DX vs. EPD
DX (Dynex Capital, Inc.) and EPD (Enterprise Products Partners L.P.) are both stocks. DX operates in REIT - Mortgage (Real Estate), while EPD operates in Oil & Gas Midstream (Energy). Over the past 10 years, DX returned 7.34%/yr vs 10.45%/yr for EPD. At a 0.19 correlation, their price movements are largely independent.
Performance
DX vs. EPD - Performance Comparison
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Returns By Period
In the year-to-date period, DX achieves a -2.00% return, which is significantly lower than EPD's 20.66% return. Over the past 10 years, DX has underperformed EPD with an annualized return of 7.34%, while EPD has yielded a comparatively higher 10.45% annualized return.
DX
- 1D
- -1.09%
- 1M
- -3.80%
- YTD
- -2.00%
- 6M
- -1.37%
- 1Y
- 22.41%
- 3Y*
- 17.30%
- 5Y*
- 3.34%
- 10Y*
- 7.34%
EPD
- 1D
- -0.77%
- 1M
- 0.89%
- YTD
- 20.66%
- 6M
- 18.26%
- 1Y
- 27.33%
- 3Y*
- 21.14%
- 5Y*
- 16.72%
- 10Y*
- 10.45%
DX vs. EPD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | -2.00% | 29.48% | 13.64% | 11.91% | -15.39% | 2.25% | 17.09% | 11.12% | -8.46% | 13.80% |
EPD Enterprise Products Partners L.P. | 20.66% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
Correlation
The correlation between DX and EPD is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 1998 | 0.19 |
The correlation between DX and EPD shifts across timeframes, from 0.09 (1 year) to 0.31 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DX:
$2.55B
EPD:
$82.06B
DX:
$1.59
EPD:
$2.69
DX:
8.00
EPD:
13.93
DX:
2.78
EPD:
1.59
DX:
$695.85M
EPD:
$51.57B
DX:
$695.85M
EPD:
$7.31B
DX:
$900.29M
EPD:
$10.11B
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Return for Risk
DX vs. EPD — Risk / Return Rank
DX
EPD
DX vs. EPD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dynex Capital, Inc. (DX) and Enterprise Products Partners L.P. (EPD). 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.
| DX | EPD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | 3.63 | -2.16 |
| Martin ratioReturn relative to average drawdown | 4.60 | 11.00 | -6.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DX | EPD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.74 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.98 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.43 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.54 | -0.36 |
Drawdowns
DX vs. EPD - Drawdown Comparison
The maximum DX drawdown since its inception was -99.12%, which is greater than EPD's maximum drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for DX and EPD.
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Drawdown Indicators
| DX | EPD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.12% | -58.78% | -40.34% |
Max Drawdown (1Y)Largest decline over 1 year | -15.27% | -7.56% | -7.71% |
Max Drawdown (3Y)Largest decline over 3 years | -25.81% | -15.40% | -10.41% |
Max Drawdown (5Y)Largest decline over 5 years | -38.63% | -18.06% | -20.57% |
Max Drawdown (10Y)Largest decline over 10 years | -56.76% | -58.04% | +1.28% |
Current DrawdownCurrent decline from peak | -32.93% | -5.73% | -27.20% |
Average DrawdownAverage peak-to-trough decline | -56.81% | -10.13% | -46.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 2.49% | +2.40% |
Volatility
DX vs. EPD - Volatility Comparison
The current volatility for Dynex Capital, Inc. (DX) is 4.62%, while Enterprise Products Partners L.P. (EPD) has a volatility of 6.17%. This indicates that DX experiences smaller price fluctuations and is considered to be less risky than EPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DX | EPD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 6.17% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 13.16% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 15.81% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.87% | 17.23% | +6.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 24.16% | +5.73% |
Dividends
DX vs. EPD - Dividend Comparison
DX's dividend yield for the trailing twelve months is around 16.03%, more than EPD's 5.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | 16.03% | 14.13% | 11.46% | 12.46% | 12.26% | 9.34% | 9.33% | 11.87% | 12.59% | 10.27% | 12.32% | 15.12% |
EPD Enterprise Products Partners L.P. | 5.84% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
Financials
DX vs. EPD - Financials Comparison
This section allows you to compare key financial metrics between Dynex Capital, Inc. and Enterprise Products Partners L.P.. 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
DX vs. EPD - Profitability Comparison
DX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported a gross profit of 257.39M and revenue of 257.39M. Therefore, the gross margin over that period was 100.0%.
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a gross profit of 1.88B and revenue of 14.39B. Therefore, the gross margin over that period was 13.1%.
DX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported an operating income of 236.91M and revenue of 257.39M, resulting in an operating margin of 92.0%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported an operating income of 1.82B and revenue of 14.39B, resulting in an operating margin of 12.6%.
DX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported a net income of -80.36M and revenue of 257.39M, resulting in a net margin of -31.2%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a net income of 1.48B and revenue of 14.39B, resulting in a net margin of 10.3%.
Frequently Asked Questions
DX and EPD have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPD has higher volatility (6.17%) compared to DX (4.62%). In terms of maximum drawdown, DX dropped -99.12% vs EPD's -58.78%.
EPD currently has the higher Sharpe Ratio (1.74 vs 1.28), 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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