UVV vs. MSEX
UVV (Universal Corporation) and MSEX (Middlesex Water Company) are both stocks. UVV operates in Tobacco (Consumer Defensive), while MSEX operates in Utilities - Regulated Water (Utilities). Over the past 10 years, UVV returned 4.42%/yr vs 5.43%/yr for MSEX. Their 0.24 correlation means their historical movements had little consistent relationship.
Performance
UVV vs. MSEX - Performance Comparison
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Returns By Period
In the year-to-date period, UVV achieves a 4.70% return, which is significantly lower than MSEX's 15.19% return. Over the past 10 years, UVV has underperformed MSEX with an annualized return of 4.42%, while MSEX has yielded a comparatively higher 5.43% annualized return.
UVV
- 1D
- -1.09%
- 1M
- 2.82%
- 6M
- -3.87%
- YTD
- 4.70%
- 1Y
- 2.97%
- 3Y*
- 8.03%
- 5Y*
- 6.52%
- 10Y*
- 4.42%
- ALL TIME*
- 7.89%
MSEX
- 1D
- 2.67%
- 1M
- 1.29%
- 6M
- 10.88%
- YTD
- 15.19%
- 1Y
- 14.06%
- 3Y*
- -8.48%
- 5Y*
- -9.05%
- 10Y*
- 5.43%
- ALL TIME*
- 10.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.97M | $11.03M | $8.63M | |
| $10.36M | $11.73M | $13.09M |
UVV vs. MSEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 4.70% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
MSEX Middlesex Water Company | 15.19% | -1.65% | -18.00% | -15.19% | -33.75% | 68.50% | 15.78% | 21.12% | 36.54% | -4.92% |
Correlation
The correlation between UVV and MSEX is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.32 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.25 |
The correlation between UVV and MSEX shifts across timeframes, from 0.24 (all time) to 0.35 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
UVV:
$1.31B
MSEX:
$1.07B
UVV:
$1.94
MSEX:
$3.49
UVV:
27.10
MSEX:
16.44
UVV:
0.40
MSEX:
3.82
UVV:
$2.21B
MSEX:
$206.14M
UVV:
$412.39M
MSEX:
$65.77M
UVV:
$212.91M
MSEX:
$91.33M
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Return for Risk
UVV vs. MSEX — Risk / Return Rank
UVV
MSEX
UVV vs. MSEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) and Middlesex Water Company (MSEX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UVV | MSEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.11 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.67 | -0.45 |
| Martin ratioReturn relative to average drawdown | 0.43 | 1.16 | -0.73 |
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Drawdowns
UVV vs. MSEX - Drawdown Comparison
The maximum UVV drawdown since its inception was -69.75%, which is greater than MSEX's maximum drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for UVV and MSEX.
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Drawdown Indicators
| UVV | MSEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.75% | -60.51% | -9.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -21.04% | +7.56% |
Max Drawdown (3Y)Largest decline over 3 years | -29.70% | -43.09% | +13.39% |
Max Drawdown (5Y)Largest decline over 5 years | -29.70% | -60.51% | +30.81% |
Max Drawdown (10Y)Largest decline over 10 years | -45.68% | -60.51% | +14.83% |
Current DrawdownCurrent decline from peak | -13.00% | -47.81% | +34.81% |
Average DrawdownAverage peak-to-trough decline | -18.57% | -13.01% | -5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 12.11% | -5.24% |
Volatility
UVV vs. MSEX - Volatility Comparison
The current volatility for Universal Corporation (UVV) is 7.36%, while Middlesex Water Company (MSEX) has a volatility of 7.79%. This indicates that UVV experiences smaller price fluctuations and is considered to be less risky than MSEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UVV | MSEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 7.79% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 19.86% | 18.68% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.04% | 30.22% | -6.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.67% | 30.45% | -5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.01% | 32.33% | -3.32% |
Dividends
UVV vs. MSEX - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 6.24%, more than MSEX's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.48% | 2.74% | 2.50% | 1.92% | 1.50% | 1.16% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% |
UVV Universal Corporation | 6.24% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
UVV vs. MSEX - Financials Comparison
This section allows you to compare key financial metrics between Universal Corporation and Middlesex Water Company. 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
Frequently Asked Questions
UVV and MSEX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSEX has higher volatility (7.79%) compared to UVV (7.36%). In terms of maximum drawdown, UVV dropped -69.75% vs MSEX's -60.51%.
MSEX currently has the higher Sharpe Ratio (0.47 vs 0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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