MSB vs. PEP
Compare and contrast key facts about Mesabi Trust (MSB) and PepsiCo, Inc. (PEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSB or PEP.
Correlation
The correlation between MSB and PEP is 0.08, 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
MSB vs. PEP - Performance Comparison
Key characteristics
MSB:
1.95
PEP:
-0.65
MSB:
3.05
PEP:
-0.82
MSB:
1.38
PEP:
0.90
MSB:
1.74
PEP:
-0.48
MSB:
10.70
PEP:
-1.27
MSB:
7.78%
PEP:
8.85%
MSB:
42.76%
PEP:
17.30%
MSB:
-92.01%
PEP:
-40.41%
MSB:
-7.67%
PEP:
-22.52%
Fundamentals
MSB:
$347.02M
PEP:
$197.63B
MSB:
$7.00
PEP:
$6.95
MSB:
3.78
PEP:
20.73
MSB:
0.00
PEP:
2.42
MSB:
$91.74M
PEP:
$91.85B
MSB:
$88.98M
PEP:
$50.18B
MSB:
$16.23M
PEP:
$16.68B
Returns By Period
In the year-to-date period, MSB achieves a 14.18% return, which is significantly higher than PEP's -5.23% return. Over the past 10 years, MSB has outperformed PEP with an annualized return of 14.78%, while PEP has yielded a comparatively lower 6.90% annualized return.
MSB
14.18%
10.98%
82.19%
76.03%
16.95%
14.78%
PEP
-5.23%
-2.80%
-16.73%
-10.59%
2.78%
6.90%
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Risk-Adjusted Performance
MSB vs. PEP — Risk-Adjusted Performance Rank
MSB
PEP
MSB vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mesabi Trust (MSB) and PepsiCo, Inc. (PEP). 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
MSB vs. PEP - Dividend Comparison
MSB's dividend yield for the trailing twelve months is around 26.20%, more than PEP's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSB Mesabi Trust | 26.20% | 4.80% | 1.71% | 20.14% | 10.83% | 5.95% | 14.27% | 11.78% | 5.92% | 5.14% | 15.04% | 10.24% |
PEP PepsiCo, Inc. | 3.70% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
Drawdowns
MSB vs. PEP - Drawdown Comparison
The maximum MSB drawdown since its inception was -92.01%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for MSB and PEP. For additional features, visit the drawdowns tool.
Volatility
MSB vs. PEP - Volatility Comparison
Mesabi Trust (MSB) has a higher volatility of 16.62% compared to PepsiCo, Inc. (PEP) at 7.37%. This indicates that MSB's price experiences larger fluctuations and is considered to be riskier than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MSB vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between Mesabi Trust and PepsiCo, 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