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JOF vs MIY

Comparison between Japan Smaller Capitalization Fund Inc (JOF, ETF) and BlackRock MuniYield Michigan Quality Fund Inc (MIY, ETF).

5-Year PerformanceJOF has outperformed MIY, delivering a return of +10.6% compared to +0.1%

JOF vs MIY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
JOF
$364M
MIY
$363M
Max Drawdown
JOF
69.98%
Winner
MIY
50.82%
Sharpe Ratio
JOF
1.18
Winner
MIY
1.40
5Y Beta
JOF
0.63
Winner
MIY
0.14
5Y Dividends CAGR
Winner
JOF
27.51%
MIY
1.37%

JOF vs MIY - Historical Returns

Returns include dividend reinvestment.

1M
JOF
-4.18%
Winner
MIY
+1.68%
3M
JOF
+4.78%
Winner
MIY
+5.13%
6M
Winner
JOF
+5.07%
MIY
+4.50%
1Y
Winner
JOF
+27.13%
MIY
+21.07%
5Y(CAGR)
Winner
JOF
+10.60%
MIY
+0.08%
10Y(CAGR)
Winner
JOF
+9.74%
MIY
+2.68%
Max(CAGR)
JOF
+4.10%
Winner
MIY
+5.59%

JOF vs MIY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJOFMIY
2026+7.62%+8.11%
2025+50.68%+9.85%
2024+5.64%+2.85%
2023+20.84%+4.79%
2022-17.17%-23.78%
2021-5.68%+9.95%
2020+4.08%+7.48%
2019+15.72%+17.81%
2018-16.43%-6.04%
2017+40.89%+8.69%
2016+5.37%+2.26%
2015+24.58%+5.94%
2014+0.35%+17.64%
2013+27.75%-16.80%
2012+0.20%+7.93%
2011-20.53%+25.37%
2010+20.38%+10.33%
2009-2.21%+40.58%
2008-21.92%-24.58%
2007-29.27%-3.81%
2006-10.36%-3.30%
2005+25.43%+7.52%
2004+13.19%+10.85%
2003+76.38%+12.00%
2002+6.09%+12.32%
2001+0.04%+13.29%
2000-46.26%+8.59%
1999-10.46%-4.48%

JOF vs MIY Drawdown Comparison

The maximum drawdown for JOF was -65.75%, occurring on Nov 20, 2008. Recovery took 2983 trading sessions.

The maximum drawdown for MIY was -42.18%, occurring on Oct 10, 2008. Recovery took 394 trading sessions.

The current JOF drawdown is -7.72%. The current MIY drawdown is -2.05%.

RankJOFMIY
#1-65.75%
Sep 29, 2005 - Aug 7, 2017
-42.18%
Feb 12, 2008 - Sep 3, 2009
#2-58.12%
Nov 5, 1999 - Mar 17, 2004
-34.58%
Aug 2, 2021 - Mar 4, 2026
#3-42.14%
Jan 17, 2018 - Mar 12, 2025
-25.81%
Jan 23, 2013 - Jan 4, 2016
#4-30.52%
Apr 12, 2004 - Sep 12, 2005
-24.40%
Mar 4, 2020 - Aug 6, 2020
#5-17.23%
Feb 23, 2026 - Mar 20, 2026
-17.37%
Aug 31, 2010 - Sep 29, 2011
#6-9.79%
Mar 27, 2025 - Apr 22, 2025
-13.79%
Nov 5, 1999 - Dec 18, 2000
#7-8.29%
Sep 17, 2025 - Nov 28, 2025
-12.75%
Jul 11, 2016 - Apr 12, 2019
#8-6.41%
Apr 5, 2004 - Apr 12, 2004
-11.86%
Mar 24, 2004 - Sep 9, 2004
#9-5.05%
Nov 8, 2017 - Nov 27, 2017
-11.14%
Jun 11, 2003 - Jan 7, 2004
#10-4.09%
Dec 20, 2017 - Jan 4, 2018
-10.97%
Jan 24, 2006 - Feb 12, 2008
#11-4.04%
Sep 20, 2005 - Sep 27, 2005
-10.08%
Mar 4, 2026 - Apr 7, 2026
#12-3.91%
Nov 28, 2017 - Dec 18, 2017
-9.04%
Feb 10, 2012 - May 24, 2012
#13-3.47%
Aug 7, 2017 - Sep 8, 2017
-8.91%
Oct 1, 2002 - Mar 5, 2003
#14-3.05%
Sep 16, 2005 - Sep 20, 2005
-8.41%
Nov 28, 2012 - Jan 23, 2013
#15-3.01%
Jul 23, 2025 - Aug 6, 2025
-7.27%
Nov 14, 2001 - May 28, 2002

Correlation

Correlation between JOF and MIY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2000 - 2026)

JOF vs MIY dividend yield comparison.

YearJOFMIY
20265.56%3.11%
20254.80%5.57%
20244.07%5.21%
20233.50%3.86%
20220.71%5.70%
20217.70%4.38%
20203.81%4.23%
20198.30%4.27%
201820.55%5.27%
201715.89%5.46%
20169.63%5.85%
20158.58%5.66%
20141.48%6.32%
20132.17%7.36%
20121.13%5.87%
20110.49%6.02%
20100.89%6.79%
20090.73%5.87%
20081.57%7.08%
20070.04%5.36%
200612.90%5.54%
20050.00%6.21%
20040.00%6.47%
20030.00%6.54%
20020.00%6.62%
20011.43%5.53%
200014.26%2.55%

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