NREF vs RFMZ

Comparison between NexPoint Real Estate Finance Inc (NREF, Company) and RiverNorth Flexible Municipal Income Fund II Inc (RFMZ, Company).

NREF is from the Real Estate sector, while RFMZ is from the Financial Services sector.

5-Year PerformanceNREF has outperformed RFMZ, delivering a return of +11.2% compared to -1.7%

NREF vs RFMZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NREF(COMPANY)	RFMZ(COMPANY)
Market Cap	$313M	$312M
Max Drawdown	67.00%	48.24%
Sharpe Ratio	1.23	1.01
5Y Beta	0.54	N/A
Industry	Reit - Mortgage	Asset Management
P/E Ratio	2.52	N/A
PEG Ratio	0.05	N/A
Dividend Yield	11.90%	N/A
5Y Dividends CAGR	2.71%	21.92%
5Y EPS CAGR	-12.48%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	5.20%	N/A
P/S Ratio	2.48	13.27
P/B Ratio	0.81	0.92

Market Cap

Winner

NREF

$313M

RFMZ

$312M

Max Drawdown

NREF

67.00%

Winner

RFMZ

48.24%

Sharpe Ratio

Winner

NREF

1.23

RFMZ

1.01

5Y Beta

NREF

0.54

RFMZ

N/A

Industry

NREF

Reit - Mortgage

RFMZ

Asset Management

P/E Ratio

NREF

2.52

RFMZ

N/A

PEG Ratio

NREF

0.05

RFMZ

N/A

Dividend Yield

NREF

11.90%

RFMZ

N/A

5Y Dividends CAGR

NREF

2.71%

Winner

RFMZ

21.92%

5Y EPS CAGR

NREF

-12.48%

RFMZ

N/A

Debt to Equity

NREF

0.00%

RFMZ

N/A

Free Cash Flow Yield

NREF

5.20%

RFMZ

N/A

P/S Ratio

Winner

NREF

2.48

RFMZ

13.27

P/B Ratio

Winner

NREF

0.81

RFMZ

0.92

NREF vs RFMZ - Historical Returns

Returns include dividend reinvestment.

Period	NREF	RFMZ
1 month	+9.95%	-2.68%
3 months	+22.36%	+2.60%
6 months	+26.66%	+4.84%
1 year	+36.22%	+12.83%
5 years(CAGR)	+11.15%	-1.74%
Max(CAGR)	+11.50%	-0.59%

Winner

NREF

+9.95%

RFMZ

-2.68%

Winner

NREF

+22.36%

RFMZ

+2.60%

Winner

NREF

+26.66%

RFMZ

+4.84%

Winner

NREF

+36.22%

RFMZ

+12.83%

5Y(CAGR)

Winner

NREF

+11.15%

RFMZ

-1.74%

Max(CAGR)

Winner

NREF

+11.50%

RFMZ

-0.59%

NREF vs RFMZ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	NREF	RFMZ
2026	+30.44%	+7.31%
2025	+2.20%	+1.07%
2024	+9.78%	+9.35%
2023	+13.93%	+3.37%
2022	-10.05%	-26.28%
2021	+22.82%	+3.62%
2020	-3.19%	N/A

NREF vs RFMZ Drawdown Comparison

The maximum drawdown for NREF was -66.26%, occurring on Mar 24, 2020. Recovery took 197 trading sessions.

The maximum drawdown for RFMZ was -39.26%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current RFMZ drawdown is -13.38%.

Rank	NREF	RFMZ
#1	-66.26% Feb 21, 2020 - Dec 1, 2020	-39.26% Sep 1, 2021 - Oct 27, 2023
#2	-44.75% May 17, 2022 - May 5, 2026	-2.73% Jul 22, 2021 - Aug 11, 2021
#3	-17.27% Dec 4, 2020 - Feb 19, 2021	-2.02% Jun 14, 2021 - Jul 7, 2021
#4	-16.78% Aug 13, 2021 - Mar 11, 2022	-1.72% Mar 1, 2021 - May 7, 2021
#5	-9.07% Jun 9, 2021 - Aug 5, 2021	-1.57% May 10, 2021 - May 19, 2021
#6	-8.94% Apr 13, 2021 - Jun 7, 2021	-1.55% Jul 14, 2021 - Jul 22, 2021
#7	-6.57% May 8, 2026 - Jun 29, 2026	-1.16% Aug 24, 2021 - Sep 1, 2021
#8	-5.53% May 5, 2022 - May 13, 2022	-1.12% Aug 16, 2021 - Aug 24, 2021
#9	-5.22% Apr 20, 2022 - May 3, 2022	-0.89% May 19, 2021 - May 26, 2021
#10	-5.20% Feb 19, 2021 - Apr 1, 2021	-0.49% May 26, 2021 - May 28, 2021
#11	-3.76% Jul 16, 2026 - Jul 28, 2026	-0.34% Jun 9, 2021 - Jun 14, 2021
#12	-2.86% Mar 11, 2022 - Mar 17, 2022	-0.24% Jun 1, 2021 - Jun 7, 2021
#13	-2.53% Jul 7, 2026 - Jul 10, 2026	-0.14% Jul 12, 2021 - Jul 14, 2021
#14	-1.40% Apr 1, 2022 - Apr 13, 2022	N/A
#15	-1.31% Feb 14, 2020 - Feb 21, 2020	N/A