RFMZ vs NREF

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

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

5-Year PerformanceNREF has outperformed RFMZ, delivering a return of +10.9% compared to -1.6%

RFMZ vs NREF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

RFMZ

$312M

Winner

NREF

$313M

Max Drawdown

Winner

RFMZ

48.24%

NREF

67.00%

Sharpe Ratio

RFMZ

1.01

Winner

NREF

1.23

5Y Beta

RFMZ

N/A

NREF

0.54

Industry

RFMZ

Asset Management

NREF

Reit - Mortgage

P/E Ratio

RFMZ

N/A

NREF

2.52

PEG Ratio

RFMZ

N/A

NREF

0.05

Dividend Yield

RFMZ

N/A

NREF

11.90%

5Y Dividends CAGR

Winner

RFMZ

21.92%

NREF

2.71%

5Y EPS CAGR

RFMZ

N/A

NREF

-12.48%

Debt to Equity

RFMZ

N/A

NREF

0.00%

Free Cash Flow Yield

RFMZ

N/A

NREF

5.20%

P/S Ratio

RFMZ

13.27

Winner

NREF

2.48

P/B Ratio

RFMZ

0.92

Winner

NREF

0.81

RFMZ vs NREF - Historical Returns

Returns include dividend reinvestment.

Period	RFMZ	NREF
1 month	-2.23%	+8.28%
3 months	+3.23%	+21.60%
6 months	+4.60%	+20.83%
1 year	+13.56%	+32.24%
5 years(CAGR)	-1.61%	+10.93%
Max(CAGR)	-0.50%	+11.23%

RFMZ

-2.23%

Winner

NREF

+8.28%

RFMZ

+3.23%

Winner

NREF

+21.60%

RFMZ

+4.60%

Winner

NREF

+20.83%

RFMZ

+13.56%

Winner

NREF

+32.24%

5Y(CAGR)

RFMZ

-1.61%

Winner

NREF

+10.93%

Max(CAGR)

RFMZ

-0.50%

Winner

NREF

+11.23%

RFMZ vs NREF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	RFMZ	NREF
2026	+7.80%	+28.46%
2025	+1.07%	+2.20%
2024	+9.35%	+9.78%
2023	+3.37%	+13.93%
2022	-26.28%	-10.05%
2021	+3.62%	+22.82%
2020	N/A	-3.19%

RFMZ vs NREF Drawdown Comparison

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

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

The current RFMZ drawdown is -12.98%. The current NREF drawdown is -1.52%.

Rank	RFMZ	NREF
#1	-39.26% Sep 1, 2021 - Oct 27, 2023	-66.26% Feb 21, 2020 - Dec 1, 2020
#2	-2.73% Jul 22, 2021 - Aug 11, 2021	-44.75% May 17, 2022 - May 5, 2026
#3	-2.02% Jun 14, 2021 - Jul 7, 2021	-17.27% Dec 4, 2020 - Feb 19, 2021
#4	-1.72% Mar 1, 2021 - May 7, 2021	-16.78% Aug 13, 2021 - Mar 11, 2022
#5	-1.57% May 10, 2021 - May 19, 2021	-9.07% Jun 9, 2021 - Aug 5, 2021
#6	-1.55% Jul 14, 2021 - Jul 22, 2021	-8.94% Apr 13, 2021 - Jun 7, 2021
#7	-1.16% Aug 24, 2021 - Sep 1, 2021	-6.57% May 8, 2026 - Jun 29, 2026
#8	-1.12% Aug 16, 2021 - Aug 24, 2021	-5.53% May 5, 2022 - May 13, 2022
#9	-0.89% May 19, 2021 - May 26, 2021	-5.22% Apr 20, 2022 - May 3, 2022
#10	-0.49% May 26, 2021 - May 28, 2021	-5.20% Feb 19, 2021 - Apr 1, 2021
#11	-0.34% Jun 9, 2021 - Jun 14, 2021	-3.76% Jul 16, 2026 - Jul 28, 2026
#12	-0.24% Jun 1, 2021 - Jun 7, 2021	-2.86% Mar 11, 2022 - Mar 17, 2022
#13	-0.14% Jul 12, 2021 - Jul 14, 2021	-2.53% Jul 7, 2026 - Jul 10, 2026
#14	N/A	-1.52% Jul 28, 2026 - Jul 29, 2026
#15	N/A	-1.40% Apr 1, 2022 - Apr 13, 2022