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AAPL vs. AXR

Last updated May 27, 2023

Compare and contrast key facts about Apple Inc. (AAPL) and AMREP Corporation (AXR).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAPL or AXR.

Key characteristics


AAPLAXR
YTD Return35.41%23.72%
1Y Return22.74%19.28%
5Y Return (Ann)31.27%15.40%
10Y Return (Ann)29.08%5.73%
Sharpe Ratio0.810.45
Daily Std Dev31.54%43.36%
Max Drawdown-81.80%-97.43%

Fundamentals


AAPLAXR
Market Cap$2.76T$74.88M
EPS$5.98$5.53
PE Ratio29.342.58
PEG Ratio2.750.00
Revenue (TTM)$385.10B$63.05M
Gross Profit (TTM)$170.78B$26.66M
EBITDA (TTM)$123.79B$22.96M

Correlation

0.09
-1.001.00

The correlation between AAPL and AXR is 0.09, 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.

AAPL vs. AXR - Performance Comparison

In the year-to-date period, AAPL achieves a 35.41% return, which is significantly higher than AXR's 23.72% return. Over the past 10 years, AAPL has outperformed AXR with an annualized return of 29.08%, while AXR has yielded a comparatively lower 5.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%50,000.00%100,000.00%150,000.00%December2023FebruaryMarchAprilMay
176,034.54%
97.14%
AAPL
AXR

Compare stocks, funds, or ETFs


Apple Inc.

AMREP Corporation

AAPL vs. AXR - Dividend Comparison

AAPL's dividend yield for the trailing twelve months is around 0.79%, while AXR has not paid dividends to shareholders.


TTM20222021202020192018201720162015201420132012
AAPL
Apple Inc.
0.79%0.70%0.49%0.62%1.06%1.86%1.53%2.06%2.11%1.86%2.39%1.16%
AXR
AMREP Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

AAPL vs. AXR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (AAPL) and AMREP Corporation (AXR). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AAPL
Apple Inc.
0.81
AXR
AMREP Corporation
0.45

AAPL vs. AXR - Sharpe Ratio Comparison

The current AAPL Sharpe Ratio is 0.81, which is higher than the AXR Sharpe Ratio of 0.45. The chart below compares the 12-month rolling Sharpe Ratio of AAPL and AXR.


-1.00-0.500.000.501.00December2023FebruaryMarchAprilMay
0.81
0.45
AAPL
AXR

AAPL vs. AXR - Drawdown Comparison

The maximum AAPL drawdown for the period was -30.91%, higher than the maximum AXR drawdown of -92.47%. The drawdown chart below compares losses from any high point along the way for AAPL and AXR


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%December2023FebruaryMarchAprilMay
-2.77%
-89.97%
AAPL
AXR

AAPL vs. AXR - Volatility Comparison

Apple Inc. (AAPL) has a higher volatility of 5.92% compared to AMREP Corporation (AXR) at 5.53%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than AXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2023FebruaryMarchAprilMay
5.92%
5.53%
AAPL
AXR