AFGB vs. AIZN
Compare and contrast key facts about American Financial Group, Inc. (AFGB) and Assurant, Inc. 5.25% Subordinat (AIZN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFGB or AIZN.
Key characteristics
| AFGB | AIZN | |
|---|---|---|
| YTD Return | 8.48% | 15.90% |
| 1Y Return | 14.28% | 25.50% |
| 3Y Return (Ann) | 2.80% | -0.68% |
| Sharpe Ratio | 0.94 | 1.51 |
| Daily Std Dev | 14.58% | 17.33% |
| Max Drawdown | -36.35% | -28.89% |
| Current Drawdown | 0.00% | -3.44% |
Fundamentals
| AFGB | AIZN | |
|---|---|---|
| Total Revenue (TTM) | $6.13B | $8.64B |
| Gross Profit (TTM) | $6.15B | $8.64B |
| EBITDA (TTM) | $126.00M | $803.50M |
Correlation
The correlation between AFGB and AIZN is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AFGB vs. AIZN - Performance Comparison
In the year-to-date period, AFGB achieves a 8.48% return, which is significantly lower than AIZN's 15.90% 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
AFGB vs. AIZN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Financial Group, Inc. (AFGB) and Assurant, Inc. 5.25% Subordinat (AIZN). 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
AFGB vs. AIZN - Dividend Comparison
AFGB's dividend yield for the trailing twelve months is around 5.82%, which matches AIZN's 5.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AFGB American Financial Group, Inc. | 5.82% | 6.13% | 6.54% | 5.44% | 5.11% | 2.68% |
AIZN Assurant, Inc. 5.25% Subordinat | 5.85% | 6.58% | 6.50% | 5.62% | 0.00% | 0.00% |
Drawdowns
AFGB vs. AIZN - Drawdown Comparison
The maximum AFGB drawdown since its inception was -36.35%, which is greater than AIZN's maximum drawdown of -28.89%. Use the drawdown chart below to compare losses from any high point for AFGB and AIZN. For additional features, visit the drawdowns tool.
Volatility
AFGB vs. AIZN - Volatility Comparison
The current volatility for American Financial Group, Inc. (AFGB) is 2.92%, while Assurant, Inc. 5.25% Subordinat (AIZN) has a volatility of 4.39%. This indicates that AFGB experiences smaller price fluctuations and is considered to be less risky than AIZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AFGB vs. AIZN - Financials Comparison
This section allows you to compare key financial metrics between American Financial Group, Inc. and Assurant, Inc. 5.25% Subordinat. 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