AXP vs. CARE
AXP (American Express Company) and CARE (Carter Bankshares, Inc.) are both stocks. Both are in the Financial Services sector — AXP in Credit Services, CARE in Banks - Regional. Over the past 10 years, AXP returned 19.88%/yr vs 9.15%/yr for CARE. At a 0.34 correlation, their price movements are largely independent.
Performance
AXP vs. CARE - Performance Comparison
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Returns By Period
In the year-to-date period, AXP achieves a -11.56% return, which is significantly lower than CARE's 52.54% return. Over the past 10 years, AXP has outperformed CARE with an annualized return of 19.88%, while CARE has yielded a comparatively lower 9.15% annualized return.
AXP
- 1D
- 2.18%
- 1M
- 3.82%
- YTD
- -11.56%
- 6M
- -14.47%
- 1Y
- 14.27%
- 3Y*
- 24.40%
- 5Y*
- 16.02%
- 10Y*
- 19.88%
CARE
- 1D
- 1.07%
- 1M
- 10.36%
- YTD
- 52.54%
- 6M
- 50.09%
- 1Y
- 84.66%
- 3Y*
- 23.55%
- 5Y*
- 16.01%
- 10Y*
- 9.15%
AXP vs. CARE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | -11.56% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
CARE Carter Bankshares, Inc. | 52.54% | 11.77% | 17.50% | -9.76% | 7.80% | 43.56% | -54.48% | 58.13% | -14.53% | 32.05% |
Correlation
The correlation between AXP and CARE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2012 | 0.34 |
The correlation between AXP and CARE shifts across timeframes, from 0.34 (all time) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AXP:
$223.25B
CARE:
$652.68M
AXP:
$16.23
CARE:
$4.87
AXP:
20.06
CARE:
6.13
AXP:
1.71
CARE:
0.43
AXP:
2.73
CARE:
2.07
AXP:
6.57
CARE:
1.29
AXP:
$82.41B
CARE:
$319.93M
AXP:
$68.81B
CARE:
$256.97M
AXP:
$18.41B
CARE:
$142.80M
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Return for Risk
AXP vs. CARE — Risk / Return Rank
AXP
CARE
AXP vs. CARE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Carter Bankshares, Inc. (CARE). 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.
| AXP | CARE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.64 | ||
| Sortino ratioReturn per unit of downside risk | -3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.53 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 5.06 | -4.62 |
| Martin ratioReturn relative to average drawdown | 0.93 | 14.55 | -13.62 |
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Drawdowns
AXP vs. CARE - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, which is greater than CARE's maximum drawdown of -73.17%. Use the drawdown chart below to compare losses from any high point for AXP and CARE.
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Drawdown Indicators
| AXP | CARE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -73.17% | -10.74% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -15.83% | -8.07% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -35.75% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -42.95% | +11.40% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -73.17% | +23.53% |
Current DrawdownCurrent decline from peak | -14.99% | 0.00% | -14.99% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -19.46% | -2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.15% | 5.50% | +5.65% |
Volatility
AXP vs. CARE - Volatility Comparison
The current volatility for American Express Company (AXP) is 6.90%, while Carter Bankshares, Inc. (CARE) has a volatility of 8.65%. This indicates that AXP experiences smaller price fluctuations and is considered to be less risky than CARE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXP | CARE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 8.65% | -1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 20.01% | 18.11% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.46% | 26.45% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.50% | 31.05% | -1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 36.81% | -4.98% |
Dividends
AXP vs. CARE - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.05%, more than CARE's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.05% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
CARE Carter Bankshares, Inc. | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 0.00% | 0.00% | 0.00% | 2.26% | 2.96% |
Financials
AXP vs. CARE - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Carter Bankshares, 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
Frequently Asked Questions
AXP and CARE have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CARE has higher volatility (8.65%) compared to AXP (6.90%). In terms of maximum drawdown, AXP dropped -83.91% vs CARE's -73.17%.
CARE currently has the higher Sharpe Ratio (3.03 vs 0.39), 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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