RVT vs. ARCC
Compare and contrast key facts about Royce Value Trust Inc. (RVT) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RVT or ARCC.
Correlation
The correlation between RVT 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
RVT vs. ARCC - Performance Comparison
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Key characteristics
RVT:
0.24
ARCC:
0.50
RVT:
0.55
ARCC:
0.87
RVT:
1.07
ARCC:
1.13
RVT:
0.27
ARCC:
0.58
RVT:
0.85
ARCC:
2.34
RVT:
7.35%
ARCC:
4.66%
RVT:
23.31%
ARCC:
20.51%
RVT:
-72.33%
ARCC:
-79.40%
RVT:
-11.66%
ARCC:
-9.52%
Fundamentals
RVT:
$1.70B
ARCC:
$14.52B
RVT:
$1.35
ARCC:
$2.04
RVT:
10.69
ARCC:
10.32
RVT:
0.00
ARCC:
3.95
RVT:
71.92
ARCC:
4.81
RVT:
0.85
ARCC:
1.06
RVT:
$189.34M
ARCC:
$2.13B
RVT:
$167.48M
ARCC:
$2.04B
RVT:
$221.95M
ARCC:
$1.83B
Returns By Period
In the year-to-date period, RVT achieves a -6.74% return, which is significantly lower than ARCC's -1.59% return. Over the past 10 years, RVT has underperformed ARCC with an annualized return of 8.84%, while ARCC has yielded a comparatively higher 12.88% annualized return.
RVT
-6.74%
10.49%
-8.50%
5.87%
13.54%
8.84%
ARCC
-1.59%
6.15%
2.28%
9.31%
19.72%
12.88%
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Risk-Adjusted Performance
RVT vs. ARCC — Risk-Adjusted Performance Rank
RVT
ARCC
RVT vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) 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.
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Dividends
RVT vs. ARCC - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 9.01%, less than ARCC's 9.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 9.01% | 8.04% | 7.35% | 9.95% | 8.52% | 6.44% | 7.45% | 10.68% | 7.17% | 7.62% | 10.54% | 12.70% |
ARCC Ares Capital Corporation | 9.12% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
RVT vs. ARCC - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.33%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for RVT and ARCC. For additional features, visit the drawdowns tool.
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Volatility
RVT vs. ARCC - Volatility Comparison
The current volatility for Royce Value Trust Inc. (RVT) is 6.59%, while Ares Capital Corporation (ARCC) has a volatility of 8.31%. This indicates that RVT 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.
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Financials
RVT vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Royce Value Trust Inc. 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