Kayne Anderson Energy Infrastructure Fund vs Oaktree Capital Which Is More Favorable?

Kayne Anderson Energy Infrastructure Fund and Oaktree Capital are both prominent players in the energy infrastructure sector, offering investors opportunities for exposure to this rapidly evolving industry. While both companies focus on energy infrastructure investments, they have distinct approaches and strategies that set them apart. Kayne Anderson Energy Infrastructure Fund emphasizes a conservative investment approach with a focus on steady income and yield generation, while Oaktree Capital offers a more opportunistic and value-oriented approach with an emphasis on capital appreciation. Investors should carefully assess the investment objectives and risk profiles of each company before making a decision.

Kayne Anderson Energy Infrastructure Fund or Oaktree Capital?

When comparing Kayne Anderson Energy Infrastructure Fund and Oaktree Capital, different investors may prioritize various metrics based on their investment strategies and goals. So, ask yourself what type of investor you are. This will guide you in determining which metrics are most important for your investment decision between Kayne Anderson Energy Infrastructure Fund and Oaktree Capital.

Dividend Investors:

Dividend investors look for stable and growing income streams, using dividend metrics to assess potential investments. A company's dividend yield essentially measures the size of its dividend relative to the total market value of the company. Kayne Anderson Energy Infrastructure Fund has a dividend yield of 6.98%, while Oaktree Capital has a dividend yield of 7.09%. Beyond the yield itself, considering the growth and sustainability of these dividends is also crucial. Kayne Anderson Energy Infrastructure Fund reports a 5-year dividend growth of -11.16% year and a payout ratio of 27.65%. On the other hand, Oaktree Capital reports a 5-year dividend growth of 23.36% year and a payout ratio of 65.46%.

Value Investors:

Value investors focus on financial metrics to determine a stock's intrinsic value compared to its market value. The Price-to-Earnings (P/E) Ratio links stock price to a company's earnings per share, with Kayne Anderson Energy Infrastructure Fund P/E ratio at 4.58 and Oaktree Capital's P/E ratio at 8.82. Another crucial valuation metric is the Price-to-Book (P/B) Ratio, which compares stock price with book value per share. Kayne Anderson Energy Infrastructure Fund P/B ratio is 1.11 while Oaktree Capital's P/B ratio is 1.18.

Growth Investors:

Growth investors prioritize metrics indicative of a company's expansion potential. Focusing on top-line growth, Kayne Anderson Energy Infrastructure Fund has seen a 5-year revenue growth of -0.54%, while Oaktree Capital's is -1.00%. Return on Equity (ROE) measures how effectively a company uses equity investment to generate earnings, with Kayne Anderson Energy Infrastructure Fund's ROE at 27.43% and Oaktree Capital's ROE at 13.53%.

Retail Investors:

Retail investors often consider stock affordability and company familiarity. For example, day low prices are $12.81 for Kayne Anderson Energy Infrastructure Fund and $22.98 for Oaktree Capital. Over the past year, Kayne Anderson Energy Infrastructure Fund's prices ranged from $8.06 to $13.05, with a yearly change of 61.91%. Oaktree Capital's prices fluctuated between $19.83 and $23.99, with a yearly change of 20.98%. Brand recognition also plays a role, as familiarity with a company can influence investment decisions.