RGCO vs CPZ

Comparison between RGC Resources Inc (RGCO, Company) and Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company).

RGCO is from the Utilities sector, while CPZ is from the Financial Services sector.

5-Year PerformanceRGCO has outperformed CPZ, delivering a return of +5.6% compared to +1.4%

RGCO vs CPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RGCO(COMPANY)	CPZ(COMPANY)
Market Cap	$255M	$254M
Max Drawdown	50.39%	52.16%
Sharpe Ratio	0.70	-1.17
5Y Beta	0.56	0.17
Industry	Utilities - Regulated Gas	Asset Management
P/E Ratio	18.21	3.55
Forward P/E	18.08	N/A
PEG Ratio	4.10	N/A
Dividend Yield	3.57%	N/A
5Y Dividends CAGR	7.99%	4.80%
5Y EPS CAGR	1.22%	N/A
Debt to Equity	118.28%	36.73%
Free Cash Flow Yield	1.47%	-41.06%

Market Cap

Winner

RGCO

$255M

CPZ

$254M

Max Drawdown

Winner

RGCO

50.39%

CPZ

52.16%

Sharpe Ratio

Winner

RGCO

0.70

CPZ

-1.17

5Y Beta

RGCO

0.56

Winner

CPZ

0.17

Industry

RGCO

Utilities - Regulated Gas

CPZ

Asset Management

P/E Ratio

RGCO

18.21

Winner

CPZ

3.55

Forward P/E

RGCO

18.08

CPZ

N/A

PEG Ratio

RGCO

4.10

CPZ

N/A

Dividend Yield

RGCO

3.57%

CPZ

N/A

5Y Dividends CAGR

Winner

RGCO

7.99%

CPZ

4.80%

5Y EPS CAGR

RGCO

1.22%

CPZ

N/A

Debt to Equity

RGCO

118.28%

Winner

CPZ

36.73%

Free Cash Flow Yield

Winner

RGCO

1.47%

CPZ

-41.06%

RGCO vs CPZ - Historical Returns

Returns include dividend reinvestment.

Period	RGCO	CPZ
1 month	+8.46%	+1.17%
3 months	+17.25%	-5.88%
6 months	+5.56%	-8.00%
1 year	+22.41%	-9.16%
5 years(CAGR)	+5.60%	+1.36%
10 years(CAGR)	+7.36%	N/A
Max(CAGR)	+9.94%	+3.48%

Winner

RGCO

+8.46%

CPZ

+1.17%

Winner

RGCO

+17.25%

CPZ

-5.88%

Winner

RGCO

+5.56%

CPZ

-8.00%

Winner

RGCO

+22.41%

CPZ

-9.16%

5Y(CAGR)

Winner

RGCO

+5.60%

CPZ

+1.36%

10Y(CAGR)

RGCO

+7.36%

CPZ

N/A

Max(CAGR)

Winner

RGCO

+9.94%

CPZ

+3.48%

RGCO vs CPZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RGCO	CPZ
2026	+16.66%	-7.07%
2025	+10.78%	+9.21%
2024	+3.31%	+15.44%
2023	-4.91%	+5.55%
2022	-1.42%	-14.65%
2021	-1.93%	+20.05%
2020	-13.21%	-3.76%
2019	-1.83%	-1.64%
2018	+16.45%	N/A
2017	+67.19%	N/A
2016	+22.32%	N/A
2015	-0.23%	N/A
2014	+19.72%	N/A
2013	+6.19%	N/A
2012	+10.81%	N/A
2011	+16.67%	N/A
2010	+8.26%	N/A
2009	+19.42%	N/A
2008	-14.63%	N/A
2007	+27.29%	N/A
2006	+6.27%	N/A
2005	+4.10%	N/A
2004	+41.39%	N/A
2003	+34.11%	N/A
2002	+0.06%	N/A
2001	+5.93%	N/A
2000	-5.28%	N/A
1999	+2.32%	N/A

RGCO vs CPZ Drawdown Comparison

The maximum drawdown for RGCO was -41.76%, occurring on Oct 27, 2023. Recovery took 1716 trading sessions.

The maximum drawdown for CPZ was -51.41%, occurring on Mar 18, 2020. Recovery took 263 trading sessions.

The current CPZ drawdown is -15.48%.

Rank	RGCO	CPZ
#1	-41.76% Jul 3, 2019 - May 1, 2026	-51.41% Dec 20, 2019 - Jan 7, 2021
#2	-27.31% Oct 11, 2017 - Jul 5, 2018	-25.44% Feb 24, 2022 - Oct 9, 2024
#3	-25.46% Nov 23, 2007 - Dec 24, 2009	-17.94% Sep 22, 2025 - Jun 5, 2026
#4	-22.90% Feb 1, 2000 - Mar 8, 2001	-11.11% Oct 20, 2021 - Jan 11, 2022
#5	-17.99% Jul 14, 2017 - Sep 27, 2017	-7.51% Jun 11, 2021 - Oct 12, 2021
#6	-16.13% Jul 5, 2018 - Jun 28, 2019	-7.15% Mar 20, 2025 - May 5, 2025
#7	-15.18% May 15, 2002 - Apr 14, 2003	-6.92% Jan 7, 2021 - Feb 17, 2021
#8	-14.69% May 2, 2013 - Aug 26, 2014	-5.86% Jan 13, 2022 - Feb 8, 2022
#9	-14.58% Mar 17, 2017 - Apr 12, 2017	-4.59% Dec 3, 2024 - Jan 10, 2025
#10	-12.89% Mar 8, 2001 - Dec 26, 2001	-4.04% Feb 24, 2021 - Mar 5, 2021
#11	-12.14% May 13, 2005 - Sep 7, 2006	-3.27% Feb 9, 2022 - Feb 24, 2022
#12	-11.68% Feb 19, 2015 - Nov 4, 2015	-2.48% Feb 3, 2025 - Mar 3, 2025
#13	-11.20% Sep 21, 2004 - Dec 8, 2004	-2.38% Nov 11, 2024 - Nov 29, 2024
#14	-10.62% Feb 11, 2005 - May 13, 2005	-2.36% Jul 18, 2025 - Aug 7, 2025
#15	-10.23% Nov 2, 1999 - Jan 26, 2000	-2.36% Apr 28, 2021 - May 17, 2021

Correlation

Correlation between RGCO and CPZ is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2000 - 2026)

RGCO vs CPZ dividend yield comparison.

Year	RGCO	CPZ
2026	1.78%	5.40%
2025	3.90%	11.49%
2024	3.99%	12.65%
2023	3.88%	11.63%
2022	3.54%	11.06%
2021	3.22%	8.37%
2020	2.94%	7.69%
2019	2.31%	0.22%
2018	2.07%	0.00%
2017	2.14%	0.00%
2016	3.24%	0.00%
2015	3.61%	0.00%
2014	3.36%	0.00%
2013	3.79%	0.00%
2012	9.22%	0.00%
2011	3.83%	0.00%
2010	4.16%	0.00%
2009	4.42%	0.00%
2008	4.90%	0.00%
2007	3.90%	0.00%
2006	4.73%	0.00%
2005	4.67%	0.00%
2004	21.90%	0.00%
2003	5.02%	0.00%
2002	6.20%	0.00%
2001	5.60%	0.00%
2000	5.72%	0.00%