RNP vs. RMT
RNP (Cohen & Steers REIT and Preferred Income Fund, Inc.) and RMT (Royce Micro-Cap Trust, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, RNP returned 8.24%/yr vs 14.91%/yr for RMT. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
RNP vs. RMT - Performance Comparison
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Returns By Period
In the year-to-date period, RNP achieves a 8.14% return, which is significantly lower than RMT's 37.59% return. Over the past 10 years, RNP has underperformed RMT with an annualized return of 8.24%, while RMT has yielded a comparatively higher 14.91% annualized return.
RNP
- 1D
- 0.29%
- 1M
- 0.68%
- 6M
- 6.11%
- YTD
- 8.14%
- 1Y
- -2.94%
- 3Y*
- 10.32%
- 5Y*
- 3.19%
- 10Y*
- 8.24%
RMT
- 1D
- -1.35%
- 1M
- -0.64%
- 6M
- 27.22%
- YTD
- 37.59%
- 1Y
- 56.04%
- 3Y*
- 25.60%
- 5Y*
- 12.08%
- 10Y*
- 14.91%
RNP vs. RMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 8.14% | 2.57% | 11.88% | 7.73% | -19.95% | 32.84% | 3.31% | 43.14% | -9.46% | 19.65% |
RMT Royce Micro-Cap Trust, Inc. | 37.59% | 16.10% | 13.97% | 15.81% | -16.82% | 22.56% | 27.97% | 25.05% | -14.88% | 25.27% |
Correlation
The correlation between RNP and RMT is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2003 | 0.50 |
The correlation between RNP and RMT shifts across timeframes, from 0.37 (1 year) to 0.51 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
RNP:
$991.20M
RMT:
$743.35M
RNP:
$3.11
RMT:
$2.91
RNP:
6.65
RMT:
4.78
RNP:
6.61
RMT:
7.84
RNP:
1.00
RMT:
1.16
RNP:
$149.86M
RMT:
$93.74M
RNP:
$180.36M
RMT:
$50.39M
RNP:
$141.38M
RMT:
$178.99M
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Return for Risk
RNP vs. RMT — Risk / Return Rank
RNP
RMT
RNP vs. RMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) and Royce Micro-Cap Trust, Inc. (RMT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RNP | RMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.92 | ||
| Sortino ratioReturn per unit of downside risk | -3.72 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.43 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 4.96 | -5.20 |
| Martin ratioReturn relative to average drawdown | -0.54 | 17.47 | -18.01 |
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Drawdowns
RNP vs. RMT - Drawdown Comparison
The maximum RNP drawdown since its inception was -86.93%, which is greater than RMT's maximum drawdown of -73.94%. Use the drawdown chart below to compare losses from any high point for RNP and RMT.
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Drawdown Indicators
| RNP | RMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.93% | -73.94% | -12.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.01% | -11.36% | -0.65% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | -26.41% | +6.70% |
Max Drawdown (5Y)Largest decline over 5 years | -36.19% | -30.73% | -5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -56.68% | -50.40% | -6.28% |
Current DrawdownCurrent decline from peak | -2.94% | -5.31% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -13.08% | -14.07% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.57% | 3.22% | +2.35% |
Volatility
RNP vs. RMT - Volatility Comparison
The current volatility for Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) is 4.84%, while Royce Micro-Cap Trust, Inc. (RMT) has a volatility of 6.99%. This indicates that RNP experiences smaller price fluctuations and is considered to be less risky than RMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNP | RMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 6.99% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 15.72% | -5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 20.92% | -7.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 21.86% | -1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.27% | 22.41% | +1.86% |
Dividends
RNP vs. RMT - Dividend Comparison
RNP's dividend yield for the trailing twelve months is around 7.90%, more than RMT's 5.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 5.90% | 7.57% | 7.59% | 8.01% | 10.94% | 7.27% | 6.03% | 7.96% | 10.11% | 7.31% | 7.84% | 17.36% |
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 7.90% | 8.22% | 7.81% | 8.10% | 13.26% | 5.20% | 6.52% | 6.25% | 8.36% | 7.00% | 7.75% | 8.03% |
Financials
RNP vs. RMT - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers REIT and Preferred Income Fund, Inc. and Royce Micro-Cap Trust, 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
Frequently Asked Questions
RNP and RMT have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RMT has higher volatility (6.99%) compared to RNP (4.84%). In terms of maximum drawdown, RNP dropped -86.93% vs RMT's -73.94%.
RMT currently has the higher Sharpe Ratio (2.70 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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