RGLD vs. RIO
Compare and contrast key facts about Royal Gold, Inc. (RGLD) and Rio Tinto Group (RIO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RGLD or RIO.
Key characteristics
| RGLD | RIO | |
|---|---|---|
| YTD Return | 16.95% | -12.75% |
| 1Y Return | 27.80% | -4.20% |
| 3Y Return (Ann) | 10.82% | 7.24% |
| 5Y Return (Ann) | 5.19% | 11.41% |
| 10Y Return (Ann) | 8.87% | 10.37% |
| Sharpe Ratio | 1.24 | -0.04 |
| Sortino Ratio | 1.79 | 0.11 |
| Omega Ratio | 1.22 | 1.01 |
| Calmar Ratio | 1.15 | -0.06 |
| Martin Ratio | 5.68 | -0.10 |
| Ulcer Index | 5.91% | 9.12% |
| Daily Std Dev | 27.16% | 23.06% |
| Max Drawdown | -96.43% | -88.97% |
| Current Drawdown | -9.45% | -15.26% |
Fundamentals
| RGLD | RIO | |
|---|---|---|
| Market Cap | $9.29B | $101.73B |
| EPS | $4.36 | $6.59 |
| PE Ratio | 32.41 | 9.29 |
| PEG Ratio | 1.41 | 0.00 |
| Total Revenue (TTM) | $475.66M | $53.96B |
| Gross Profit (TTM) | $288.96M | $15.61B |
| EBITDA (TTM) | $376.07M | $20.64B |
Correlation
The correlation between RGLD and RIO is 0.22, 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
RGLD vs. RIO - Performance Comparison
In the year-to-date period, RGLD achieves a 16.95% return, which is significantly higher than RIO's -12.75% return. Over the past 10 years, RGLD has underperformed RIO with an annualized return of 8.87%, while RIO has yielded a comparatively higher 10.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
RGLD vs. RIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royal Gold, Inc. (RGLD) and Rio Tinto Group (RIO). 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
RGLD vs. RIO - Dividend Comparison
RGLD's dividend yield for the trailing twelve months is around 1.15%, less than RIO's 7.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGLD Royal Gold, Inc. | 1.15% | 1.24% | 1.24% | 1.14% | 1.05% | 0.87% | 1.17% | 1.17% | 1.45% | 1.81% | 1.36% | 2.19% |
RIO Rio Tinto Group | 7.18% | 5.40% | 10.48% | 14.39% | 5.13% | 10.70% | 6.32% | 4.45% | 3.96% | 7.79% | 4.46% | 3.15% |
Drawdowns
RGLD vs. RIO - Drawdown Comparison
The maximum RGLD drawdown since its inception was -96.43%, which is greater than RIO's maximum drawdown of -88.97%. Use the drawdown chart below to compare losses from any high point for RGLD and RIO. For additional features, visit the drawdowns tool.
Volatility
RGLD vs. RIO - Volatility Comparison
Royal Gold, Inc. (RGLD) has a higher volatility of 8.45% compared to Rio Tinto Group (RIO) at 7.66%. This indicates that RGLD's price experiences larger fluctuations and is considered to be riskier than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
RGLD vs. RIO - Financials Comparison
This section allows you to compare key financial metrics between Royal Gold, Inc. and Rio Tinto Group. 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