MTR vs. ARCC
Compare and contrast key facts about Mesa Royalty Trust (MTR) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTR or ARCC.
Correlation
The correlation between MTR and ARCC is 0.13, 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
MTR vs. ARCC - Performance Comparison
Key characteristics
MTR:
-0.76
ARCC:
2.18
MTR:
-1.07
ARCC:
2.99
MTR:
0.89
ARCC:
1.39
MTR:
-0.45
ARCC:
3.72
MTR:
-1.04
ARCC:
16.90
MTR:
34.07%
ARCC:
1.53%
MTR:
46.97%
ARCC:
11.75%
MTR:
-88.92%
ARCC:
-79.36%
MTR:
-74.94%
ARCC:
0.00%
Fundamentals
MTR:
$12.86M
ARCC:
$15.87B
MTR:
$0.35
ARCC:
$2.60
MTR:
19.71
ARCC:
9.10
MTR:
0.00
ARCC:
3.95
MTR:
$601.64K
ARCC:
$2.01B
MTR:
$504.71K
ARCC:
$1.85B
MTR:
$323.41K
ARCC:
$703.00M
Returns By Period
In the year-to-date period, MTR achieves a 16.76% return, which is significantly higher than ARCC's 8.13% return. Over the past 10 years, MTR has underperformed ARCC with an annualized return of -4.97%, while ARCC has yielded a comparatively higher 13.90% annualized return.
MTR
16.76%
16.76%
-12.04%
-34.67%
5.31%
-4.97%
ARCC
8.13%
8.13%
22.08%
29.19%
15.30%
13.90%
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Risk-Adjusted Performance
MTR vs. ARCC — Risk-Adjusted Performance Rank
MTR
ARCC
MTR vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mesa Royalty Trust (MTR) and Ares Capital Corporation (ARCC). 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
MTR vs. ARCC - Dividend Comparison
MTR's dividend yield for the trailing twelve months is around 2.70%, less than ARCC's 8.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTR Mesa Royalty Trust | 2.70% | 3.57% | 11.28% | 8.95% | 6.87% | 7.15% | 13.10% | 10.98% | 8.20% | 5.94% | 13.75% | 13.66% |
ARCC Ares Capital Corporation | 8.11% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
MTR vs. ARCC - Drawdown Comparison
The maximum MTR drawdown since its inception was -88.92%, which is greater than ARCC's maximum drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for MTR and ARCC. For additional features, visit the drawdowns tool.
Volatility
MTR vs. ARCC - Volatility Comparison
Mesa Royalty Trust (MTR) has a higher volatility of 12.28% compared to Ares Capital Corporation (ARCC) at 3.67%. This indicates that MTR's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MTR vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Mesa Royalty Trust and Ares Capital 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