ARES vs. CG
Compare and contrast key facts about Ares Management Corporation (ARES) and The Carlyle Group Inc. (CG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARES or CG.
Correlation
The correlation between ARES and CG is 0.50, 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
ARES vs. CG - Performance Comparison
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Key characteristics
ARES:
0.47
CG:
0.26
ARES:
0.90
CG:
0.73
ARES:
1.13
CG:
1.10
ARES:
0.51
CG:
0.38
ARES:
1.65
CG:
0.93
ARES:
12.45%
CG:
15.67%
ARES:
40.91%
CG:
44.99%
ARES:
-45.85%
CG:
-62.70%
ARES:
-13.49%
CG:
-16.18%
Fundamentals
ARES:
$55.57B
CG:
$17.13B
ARES:
$1.70
CG:
$2.94
ARES:
100.09
CG:
16.13
ARES:
0.63
CG:
1.10
ARES:
13.02
CG:
3.40
ARES:
12.41
CG:
3.07
ARES:
$4.92B
CG:
$4.47B
ARES:
$2.97B
CG:
$1.24B
ARES:
$1.64B
CG:
$591.50M
Returns By Period
In the year-to-date period, ARES achieves a -3.13% return, which is significantly higher than CG's -5.44% return. Over the past 10 years, ARES has outperformed CG with an annualized return of 29.67%, while CG has yielded a comparatively lower 10.38% annualized return.
ARES
-3.13%
20.47%
3.08%
19.96%
42.04%
29.67%
CG
-5.44%
32.31%
-4.73%
12.61%
17.29%
10.38%
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Risk-Adjusted Performance
ARES vs. CG — Risk-Adjusted Performance Rank
ARES
CG
ARES vs. CG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) and The Carlyle Group Inc. (CG). 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
ARES vs. CG - Dividend Comparison
ARES's dividend yield for the trailing twelve months is around 2.30%, more than CG's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | 2.30% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
CG The Carlyle Group Inc. | 2.21% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
Drawdowns
ARES vs. CG - Drawdown Comparison
The maximum ARES drawdown since its inception was -45.85%, smaller than the maximum CG drawdown of -62.70%. Use the drawdown chart below to compare losses from any high point for ARES and CG. For additional features, visit the drawdowns tool.
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Volatility
ARES vs. CG - Volatility Comparison
The current volatility for Ares Management Corporation (ARES) is 10.22%, while The Carlyle Group Inc. (CG) has a volatility of 11.52%. This indicates that ARES experiences smaller price fluctuations and is considered to be less risky than CG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
ARES vs. CG - Financials Comparison
This section allows you to compare key financial metrics between Ares Management Corporation and The Carlyle 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