AEG vs. HMY
Compare and contrast key facts about Aegon N.V. (AEG) and Harmony Gold Mining Company Limited (HMY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEG or HMY.
Key characteristics
| AEG | HMY | |
|---|---|---|
| YTD Return | 16.85% | 98.56% |
| 1Y Return | 44.74% | 148.20% |
| 3Y Return (Ann) | 12.41% | 47.16% |
| 5Y Return (Ann) | 13.79% | 32.43% |
| 10Y Return (Ann) | 3.95% | 21.72% |
| Sharpe Ratio | 1.85 | 2.72 |
| Sortino Ratio | 2.37 | 3.37 |
| Omega Ratio | 1.33 | 1.42 |
| Calmar Ratio | 0.52 | 2.08 |
| Martin Ratio | 8.26 | 15.57 |
| Ulcer Index | 5.01% | 9.75% |
| Daily Std Dev | 22.28% | 55.96% |
| Max Drawdown | -94.88% | -97.06% |
| Current Drawdown | -70.44% | -26.24% |
Fundamentals
| AEG | HMY | |
|---|---|---|
| Market Cap | $10.41B | $7.62B |
| EPS | -$0.08 | $0.78 |
| PEG Ratio | 14.09 | 0.00 |
| Total Revenue (TTM) | $3.11B | $2.48B |
| Gross Profit (TTM) | $3.11B | $874.73M |
| EBITDA (TTM) | $129.00M | $794.71M |
Correlation
The correlation between AEG and HMY is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AEG vs. HMY - Performance Comparison
In the year-to-date period, AEG achieves a 16.85% return, which is significantly lower than HMY's 98.56% return. Over the past 10 years, AEG has underperformed HMY with an annualized return of 3.95%, while HMY has yielded a comparatively higher 21.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AEG vs. HMY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aegon N.V. (AEG) and Harmony Gold Mining Company Limited (HMY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AEG vs. HMY - Dividend Comparison
AEG's dividend yield for the trailing twelve months is around 5.50%, more than HMY's 1.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEG Aegon N.V. | 5.50% | 4.86% | 4.08% | 3.37% | 6.19% | 7.37% | 7.02% | 6.93% | 5.29% | 4.71% | 3.94% | 3.03% |
HMY Harmony Gold Mining Company Limited | 1.09% | 0.65% | 1.16% | 2.32% | 0.00% | 0.00% | 0.00% | 3.52% | 1.61% | 0.00% | 0.00% | 2.16% |
Drawdowns
AEG vs. HMY - Drawdown Comparison
The maximum AEG drawdown since its inception was -94.88%, roughly equal to the maximum HMY drawdown of -97.06%. Use the drawdown chart below to compare losses from any high point for AEG and HMY. For additional features, visit the drawdowns tool.
Volatility
AEG vs. HMY - Volatility Comparison
The current volatility for Aegon N.V. (AEG) is 6.11%, while Harmony Gold Mining Company Limited (HMY) has a volatility of 18.24%. This indicates that AEG experiences smaller price fluctuations and is considered to be less risky than HMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AEG vs. HMY - Financials Comparison
This section allows you to compare key financial metrics between Aegon N.V. and Harmony Gold Mining Company Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities