MSDL vs UMH

Comparison between Morgan Stanley Direct Lending Fund (MSDL, Company) and UMH Properties Inc (UMH, Company).

MSDL is from the Financial Services sector, while UMH is from the Real Estate sector.

MSDL vs UMH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSDL(COMPANY)	UMH(COMPANY)
Market Cap	$1.31B	$1.31B
Max Drawdown	42.73%	71.09%
Sharpe Ratio	-0.66	-0.45
5Y Beta	0.55	0.35
Industry	Asset Management	Reit - Residential
P/E Ratio	15.12	44.73
Forward P/E	8.15	126.58
PEG Ratio	N/A	0.72
Dividend Yield	12.80%	5.87%
5Y Dividends CAGR	N/A	8.74%
5Y EPS CAGR	N/A	-23.14%
Debt to Equity	121.45%	0.00%
Free Cash Flow Yield	15.54%	6.89%
P/S Ratio	3.37	4.89
P/B Ratio	0.77	2.28

Market Cap

Winner

MSDL

$1.31B

UMH

$1.31B

Max Drawdown

Winner

MSDL

42.73%

UMH

71.09%

Sharpe Ratio

MSDL

-0.66

Winner

UMH

-0.45

5Y Beta

MSDL

0.55

Winner

UMH

0.35

Industry

MSDL

Asset Management

UMH

Reit - Residential

P/E Ratio

Winner

MSDL

15.12

UMH

44.73

Forward P/E

Winner

MSDL

8.15

UMH

126.58

PEG Ratio

MSDL

N/A

UMH

0.72

Dividend Yield

Winner

MSDL

12.80%

UMH

5.87%

5Y Dividends CAGR

MSDL

N/A

UMH

8.74%

5Y EPS CAGR

MSDL

N/A

UMH

-23.14%

Debt to Equity

MSDL

121.45%

Winner

UMH

0.00%

Free Cash Flow Yield

Winner

MSDL

15.54%

UMH

6.89%

P/S Ratio

Winner

MSDL

3.37

UMH

4.89

P/B Ratio

Winner

MSDL

0.77

UMH

2.28

MSDL vs UMH - Historical Returns

Returns include dividend reinvestment.

Period	MSDL	UMH
1 month	+2.64%	+0.33%
3 months	+10.39%	+5.37%
6 months	-4.62%	-1.33%
1 year	-10.12%	-5.03%
5 years(CAGR)	N/A	-2.84%
10 years(CAGR)	N/A	+9.05%
Max(CAGR)	-1.50%	+8.89%

Winner

MSDL

+2.64%

UMH

+0.33%

Winner

MSDL

+10.39%

UMH

+5.37%

MSDL

-4.62%

Winner

UMH

-1.33%

MSDL

-10.12%

Winner

UMH

-5.03%

5Y(CAGR)

MSDL

N/A

UMH

-2.84%

10Y(CAGR)

MSDL

N/A

UMH

+9.05%

Max(CAGR)

MSDL

-1.50%

Winner

UMH

+8.89%

MSDL vs UMH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSDL	UMH
2026	-2.48%	-1.09%
2025	-11.88%	-11.11%
2024	+11.06%	+30.82%
2023	N/A	+0.35%
2022	N/A	-36.85%
2021	N/A	+97.56%
2020	N/A	+1.29%
2019	N/A	+45.37%
2018	N/A	-14.17%
2017	N/A	+4.25%
2016	N/A	+64.52%
2015	N/A	+13.55%
2014	N/A	+11.43%
2013	N/A	-5.90%
2012	N/A	+14.49%
2011	N/A	-6.44%
2010	N/A	+29.20%
2009	N/A	+52.10%
2008	N/A	-44.13%
2007	N/A	-18.34%
2006	N/A	+4.46%
2005	N/A	+6.50%
2004	N/A	-1.20%
2003	N/A	+34.80%
2002	N/A	+19.92%
2001	N/A	+36.30%
2000	N/A	+24.77%
1999	N/A	-5.05%

MSDL vs UMH Drawdown Comparison

The maximum drawdown for MSDL was -29.56%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for UMH was -62.52%, occurring on Dec 23, 2008. Recovery took 1121 trading sessions.

The current MSDL drawdown is -19.30%. The current UMH drawdown is -29.98%.

Rank	MSDL	UMH
#1	-29.56% Jun 21, 2024 - Mar 27, 2026	-62.52% Jan 24, 2007 - Jul 6, 2011
#2	-6.13% May 9, 2024 - Jun 21, 2024	-46.96% Dec 31, 2021 - Oct 3, 2023
#3	-6.08% Mar 27, 2024 - May 6, 2024	-44.65% Jan 23, 2020 - Dec 15, 2020
#4	-4.94% Jan 25, 2024 - Mar 14, 2024	-32.23% Jun 2, 2017 - Nov 27, 2019
#5	-4.15% Mar 20, 2024 - Mar 22, 2024	-26.39% Dec 1, 2003 - Feb 9, 2005
#6	-2.76% Mar 22, 2024 - Mar 26, 2024	-21.44% Oct 4, 2012 - Mar 20, 2015
#7	-2.37% May 6, 2024 - May 8, 2024	-21.41% Jul 6, 2011 - Feb 8, 2012
#8	-1.63% Mar 15, 2024 - Mar 20, 2024	-19.38% Jan 11, 2000 - Jun 6, 2000
#9	N/A	-14.64% Jun 25, 2003 - Oct 17, 2003
#10	N/A	-14.30% Mar 30, 2001 - Nov 16, 2001
#11	N/A	-13.81% Apr 30, 2012 - Jul 9, 2012
#12	N/A	-13.24% Dec 17, 2020 - Feb 10, 2021
#13	N/A	-12.16% Sep 8, 2021 - Dec 15, 2021
#14	N/A	-11.51% Dec 18, 2015 - Mar 11, 2016
#15	N/A	-11.30% Apr 8, 2015 - Oct 19, 2015

Correlation

Correlation between MSDL and UMH is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (1999 - 2026)

MSDL vs UMH dividend yield comparison.

Year	MSDL	UMH
2026	2.89%	2.95%
2025	12.14%	5.59%
2024	10.65%	4.50%
2023	0.00%	5.35%
2022	0.00%	4.97%
2021	0.00%	2.78%
2020	0.00%	4.86%
2019	0.00%	4.58%
2018	0.00%	6.08%
2017	0.00%	4.83%
2016	0.00%	4.78%
2015	0.00%	7.11%
2014	0.00%	7.54%
2013	0.00%	7.64%
2012	0.00%	6.97%
2011	0.00%	7.73%
2010	0.00%	7.06%
2009	0.00%	8.49%
2008	0.00%	13.28%
2007	0.00%	8.50%
2006	0.00%	6.38%
2005	0.00%	6.15%
2004	0.00%	6.00%
2003	0.00%	5.32%
2002	0.00%	6.39%
2001	0.00%	6.59%
2000	0.00%	8.00%
1999	0.00%	2.30%