CG vs. BX
Compare and contrast key facts about The Carlyle Group Inc. (CG) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or BX.
Correlation
The correlation between CG and BX is 0.62, 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
CG vs. BX - Performance Comparison
Key characteristics
CG:
0.92
BX:
1.38
CG:
1.42
BX:
1.92
CG:
1.18
BX:
1.23
CG:
1.02
BX:
2.32
CG:
3.21
BX:
6.86
CG:
9.99%
BX:
5.82%
CG:
34.79%
BX:
29.05%
CG:
-62.70%
BX:
-87.65%
CG:
-7.79%
BX:
-16.72%
Fundamentals
CG:
$18.71B
BX:
$211.00B
CG:
$0.30
BX:
$2.91
CG:
174.37
BX:
59.78
CG:
1.19
BX:
2.15
CG:
$3.55B
BX:
$7.11B
CG:
$1.46B
BX:
$5.64B
CG:
$457.80M
BX:
$3.31B
Returns By Period
In the year-to-date period, CG achieves a 0.10% return, which is significantly higher than BX's -3.86% return. Over the past 10 years, CG has underperformed BX with an annualized return of 13.96%, while BX has yielded a comparatively higher 23.74% annualized return.
CG
0.10%
-3.99%
16.45%
32.51%
13.36%
13.96%
BX
-3.86%
-12.02%
26.61%
42.46%
27.80%
23.74%
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Risk-Adjusted Performance
CG vs. BX — Risk-Adjusted Performance Rank
CG
BX
CG vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and The Blackstone Group Inc. (BX). 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
CG vs. BX - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 2.77%, more than BX's 2.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 2.77% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
BX The Blackstone Group Inc. | 2.08% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.68% |
Drawdowns
CG vs. BX - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for CG and BX. For additional features, visit the drawdowns tool.
Volatility
CG vs. BX - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 10.89% compared to The Blackstone Group Inc. (BX) at 10.03%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CG vs. BX - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle Group Inc. and The Blackstone Group 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