RMT vs. RNP
Compare and contrast key facts about Royce Micro-Cap Trust, Inc. (RMT) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RMT or RNP.
Correlation
The correlation between RMT and RNP is 0.51, 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.
Performance
RMT vs. RNP - Performance Comparison
Key characteristics
RMT:
0.74
RNP:
0.86
RMT:
1.14
RNP:
1.26
RMT:
1.14
RNP:
1.16
RMT:
1.13
RNP:
0.79
RMT:
3.80
RNP:
3.95
RMT:
3.93%
RNP:
3.85%
RMT:
20.19%
RNP:
17.68%
RMT:
-73.93%
RNP:
-87.10%
RMT:
-5.28%
RNP:
-11.48%
Fundamentals
Returns By Period
The year-to-date returns for both investments are quite close, with RMT having a 12.80% return and RNP slightly higher at 12.89%. Over the past 10 years, RMT has underperformed RNP with an annualized return of 8.62%, while RNP has yielded a comparatively higher 9.34% annualized return.
RMT
12.80%
-3.23%
10.49%
12.80%
11.21%
8.62%
RNP
12.89%
-7.59%
9.33%
15.41%
6.11%
9.34%
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Risk-Adjusted Performance
RMT vs. RNP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Micro-Cap Trust, Inc. (RMT) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP). 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
RMT vs. RNP - Dividend Comparison
RMT's dividend yield for the trailing twelve months is around 7.67%, which matches RNP's 7.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 7.67% | 8.01% | 10.94% | 7.27% | 6.03% | 7.96% | 10.11% | 7.31% | 7.84% | 17.36% | 28.77% | 10.94% |
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 7.74% | 8.10% | 13.26% | 5.20% | 6.52% | 6.25% | 8.36% | 7.00% | 7.75% | 8.03% | 6.79% | 7.64% |
Drawdowns
RMT vs. RNP - Drawdown Comparison
The maximum RMT drawdown since its inception was -73.93%, smaller than the maximum RNP drawdown of -87.10%. Use the drawdown chart below to compare losses from any high point for RMT and RNP. For additional features, visit the drawdowns tool.
Volatility
RMT vs. RNP - Volatility Comparison
Royce Micro-Cap Trust, Inc. (RMT) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) have volatilities of 5.11% and 5.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
RMT vs. RNP - Financials Comparison
This section allows you to compare key financial metrics between Royce Micro-Cap Trust, Inc. and Cohen & Steers REIT and Preferred Income Fund, 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