BELFA vs. BELFB

Last updated Jun 3, 2026

BELFA (Bel Fuse Inc.) and BELFB (Bel Fuse Inc.) are both stocks. Both operate in the Electronic Components industry within the Technology sector. Over the past 10 years, BELFA returned 33.03%/yr vs 32.62%/yr for BELFB. A 0.58 correlation means they provide meaningful diversification when combined.

Performance

BELFA vs. BELFB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bel Fuse Inc. (BELFA) and Bel Fuse Inc. (BELFB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with BELFA having a 56.77% return and BELFB slightly higher at 58.81%. Both investments have delivered pretty close results over the past 10 years, with BELFA having a 33.03% annualized return and BELFB not far behind at 32.62%.

BELFA

• 1D: -0.59%
• 1M: -7.14%
• YTD: 56.77%
• 6M: 73.29%
• 1Y: 275.26%
• 3Y*: 70.10%
• 5Y*: 74.47%
• 10Y*: 33.03%

BELFB

• 1D: -0.24%
• 1M: -5.07%
• YTD: 58.81%
• 6M: 66.76%
• 1Y: 277.48%
• 3Y*: 72.94%
• 5Y*: 79.43%
• 10Y*: 32.62%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BELFA vs. BELFB - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BELFA Bel Fuse Inc.	56.77%	68.98%	39.80%	102.03%	117.06%	14.81%	-16.19%	19.66%	-36.22%	-12.91%
BELFB Bel Fuse Inc.	58.81%	106.32%	24.03%	104.19%	158.73%	-12.33%	-24.84%	13.09%	-25.89%	-17.68%

Correlation

The correlation between BELFA and BELFB is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.89
Correlation (3Y) Calculated over the trailing 3-year period	0.81
Correlation (5Y) Calculated over the trailing 5-year period	0.69
Correlation (10Y) Calculated over the trailing 10-year period	0.55
Correlation (All Time) Calculated using the full available price history since Jul 13, 1998	0.58

Over the past year, BELFA and BELFB have become more correlated (0.89) than their long-term average of 0.58, meaning their price movements have been converging.

Fundamentals

Market Cap BELFA : $503.01M BELFB : $569.40M
EPS BELFA : $7.60 BELFB : $7.60
PE Ratio BELFA : 31.28 BELFB : 35.41
PEG Ratio BELFA : 0.76 BELFB : 0.86
PS Ratio BELFA : 2.45 BELFB : 2.78
PB Ratio BELFA : 0.53 BELFB : 0.60
Total Revenue (TTM) BELFA : $701.71M BELFB : $701.71M
Gross Profit (TTM) BELFA : $275.20M BELFB : $275.20M
EBITDA (TTM) BELFA : $135.78M BELFB : $135.78M

Return for Risk

BELFA vs. BELFB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BELFA

BELFA Risk / Return Rank: 97
BELFA Sharpe Ratio Rank: 98
BELFA Sortino Ratio Rank: 96
BELFA Omega Ratio Rank: 95
BELFA Calmar Ratio Rank: 98
BELFA Martin Ratio Rank: 98

BELFB

BELFB Risk / Return Rank: 98
BELFB Sharpe Ratio Rank: 99
BELFB Sortino Ratio Rank: 97
BELFB Omega Ratio Rank: 97
BELFB Calmar Ratio Rank: 98
BELFB Martin Ratio Rank: 99

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BELFA vs. BELFB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFA) and Bel Fuse Inc. (BELFB). 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	BELFB	Difference
Sharpe ratio Return per unit of total volatility	5.14	5.83	-0.69
Sortino ratio Return per unit of downside risk	4.46	4.75	-0.28
Omega ratio Gain probability vs. loss probability	1.59	1.67	-0.07
Calmar ratio Return relative to maximum drawdown	12.61	13.58	-0.97
Martin ratio Return relative to average drawdown	39.44	40.48	-1.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BELFA vs. BELFB - Sharpe Ratio Comparison

The current BELFA Sharpe Ratio is 5.14, which is comparable to the BELFB Sharpe Ratio of 5.83. The chart below compares the historical Sharpe Ratios of BELFA and BELFB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BELFA	BELFB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.14	5.83	-0.69
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.51	1.55	-0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.54	0.56	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.13	0.25	-0.12

Drawdowns

BELFA vs. BELFB - Drawdown Comparison

The maximum BELFA drawdown since its inception was -89.86%, which is greater than BELFB's maximum drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for BELFA and BELFB.

Drawdown Indicators

	BELFA	BELFB	Difference
Max Drawdown Largest peak-to-trough decline	-89.86%	-81.89%	-7.97%
Max Drawdown (1Y) Largest decline over 1 year	-21.82%	-19.54%	-2.28%
Max Drawdown (3Y) Largest decline over 3 years	-43.43%	-36.49%	-6.94%
Max Drawdown (5Y) Largest decline over 5 years	-43.43%	-36.49%	-6.94%
Max Drawdown (10Y) Largest decline over 10 years	-78.04%	-79.79%	+1.75%
Current Drawdown Current decline from peak	-12.16%	-11.07%	-1.09%
Average Drawdown Average peak-to-trough decline	-50.50%	-36.89%	-13.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.98%	6.56%	+0.42%

Volatility

BELFA vs. BELFB - Volatility Comparison

Bel Fuse Inc. (BELFA) has a higher volatility of 17.06% compared to Bel Fuse Inc. (BELFB) at 15.48%. This indicates that BELFA's price experiences larger fluctuations and is considered to be riskier than BELFB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BELFA	BELFB	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.06%	15.48%	+1.58%
Volatility (6M) Calculated over the trailing 6-month period	38.57%	35.05%	+3.52%
Volatility (1Y) Calculated over the trailing 1-year period	53.93%	48.05%	+5.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	49.77%	51.46%	-1.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	60.87%	58.32%	+2.55%

Dividends

BELFA vs. BELFB - Dividend Comparison

BELFA's dividend yield for the trailing twelve months is around 0.10%, which matches BELFB's 0.10% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
BELFB Bel Fuse Inc.	0.10%	0.17%	0.34%	0.42%	0.85%	2.17%	1.86%	1.37%	1.52%	1.11%	0.91%	1.62%

Financials

BELFA vs. BELFB - Profitability Comparison

The chart below illustrates the profitability comparison between Bel Fuse Inc. and Bel Fuse Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

BELFB - 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%.

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%.

BELFB - 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%.

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%.

BELFB - 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%.

Frequently Asked Questions

Can I hold both BELFA and BELFB in my portfolio?

BELFA and BELFB have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BELFA or BELFB?

BELFA has higher volatility (17.06%) compared to BELFB (15.48%). In terms of maximum drawdown, BELFA dropped -89.86% vs BELFB's -81.89%.

Which has better risk-adjusted returns?

BELFB currently has the higher Sharpe Ratio (5.83 vs 5.14), 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.