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.
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.
Performance
AJG vs. WHF - Performance Comparison
Key characteristics
AJG:
1.71
WHF:
-0.48
AJG:
2.18
WHF:
-0.53
AJG:
1.30
WHF:
0.93
AJG:
2.98
WHF:
-0.43
AJG:
8.47
WHF:
-0.96
AJG:
4.33%
WHF:
10.43%
AJG:
21.42%
WHF:
20.92%
AJG:
-57.95%
WHF:
-57.48%
AJG:
-6.64%
WHF:
-13.36%
Fundamentals
AJG:
$84.78B
WHF:
$227.55M
AJG:
$6.50
WHF:
$0.47
AJG:
51.00
WHF:
20.83
AJG:
1.31
WHF:
1.01
AJG:
7.76
WHF:
2.45
AJG:
4.21
WHF:
0.80
AJG:
$8.30B
WHF:
$51.76M
AJG:
$3.39B
WHF:
$46.20M
AJG:
$2.02B
WHF:
$24.66M
Returns By Period
In the year-to-date period, AJG achieves a 13.76% return, which is significantly higher than WHF's 5.19% return. Over the past 10 years, AJG has outperformed WHF with an annualized return of 23.19%, while WHF has yielded a comparatively lower 10.06% annualized return.
AJG
13.76%
-4.29%
14.34%
37.16%
35.44%
23.19%
WHF
5.19%
2.40%
-10.37%
-10.45%
12.33%
10.06%
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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.
Dividends
AJG vs. WHF - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 0.76%, less than WHF's 18.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 0.76% | 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. | 18.21% | 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 -57.95%, 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. For additional features, visit the drawdowns tool.
Volatility
AJG vs. WHF - Volatility Comparison
Arthur J. Gallagher & Co. (AJG) has a higher volatility of 11.76% compared to WhiteHorse Finance, Inc. (WHF) at 9.17%. 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.
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