BELFB vs. BELFA
BELFB (Bel Fuse Inc.) and BELFA (Bel Fuse Inc.) are both stocks. Both operate in the Electronic Components industry within the Technology sector. Over the past 10 years, BELFB returned 31.49%/yr vs 31.40%/yr for BELFA. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
BELFB vs. BELFA - Performance Comparison
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Returns By Period
In the year-to-date period, BELFB achieves a 55.30% return, which is significantly higher than BELFA's 51.31% return. Both investments have delivered pretty close results over the past 10 years, with BELFB having a 31.49% annualized return and BELFA not far behind at 31.40%.
BELFB
- 1D
- -3.42%
- 1M
- -10.42%
- 6M
- 40.12%
- YTD
- 55.30%
- 1Y
- 160.77%
- 3Y*
- 66.11%
- 5Y*
- 83.15%
- 10Y*
- 31.49%
BELFA
- 1D
- 1.38%
- 1M
- -12.16%
- 6M
- 36.63%
- YTD
- 51.31%
- 1Y
- 149.96%
- 3Y*
- 60.52%
- 5Y*
- 74.68%
- 10Y*
- 31.40%
BELFB vs. BELFA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BELFB Bel Fuse Inc. | 55.30% | 106.32% | 24.03% | 104.19% | 158.73% | -12.33% | -24.84% | 13.09% | -25.89% | -17.68% |
BELFA Bel Fuse Inc. | 51.31% | 68.98% | 39.80% | 102.03% | 117.06% | 14.81% | -16.19% | 19.66% | -36.22% | -12.91% |
Correlation
The correlation between BELFB and BELFA is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 1998 | 0.58 |
Over the past year, BELFB and BELFA have become more correlated (0.91) than their long-term average of 0.58, meaning their price movements have been converging.
Fundamentals
BELFB:
$3.19B
BELFA:
$3.28B
BELFB:
$9.95
BELFA:
$9.95
BELFB:
26.46
BELFA:
23.07
BELFB:
0.64
BELFA:
0.56
BELFB:
2.08
BELFA:
1.81
BELFB:
0.58
BELFA:
0.51
BELFB:
$701.71M
BELFA:
$701.71M
BELFB:
$275.20M
BELFA:
$275.20M
BELFB:
$135.78M
BELFA:
$135.78M
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Return for Risk
BELFB vs. BELFA — Risk / Return Rank
BELFB
BELFA
BELFB vs. BELFA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and Bel Fuse Inc. (BELFA). 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.
| BELFB | BELFA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.38 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 6.61 | 5.77 | +0.84 |
| Martin ratioReturn relative to average drawdown | 21.40 | 18.31 | +3.09 |
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Drawdowns
BELFB vs. BELFA - Drawdown Comparison
The maximum BELFB drawdown since its inception was -81.89%, smaller than the maximum BELFA drawdown of -89.86%. Use the drawdown chart below to compare losses from any high point for BELFB and BELFA.
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Drawdown Indicators
| BELFB | BELFA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.89% | -89.86% | +7.97% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -25.21% | +0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -36.49% | -43.43% | +6.94% |
Max Drawdown (5Y)Largest decline over 5 years | -36.49% | -43.43% | +6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -79.79% | -78.04% | -1.75% |
Current DrawdownCurrent decline from peak | -20.95% | -21.18% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -36.78% | -50.39% | +13.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.54% | 7.95% | -0.41% |
Volatility
BELFB vs. BELFA - Volatility Comparison
Bel Fuse Inc. (BELFB) and Bel Fuse Inc. (BELFA) have volatilities of 25.97% and 26.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BELFB | BELFA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.97% | 26.70% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 42.63% | 45.59% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.74% | 58.23% | -4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.36% | 50.85% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.74% | 61.21% | -2.47% |
Dividends
BELFB vs. BELFA - Dividend Comparison
BELFB's dividend yield for the trailing twelve months is around 0.11%, more than BELFA'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. | 0.11% | 0.17% | 0.34% | 0.42% | 0.85% | 2.17% | 1.86% | 1.37% | 1.52% | 1.11% | 0.91% | 1.62% |
Financials
BELFB vs. BELFA - Financials Comparison
This section allows you to compare key financial metrics between Bel Fuse Inc. and Bel Fuse Inc.. 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
BELFB vs. BELFA - Profitability Comparison
BELFB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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 - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Bel Fuse Inc. reported a net income of 11.38M and revenue of 178.49M, resulting in a net margin of 6.4%.
BELFA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
With a correlation of 0.91, BELFB and BELFA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BELFA has higher volatility (26.70%) compared to BELFB (25.97%). In terms of maximum drawdown, BELFB dropped -81.89% vs BELFA's -89.86%.
BELFB currently has the higher Sharpe Ratio (3.02 vs 2.50), 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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