EPD vs. DX
EPD (Enterprise Products Partners L.P.) and DX (Dynex Capital, Inc.) are both stocks. EPD operates in Oil & Gas Midstream (Energy), while DX operates in REIT - Mortgage (Real Estate). Over the past 10 years, EPD returned 10.31%/yr vs 7.71%/yr for DX. At a 0.19 correlation, their price movements are largely independent.
Performance
EPD vs. DX - Performance Comparison
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Returns By Period
In the year-to-date period, EPD achieves a 24.71% return, which is significantly higher than DX's 2.33% return. Over the past 10 years, EPD has outperformed DX with an annualized return of 10.31%, while DX has yielded a comparatively lower 7.71% annualized return.
EPD
- 1D
- 1.52%
- 1M
- 5.96%
- 6M
- 21.53%
- YTD
- 24.71%
- 1Y
- 32.06%
- 3Y*
- 21.21%
- 5Y*
- 18.64%
- 10Y*
- 10.31%
- ALL TIME*
- 14.20%
DX
- 1D
- -1.58%
- 1M
- 1.78%
- 6M
- -3.33%
- YTD
- 2.33%
- 1Y
- 22.32%
- 3Y*
- 16.57%
- 5Y*
- 6.74%
- 10Y*
- 7.71%
- ALL TIME*
- 8.26%
EPD vs. DX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 24.71% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
DX Dynex Capital, Inc. | 2.33% | 29.48% | 13.64% | 11.91% | -15.39% | 2.25% | 17.09% | 11.12% | -8.46% | 13.80% |
Correlation
The correlation between EPD and DX is -0.03, 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 | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1998 | 0.19 |
The correlation between EPD and DX shifts across timeframes, from -0.03 (1 year) to 0.30 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EPD:
$83.90B
DX:
$1.99B
EPD:
$2.69
DX:
$2.43
EPD:
14.39
DX:
5.40
EPD:
1.64
DX:
2.65
EPD:
$51.57B
DX:
$886.86M
EPD:
$7.31B
DX:
$677.89M
EPD:
$10.11B
DX:
$771.29M
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Return for Risk
EPD vs. DX — Risk / Return Rank
EPD
DX
EPD vs. DX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enterprise Products Partners L.P. (EPD) and Dynex Capital, Inc. (DX). 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.
| EPD | DX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.22 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 1.47 | +1.99 |
| Martin ratioReturn relative to average drawdown | 9.87 | 4.28 | +5.59 |
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Drawdowns
EPD vs. DX - Drawdown Comparison
The maximum EPD drawdown since its inception was -58.78%, smaller than the maximum DX drawdown of -99.12%. Use the drawdown chart below to compare losses from any high point for EPD and DX.
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Drawdown Indicators
| EPD | DX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -99.12% | +40.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.32% | -15.27% | +5.95% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | -25.81% | +10.41% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -33.44% | +15.38% |
Max Drawdown (10Y)Largest decline over 10 years | -58.04% | -56.76% | -1.28% |
Current DrawdownCurrent decline from peak | -2.56% | -29.96% | +27.40% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -56.72% | +46.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 5.23% | -1.97% |
Volatility
EPD vs. DX - Volatility Comparison
Enterprise Products Partners L.P. (EPD) has a higher volatility of 6.72% compared to Dynex Capital, Inc. (DX) at 4.77%. This indicates that EPD's price experiences larger fluctuations and is considered to be riskier than DX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPD | DX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 4.77% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 14.71% | 14.22% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 17.71% | -0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.22% | 23.84% | -6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 29.91% | -5.76% |
Dividends
EPD vs. DX - Dividend Comparison
EPD's dividend yield for the trailing twelve months is around 5.65%, less than DX's 15.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | 15.55% | 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. | 5.65% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
Financials
EPD vs. DX - Financials Comparison
This section allows you to compare key financial metrics between Enterprise Products Partners L.P. and Dynex Capital, 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
EPD vs. DX - Profitability Comparison
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Dynex Capital, Inc. reported a gross profit of 93.78M and revenue of 302.75M. Therefore, the gross margin over that period was 31.0%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Dynex Capital, Inc. reported an operating income of 77.57M and revenue of 302.75M, resulting in an operating margin of 25.6%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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%.
DX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Dynex Capital, Inc. reported a net income of 180.79M and revenue of 302.75M, resulting in a net margin of 59.7%.
Frequently Asked Questions
EPD and DX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPD has higher volatility (6.72%) compared to DX (4.77%). In terms of maximum drawdown, EPD dropped -58.78% vs DX's -99.12%.
EPD currently has the higher Sharpe Ratio (1.90 vs 1.27), 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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