RZB vs BCAT

Comparison between Reinsurance Group Of America Inc (RZB, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

5-Year PerformanceBCAT has outperformed RZB, delivering a return of +7.8% compared to +3.2%

RZB vs BCAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RZB(COMPANY)	BCAT(COMPANY)
Market Cap	$1.65B	$1.66B
Max Drawdown	49.29%	44.30%
Sharpe Ratio	1.66	1.85
5Y Beta	0.06	0.56
Industry	N/A	Asset Management
P/E Ratio	1.40	7.57
PEG Ratio	0.04	0.53
Dividend Yield	14.50%	N/A
5Y Dividends CAGR	0.01%	34.17%
5Y EPS CAGR	8.55%	12.69%
Debt to Equity	42.42%	0.00%
Free Cash Flow Yield	N/A	19.88%
P/S Ratio	0.37	7.42
P/B Ratio	N/A	1.04

Market Cap

RZB

$1.65B

Winner

BCAT

$1.66B

Max Drawdown

RZB

49.29%

Winner

BCAT

44.30%

Sharpe Ratio

RZB

1.66

Winner

BCAT

1.85

5Y Beta

Winner

RZB

0.06

BCAT

0.56

Industry

RZB

N/A

BCAT

Asset Management

P/E Ratio

Winner

RZB

1.40

BCAT

7.57

PEG Ratio

Winner

RZB

0.04

BCAT

0.53

Dividend Yield

RZB

14.50%

BCAT

N/A

5Y Dividends CAGR

RZB

0.01%

Winner

BCAT

34.17%

5Y EPS CAGR

RZB

8.55%

Winner

BCAT

12.69%

Debt to Equity

RZB

42.42%

Winner

BCAT

0.00%

Free Cash Flow Yield

RZB

N/A

BCAT

19.88%

P/S Ratio

Winner

RZB

0.37

BCAT

7.42

P/B Ratio

RZB

N/A

BCAT

1.04

RZB vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	RZB	BCAT
1 month	+0.16%	+0.78%
3 months	+2.72%	+15.84%
6 months	+4.66%	+22.14%
1 year	+8.33%	+28.99%
5 years(CAGR)	+3.21%	+7.76%
10 years(CAGR)	+4.67%	N/A
Max(CAGR)	+4.81%	+9.03%

RZB

+0.16%

Winner

BCAT

+0.78%

RZB

+2.72%

Winner

BCAT

+15.84%

RZB

+4.66%

Winner

BCAT

+22.14%

RZB

+8.33%

Winner

BCAT

+28.99%

5Y(CAGR)

RZB

+3.21%

Winner

BCAT

+7.76%

10Y(CAGR)

RZB

+4.67%

BCAT

N/A

Max(CAGR)

RZB

+4.81%

Winner

BCAT

+9.03%

RZB vs BCAT - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	RZB	BCAT
2026	+4.66%	+22.14%
2025	+6.24%	+16.32%
2024	+2.80%	+19.78%
2023	+14.12%	+17.82%
2022	-16.17%	-22.68%
2021	+8.64%	-4.09%
2020	+6.14%	+9.35%
2019	+23.79%	N/A
2018	-9.71%	N/A
2017	+8.24%	N/A
2016	+1.53%	N/A

RZB vs BCAT Drawdown Comparison

The maximum drawdown for RZB was -48.62%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The current BCAT drawdown is -1.90%.

Rank	RZB	BCAT
#1	-48.62% Feb 7, 2020 - Dec 8, 2020	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-18.92% Dec 30, 2021 - Sep 19, 2024	-13.69% Feb 13, 2025 - May 12, 2025
#3	-15.68% Aug 2, 2017 - Mar 1, 2019	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-14.16% Sep 23, 2016 - May 26, 2017	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-5.21% Jan 19, 2021 - Jun 10, 2021	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-4.16% Nov 18, 2019 - Jan 2, 2020	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-3.35% Dec 31, 2020 - Jan 19, 2021	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-3.08% Sep 1, 2021 - Dec 2, 2021	-3.01% Jun 1, 2026 - Jun 11, 2026
#9	-2.92% May 26, 2017 - Jul 28, 2017	-2.85% May 13, 2025 - Jun 2, 2025
#10	-2.60% Nov 29, 2024 - Feb 21, 2025	-2.84% Aug 13, 2025 - Aug 29, 2025
#11	-2.56% Apr 24, 2019 - Jun 20, 2019	-2.41% Dec 5, 2025 - Jan 2, 2026
#12	-2.36% Jan 15, 2020 - Feb 7, 2020	-2.01% May 13, 2026 - May 21, 2026
#13	-2.17% Oct 25, 2019 - Nov 13, 2019	-1.90% Jun 29, 2026 - Jul 2, 2026
#14	-2.13% Jun 30, 2016 - Aug 5, 2016	-1.78% Nov 18, 2020 - Nov 30, 2020
#15	-1.95% Mar 1, 2019 - Apr 23, 2019	-1.64% Jun 18, 2026 - Jun 29, 2026

Correlation

Correlation between RZB and BCAT is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2016 - 2026)

RZB vs BCAT dividend yield comparison.

Year	RZB	BCAT
2026	2.84%	9.87%
2025	5.79%	23.45%
2024	5.85%	17.48%
2023	5.68%	10.08%
2022	6.22%	9.01%
2021	4.90%	6.42%
2020	4.97%	0.48%
2019	5.10%	0.00%
2018	6.10%	0.00%
2017	2.57%	0.00%
2016	2.84%	0.00%