ARI vs. AGNC
Compare and contrast key facts about Apollo Commercial Real Estate Finance, Inc. (ARI) and AGNC Investment Corp. (AGNC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARI or AGNC.
Correlation
The correlation between ARI and AGNC is 0.51, 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
ARI vs. AGNC - Performance Comparison
Key characteristics
ARI:
0.12
AGNC:
1.66
ARI:
0.35
AGNC:
2.15
ARI:
1.05
AGNC:
1.29
ARI:
0.14
AGNC:
0.94
ARI:
0.29
AGNC:
6.01
ARI:
11.48%
AGNC:
4.79%
ARI:
27.02%
AGNC:
17.41%
ARI:
-77.39%
AGNC:
-54.56%
ARI:
-8.40%
AGNC:
-7.91%
Fundamentals
ARI:
$1.39B
AGNC:
$9.40B
ARI:
-$0.97
AGNC:
$0.93
ARI:
33.37
AGNC:
17.55
ARI:
$323.72M
AGNC:
$2.99B
ARI:
$225.50M
AGNC:
$2.94B
ARI:
$50.20M
AGNC:
$3.01B
Returns By Period
The year-to-date returns for both investments are quite close, with ARI having a 15.13% return and AGNC slightly higher at 15.71%. Over the past 10 years, ARI has outperformed AGNC with an annualized return of 6.52%, while AGNC has yielded a comparatively lower 4.94% annualized return.
ARI
15.13%
10.29%
4.17%
4.58%
0.47%
6.52%
AGNC
15.71%
9.53%
12.17%
28.81%
0.44%
4.94%
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Risk-Adjusted Performance
ARI vs. AGNC — Risk-Adjusted Performance Rank
ARI
AGNC
ARI vs. AGNC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Commercial Real Estate Finance, Inc. (ARI) and AGNC Investment Corp. (AGNC). 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
ARI vs. AGNC - Dividend Comparison
ARI's dividend yield for the trailing twelve months is around 12.04%, less than AGNC's 13.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARI Apollo Commercial Real Estate Finance, Inc. | 12.04% | 13.86% | 11.93% | 13.01% | 10.64% | 12.98% | 10.06% | 11.04% | 9.97% | 11.07% | 10.33% | 9.78% |
AGNC AGNC Investment Corp. | 13.68% | 15.64% | 14.68% | 13.91% | 9.57% | 10.00% | 11.31% | 12.31% | 10.70% | 12.69% | 14.30% | 11.96% |
Drawdowns
ARI vs. AGNC - Drawdown Comparison
The maximum ARI drawdown since its inception was -77.39%, which is greater than AGNC's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for ARI and AGNC. For additional features, visit the drawdowns tool.
Volatility
ARI vs. AGNC - Volatility Comparison
Apollo Commercial Real Estate Finance, Inc. (ARI) has a higher volatility of 10.62% compared to AGNC Investment Corp. (AGNC) at 3.51%. This indicates that ARI's price experiences larger fluctuations and is considered to be riskier than AGNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ARI vs. AGNC - Financials Comparison
This section allows you to compare key financial metrics between Apollo Commercial Real Estate Finance, Inc. and AGNC Investment Corp.. 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