RNP vs. EVTMX
Compare and contrast key facts about Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) and Eaton Vance Dividend Builder Fund (EVTMX).
EVTMX is managed by Eaton Vance. It was launched on Dec 18, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RNP or EVTMX.
Correlation
The correlation between RNP and EVTMX is 0.54, 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
RNP vs. EVTMX - Performance Comparison
Key characteristics
RNP:
0.52
EVTMX:
-0.47
RNP:
0.80
EVTMX:
-0.49
RNP:
1.10
EVTMX:
0.92
RNP:
0.48
EVTMX:
-0.28
RNP:
1.64
EVTMX:
-1.39
RNP:
5.72%
EVTMX:
4.94%
RNP:
17.97%
EVTMX:
14.70%
RNP:
-87.10%
EVTMX:
-65.04%
RNP:
-11.30%
EVTMX:
-24.98%
Returns By Period
In the year-to-date period, RNP achieves a 1.11% return, which is significantly higher than EVTMX's -8.65% return. Over the past 10 years, RNP has outperformed EVTMX with an annualized return of 8.91%, while EVTMX has yielded a comparatively lower 1.64% annualized return.
RNP
1.11%
-5.43%
-6.88%
10.02%
16.11%
8.91%
EVTMX
-8.65%
-10.32%
-14.10%
-5.86%
5.59%
1.64%
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Risk-Adjusted Performance
RNP vs. EVTMX — Risk-Adjusted Performance Rank
RNP
EVTMX
RNP vs. EVTMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) and Eaton Vance Dividend Builder Fund (EVTMX). 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
RNP vs. EVTMX - Dividend Comparison
RNP's dividend yield for the trailing twelve months is around 7.87%, more than EVTMX's 1.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 7.87% | 7.81% | 8.10% | 13.26% | 5.20% | 6.52% | 6.25% | 8.36% | 7.00% | 7.75% | 8.03% | 6.79% |
EVTMX Eaton Vance Dividend Builder Fund | 1.69% | 1.67% | 1.58% | 2.42% | 1.73% | 1.55% | 1.69% | 2.11% | 1.81% | 1.95% | 1.80% | 1.37% |
Drawdowns
RNP vs. EVTMX - Drawdown Comparison
The maximum RNP drawdown since its inception was -87.10%, which is greater than EVTMX's maximum drawdown of -65.04%. Use the drawdown chart below to compare losses from any high point for RNP and EVTMX. For additional features, visit the drawdowns tool.
Volatility
RNP vs. EVTMX - Volatility Comparison
The current volatility for Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) is 7.00%, while Eaton Vance Dividend Builder Fund (EVTMX) has a volatility of 8.12%. This indicates that RNP experiences smaller price fluctuations and is considered to be less risky than EVTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.