BK vs. C
Compare and contrast key facts about The Bank of New York Mellon Corporation (BK) and Citigroup Inc. (C).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BK or C.
Key characteristics
| BK | C | |
|---|---|---|
| YTD Return | 11.21% | 22.99% |
| 1Y Return | 35.79% | 33.68% |
| 3Y Return (Ann) | 9.87% | -0.48% |
| 5Y Return (Ann) | 6.65% | 1.87% |
| 10Y Return (Ann) | 8.08% | 5.27% |
| Sharpe Ratio | 1.71 | 1.49 |
| Daily Std Dev | 20.52% | 22.57% |
| Max Drawdown | -72.42% | -98.00% |
| Current Drawdown | -3.33% | -84.32% |
Fundamentals
| BK | C | |
|---|---|---|
| Market Cap | $42.09B | $112.80B |
| EPS | $4.00 | $3.43 |
| PE Ratio | 14.07 | 17.24 |
| PEG Ratio | 0.76 | 0.92 |
| Revenue (TTM) | $17.49B | $69.65B |
| Gross Profit (TTM) | $16.34B | $70.56B |
Correlation
The correlation between BK and C is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BK vs. C - Performance Comparison
In the year-to-date period, BK achieves a 11.21% return, which is significantly lower than C's 22.99% return. Over the past 10 years, BK has outperformed C with an annualized return of 8.08%, while C has yielded a comparatively lower 5.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BK vs. C - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bank of New York Mellon Corporation (BK) and Citigroup Inc. (C). 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.
Dividends
BK vs. C - Dividend Comparison
BK's dividend yield for the trailing twelve months is around 2.84%, less than C's 3.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BK The Bank of New York Mellon Corporation | 2.84% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% | 1.63% | 1.66% |
C Citigroup Inc. | 3.35% | 4.04% | 4.51% | 3.38% | 3.31% | 2.40% | 2.96% | 1.29% | 0.71% | 0.31% | 0.07% | 0.08% |
Drawdowns
BK vs. C - Drawdown Comparison
The maximum BK drawdown since its inception was -72.42%, smaller than the maximum C drawdown of -98.00%. Use the drawdown chart below to compare losses from any high point for BK and C. For additional features, visit the drawdowns tool.
Volatility
BK vs. C - Volatility Comparison
The current volatility for The Bank of New York Mellon Corporation (BK) is 5.39%, while Citigroup Inc. (C) has a volatility of 7.61%. This indicates that BK experiences smaller price fluctuations and is considered to be less risky than C based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BK vs. C - Financials Comparison
This section allows you to compare key financial metrics between The Bank of New York Mellon Corporation and Citigroup 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