ERIE vs. AJG
Compare and contrast key facts about Erie Indemnity Company (ERIE) and Arthur J. Gallagher & Co. (AJG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ERIE or AJG.
Correlation
The correlation between ERIE and AJG is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ERIE vs. AJG - Performance Comparison
Key characteristics
ERIE:
0.44
AJG:
1.50
ERIE:
0.82
AJG:
2.04
ERIE:
1.11
AJG:
1.26
ERIE:
0.42
AJG:
2.15
ERIE:
0.99
AJG:
5.84
ERIE:
12.67%
AJG:
4.51%
ERIE:
28.46%
AJG:
17.55%
ERIE:
-50.74%
AJG:
-57.96%
ERIE:
-29.66%
AJG:
-5.65%
Fundamentals
ERIE:
$19.93B
AJG:
$74.13B
ERIE:
$10.71
AJG:
$5.25
ERIE:
35.58
AJG:
56.53
ERIE:
3.05
AJG:
1.04
ERIE:
$2.87B
AJG:
$8.76B
ERIE:
$506.69M
AJG:
$7.89B
ERIE:
$512.13M
AJG:
$2.44B
Returns By Period
In the year-to-date period, ERIE achieves a -7.25% return, which is significantly lower than AJG's 4.55% return. Over the past 10 years, ERIE has underperformed AJG with an annualized return of 18.50%, while AJG has yielded a comparatively higher 23.08% annualized return.
ERIE
-7.25%
-8.19%
-1.27%
12.76%
20.47%
18.50%
AJG
4.55%
4.83%
9.06%
26.06%
26.73%
23.08%
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Risk-Adjusted Performance
ERIE vs. AJG — Risk-Adjusted Performance Rank
ERIE
AJG
ERIE vs. AJG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Erie Indemnity Company (ERIE) and Arthur J. Gallagher & Co. (AJG). 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
ERIE vs. AJG - Dividend Comparison
ERIE's dividend yield for the trailing twelve months is around 1.36%, more than AJG's 0.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.36% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 3.15% | 2.57% | 1.95% | 3.61% | 2.80% |
AJG Arthur J. Gallagher & Co. | 0.81% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% |
Drawdowns
ERIE vs. AJG - Drawdown Comparison
The maximum ERIE drawdown since its inception was -50.74%, smaller than the maximum AJG drawdown of -57.96%. Use the drawdown chart below to compare losses from any high point for ERIE and AJG. For additional features, visit the drawdowns tool.
Volatility
ERIE vs. AJG - Volatility Comparison
Erie Indemnity Company (ERIE) has a higher volatility of 10.20% compared to Arthur J. Gallagher & Co. (AJG) at 5.70%. This indicates that ERIE's price experiences larger fluctuations and is considered to be riskier than AJG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ERIE vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between Erie Indemnity Company and Arthur J. Gallagher & Co.. 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