UMH vs MSDL

Comparison between UMH Properties Inc (UMH, Company) and Morgan Stanley Direct Lending Fund (MSDL, Company).

UMH is from the Real Estate sector, while MSDL is from the Financial Services sector.

UMH vs MSDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMH(COMPANY)	MSDL(COMPANY)
Market Cap	$1.31B	$1.31B
Max Drawdown	71.09%	42.73%
Sharpe Ratio	-0.38	-0.59
5Y Beta	0.35	0.55
Industry	Reit - Residential	Asset Management
P/E Ratio	44.73	15.12
Forward P/E	126.58	8.27
PEG Ratio	0.72	N/A
Dividend Yield	5.92%	12.60%
5Y Dividends CAGR	8.74%	N/A
5Y EPS CAGR	-23.14%	N/A
Debt to Equity	0.00%	121.45%
Free Cash Flow Yield	6.89%	15.54%
P/S Ratio	4.89	3.37
P/B Ratio	2.28	0.77

Market Cap

UMH

$1.31B

Winner

MSDL

$1.31B

Max Drawdown

UMH

71.09%

Winner

MSDL

42.73%

Sharpe Ratio

Winner

UMH

-0.38

MSDL

-0.59

5Y Beta

Winner

UMH

0.35

MSDL

0.55

Industry

UMH

Reit - Residential

MSDL

Asset Management

P/E Ratio

UMH

44.73

Winner

MSDL

15.12

Forward P/E

UMH

126.58

Winner

MSDL

8.27

PEG Ratio

UMH

0.72

MSDL

N/A

Dividend Yield

UMH

5.92%

Winner

MSDL

12.60%

5Y Dividends CAGR

UMH

8.74%

MSDL

N/A

5Y EPS CAGR

UMH

-23.14%

MSDL

N/A

Debt to Equity

Winner

UMH

0.00%

MSDL

121.45%

Free Cash Flow Yield

UMH

6.89%

Winner

MSDL

15.54%

P/S Ratio

UMH

4.89

Winner

MSDL

3.37

P/B Ratio

UMH

2.28

Winner

MSDL

0.77

UMH vs MSDL - Historical Returns

Returns include dividend reinvestment.

Period	UMH	MSDL
1 month	+0.80%	+1.05%
3 months	+3.71%	+11.01%
6 months	-3.01%	-4.89%
1 year	-5.47%	-9.97%
5 years(CAGR)	-3.12%	N/A
10 years(CAGR)	+8.88%	N/A
Max(CAGR)	+8.82%	-1.89%

UMH

+0.80%

Winner

MSDL

+1.05%

UMH

+3.71%

Winner

MSDL

+11.01%

Winner

UMH

-3.01%

MSDL

-4.89%

Winner

UMH

-5.47%

MSDL

-9.97%

5Y(CAGR)

UMH

-3.12%

MSDL

N/A

10Y(CAGR)

UMH

+8.88%

MSDL

N/A

Max(CAGR)

Winner

UMH

+8.82%

MSDL

-1.89%

UMH vs MSDL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UMH	MSDL
2026	-2.64%	-3.42%
2025	-11.11%	-11.88%
2024	+30.82%	+11.06%
2023	+0.35%	N/A
2022	-36.85%	N/A
2021	+97.56%	N/A
2020	+1.29%	N/A
2019	+45.37%	N/A
2018	-14.17%	N/A
2017	+4.25%	N/A
2016	+64.52%	N/A
2015	+13.55%	N/A
2014	+11.43%	N/A
2013	-5.90%	N/A
2012	+14.49%	N/A
2011	-6.44%	N/A
2010	+29.20%	N/A
2009	+52.10%	N/A
2008	-44.13%	N/A
2007	-18.34%	N/A
2006	+4.46%	N/A
2005	+6.50%	N/A
2004	-1.20%	N/A
2003	+34.80%	N/A
2002	+19.92%	N/A
2001	+36.30%	N/A
2000	+24.77%	N/A
1999	-5.05%	N/A

UMH vs MSDL Drawdown Comparison

The maximum drawdown for UMH was -62.52%, occurring on Dec 23, 2008. Recovery took 1121 trading sessions.

The maximum drawdown for MSDL was -29.56%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current UMH drawdown is -31.08%. The current MSDL drawdown is -20.08%.

Rank	UMH	MSDL
#1	-62.52% Jan 24, 2007 - Jul 6, 2011	-29.56% Jun 21, 2024 - Mar 27, 2026
#2	-46.96% Dec 31, 2021 - Oct 3, 2023	-6.13% May 9, 2024 - Jun 21, 2024
#3	-44.65% Jan 23, 2020 - Dec 15, 2020	-6.08% Mar 27, 2024 - May 6, 2024
#4	-32.23% Jun 2, 2017 - Nov 27, 2019	-4.94% Jan 25, 2024 - Mar 14, 2024
#5	-26.39% Dec 1, 2003 - Feb 9, 2005	-4.15% Mar 20, 2024 - Mar 22, 2024
#6	-21.44% Oct 4, 2012 - Mar 20, 2015	-2.76% Mar 22, 2024 - Mar 26, 2024
#7	-21.41% Jul 6, 2011 - Feb 8, 2012	-2.37% May 6, 2024 - May 8, 2024
#8	-19.38% Jan 11, 2000 - Jun 6, 2000	-1.63% Mar 15, 2024 - Mar 20, 2024
#9	-14.64% Jun 25, 2003 - Oct 17, 2003	N/A
#10	-14.30% Mar 30, 2001 - Nov 16, 2001	N/A
#11	-13.81% Apr 30, 2012 - Jul 9, 2012	N/A
#12	-13.24% Dec 17, 2020 - Feb 10, 2021	N/A
#13	-12.16% Sep 8, 2021 - Dec 15, 2021	N/A
#14	-11.51% Dec 18, 2015 - Mar 11, 2016	N/A
#15	-11.30% Apr 8, 2015 - Oct 19, 2015	N/A

Correlation

Correlation between UMH and MSDL is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (1999 - 2026)

UMH vs MSDL dividend yield comparison.

Year	UMH	MSDL
2026	2.99%	2.92%
2025	5.59%	12.14%
2024	4.50%	10.65%
2023	5.35%	0.00%
2022	4.97%	0.00%
2021	2.78%	0.00%
2020	4.86%	0.00%
2019	4.58%	0.00%
2018	6.08%	0.00%
2017	4.83%	0.00%
2016	4.78%	0.00%
2015	7.11%	0.00%
2014	7.54%	0.00%
2013	7.64%	0.00%
2012	6.97%	0.00%
2011	7.73%	0.00%
2010	7.06%	0.00%
2009	8.49%	0.00%
2008	13.28%	0.00%
2007	8.50%	0.00%
2006	6.38%	0.00%
2005	6.15%	0.00%
2004	6.00%	0.00%
2003	5.32%	0.00%
2002	6.39%	0.00%
2001	6.59%	0.00%
2000	8.00%	0.00%
1999	2.30%	0.00%