FMS vs. OFS

In the year-to-date period, FMS achieves a 9.29% return, which is significantly higher than OFS's -23.34% return. Over the past 10 years, FMS has underperformed OFS with an annualized return of -3.11%, while OFS has yielded a comparatively higher 8.35% annualized return.

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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.

The current FMS Sharpe Ratio is 0.58, which is higher than the OFS Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of FMS and OFS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMS's dividend yield for the trailing twelve months is around 2.87%, less than OFS's 16.85% yield.

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.

Fresenius Medical Care AG & Co. KGaA (FMS) has a higher volatility of 10.34% compared to OFS Capital Corporation (OFS) at 3.24%. 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.

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.