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 8.37%/yr vs 16.12%/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 5.10% return, which is significantly lower than RMT's 41.35% return. Over the past 10 years, RNP has underperformed RMT with an annualized return of 8.37%, while RMT has yielded a comparatively higher 16.12% annualized return.
RNP
- 1D
- 1.01%
- 1M
- -2.78%
- YTD
- 5.10%
- 6M
- 7.04%
- 1Y
- -2.00%
- 3Y*
- 12.15%
- 5Y*
- 3.08%
- 10Y*
- 8.37%
RMT
- 1D
- 0.42%
- 1M
- 7.44%
- YTD
- 41.35%
- 6M
- 38.43%
- 1Y
- 75.53%
- 3Y*
- 28.49%
- 5Y*
- 12.16%
- 10Y*
- 16.12%
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. | 5.10% | 2.57% | 11.88% | 7.73% | -19.95% | 32.84% | 3.31% | 43.14% | -9.46% | 19.65% |
RMT Royce Micro-Cap Trust, Inc. | 41.35% | 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 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2003 | 0.50 |
The correlation between RNP and RMT has been stable across timeframes, ranging from 0.42 to 0.52 - a consistent structural relationship.
Fundamentals
RNP:
$963.36M
RMT:
$754.88M
RNP:
$3.11
RMT:
$2.91
RNP:
6.46
RMT:
4.90
RNP:
6.42
RMT:
8.03
RNP:
0.97
RMT:
1.20
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 | -3.85 | ||
| Sortino ratioReturn per unit of downside risk | -4.67 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.58 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 6.68 | -6.85 |
| Martin ratioReturn relative to average drawdown | -0.36 | 23.85 | -24.22 |
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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 | -12.24% | -11.36% | -0.88% |
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 | -5.67% | 0.00% | -5.67% |
Average DrawdownAverage peak-to-trough decline | -13.11% | -14.09% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 3.18% | +2.32% |
Volatility
RNP vs. RMT - Volatility Comparison
The current volatility for Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) is 4.89%, while Royce Micro-Cap Trust, Inc. (RMT) has a volatility of 6.72%. 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 | 4.89% | 6.72% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 15.26% | -5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.27% | 20.56% | -7.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 21.77% | -0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.26% | 22.40% | +1.86% |
Dividends
RNP vs. RMT - Dividend Comparison
RNP's dividend yield for the trailing twelve months is around 8.13%, more than RMT's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 5.74% | 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. | 8.13% | 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 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RMT has higher volatility (6.72%) compared to RNP (4.89%). In terms of maximum drawdown, RNP dropped -86.93% vs RMT's -73.94%.
RMT currently has the higher Sharpe Ratio (3.70 vs -0.15), 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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