RVT vs. ARCC
Compare and contrast key facts about Royce Value Trust Inc. (RVT) and Ares Capital Corporation (ARCC).
Performance
RVT vs. ARCC - Performance Comparison
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RVT vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 7.34% | 11.54% | 17.93% | 18.79% | -26.25% | 32.66% | 18.16% | 35.41% | -20.70% | 30.63% |
ARCC Ares Capital Corporation | -9.97% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Fundamentals
RVT:
$2.04B
ARCC:
$12.39B
RVT:
$4.02
ARCC:
$1.64
RVT:
4.23
ARCC:
10.82
RVT:
11.97
ARCC:
6.60
RVT:
0.94
ARCC:
0.87
RVT:
$170.31M
ARCC:
$1.88B
RVT:
$304.06M
ARCC:
$1.18B
RVT:
$439.27M
ARCC:
$1.08B
Returns By Period
In the year-to-date period, RVT achieves a 7.34% return, which is significantly higher than ARCC's -9.97% return. Over the past 10 years, RVT has outperformed ARCC with an annualized return of 12.72%, while ARCC has yielded a comparatively lower 11.74% annualized return.
RVT
- 1D
- 2.29%
- 1M
- -7.04%
- YTD
- 7.34%
- 6M
- 9.93%
- 1Y
- 29.19%
- 3Y*
- 17.14%
- 5Y*
- 7.29%
- 10Y*
- 12.72%
ARCC
- 1D
- -1.61%
- 1M
- -4.04%
- YTD
- -9.97%
- 6M
- -7.39%
- 1Y
- -12.64%
- 3Y*
- 8.76%
- 5Y*
- 8.39%
- 10Y*
- 11.74%
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Return for Risk
RVT vs. ARCC — Risk / Return Rank
RVT
ARCC
RVT vs. ARCC - Risk-Adjusted Trends 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.
| RVT | ARCC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | -0.54 | +1.87 |
Sortino ratioReturn per unit of downside risk | 1.93 | -0.63 | +2.56 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.92 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | -0.63 | +2.83 |
Martin ratioReturn relative to average drawdown | 7.81 | -1.29 | +9.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RVT | ARCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | -0.54 | +1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.42 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.46 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.37 | +0.04 |
Correlation
The correlation between RVT and ARCC is 0.52, 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.
Dividends
RVT vs. ARCC - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 8.36%, less than ARCC's 10.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 8.36% | 8.82% | 8.04% | 7.35% | 9.95% | 8.52% | 6.44% | 7.45% | 10.68% | 7.17% | 7.62% | 10.54% |
ARCC Ares Capital Corporation | 10.83% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
Drawdowns
RVT vs. ARCC - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.34%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for RVT and ARCC.
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Drawdown Indicators
| RVT | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.34% | -79.36% | +7.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -19.35% | +5.68% |
Max Drawdown (5Y)Largest decline over 5 years | -32.79% | -21.76% | -11.03% |
Max Drawdown (10Y)Largest decline over 10 years | -47.18% | -56.77% | +9.59% |
Current DrawdownCurrent decline from peak | -7.34% | -18.05% | +10.71% |
Average DrawdownAverage peak-to-trough decline | -11.34% | -9.07% | -2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 9.40% | -5.54% |
Volatility
RVT vs. ARCC - Volatility Comparison
Royce Value Trust Inc. (RVT) has a higher volatility of 7.88% compared to Ares Capital Corporation (ARCC) at 6.78%. This indicates that RVT'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.
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Volatility by Period
| RVT | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 6.78% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 13.87% | 15.24% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.10% | 23.54% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.37% | 19.89% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 25.53% | -2.64% |
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