Correlation
The correlation between NREF and ARCC is 0.55, 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.
NREF vs. ARCC
Compare and contrast key facts about NexPoint Real Estate Finance, Inc. (NREF) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NREF or ARCC.
Performance
NREF vs. ARCC - Performance Comparison
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Key characteristics
NREF:
0.64
ARCC:
0.62
NREF:
1.13
ARCC:
1.01
NREF:
1.14
ARCC:
1.15
NREF:
0.70
ARCC:
0.70
NREF:
2.42
ARCC:
2.69
NREF:
9.00%
ARCC:
4.89%
NREF:
32.53%
ARCC:
20.81%
NREF:
-66.09%
ARCC:
-79.40%
NREF:
-14.13%
ARCC:
-5.27%
Fundamentals
NREF:
$337.65M
ARCC:
$15.31B
NREF:
$2.54
ARCC:
$2.05
NREF:
5.82
ARCC:
10.76
NREF:
3.04
ARCC:
5.07
NREF:
0.77
ARCC:
1.12
NREF:
$143.71M
ARCC:
$2.13B
NREF:
$91.13M
ARCC:
$2.04B
NREF:
$56.43M
ARCC:
$1.83B
Returns By Period
In the year-to-date period, NREF achieves a -2.85% return, which is significantly lower than ARCC's 3.04% return.
NREF
-2.85%
3.29%
-11.70%
17.97%
-3.16%
10.41%
N/A
ARCC
3.04%
8.41%
4.09%
11.96%
15.05%
19.17%
13.16%
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Risk-Adjusted Performance
NREF vs. ARCC — Risk-Adjusted Performance Rank
NREF
ARCC
NREF vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NexPoint Real Estate Finance, Inc. (NREF) 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.
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Dividends
NREF vs. ARCC - Dividend Comparison
NREF's dividend yield for the trailing twelve months is around 13.54%, more than ARCC's 8.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NREF NexPoint Real Estate Finance, Inc. | 13.54% | 12.75% | 17.40% | 12.59% | 9.87% | 8.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARCC Ares Capital Corporation | 8.71% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
NREF vs. ARCC - Drawdown Comparison
The maximum NREF drawdown since its inception was -66.09%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for NREF and ARCC.
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Volatility
NREF vs. ARCC - Volatility Comparison
NexPoint Real Estate Finance, Inc. (NREF) has a higher volatility of 7.12% compared to Ares Capital Corporation (ARCC) at 5.18%. This indicates that NREF'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.
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Financials
NREF vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between NexPoint Real Estate Finance, Inc. 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