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RFMZ vs VALU

Comparison between RiverNorth Flexible Municipal Income Fund II Inc (RFMZ, Company) and Value Line Inc (VALU, Company).

Both RFMZ and VALU are from the Financial Services sector.

5-Year PerformanceVALU has outperformed RFMZ, delivering a return of +3.4% compared to -1.4%

RFMZ vs VALU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
RFMZ
$312M
VALU
$312M
Max Drawdown
Winner
RFMZ
48.24%
VALU
88.41%
Sharpe Ratio
Winner
RFMZ
0.94
VALU
-0.50
5Y Beta
RFMZ
N/A
VALU
0.68
Industry
RFMZ
Asset Management
VALU
Financial Data & Stock Exchanges
P/E Ratio
RFMZ
N/A
VALU
13.46
Forward P/E
RFMZ
N/A
VALU
21.69
PEG Ratio
RFMZ
N/A
VALU
1.22
Dividend Yield
RFMZ
N/A
VALU
3.91%
5Y Dividends CAGR
Winner
RFMZ
40.33%
VALU
14.19%
Debt to Equity
RFMZ
N/A
VALU
0.00%
Free Cash Flow Yield
RFMZ
N/A
VALU
6.20%
P/S Ratio
RFMZ
13.27
Winner
VALU
8.94
P/B Ratio
Winner
RFMZ
0.92
VALU
2.82

RFMZ vs VALU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RFMZ
+2.24%
VALU
-7.25%
3M
Winner
RFMZ
+2.81%
VALU
-10.83%
6M
Winner
RFMZ
+6.48%
VALU
-15.56%
1Y
Winner
RFMZ
+11.91%
VALU
-13.37%
5Y(CAGR)
RFMZ
-1.41%
Winner
VALU
+3.38%
10Y(CAGR)
RFMZ
N/A
VALU
+10.56%
Max(CAGR)
RFMZ
-0.76%
Winner
VALU
+5.13%

RFMZ vs VALU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRFMZVALU
2026+6.45%-12.49%
2025+1.07%-24.33%
2024+9.35%+15.40%
2023+3.37%+0.77%
2022-26.28%+8.48%
2021+3.62%+54.08%
2020N/A+16.86%
2019N/A+11.62%
2018N/A+41.00%
2017N/A+7.53%
2016N/A+55.88%
2015N/A-10.72%
2014N/A+45.44%
2013N/A+30.54%
2012N/A-7.66%
2011N/A-25.14%
2010N/A-27.86%
2009N/A-26.07%
2008N/A-10.06%
2007N/A-8.76%
2006N/A+33.61%
2005N/A-9.22%
2004N/A+13.77%
2003N/A+16.80%
2002N/A-9.27%
2001N/A+44.27%
2000N/A+0.11%
1999N/A+1.41%

RFMZ vs VALU 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 VALU was -77.35%, occurring on Jun 24, 2013. Recovery took 3163 trading sessions.

The current RFMZ drawdown is -14.08%. The current VALU drawdown is -64.79%.

RankRFMZVALU
#1-39.26%
Sep 1, 2021 - Oct 27, 2023
-77.35%
Nov 30, 2006 - Jun 27, 2019
#2-2.73%
Jul 22, 2021 - Aug 11, 2021
-67.14%
Aug 26, 2022 - Oct 12, 2023
#3-2.02%
Jun 14, 2021 - Jul 7, 2021
-40.29%
Apr 20, 2022 - Aug 1, 2022
#4-1.72%
Mar 1, 2021 - May 7, 2021
-37.92%
Apr 28, 2004 - Oct 17, 2006
#5-1.57%
May 10, 2021 - May 19, 2021
-36.24%
Mar 4, 2020 - Aug 19, 2021
#6-1.55%
Jul 14, 2021 - Jul 22, 2021
-29.60%
Sep 10, 2001 - Jun 5, 2003
#7-1.16%
Aug 24, 2021 - Sep 1, 2021
-27.92%
Jun 27, 2019 - Dec 12, 2019
#8-1.12%
Aug 16, 2021 - Aug 24, 2021
-24.07%
Aug 1, 2022 - Aug 26, 2022
#9-0.89%
May 19, 2021 - May 26, 2021
-19.87%
Jan 24, 2020 - Mar 4, 2020
#10-0.49%
May 26, 2021 - May 28, 2021
-18.05%
Aug 27, 2021 - Nov 5, 2021
#11-0.34%
Jun 9, 2021 - Jun 14, 2021
-15.99%
Jan 19, 2000 - Mar 6, 2000
#12-0.24%
Jun 1, 2021 - Jun 7, 2021
-14.97%
Mar 6, 2000 - Jul 31, 2000
#13-0.14%
Jul 12, 2021 - Jul 14, 2021
-13.89%
Jun 11, 2003 - Apr 8, 2004
#14N/A-13.31%
Jul 31, 2000 - Feb 6, 2001
#15N/A-12.94%
Nov 16, 2021 - Dec 21, 2021

Correlation

Correlation between RFMZ and VALU is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53
-101

Dividend Comparison (2000 - 2026)

RFMZ vs VALU dividend yield comparison.

YearRFMZVALU
20263.06%2.11%
20258.13%3.32%
20247.76%2.23%
20237.92%2.24%
20228.53%1.91%
20214.53%1.86%
20200.00%2.52%
20190.00%2.73%
20180.00%3.65%
20170.00%3.67%
20160.00%3.44%
20150.00%4.37%
20140.00%3.68%
20130.00%5.17%
20120.00%6.69%
20110.00%7.78%
20100.00%37.37%
20090.00%4.38%
20080.00%4.06%
20070.00%2.95%
20060.00%2.31%
20050.00%2.83%
20040.00%47.01%
20030.00%2.00%
20020.00%2.30%
20010.00%2.06%
20000.00%2.89%

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