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Cohen & Steers Real Estate Opportunities and Income Fund (RLTY) vs Saratoga Investment New (SAR)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Saratoga Investment New is the larger company by market cap ($239.8 million vs $227.1 million), about 1.1 times the size. On valuation, Cohen & Steers Real Estate Opportunities and Income Fund trades at a lower trailing P/E (5.8x vs 15.2x for Saratoga Investment New).

Summary generated from market data by MetaCap's automated system. Methodology

Head-to-head

RLTY versus SAR key metrics
MetricRLTYSAR
Share price$13.58$14.91
Market cap$227.09M$239.77M
1-day change-1.45%-5.69%
YTD return—-35.37%
1-year return—-36.15%
5-year return—-49.20%
P/E ratio (TTM)5.8315.21
Forward P/E—7.31
EPS (TTM)$2.33$0.98
Dividend yield9.72%18.98%
Annual dividend$0.00$0.00
52-week high$16.41$24.07
52-week low$13.55$13.78
Distance from 52-week high-17.25%-38.06%
Analyst consensus—none
Avg. price target upside—+42.19%
Average volume54.52K167.94K
Shares outstanding16.72M16.08M
SectorFinancial ServicesFinancial Services
IndustryAsset ManagementAsset Management

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Saratoga Investment New trades at a higher earnings multiple (15.2x vs 5.8x trailing P/E).
  • Saratoga Investment New offers a meaningfully higher dividend yield (18.98% vs 9.72%).

About Cohen & Steers Real Estate Opportunities and Income Fund

RLTY stock →

Cohen & Steers Real Estate Opportunities & Income Fund is a closed-end balanced mutual fund launched and managed by Cohen & Steers Capital Management, Inc. It invests in the public equity and fixed income markets of global region.

Financial Services · Asset Management

About Saratoga Investment New

SAR stock →

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies.

Financial Services · Asset Management

RLTY vs SAR FAQ

Which is bigger, Cohen & Steers Real Estate Opportunities and Income Fund or Saratoga Investment New?

Saratoga Investment New (SAR) is larger, with a market capitalization of $239.77M compared with $227.09M for Cohen & Steers Real Estate Opportunities and Income Fund (RLTY).

Which has the lower P/E ratio, RLTY or SAR?

RLTY has the lower trailing P/E at 5.8, versus 15.2 for SAR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Cohen & Steers Real Estate Opportunities and Income Fund or Saratoga Investment New?

Saratoga Investment New has the higher yield at 18.98%, compared with 9.72% for Cohen & Steers Real Estate Opportunities and Income Fund.

Are Cohen & Steers Real Estate Opportunities and Income Fund and Saratoga Investment New in the same industry?

Yes. Both are classified in the Asset Management industry within the Financial Services sector.

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