BELFA vs. ZIM
BELFA (Bel Fuse Inc.) and ZIM (ZIM Integrated Shipping Services Ltd.) are both stocks. BELFA operates in Electronic Components (Technology), while ZIM operates in Marine Shipping (Industrials). Over the past 5 years, BELFA returned 71.59%/yr vs 21.87%/yr for ZIM. Their 0.11 correlation means their historical movements had little consistent relationship.
Performance
BELFA vs. ZIM - Performance Comparison
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Returns By Period
In the year-to-date period, BELFA achieves a 47.12% return, which is significantly higher than ZIM's 22.66% return.
BELFA
- 1D
- 6.39%
- 1M
- -3.03%
- 6M
- 21.50%
- YTD
- 47.12%
- 1Y
- 100.21%
- 3Y*
- 60.76%
- 5Y*
- 71.59%
- 10Y*
- 30.52%
- ALL TIME*
- 7.41%
ZIM
- 1D
- 1.86%
- 1M
- -1.49%
- 6M
- 18.20%
- YTD
- 22.66%
- 1Y
- 72.24%
- 3Y*
- 41.53%
- 5Y*
- 21.87%
- 10Y*
- —
- ALL TIME*
- 49.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BELFA Bel Fuse Inc. | $37.87M | $35.71M | $40.20M |
| $18.00M | $25.35M | $31.22M |
BELFA vs. ZIM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BELFA Bel Fuse Inc. | 47.12% | 68.98% | 39.80% | 102.03% | 117.06% | 8.46% |
ZIM ZIM Integrated Shipping Services Ltd. | 22.66% | 28.11% | 176.93% | -21.06% | -52.70% | 463.11% |
Correlation
The correlation between BELFA and ZIM is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 2021 | 0.11 |
The correlation between BELFA and ZIM shifts across timeframes, from 0.11 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BELFA:
$3.29B
ZIM:
$3.04B
BELFA:
$5.45
ZIM:
$0.81
BELFA:
40.95
ZIM:
31.01
BELFA:
0.99
ZIM:
0.18
BELFA:
2.95
ZIM:
0.48
BELFA:
0.37
ZIM:
0.79
BELFA:
$744.09M
ZIM:
$6.29B
BELFA:
$294.08M
ZIM:
$676.00M
BELFA:
$100.21M
ZIM:
$1.73B
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Return for Risk
BELFA vs. ZIM — Risk / Return Rank
BELFA
ZIM
BELFA vs. ZIM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFA) and ZIM Integrated Shipping Services Ltd. (ZIM). 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.
| BELFA | ZIM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.14 | 2.28 | +0.86 |
| Martin ratioReturn relative to average drawdown | 9.87 | 5.41 | +4.46 |
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Drawdowns
BELFA vs. ZIM - Drawdown Comparison
The maximum BELFA drawdown since its inception was -89.86%, which is greater than ZIM's maximum drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for BELFA and ZIM.
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Drawdown Indicators
| BELFA | ZIM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.86% | -84.68% | -5.18% |
Max Drawdown (1Y)Largest decline over 1 year | -30.47% | -29.84% | -0.63% |
Max Drawdown (3Y)Largest decline over 3 years | -43.43% | -56.18% | +12.75% |
Max Drawdown (5Y)Largest decline over 5 years | -43.43% | -84.68% | +41.25% |
Max Drawdown (10Y)Largest decline over 10 years | -78.04% | — | — |
Current DrawdownCurrent decline from peak | -23.36% | -11.77% | -11.59% |
Average DrawdownAverage peak-to-trough decline | -50.35% | -39.23% | -11.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.67% | 12.54% | -2.87% |
Volatility
BELFA vs. ZIM - Volatility Comparison
Bel Fuse Inc. (BELFA) has a higher volatility of 27.03% compared to ZIM Integrated Shipping Services Ltd. (ZIM) at 11.11%. This indicates that BELFA's price experiences larger fluctuations and is considered to be riskier than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BELFA | ZIM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.03% | 11.11% | +15.92% |
Volatility (6M)Calculated over the trailing 6-month period | 47.16% | 34.35% | +12.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.18% | 52.13% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.51% | 65.10% | -14.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 61.34% | 66.98% | -5.64% |
Dividends
BELFA vs. ZIM - Dividend Comparison
BELFA's dividend yield for the trailing twelve months is around 0.11%, less than ZIM's 4.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BELFA Bel Fuse Inc. | 0.11% | 0.16% | 0.27% | 0.39% | 0.78% | 1.60% | 1.81% | 1.48% | 1.75% | 1.10% | 0.95% | 1.64% |
ZIM ZIM Integrated Shipping Services Ltd. | 4.96% | 20.16% | 22.40% | 64.84% | 160.27% | 7.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BELFA vs. ZIM - Financials Comparison
This section allows you to compare key financial metrics between Bel Fuse Inc. and ZIM Integrated Shipping Services Ltd.. 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. ZIM - Profitability Comparison
BELFA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Bel Fuse Inc. reported a gross profit of 83.97M and revenue of 210.69M. Therefore, the gross margin over that period was 39.9%.
ZIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, ZIM Integrated Shipping Services Ltd. reported a gross profit of 46.80M and revenue of 1.40B. Therefore, the gross margin over that period was 3.4%.
BELFA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Bel Fuse Inc. reported an operating income of 37.72M and revenue of 210.69M, resulting in an operating margin of 17.9%.
ZIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, ZIM Integrated Shipping Services Ltd. reported an operating income of -39.00M and revenue of 1.40B, resulting in an operating margin of -2.8%.
BELFA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Bel Fuse Inc. reported a net income of 25.48M and revenue of 210.69M, resulting in a net margin of 12.1%.
ZIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, ZIM Integrated Shipping Services Ltd. reported a net income of -86.00M and revenue of 1.40B, resulting in a net margin of -6.2%.
Frequently Asked Questions
BELFA and ZIM have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BELFA has higher volatility (27.03%) compared to ZIM (11.11%). In terms of maximum drawdown, BELFA dropped -89.86% vs ZIM's -84.68%.
BELFA currently has the higher Sharpe Ratio (1.70 vs 1.30), 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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