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FCX vs. CSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FCX vs. CSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Freeport-McMoRan Inc. (FCX) and CSX Corporation (CSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FCX achieves a 39.74% return, which is significantly higher than CSX's 28.93% return. Over the past 10 years, FCX has outperformed CSX with an annualized return of 21.48%, while CSX has yielded a comparatively lower 19.66% annualized return.


FCX

1D
-1.51%
1M
27.12%
YTD
39.74%
6M
59.38%
1Y
77.59%
3Y*
25.51%
5Y*
12.50%
10Y*
21.48%

CSX

1D
0.65%
1M
4.16%
YTD
28.93%
6M
30.00%
1Y
47.82%
3Y*
14.94%
5Y*
8.40%
10Y*
19.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCX vs. CSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCX
Freeport-McMoRan Inc.
39.74%35.41%-9.41%13.69%-7.91%61.41%99.06%29.59%-45.11%43.75%
CSX
CSX Corporation
28.93%14.13%-5.65%13.51%-16.58%25.70%27.09%18.06%14.47%55.48%

Correlation

The correlation between FCX and CSX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Jul 11, 1995

0.35

The correlation between FCX and CSX shifts across timeframes, from 0.28 (3 years) to 0.39 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FCX:

$102.00B

CSX:

$86.47B

EPS

FCX:

$1.89

CSX:

$1.63

PE Ratio

FCX:

37.31

CSX:

28.40

PS Ratio

FCX:

3.86

CSX:

6.12

PB Ratio

FCX:

5.23

CSX:

6.37

Total Revenue (TTM)

FCX:

$26.42B

CSX:

$14.15B

Gross Profit (TTM)

FCX:

$7.35B

CSX:

$3.64B

EBITDA (TTM)

FCX:

$9.59B

CSX:

$5.55B

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Return for Risk

FCX vs. CSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCX
FCX Risk / Return Rank: 8080
Overall Rank
FCX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
FCX Sortino Ratio Rank: 7474
Sortino Ratio Rank
FCX Omega Ratio Rank: 7777
Omega Ratio Rank
FCX Calmar Ratio Rank: 8383
Calmar Ratio Rank
FCX Martin Ratio Rank: 8383
Martin Ratio Rank

CSX
CSX Risk / Return Rank: 8888
Overall Rank
CSX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
CSX Sortino Ratio Rank: 8787
Sortino Ratio Rank
CSX Omega Ratio Rank: 8686
Omega Ratio Rank
CSX Calmar Ratio Rank: 8787
Calmar Ratio Rank
CSX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCX vs. CSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Freeport-McMoRan Inc. (FCX) and CSX Corporation (CSX). 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.


FCXCSXDifference

Sharpe ratio

Return per unit of total volatility

1.64

2.17

-0.52

Sortino ratio

Return per unit of downside risk

1.99

2.99

-1.00

Omega ratio

Gain probability vs. loss probability

1.29

1.38

-0.09

Calmar ratio

Return relative to maximum drawdown

3.13

4.04

-0.91

Martin ratio

Return relative to average drawdown

7.90

10.81

-2.91

FCX vs. CSX - Sharpe Ratio Comparison

The current FCX Sharpe Ratio is 1.64, which is comparable to the CSX Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of FCX and CSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FCXCSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.64

2.17

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.36

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.71

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.43

-0.27

Drawdowns

FCX vs. CSX - Drawdown Comparison

The maximum FCX drawdown since its inception was -92.52%, which is greater than CSX's maximum drawdown of -69.19%. Use the drawdown chart below to compare losses from any high point for FCX and CSX.


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Drawdown Indicators


FCXCSXDifference

Max Drawdown

Largest peak-to-trough decline

-92.52%

-69.19%

-23.33%

Max Drawdown (1Y)

Largest decline over 1 year

-24.90%

-11.89%

-13.01%

Max Drawdown (3Y)

Largest decline over 3 years

-46.34%

-29.44%

-16.90%

Max Drawdown (5Y)

Largest decline over 5 years

-51.47%

-29.44%

-22.03%

Max Drawdown (10Y)

Largest decline over 10 years

-72.59%

-40.55%

-32.04%

Current Drawdown

Current decline from peak

-1.51%

-1.18%

-0.33%

Average Drawdown

Average peak-to-trough decline

-39.65%

-15.92%

-23.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.85%

4.44%

+5.41%

Volatility

FCX vs. CSX - Volatility Comparison

Freeport-McMoRan Inc. (FCX) has a higher volatility of 14.37% compared to CSX Corporation (CSX) at 6.56%. This indicates that FCX's price experiences larger fluctuations and is considered to be riskier than CSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCXCSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.37%

6.56%

+7.81%

Volatility (6M)

Calculated over the trailing 6-month period

35.63%

16.13%

+19.50%

Volatility (1Y)

Calculated over the trailing 1-year period

47.46%

22.27%

+25.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.84%

23.47%

+21.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.61%

27.81%

+20.80%

Dividends

FCX vs. CSX - Dividend Comparison

FCX's dividend yield for the trailing twelve months is around 0.85%, less than CSX's 1.16% yield.


PositionTTM20252024202320222021202020192018201720162015
CSX
CSX Corporation
1.16%1.43%1.49%1.27%1.29%0.99%1.15%1.33%1.42%1.42%2.00%2.70%
FCX
Freeport-McMoRan Inc.
0.85%1.18%1.58%1.41%0.99%0.54%0.19%1.52%1.45%0.00%0.00%8.46%

Financials

FCX vs. CSX - Financials Comparison

This section allows you to compare key financial metrics between Freeport-McMoRan Inc. and CSX Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


3.00B4.00B5.00B6.00B7.00B8.00B20222023202420252026
6.23B
3.48B
(FCX) Total Revenue
(CSX) Total Revenue
Values in USD except per share items

FCX vs. CSX - Profitability Comparison

The chart below illustrates the profitability comparison between Freeport-McMoRan Inc. and CSX Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%20222023202420252026
26.6%
0
Portfolio components
FCX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Freeport-McMoRan Inc. reported a gross profit of 1.66B and revenue of 6.23B. Therefore, the gross margin over that period was 26.6%.

CSX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CSX Corporation reported a gross profit of 0.00 and revenue of 3.48B. Therefore, the gross margin over that period was 0.0%.

FCX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Freeport-McMoRan Inc. reported an operating income of 2.14B and revenue of 6.23B, resulting in an operating margin of 34.3%.

CSX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CSX Corporation reported an operating income of 1.25B and revenue of 3.48B, resulting in an operating margin of 36.0%.

FCX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Freeport-McMoRan Inc. reported a net income of 881.00M and revenue of 6.23B, resulting in a net margin of 14.1%.

CSX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CSX Corporation reported a net income of 807.00M and revenue of 3.48B, resulting in a net margin of 23.2%.


Frequently Asked Questions


FCX and CSX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FCX has higher volatility (14.37%) compared to CSX (6.56%). In terms of maximum drawdown, FCX dropped -92.52% vs CSX's -69.19%.

CSX currently has the higher Sharpe Ratio (2.17 vs 1.64), 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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