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.
Correlation
The correlation between RQI and ARCC is 0.56, 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
Loading data...
Key characteristics
RQI:
0.64
ARCC:
0.56
RQI:
1.03
ARCC:
0.96
RQI:
1.14
ARCC:
1.15
RQI:
0.57
ARCC:
0.65
RQI:
1.99
ARCC:
2.60
RQI:
7.42%
ARCC:
4.72%
RQI:
21.10%
ARCC:
20.66%
RQI:
-91.64%
ARCC:
-79.40%
RQI:
-12.39%
ARCC:
-7.08%
Fundamentals
Returns By Period
In the year-to-date period, RQI achieves a 1.64% return, which is significantly higher than ARCC's 1.08% return. Over the past 10 years, RQI has underperformed ARCC with an annualized return of 8.56%, while ARCC has yielded a comparatively higher 13.06% annualized return.
RQI
1.64%
4.37%
-4.61%
13.38%
15.65%
8.56%
ARCC
1.08%
8.04%
5.00%
11.48%
21.15%
13.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
RQI vs. ARCC — Risk-Adjusted Performance Rank
RQI
ARCC
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.
Loading data...
Dividends
RQI vs. ARCC - Dividend Comparison
RQI's dividend yield for the trailing twelve months is around 7.97%, less than ARCC's 8.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RQI Cohen & Steers Quality Income Realty Fund | 7.97% | 7.84% | 7.84% | 10.41% | 5.27% | 7.74% | 6.79% | 9.27% | 7.59% | 7.86% | 7.86% | 6.23% |
ARCC Ares Capital Corporation | 8.88% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
RQI vs. ARCC - Drawdown Comparison
The maximum RQI drawdown since its inception was -91.64%, which is greater than ARCC's maximum drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for RQI and ARCC. For additional features, visit the drawdowns tool.
Loading data...
Volatility
RQI vs. ARCC - Volatility Comparison
The current volatility for Cohen & Steers Quality Income Realty Fund (RQI) is 4.83%, while Ares Capital Corporation (ARCC) has a volatility of 6.86%. This indicates that RQI experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
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