FMS vs. OFS
Compare and contrast key facts about Fresenius Medical Care AG & Co. KGaA (FMS) and OFS Capital Corporation (OFS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMS or OFS.
Correlation
The correlation between FMS and OFS is 0.14, 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
FMS vs. OFS - Performance Comparison
Key characteristics
FMS:
0.46
OFS:
-0.80
FMS:
0.89
OFS:
-0.96
FMS:
1.11
OFS:
0.87
FMS:
0.23
OFS:
-0.70
FMS:
1.80
OFS:
-1.07
FMS:
8.07%
OFS:
19.59%
FMS:
31.62%
OFS:
26.14%
FMS:
-77.28%
OFS:
-69.09%
FMS:
-54.12%
OFS:
-22.57%
Fundamentals
FMS:
$13.97B
OFS:
$118.71M
FMS:
$1.18
OFS:
-$0.09
FMS:
0.49
OFS:
1.67
FMS:
$19.24B
OFS:
$34.07M
FMS:
$4.84B
OFS:
$21.89M
FMS:
$3.19B
OFS:
$25.66M
Returns By Period
In the year-to-date period, FMS achieves a 12.70% return, which is significantly higher than OFS's -20.39% return. Over the past 10 years, FMS has underperformed OFS with an annualized return of -3.09%, while OFS has yielded a comparatively higher 8.35% annualized return.
FMS
12.70%
4.68%
17.58%
11.79%
-6.56%
-3.09%
OFS
-20.39%
3.73%
-5.69%
-18.65%
5.71%
8.35%
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Risk-Adjusted Performance
FMS vs. OFS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fresenius Medical Care AG & Co. KGaA (FMS) and OFS Capital Corporation (OFS). 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
FMS vs. OFS - Dividend Comparison
FMS's dividend yield for the trailing twelve months is around 2.78%, less than OFS's 16.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMS Fresenius Medical Care AG & Co. KGaA | 2.78% | 2.97% | 4.34% | 2.57% | 1.70% | 1.78% | 1.95% | 0.98% | 1.04% | 1.05% | 1.44% | 1.38% |
OFS OFS Capital Corporation | 16.89% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 16.32% | 11.43% | 9.88% | 11.85% | 11.54% | 9.28% |
Drawdowns
FMS vs. OFS - Drawdown Comparison
The maximum FMS drawdown since its inception was -77.28%, which is greater than OFS's maximum drawdown of -69.09%. Use the drawdown chart below to compare losses from any high point for FMS and OFS. For additional features, visit the drawdowns tool.
Volatility
FMS vs. OFS - Volatility Comparison
Fresenius Medical Care AG & Co. KGaA (FMS) has a higher volatility of 7.79% compared to OFS Capital Corporation (OFS) at 6.07%. This indicates that FMS's price experiences larger fluctuations and is considered to be riskier than OFS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FMS vs. OFS - Financials Comparison
This section allows you to compare key financial metrics between Fresenius Medical Care AG & Co. KGaA and OFS Capital 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.
Total Revenue: Total amount of money received from sales and other business activities