RQI vs. ARCC
Compare and contrast key facts about Cohen & Steers Quality Income Realty Fund (RQI) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RQI or ARCC.
Key characteristics
| RQI | ARCC | |
|---|---|---|
| YTD Return | 22.18% | 7.97% |
| 1Y Return | 37.29% | 14.60% |
| 3Y Return (Ann) | 4.47% | 10.66% |
| 5Y Return (Ann) | 6.23% | 11.58% |
| 10Y Return (Ann) | 11.15% | 12.37% |
| Sharpe Ratio | 1.61 | 1.21 |
| Daily Std Dev | 23.15% | 12.35% |
| Max Drawdown | -91.65% | -79.36% |
| Current Drawdown | -2.51% | -2.96% |
Fundamentals
| RQI | ARCC |
|---|
Correlation
The correlation between RQI and ARCC is 0.44, 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
RQI vs. ARCC - Performance Comparison
In the year-to-date period, RQI achieves a 22.18% return, which is significantly higher than ARCC's 7.97% return. Over the past 10 years, RQI has underperformed ARCC with an annualized return of 11.15%, while ARCC has yielded a comparatively higher 12.37% 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
RQI vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Quality Income Realty Fund (RQI) and Ares Capital Corporation (ARCC). 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
RQI vs. ARCC - Dividend Comparison
RQI's dividend yield for the trailing twelve months is around 6.81%, less than ARCC's 9.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RQI Cohen & Steers Quality Income Realty Fund | 6.81% | 7.84% | 10.41% | 5.27% | 7.74% | 6.76% | 9.23% | 7.56% | 7.83% | 7.82% | 6.21% | 7.56% |
ARCC Ares Capital Corporation | 9.52% | 9.59% | 10.10% | 7.60% | 9.41% | 8.94% | 9.78% | 9.57% | 9.12% | 10.90% | 9.93% | 8.67% |
Drawdowns
RQI vs. ARCC - Drawdown Comparison
The maximum RQI drawdown since its inception was -91.65%, which is greater than ARCC's maximum drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for RQI and ARCC. For additional features, visit the drawdowns tool.
Volatility
RQI vs. ARCC - Volatility Comparison
Cohen & Steers Quality Income Realty Fund (RQI) has a higher volatility of 4.32% compared to Ares Capital Corporation (ARCC) at 2.67%. This indicates that RQI's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
RQI vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Quality Income Realty Fund and Ares Capital Corporation. 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