PortfoliosLab logo
AU vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AU and V is 0.17, 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

AU vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AngloGold Ashanti Limited (AU) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

AU:

1.79

V:

1.63

Sortino Ratio

AU:

2.33

V:

2.15

Omega Ratio

AU:

1.29

V:

1.33

Calmar Ratio

AU:

1.37

V:

2.38

Martin Ratio

AU:

6.57

V:

8.37

Ulcer Index

AU:

12.51%

V:

4.27%

Daily Std Dev

AU:

47.10%

V:

22.03%

Max Drawdown

AU:

-90.77%

V:

-51.90%

Current Drawdown

AU:

-19.07%

V:

-0.74%

Fundamentals

Market Cap

AU:

$22.08B

V:

$694.24B

EPS

AU:

$3.07

V:

$10.04

PE Ratio

AU:

14.27

V:

36.37

PEG Ratio

AU:

0.00

V:

2.40

PS Ratio

AU:

3.35

V:

18.45

PB Ratio

AU:

3.28

V:

18.83

Total Revenue (TTM)

AU:

$7.76B

V:

$37.62B

Gross Profit (TTM)

AU:

$2.78B

V:

$30.13B

EBITDA (TTM)

AU:

$3.06B

V:

$25.84B

Returns By Period

In the year-to-date period, AU achieves a 94.49% return, which is significantly higher than V's 15.94% return. Both investments have delivered pretty close results over the past 10 years, with AU having a 18.14% annualized return and V not far ahead at 18.95%.


AU

YTD

94.49%

1M

10.31%

6M

79.99%

1Y

86.91%

3Y*

39.86%

5Y*

14.57%

10Y*

18.14%

V

YTD

15.94%

1M

6.82%

6M

16.29%

1Y

35.01%

3Y*

20.76%

5Y*

14.15%

10Y*

18.95%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AngloGold Ashanti Limited

Visa Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

AU vs. V — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AU
The Risk-Adjusted Performance Rank of AU is 8989
Overall Rank
The Sharpe Ratio Rank of AU is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of AU is 8989
Sortino Ratio Rank
The Omega Ratio Rank of AU is 8686
Omega Ratio Rank
The Calmar Ratio Rank of AU is 8888
Calmar Ratio Rank
The Martin Ratio Rank of AU is 8989
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 9191
Overall Rank
The Sharpe Ratio Rank of V is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8787
Sortino Ratio Rank
The Omega Ratio Rank of V is 8989
Omega Ratio Rank
The Calmar Ratio Rank of V is 9494
Calmar Ratio Rank
The Martin Ratio Rank of V is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AU vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AngloGold Ashanti Limited (AU) and Visa Inc. (V). 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.


The current AU Sharpe Ratio is 1.79, which is comparable to the V Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of AU and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

AU vs. V - Dividend Comparison

AU's dividend yield for the trailing twelve months is around 2.36%, more than V's 0.63% yield.


TTM20242023202220212020201920182017201620152014
AU
AngloGold Ashanti Limited
2.36%1.78%1.14%2.26%2.57%0.49%0.30%0.48%0.97%0.00%0.00%0.03%
V
Visa Inc.
0.63%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

AU vs. V - Drawdown Comparison

The maximum AU drawdown since its inception was -90.77%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for AU and V.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

AU vs. V - Volatility Comparison

AngloGold Ashanti Limited (AU) has a higher volatility of 18.22% compared to Visa Inc. (V) at 4.35%. This indicates that AU's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

AU vs. V - Financials Comparison

This section allows you to compare key financial metrics between AngloGold Ashanti Limited and Visa 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B20212022202320242025
1.96B
9.59B
(AU) Total Revenue
(V) Total Revenue
Values in USD except per share items

AU vs. V - Profitability Comparison

The chart below illustrates the profitability comparison between AngloGold Ashanti Limited and Visa Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
42.7%
80.4%
(AU) Gross Margin
(V) Gross Margin
AU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, AngloGold Ashanti Limited reported a gross profit of 839.00M and revenue of 1.96B. Therefore, the gross margin over that period was 42.7%.

V - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Visa Inc. reported a gross profit of 7.71B and revenue of 9.59B. Therefore, the gross margin over that period was 80.4%.

AU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, AngloGold Ashanti Limited reported an operating income of 747.00M and revenue of 1.96B, resulting in an operating margin of 38.1%.

V - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Visa Inc. reported an operating income of 5.44B and revenue of 9.59B, resulting in an operating margin of 56.7%.

AU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, AngloGold Ashanti Limited reported a net income of 443.00M and revenue of 1.96B, resulting in a net margin of 22.6%.

V - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Visa Inc. reported a net income of 4.58B and revenue of 9.59B, resulting in a net margin of 47.7%.