SOR vs. CET
Compare and contrast key facts about Source Capital, Inc. (SOR) and Central Securities Corp. (CET).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOR or CET.
Correlation
The correlation between SOR and CET is 0.47, 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
SOR vs. CET - Performance Comparison
Key characteristics
SOR:
1.37
CET:
2.83
SOR:
1.94
CET:
3.92
SOR:
1.26
CET:
1.51
SOR:
3.58
CET:
4.73
SOR:
11.16
CET:
16.45
SOR:
1.59%
CET:
1.81%
SOR:
12.97%
CET:
10.54%
SOR:
-65.92%
CET:
-56.65%
SOR:
-2.16%
CET:
-0.52%
Fundamentals
SOR:
$345.95M
CET:
$1.35B
SOR:
$6.09
CET:
$10.40
SOR:
6.93
CET:
4.57
SOR:
0.00
CET:
0.00
SOR:
$10.35M
CET:
$42.47M
SOR:
$8.75M
CET:
$39.98M
SOR:
$17.84M
CET:
$178.45M
Returns By Period
In the year-to-date period, SOR achieves a -2.14% return, which is significantly lower than CET's 4.29% return. Over the past 10 years, SOR has underperformed CET with an annualized return of 9.14%, while CET has yielded a comparatively higher 13.36% annualized return.
SOR
-2.14%
-2.16%
6.87%
16.92%
9.11%
9.14%
CET
4.29%
6.36%
16.37%
29.65%
14.21%
13.36%
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Risk-Adjusted Performance
SOR vs. CET — Risk-Adjusted Performance Rank
SOR
CET
SOR vs. CET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Source Capital, Inc. (SOR) and Central Securities Corp. (CET). 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
SOR vs. CET - Dividend Comparison
SOR's dividend yield for the trailing twelve months is around 12.17%, more than CET's 4.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOR Source Capital, Inc. | 12.17% | 11.85% | 7.21% | 5.74% | 11.09% | 4.11% | 2.58% | 12.90% | 4.24% | 98.00% | 6.04% | 5.88% |
CET Central Securities Corp. | 4.84% | 5.04% | 4.90% | 8.83% | 8.41% | 2.60% | 1.72% | 5.84% | 3.65% | 4.50% | 1.52% | 7.97% |
Drawdowns
SOR vs. CET - Drawdown Comparison
The maximum SOR drawdown since its inception was -65.92%, which is greater than CET's maximum drawdown of -56.65%. Use the drawdown chart below to compare losses from any high point for SOR and CET. For additional features, visit the drawdowns tool.
Volatility
SOR vs. CET - Volatility Comparison
Source Capital, Inc. (SOR) has a higher volatility of 4.47% compared to Central Securities Corp. (CET) at 3.14%. This indicates that SOR's price experiences larger fluctuations and is considered to be riskier than CET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SOR vs. CET - Financials Comparison
This section allows you to compare key financial metrics between Source Capital, Inc. and Central Securities Corp.. 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