REFI vs. DX
Compare and contrast key facts about Chicago Atlantic Real Estate Finance, Inc. (REFI) and Dynex Capital, Inc. (DX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REFI or DX.
Correlation
The correlation between REFI and DX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
REFI vs. DX - Performance Comparison
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Key characteristics
REFI:
13.35%
DX:
13.07%
REFI:
-0.68%
DX:
-0.33%
REFI:
0.00%
DX:
0.00%
Fundamentals
REFI:
$313.88M
DX:
$1.33B
REFI:
$1.88
DX:
$0.79
REFI:
7.96
DX:
15.73
REFI:
5.53
DX:
12.33
REFI:
1.01
DX:
1.03
REFI:
$43.39M
DX:
-$37.65M
REFI:
-$949.27M
DX:
$177.16M
REFI:
-$2.69B
DX:
$171.84M
Returns By Period
REFI
N/A
N/A
N/A
N/A
N/A
N/A
DX
N/A
N/A
N/A
N/A
N/A
N/A
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Risk-Adjusted Performance
REFI vs. DX — Risk-Adjusted Performance Rank
REFI
DX
REFI vs. DX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chicago Atlantic Real Estate Finance, Inc. (REFI) and Dynex Capital, Inc. (DX). 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
REFI vs. DX - Dividend Comparison
REFI's dividend yield for the trailing twelve months is around 13.76%, which matches DX's 13.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REFI Chicago Atlantic Real Estate Finance, Inc. | 13.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DX Dynex Capital, Inc. | 13.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
REFI vs. DX - Drawdown Comparison
The maximum REFI drawdown since its inception was -0.68%, which is greater than DX's maximum drawdown of -0.33%. Use the drawdown chart below to compare losses from any high point for REFI and DX. For additional features, visit the drawdowns tool.
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Volatility
REFI vs. DX - Volatility Comparison
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Financials
REFI vs. DX - Financials Comparison
This section allows you to compare key financial metrics between Chicago Atlantic Real Estate Finance, Inc. and Dynex Capital, 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
REFI vs. DX - Profitability Comparison
REFI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chicago Atlantic Real Estate Finance, Inc. reported a gross profit of 12.62M and revenue of 13.90M. Therefore, the gross margin over that period was 90.7%.
DX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dynex Capital, Inc. reported a gross profit of 9.04M and revenue of 16.96M. Therefore, the gross margin over that period was 53.3%.
REFI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chicago Atlantic Real Estate Finance, Inc. reported an operating income of -1.29M and revenue of 13.90M, resulting in an operating margin of -9.3%.
DX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dynex Capital, Inc. reported an operating income of -11.76M and revenue of 16.96M, resulting in an operating margin of -69.4%.
REFI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chicago Atlantic Real Estate Finance, Inc. reported a net income of 7.92M and revenue of 13.90M, resulting in a net margin of 57.0%.
DX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dynex Capital, Inc. reported a net income of -3.08M and revenue of 16.96M, resulting in a net margin of -18.1%.