ARES vs. MUFG
ARES (Ares Management Corporation) and MUFG (Mitsubishi UFJ Financial Group, Inc.) are both stocks. Both are in the Financial Services sector — ARES in Asset Management, MUFG in Banks - Diversified. Over the past 10 years, ARES returned 31.19%/yr vs 18.66%/yr for MUFG. At a 0.26 correlation, their price movements are largely independent.
Performance
ARES vs. MUFG - Performance Comparison
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Returns By Period
In the year-to-date period, ARES achieves a -15.40% return, which is significantly lower than MUFG's 27.11% return. Over the past 10 years, ARES has outperformed MUFG with an annualized return of 31.19%, while MUFG has yielded a comparatively lower 18.66% annualized return.
ARES
- 1D
- 1.57%
- 1M
- 9.51%
- YTD
- -15.40%
- 6M
- -20.42%
- 1Y
- -17.98%
- 3Y*
- 16.02%
- 5Y*
- 21.68%
- 10Y*
- 31.19%
MUFG
- 1D
- 0.40%
- 1M
- 8.33%
- YTD
- 27.11%
- 6M
- 25.92%
- 1Y
- 48.94%
- 3Y*
- 46.26%
- 5Y*
- 33.15%
- 10Y*
- 18.66%
ARES vs. MUFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | -15.40% | -5.72% | 52.68% | 79.52% | -12.75% | 77.75% | 37.37% | 110.13% | -5.54% | 10.72% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 27.11% | 39.96% | 40.10% | 33.50% | 27.37% | 25.70% | -15.99% | 11.50% | -33.01% | 20.99% |
Correlation
The correlation between ARES and MUFG is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since May 2, 2014 | 0.26 |
Fundamentals
ARES:
$2.83
MUFG:
¥214.15
ARES:
47.65
MUFG:
15.08
ARES:
1.90
MUFG:
0.55
ARES:
4.71
MUFG:
2.78
ARES:
$6.31B
MUFG:
¥13.21T
ARES:
$4.46B
MUFG:
¥7.24T
ARES:
$2.42B
MUFG:
¥3.34T
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Return for Risk
ARES vs. MUFG — Risk / Return Rank
ARES
MUFG
ARES vs. MUFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) and Mitsubishi UFJ Financial Group, Inc. (MUFG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARES | MUFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.34 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.31 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 2.85 | -3.21 |
| Martin ratioReturn relative to average drawdown | -0.72 | 7.98 | -8.70 |
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Drawdowns
ARES vs. MUFG - Drawdown Comparison
The maximum ARES drawdown since its inception was -49.73%, smaller than the maximum MUFG drawdown of -76.75%. Use the drawdown chart below to compare losses from any high point for ARES and MUFG.
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Drawdown Indicators
| ARES | MUFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.73% | -76.75% | +27.02% |
Max Drawdown (1Y)Largest decline over 1 year | -49.05% | -17.28% | -31.77% |
Max Drawdown (3Y)Largest decline over 3 years | -49.73% | -26.56% | -23.17% |
Max Drawdown (5Y)Largest decline over 5 years | -49.73% | -32.81% | -16.92% |
Max Drawdown (10Y)Largest decline over 10 years | -49.73% | -57.62% | +7.89% |
Current DrawdownCurrent decline from peak | -28.77% | 0.00% | -28.77% |
Average DrawdownAverage peak-to-trough decline | -11.33% | -43.53% | +32.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.00% | 6.16% | +18.84% |
Volatility
ARES vs. MUFG - Volatility Comparison
Ares Management Corporation (ARES) has a higher volatility of 11.97% compared to Mitsubishi UFJ Financial Group, Inc. (MUFG) at 5.88%. This indicates that ARES's price experiences larger fluctuations and is considered to be riskier than MUFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARES | MUFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.97% | 5.88% | +6.09% |
Volatility (6M)Calculated over the trailing 6-month period | 35.10% | 18.89% | +16.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.35% | 25.81% | +15.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.37% | 29.04% | +8.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.71% | 27.85% | +8.86% |
Dividends
ARES vs. MUFG - Dividend Comparison
ARES's dividend yield for the trailing twelve months is around 4.12%, more than MUFG's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | 4.12% | 3.29% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 5.65% | 4.32% | 6.81% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.12% | 3.12% | 2.50% | 2.90% | 3.36% | 2.18% | 2.62% | 0.00% | 0.00% | 2.20% | 2.70% | 2.34% |
Financials
ARES vs. MUFG - Financials Comparison
This section allows you to compare key financial metrics between Ares Management Corporation and Mitsubishi UFJ Financial 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
ARES vs. MUFG - Profitability Comparison
ARES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported a gross profit of 1.47B and revenue of 1.53B. Therefore, the gross margin over that period was 96.1%.
MUFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported a gross profit of 2.09T and revenue of 3.59T. Therefore, the gross margin over that period was 58.3%.
ARES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported an operating income of 364.95M and revenue of 1.53B, resulting in an operating margin of 23.8%.
MUFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported an operating income of 841.39B and revenue of 3.59T, resulting in an operating margin of 23.4%.
ARES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported a net income of 142.59M and revenue of 1.53B, resulting in a net margin of 9.3%.
MUFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported a net income of 624.99B and revenue of 3.59T, resulting in a net margin of 17.4%.
Frequently Asked Questions
ARES and MUFG have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARES has higher volatility (11.97%) compared to MUFG (5.88%). In terms of maximum drawdown, ARES dropped -49.73% vs MUFG's -76.75%.
MUFG currently has the higher Sharpe Ratio (1.91 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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