REAYX vs. OXLC
Compare and contrast key facts about Russell Investments Equity Income Fund (REAYX) and Oxford Lane Capital Corp. (OXLC).
REAYX is managed by Russell. It was launched on Mar 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REAYX or OXLC.
Correlation
The correlation between REAYX and OXLC is 0.27, 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
REAYX vs. OXLC - Performance Comparison
Key characteristics
REAYX:
0.11
OXLC:
1.53
REAYX:
0.23
OXLC:
2.12
REAYX:
1.05
OXLC:
1.31
REAYX:
0.06
OXLC:
1.39
REAYX:
0.29
OXLC:
8.17
REAYX:
6.69%
OXLC:
2.56%
REAYX:
17.12%
OXLC:
13.72%
REAYX:
-56.77%
OXLC:
-74.58%
REAYX:
-30.49%
OXLC:
-1.37%
Returns By Period
In the year-to-date period, REAYX achieves a 4.32% return, which is significantly higher than OXLC's 3.18% return. Over the past 10 years, REAYX has underperformed OXLC with an annualized return of -3.54%, while OXLC has yielded a comparatively higher 7.37% annualized return.
REAYX
4.32%
0.67%
-8.09%
0.74%
-0.21%
-3.54%
OXLC
3.18%
1.58%
5.50%
21.65%
5.93%
7.37%
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Risk-Adjusted Performance
REAYX vs. OXLC — Risk-Adjusted Performance Rank
REAYX
OXLC
REAYX vs. OXLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments Equity Income Fund (REAYX) and Oxford Lane Capital Corp. (OXLC). 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
REAYX vs. OXLC - Dividend Comparison
REAYX's dividend yield for the trailing twelve months is around 2.26%, less than OXLC's 20.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REAYX Russell Investments Equity Income Fund | 2.26% | 2.35% | 2.02% | 1.90% | 1.09% | 1.52% | 1.86% | 2.53% | 1.33% | 0.00% | 0.79% | 17.55% |
OXLC Oxford Lane Capital Corp. | 20.59% | 20.12% | 18.83% | 17.75% | 10.58% | 22.51% | 19.85% | 16.70% | 17.91% | 22.84% | 24.10% | 16.72% |
Drawdowns
REAYX vs. OXLC - Drawdown Comparison
The maximum REAYX drawdown since its inception was -56.77%, smaller than the maximum OXLC drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for REAYX and OXLC. For additional features, visit the drawdowns tool.
Volatility
REAYX vs. OXLC - Volatility Comparison
Russell Investments Equity Income Fund (REAYX) has a higher volatility of 2.44% compared to Oxford Lane Capital Corp. (OXLC) at 2.28%. This indicates that REAYX's price experiences larger fluctuations and is considered to be riskier than OXLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.