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:
1.07
AJG:
1.74
ERIE:
1.65
AJG:
2.32
ERIE:
1.22
AJG:
1.30
ERIE:
1.12
AJG:
2.50
ERIE:
2.72
AJG:
7.84
ERIE:
10.73%
AJG:
3.79%
ERIE:
27.39%
AJG:
17.11%
ERIE:
-50.74%
AJG:
-57.96%
ERIE:
-23.38%
AJG:
-9.99%
Fundamentals
ERIE:
$22.19B
AJG:
$70.67B
ERIE:
$10.71
AJG:
$5.23
ERIE:
39.62
AJG:
54.09
ERIE:
3.05
AJG:
1.01
ERIE:
$3.69B
AJG:
$11.20B
ERIE:
$633.56M
AJG:
$8.86B
ERIE:
$642.62M
AJG:
$2.96B
Returns By Period
The year-to-date returns for both investments are quite close, with ERIE having a 25.96% return and AJG slightly higher at 27.01%. Over the past 10 years, ERIE has underperformed AJG with an annualized return of 19.37%, while AJG has yielded a comparatively higher 21.96% annualized return.
ERIE
25.96%
-0.71%
16.68%
27.98%
22.24%
19.37%
AJG
27.01%
-4.13%
7.42%
28.16%
25.88%
21.96%
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Risk-Adjusted Performance
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 1.22%, more than AJG's 0.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.22% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% | 2.43% |
AJG Arthur J. Gallagher & Co. | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% | 2.98% |
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 8.20% compared to Arthur J. Gallagher & Co. (AJG) at 6.34%. 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