KGS vs. DX
KGS (Kodiak Gas Services Inc.) and DX (Dynex Capital, Inc.) are both stocks. KGS operates in Oil & Gas Equipment & Services (Energy), while DX operates in REIT - Mortgage (Real Estate). Over the past year, KGS returned 109.92% vs 25.07% for DX. At a 0.17 correlation, their price movements are largely independent.
Performance
KGS vs. DX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KGS achieves a 88.05% return, which is significantly higher than DX's 0.54% return.
KGS
- 1D
- 3.95%
- 1M
- -5.69%
- YTD
- 88.05%
- 6M
- 93.69%
- 1Y
- 109.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DX
- 1D
- 0.08%
- 1M
- 2.83%
- YTD
- 0.54%
- 6M
- 1.85%
- 1Y
- 25.07%
- 3Y*
- 17.21%
- 5Y*
- 5.09%
- 10Y*
- 7.57%
KGS vs. DX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
KGS Kodiak Gas Services Inc. | 88.05% | -3.73% | 115.21% | 31.97% |
DX Dynex Capital, Inc. | 0.54% | 29.48% | 13.64% | 6.10% |
Correlation
The correlation between KGS and DX is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2023 | 0.17 |
The correlation between KGS and DX shifts across timeframes, from 0.07 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KGS:
$6.05B
DX:
$2.61B
KGS:
$0.77
DX:
$1.59
KGS:
89.66
DX:
8.20
KGS:
4.60
DX:
2.85
KGS:
5.15
DX:
1.00
KGS:
$1.32B
DX:
$695.85M
KGS:
$487.67M
DX:
$695.85M
KGS:
$469.03M
DX:
$900.29M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KGS vs. DX — Risk / Return Rank
KGS
DX
KGS vs. DX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kodiak Gas Services Inc. (KGS) and Dynex Capital, Inc. (DX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KGS | DX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.73 | ||
| Sortino ratioReturn per unit of downside risk | +1.73 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.25 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 7.78 | 1.65 | +6.13 |
| Martin ratioReturn relative to average drawdown | 19.95 | 4.98 | +14.97 |
Loading charts...
Drawdowns
KGS vs. DX - Drawdown Comparison
The maximum KGS drawdown since its inception was -38.57%, smaller than the maximum DX drawdown of -99.12%. Use the drawdown chart below to compare losses from any high point for KGS and DX.
Loading charts...
Drawdown Indicators
| KGS | DX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.57% | -99.12% | +60.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -15.27% | +1.07% |
Max Drawdown (3Y)Largest decline over 3 years | — | -25.81% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.98% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.76% | — |
Current DrawdownCurrent decline from peak | -8.84% | -31.19% | +22.35% |
Average DrawdownAverage peak-to-trough decline | -11.42% | -56.78% | +45.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 5.04% | +0.49% |
Volatility
KGS vs. DX - Volatility Comparison
Kodiak Gas Services Inc. (KGS) has a higher volatility of 11.67% compared to Dynex Capital, Inc. (DX) at 5.16%. This indicates that KGS's price experiences larger fluctuations and is considered to be riskier than DX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KGS | DX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.67% | 5.16% | +6.51% |
Volatility (6M)Calculated over the trailing 6-month period | 25.36% | 13.78% | +11.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.05% | 17.67% | +17.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.89% | 23.85% | +14.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.89% | 29.88% | +8.01% |
Dividends
KGS vs. DX - Dividend Comparison
KGS's dividend yield for the trailing twelve months is around 2.78%, less than DX's 15.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | 15.62% | 14.13% | 11.46% | 12.46% | 12.26% | 9.34% | 9.33% | 11.87% | 12.59% | 10.27% | 12.32% | 15.12% |
KGS Kodiak Gas Services Inc. | 2.78% | 4.81% | 3.87% | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
KGS vs. DX - Financials Comparison
This section allows you to compare key financial metrics between Kodiak Gas Services Inc. and Dynex Capital, 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
KGS vs. DX - Profitability Comparison
KGS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kodiak Gas Services Inc. reported a gross profit of 0.00 and revenue of 345.76M. Therefore, the gross margin over that period was 0.0%.
DX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported a gross profit of 257.39M and revenue of 257.39M. Therefore, the gross margin over that period was 100.0%.
KGS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kodiak Gas Services Inc. reported an operating income of 106.81M and revenue of 345.76M, resulting in an operating margin of 30.9%.
DX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported an operating income of 236.91M and revenue of 257.39M, resulting in an operating margin of 92.0%.
KGS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kodiak Gas Services Inc. reported a net income of 17.81M and revenue of 345.76M, resulting in a net margin of 5.2%.
DX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dynex Capital, Inc. reported a net income of -80.36M and revenue of 257.39M, resulting in a net margin of -31.2%.
Frequently Asked Questions
KGS and DX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KGS has higher volatility (11.67%) compared to DX (5.16%). In terms of maximum drawdown, KGS dropped -38.57% vs DX's -99.12%.
KGS currently has the higher Sharpe Ratio (3.15 vs 1.43), 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.
Find the right allocation for KGS and DX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer