AXP vs. XOM
AXP (American Express Company) and XOM (Exxon Mobil Corporation) are both stocks. AXP operates in Credit Services (Financial Services), while XOM operates in Oil & Gas Integrated (Energy). Over the past 10 years, AXP returned 19.88%/yr vs 9.64%/yr for XOM. At a 0.34 correlation, their price movements are largely independent.
Performance
AXP vs. XOM - 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 XOM's 23.81% return. Over the past 10 years, AXP has outperformed XOM with an annualized return of 19.88%, while XOM has yielded a comparatively lower 9.64% 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%
XOM
- 1D
- 0.28%
- 1M
- -6.91%
- YTD
- 23.81%
- 6M
- 25.40%
- 1Y
- 35.30%
- 3Y*
- 15.15%
- 5Y*
- 23.23%
- 10Y*
- 9.64%
AXP vs. XOM - 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% |
XOM Exxon Mobil Corporation | 23.81% | 15.98% | 11.26% | -6.26% | 87.41% | 57.58% | -36.21% | 7.23% | -15.09% | -3.81% |
Correlation
The correlation between AXP and XOM is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 1978 | 0.34 |
The correlation between AXP and XOM shifts across timeframes, from -0.03 (1 year) to 0.38 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AXP:
$223.25B
XOM:
$614.94B
AXP:
$16.23
XOM:
$5.93
AXP:
20.06
XOM:
24.80
AXP:
1.71
XOM:
1.15
AXP:
2.73
XOM:
1.93
AXP:
6.57
XOM:
2.42
AXP:
$82.41B
XOM:
$326.01B
AXP:
$68.81B
XOM:
$83.11B
AXP:
$18.41B
XOM:
$60.44B
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Return for Risk
AXP vs. XOM — Risk / Return Rank
AXP
XOM
AXP vs. XOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Exxon Mobil Corporation (XOM). 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 | XOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.26 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 2.45 | -2.01 |
| Martin ratioReturn relative to average drawdown | 0.93 | 6.56 | -5.63 |
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Drawdowns
AXP vs. XOM - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, which is greater than XOM's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for AXP and XOM.
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Drawdown Indicators
| AXP | XOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -62.40% | -21.51% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -15.69% | -8.21% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -18.92% | -9.84% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -20.51% | -11.04% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -61.34% | +11.70% |
Current DrawdownCurrent decline from peak | -14.99% | -13.68% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -10.20% | -11.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.15% | 5.84% | +5.31% |
Volatility
AXP vs. XOM - Volatility Comparison
The current volatility for American Express Company (AXP) is 6.90%, while Exxon Mobil Corporation (XOM) has a volatility of 9.08%. This indicates that AXP experiences smaller price fluctuations and is considered to be less risky than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXP | XOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 9.08% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 20.01% | 20.51% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.46% | 24.51% | +1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.50% | 26.77% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 28.20% | +3.63% |
Dividends
AXP vs. XOM - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.05%, less than XOM's 2.78% 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% |
XOM Exxon Mobil Corporation | 2.78% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
Financials
AXP vs. XOM - Financials Comparison
This section allows you to compare key financial metrics between American Express Company and Exxon Mobil Corporation. 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
AXP vs. XOM - Profitability Comparison
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Express Company reported a gross profit of 17.66B and revenue of 20.88B. Therefore, the gross margin over that period was 84.6%.
XOM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported a gross profit of 31.36B and revenue of 83.16B. Therefore, the gross margin over that period was 37.7%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.
XOM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported an operating income of 5.29B and revenue of 83.16B, resulting in an operating margin of 6.4%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.
XOM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported a net income of 4.18B and revenue of 83.16B, resulting in a net margin of 5.0%.
Frequently Asked Questions
AXP and XOM have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XOM has higher volatility (9.08%) compared to AXP (6.90%). In terms of maximum drawdown, AXP dropped -83.91% vs XOM's -62.40%.
XOM currently has the higher Sharpe Ratio (1.57 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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