AAPL vs. AXR
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
| AAPL | AXR | |
|---|---|---|
| YTD Return | 35.41% | 23.72% |
| 1Y Return | 22.74% | 19.28% |
| 5Y Return (Ann) | 31.27% | 15.40% |
| 10Y Return (Ann) | 29.08% | 5.73% |
| Sharpe Ratio | 0.81 | 0.45 |
| Daily Std Dev | 31.54% | 43.36% |
| Max Drawdown | -81.80% | -97.43% |
Fundamentals
| AAPL | AXR | |
|---|---|---|
| Market Cap | $2.76T | $74.88M |
| EPS | $5.98 | $5.53 |
| PE Ratio | 29.34 | 2.58 |
| PEG Ratio | 2.75 | 0.00 |
| Revenue (TTM) | $385.10B | $63.05M |
| Gross Profit (TTM) | $170.78B | $26.66M |
| EBITDA (TTM) | $123.79B | $22.96M |
Correlation
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.
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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.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AAPL Apple Inc. | 0.81 | ||||
AXR AMREP Corporation | 0.45 |
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
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.