AWR vs. AWK
Compare and contrast key facts about American States Water Company (AWR) and American Water Works Company, Inc. (AWK).
Performance
AWR vs. AWK - Performance Comparison
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AWR vs. AWK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 5.06% | -4.32% | -1.18% | -11.43% | -8.92% | 32.25% | -6.75% | 31.19% | 17.91% | 29.76% |
AWK American Water Works Company, Inc. | 4.99% | 7.40% | -3.53% | -11.68% | -17.89% | 24.83% | 26.88% | 37.79% | 1.32% | 29.01% |
Fundamentals
AWR:
$2.92B
AWK:
$26.54B
AWR:
$3.37
AWK:
$5.70
AWR:
22.42
AWK:
23.89
AWR:
4.44
AWK:
5.16
AWR:
2.80
AWK:
2.45
AWR:
$658.07M
AWK:
$5.14B
AWR:
$0.00
AWK:
$3.12B
AWR:
$170.81M
AWK:
$1.70B
Returns By Period
The year-to-date returns for both stocks are quite close, with AWR having a 5.06% return and AWK slightly lower at 4.99%. Both investments have delivered pretty close results over the past 10 years, with AWR having a 8.71% annualized return and AWK not far ahead at 9.05%.
AWR
- 1D
- -1.43%
- 1M
- 1.46%
- YTD
- 5.06%
- 6M
- 4.56%
- 1Y
- -1.33%
- 3Y*
- -3.02%
- 5Y*
- 2.03%
- 10Y*
- 8.71%
AWK
- 1D
- -1.97%
- 1M
- 0.04%
- YTD
- 4.99%
- 6M
- -0.93%
- 1Y
- -5.43%
- 3Y*
- -0.15%
- 5Y*
- 0.00%
- 10Y*
- 9.05%
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Return for Risk
AWR vs. AWK — Risk / Return Rank
AWR
AWK
AWR vs. AWK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American States Water Company (AWR) and American Water Works Company, Inc. (AWK). 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.
| AWR | AWK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | -0.24 | +0.17 |
Sortino ratioReturn per unit of downside risk | 0.05 | -0.18 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.01 | 0.98 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | -0.26 | +0.26 |
Martin ratioReturn relative to average drawdown | -0.01 | -0.50 | +0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AWR | AWK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | -0.24 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.00 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.38 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.60 | -0.20 |
Correlation
The correlation between AWR and AWK is 0.60, 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.
Dividends
AWR vs. AWK - Dividend Comparison
AWR's dividend yield for the trailing twelve months is around 2.62%, more than AWK's 2.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 2.62% | 2.68% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% |
AWK American Water Works Company, Inc. | 2.43% | 2.49% | 2.41% | 2.10% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% |
Drawdowns
AWR vs. AWK - Drawdown Comparison
The maximum AWR drawdown since its inception was -37.39%, roughly equal to the maximum AWK drawdown of -37.10%. Use the drawdown chart below to compare losses from any high point for AWR and AWK.
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Drawdown Indicators
| AWR | AWK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.39% | -37.10% | -0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -17.61% | +5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -32.85% | -37.10% | +4.25% |
Max Drawdown (10Y)Largest decline over 10 years | -32.85% | -37.10% | +4.25% |
Current DrawdownCurrent decline from peak | -19.87% | -21.12% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -9.33% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.03% | 9.14% | -2.11% |
Volatility
AWR vs. AWK - Volatility Comparison
American States Water Company (AWR) and American Water Works Company, Inc. (AWK) have volatilities of 6.99% and 7.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWR | AWK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.99% | 7.00% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | 16.48% | -2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.97% | 23.10% | -3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 22.77% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.28% | 23.65% | +2.63% |
Financials
AWR vs. AWK - Financials Comparison
This section allows you to compare key financial metrics between American States Water Company and American Water Works Company, 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