Correlation
The correlation between AJG and WHF is 0.28, 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.
AJG vs. WHF
Compare and contrast key facts about Arthur J. Gallagher & Co. (AJG) and WhiteHorse Finance, Inc. (WHF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AJG or WHF.
Performance
AJG vs. WHF - Performance Comparison
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Key characteristics
AJG:
1.87
WHF:
-0.88
AJG:
2.17
WHF:
-1.28
AJG:
1.30
WHF:
0.85
AJG:
2.99
WHF:
-0.88
AJG:
8.28
WHF:
-1.83
AJG:
4.44%
WHF:
11.20%
AJG:
21.92%
WHF:
21.03%
AJG:
-57.96%
WHF:
-57.48%
AJG:
-0.97%
WHF:
-20.52%
Fundamentals
AJG:
$87.76B
WHF:
$211.98M
AJG:
$6.42
WHF:
$0.38
AJG:
52.93
WHF:
23.55
AJG:
1.37
WHF:
1.01
AJG:
7.81
WHF:
2.46
AJG:
3.93
WHF:
0.75
AJG:
$12.03B
WHF:
$70.56M
AJG:
$6.62B
WHF:
$46.20M
AJG:
$3.39B
WHF:
$24.66M
Returns By Period
In the year-to-date period, AJG achieves a 20.68% return, which is significantly higher than WHF's -3.50% return. Over the past 10 years, AJG has outperformed WHF with an annualized return of 23.88%, while WHF has yielded a comparatively lower 8.75% annualized return.
AJG
20.68%
7.81%
8.91%
40.53%
28.59%
30.93%
23.88%
WHF
-3.50%
-8.17%
-8.24%
-18.30%
-1.91%
11.32%
8.75%
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Risk-Adjusted Performance
AJG vs. WHF — Risk-Adjusted Performance Rank
AJG
WHF
AJG vs. WHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and WhiteHorse Finance, Inc. (WHF). 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.
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Dividends
AJG vs. WHF - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 0.72%, less than WHF's 19.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 0.72% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% |
WHF WhiteHorse Finance, Inc. | 19.86% | 18.44% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% |
Drawdowns
AJG vs. WHF - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.96%, roughly equal to the maximum WHF drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for AJG and WHF.
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Volatility
AJG vs. WHF - Volatility Comparison
Arthur J. Gallagher & Co. (AJG) has a higher volatility of 6.35% compared to WhiteHorse Finance, Inc. (WHF) at 5.75%. This indicates that AJG's price experiences larger fluctuations and is considered to be riskier than WHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
AJG vs. WHF - Financials Comparison
This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and WhiteHorse Finance, Inc.. 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