEX
UVV
MSEX vs. UVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Middlesex Water Company (MSEX) and Universal Corporation (UVV). 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 | UVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 0.96 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | -0.50 | +0.33 |
| Martin ratioReturn relative to average drawdown | -0.30 | -0.83 | +0.54 |
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 | UVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.12 | -0.32 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.19 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.18 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.28 | +0.04 |
Drawdowns
MSEX vs. UVV - Drawdown Comparison
The maximum MSEX drawdown since its inception was -60.51%, smaller than the maximum UVV drawdown of -69.75%. Use the drawdown chart below to compare losses from any high point for MSEX and UVV.
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Drawdown Indicators
| MSEX | UVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.51% | -69.75% | +9.24% |
Max Drawdown (1Y)Largest decline over 1 year | -21.04% | -15.23% | -5.81% |
Max Drawdown (3Y)Largest decline over 3 years | -44.52% | -29.70% | -14.82% |
Max Drawdown (5Y)Largest decline over 5 years | -60.51% | -29.70% | -30.81% |
Max Drawdown (10Y)Largest decline over 10 years | -60.51% | -45.68% | -14.83% |
Current DrawdownCurrent decline from peak | -52.07% | -14.30% | -37.77% |
Average DrawdownAverage peak-to-trough decline | -12.86% | -18.59% | +5.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.07% | 9.04% | +3.03% |
Volatility
MSEX vs. UVV - Volatility Comparison
The current volatility for Middlesex Water Company (MSEX) is 5.32%, while Universal Corporation (UVV) has a volatility of 10.11%. This indicates that MSEX experiences smaller price fluctuations and is considered to be less risky than UVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSEX | UVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 10.11% | -4.79% |
Volatility (6M)Calculated over the trailing 6-month period | 18.12% | 18.46% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.28% | 23.77% | +6.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.16% | 24.57% | +6.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.34% | 28.94% | +3.40% |
Dividends
MSEX vs. UVV - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 2.70%, less than UVV's 6.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.70% | 2.74% | 2.50% | 1.92% | 1.50% | 1.16% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% |
UVV Universal Corporation | 6.22% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
MSEX vs. UVV - Financials Comparison
This section allows you to compare key financial metrics between Middlesex Water Company and Universal Corporation. 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
Frequently Asked Questions
MSEX and UVV have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UVV has higher volatility (10.11%) compared to MSEX (5.32%). In terms of maximum drawdown, MSEX dropped -60.51% vs UVV's -69.75%.
MSEX currently has the higher Sharpe Ratio (-0.12 vs -0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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