BELFA vs. APH
BELFA (Bel Fuse Inc.) and APH (Amphenol Corporation) are both stocks. Both operate in the Electronic Components industry within the Technology sector. Over the past 10 years, BELFA returned 33.62%/yr vs 27.09%/yr for APH. At a 0.19 correlation, their price movements are largely independent.
Performance
BELFA vs. APH - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BELFA achieves a 63.86% return, which is significantly higher than APH's 9.45% return. Over the past 10 years, BELFA has outperformed APH with an annualized return of 33.62%, while APH has yielded a comparatively lower 27.09% annualized return.
BELFA
- 1D
- 4.52%
- 1M
- -3.43%
- YTD
- 63.86%
- 6M
- 78.51%
- 1Y
- 280.48%
- 3Y*
- 72.63%
- 5Y*
- 77.32%
- 10Y*
- 33.62%
APH
- 1D
- -0.53%
- 1M
- 4.67%
- YTD
- 9.45%
- 6M
- 6.89%
- 1Y
- 62.16%
- 3Y*
- 57.45%
- 5Y*
- 34.98%
- 10Y*
- 27.09%
BELFA vs. APH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BELFA Bel Fuse Inc. | 63.86% | 68.98% | 39.80% | 102.03% | 117.06% | 14.81% | -16.19% | 19.66% | -36.22% | -12.91% |
APH Amphenol Corporation | 9.45% | 96.08% | 41.30% | 31.85% | -11.96% | 35.25% | 22.09% | 34.91% | -6.82% | 31.81% |
Correlation
The correlation between BELFA and APH is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 1991 | 0.19 |
Over the past year, BELFA and APH have become more correlated (0.43) than their long-term average of 0.19, meaning their price movements have been converging.
Fundamentals
BELFA:
$525.75M
APH:
$190.39B
BELFA:
$7.60
APH:
$4.58
BELFA:
32.70
APH:
32.20
BELFA:
0.79
APH:
1.07
BELFA:
2.56
APH:
7.31
BELFA:
0.55
APH:
13.62
BELFA:
$701.71M
APH:
$25.90B
BELFA:
$275.20M
APH:
$9.67B
BELFA:
$135.78M
APH:
$7.45B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BELFA vs. APH — Risk / Return Rank
BELFA
APH
BELFA vs. APH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFA) and Amphenol Corporation (APH). 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.
| BELFA | APH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.68 | ||
| Sortino ratioReturn per unit of downside risk | +2.53 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.28 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 12.95 | 2.22 | +10.73 |
| Martin ratioReturn relative to average drawdown | 40.30 | 5.79 | +34.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BELFA | APH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.23 | 1.55 | +3.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.56 | 1.16 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.98 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.63 | -0.50 |
Drawdowns
BELFA vs. APH - Drawdown Comparison
The maximum BELFA drawdown since its inception was -89.86%, which is greater than APH's maximum drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for BELFA and APH.
Loading charts...
Drawdown Indicators
| BELFA | APH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.86% | -63.41% | -26.45% |
Max Drawdown (1Y)Largest decline over 1 year | -21.82% | -28.19% | +6.37% |
Max Drawdown (3Y)Largest decline over 3 years | -43.43% | -28.19% | -15.24% |
Max Drawdown (5Y)Largest decline over 5 years | -43.43% | -28.73% | -14.70% |
Max Drawdown (10Y)Largest decline over 10 years | -78.04% | -37.56% | -40.48% |
Current DrawdownCurrent decline from peak | -8.19% | -11.03% | +2.84% |
Average DrawdownAverage peak-to-trough decline | -50.49% | -13.56% | -36.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.00% | 10.76% | -3.76% |
Volatility
BELFA vs. APH - Volatility Comparison
Bel Fuse Inc. (BELFA) has a higher volatility of 17.70% compared to Amphenol Corporation (APH) at 15.91%. This indicates that BELFA's price experiences larger fluctuations and is considered to be riskier than APH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BELFA | APH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.70% | 15.91% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 38.78% | 36.03% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.07% | 40.39% | +13.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.81% | 30.42% | +19.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 60.87% | 27.75% | +33.12% |
Dividends
BELFA vs. APH - Dividend Comparison
BELFA's dividend yield for the trailing twelve months is around 0.10%, less than APH's 0.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APH Amphenol Corporation | 0.56% | 0.55% | 0.79% | 1.07% | 1.06% | 0.89% | 0.80% | 0.89% | 1.09% | 0.80% | 0.86% | 1.01% |
BELFA Bel Fuse Inc. | 0.10% | 0.16% | 0.27% | 0.39% | 0.78% | 1.60% | 1.81% | 1.48% | 1.75% | 1.10% | 0.95% | 1.64% |
Financials
BELFA vs. APH - Financials Comparison
This section allows you to compare key financial metrics between Bel Fuse Inc. and Amphenol 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
BELFA vs. APH - Profitability Comparison
BELFA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bel Fuse Inc. reported a gross profit of 69.60M and revenue of 178.49M. Therefore, the gross margin over that period was 39.0%.
APH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported a gross profit of 2.80B and revenue of 7.62B. Therefore, the gross margin over that period was 36.8%.
BELFA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bel Fuse Inc. reported an operating income of 23.67M and revenue of 178.49M, resulting in an operating margin of 13.3%.
APH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported an operating income of 1.83B and revenue of 7.62B, resulting in an operating margin of 24.0%.
BELFA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bel Fuse Inc. reported a net income of 11.38M and revenue of 178.49M, resulting in a net margin of 6.4%.
APH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported a net income of 2.35B and revenue of 7.62B, resulting in a net margin of 30.8%.
Frequently Asked Questions
BELFA and APH have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BELFA has higher volatility (17.70%) compared to APH (15.91%). In terms of maximum drawdown, BELFA dropped -89.86% vs APH's -63.41%.
BELFA currently has the higher Sharpe Ratio (5.23 vs 1.55), 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.
Find the right allocation for BELFA and APH
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer