APAM vs. MO
Compare and contrast key facts about Artisan Partners Asset Management Inc. (APAM) and Altria Group, Inc. (MO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APAM or MO.
Correlation
The correlation between APAM and MO is 0.25, 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
APAM vs. MO - Performance Comparison
Key characteristics
APAM:
0.21
MO:
2.31
APAM:
0.49
MO:
3.45
APAM:
1.06
MO:
1.45
APAM:
0.35
MO:
2.20
APAM:
0.81
MO:
12.20
APAM:
7.50%
MO:
3.37%
APAM:
28.59%
MO:
17.81%
APAM:
-59.70%
MO:
-82.48%
APAM:
-9.90%
MO:
-7.40%
Fundamentals
APAM:
$3.21B
MO:
$91.74B
APAM:
$3.60
MO:
$5.92
APAM:
12.71
MO:
9.14
APAM:
1.38
MO:
3.79
APAM:
$1.13B
MO:
$20.36B
APAM:
$522.28M
MO:
$14.22B
APAM:
$378.89M
MO:
$13.08B
Returns By Period
In the year-to-date period, APAM achieves a 7.74% return, which is significantly lower than MO's 41.19% return. Over the past 10 years, APAM has outperformed MO with an annualized return of 8.22%, while MO has yielded a comparatively lower 7.00% annualized return.
APAM
7.74%
-7.25%
11.75%
6.06%
15.87%
8.22%
MO
41.19%
-5.75%
17.45%
41.12%
9.42%
7.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
APAM vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and Altria Group, Inc. (MO). 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
APAM vs. MO - Dividend Comparison
APAM's dividend yield for the trailing twelve months is around 7.14%, more than MO's 5.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APAM Artisan Partners Asset Management Inc. | 7.14% | 6.02% | 12.36% | 8.88% | 6.73% | 10.49% | 14.43% | 6.99% | 9.41% | 9.29% | 7.58% | 1.32% |
MO Altria Group, Inc. | 5.57% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
Drawdowns
APAM vs. MO - Drawdown Comparison
The maximum APAM drawdown since its inception was -59.70%, smaller than the maximum MO drawdown of -82.48%. Use the drawdown chart below to compare losses from any high point for APAM and MO. For additional features, visit the drawdowns tool.
Volatility
APAM vs. MO - Volatility Comparison
Artisan Partners Asset Management Inc. (APAM) has a higher volatility of 7.53% compared to Altria Group, Inc. (MO) at 4.59%. This indicates that APAM's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
APAM vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Artisan Partners Asset Management Inc. and Altria Group, 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