IX vs. BRK-B
Compare and contrast key facts about ORIX Corporation (IX) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IX or BRK-B.
Correlation
The correlation between IX and BRK-B is 0.25, 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
IX vs. BRK-B - Performance Comparison
Key characteristics
IX:
-0.03
BRK-B:
1.18
IX:
0.15
BRK-B:
1.75
IX:
1.02
BRK-B:
1.22
IX:
-0.04
BRK-B:
2.10
IX:
-0.08
BRK-B:
4.94
IX:
9.41%
BRK-B:
3.56%
IX:
26.73%
BRK-B:
14.94%
IX:
-93.80%
BRK-B:
-53.86%
IX:
-20.14%
BRK-B:
-1.04%
Fundamentals
IX:
$23.16B
BRK-B:
$1.03T
IX:
$11.46
BRK-B:
$49.45
IX:
8.72
BRK-B:
9.68
IX:
0.00
BRK-B:
10.06
IX:
$2.24T
BRK-B:
$276.52B
IX:
$1.30T
BRK-B:
$48.42B
IX:
$222.42B
BRK-B:
$98.94B
Returns By Period
In the year-to-date period, IX achieves a -5.96% return, which is significantly lower than BRK-B's 5.62% return. Over the past 10 years, IX has underperformed BRK-B with an annualized return of 7.46%, while BRK-B has yielded a comparatively higher 12.42% annualized return.
IX
-5.96%
-5.72%
-19.27%
-2.78%
6.33%
7.46%
BRK-B
5.62%
3.96%
5.59%
15.31%
15.90%
12.42%
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Risk-Adjusted Performance
IX vs. BRK-B — Risk-Adjusted Performance Rank
IX
BRK-B
IX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ORIX Corporation (IX) and Berkshire Hathaway Inc. (BRK-B). 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
IX vs. BRK-B - Dividend Comparison
IX's dividend yield for the trailing twelve months is around 1.80%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IX ORIX Corporation | 1.80% | 1.69% | 3.22% | 1.94% | 1.93% | 4.64% | 4.47% | 4.33% | 2.98% | 2.69% | 3.32% | 1.79% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IX vs. BRK-B - Drawdown Comparison
The maximum IX drawdown since its inception was -93.80%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
IX vs. BRK-B - Volatility Comparison
ORIX Corporation (IX) has a higher volatility of 7.13% compared to Berkshire Hathaway Inc. (BRK-B) at 4.27%. This indicates that IX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IX vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between ORIX Corporation and Berkshire Hathaway Inc.. 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