UMH vs. BRT
Compare and contrast key facts about UMH Properties, Inc. (UMH) and BRT Apartments Corp. (BRT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMH or BRT.
Correlation
The correlation between UMH and BRT is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UMH vs. BRT - Performance Comparison
Key characteristics
UMH:
1.38
BRT:
0.64
UMH:
2.05
BRT:
1.14
UMH:
1.26
BRT:
1.13
UMH:
0.76
BRT:
0.54
UMH:
5.76
BRT:
2.49
UMH:
5.56%
BRT:
7.47%
UMH:
23.17%
BRT:
28.99%
UMH:
-62.44%
BRT:
-89.03%
UMH:
-23.95%
BRT:
-20.13%
Fundamentals
UMH:
$1.50B
BRT:
$336.81M
UMH:
$0.13
BRT:
-$0.54
UMH:
-14.50
BRT:
0.00
UMH:
$126.74M
BRT:
$71.44M
UMH:
$39.68M
BRT:
$25.93M
UMH:
$87.36M
BRT:
$27.60M
Returns By Period
In the year-to-date period, UMH achieves a -4.50% return, which is significantly lower than BRT's -2.00% return. Over the past 10 years, UMH has underperformed BRT with an annualized return of 12.23%, while BRT has yielded a comparatively higher 14.82% annualized return.
UMH
-4.50%
0.90%
-6.03%
28.54%
6.50%
12.23%
BRT
-2.00%
1.14%
1.91%
14.11%
6.42%
14.82%
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Risk-Adjusted Performance
UMH vs. BRT — Risk-Adjusted Performance Rank
UMH
BRT
UMH vs. BRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and BRT Apartments Corp. (BRT). 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
UMH vs. BRT - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 3.58%, less than BRT's 5.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 3.58% | 4.50% | 5.35% | 4.97% | 2.78% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% | 7.54% |
BRT BRT Apartments Corp. | 5.66% | 5.55% | 5.38% | 4.99% | 3.75% | 5.79% | 4.95% | 6.99% | 3.05% | 0.00% | 0.00% | 0.00% |
Drawdowns
UMH vs. BRT - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.44%, smaller than the maximum BRT drawdown of -89.03%. Use the drawdown chart below to compare losses from any high point for UMH and BRT. For additional features, visit the drawdowns tool.
Volatility
UMH vs. BRT - Volatility Comparison
The current volatility for UMH Properties, Inc. (UMH) is 5.31%, while BRT Apartments Corp. (BRT) has a volatility of 5.91%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky than BRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UMH vs. BRT - Financials Comparison
This section allows you to compare key financial metrics between UMH Properties, Inc. and BRT Apartments 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