MSBHF vs. BX
MSBHF (Mitsubishi Corp) and BX (Blackstone Inc.) are both stocks. MSBHF operates in Conglomerates (Industrials), while BX operates in Asset Management (Financial Services). Over the past 10 years, MSBHF returned 21.62%/yr vs 22.60%/yr for BX. At a 0.10 correlation, their price movements are largely independent.
Performance
MSBHF vs. BX - Performance Comparison
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Returns By Period
In the year-to-date period, MSBHF achieves a 24.42% return, which is significantly higher than BX's -20.47% return. Both investments have delivered pretty close results over the past 10 years, with MSBHF having a 21.62% annualized return and BX not far ahead at 22.60%.
MSBHF
- 1D
- -3.42%
- 1M
- -17.72%
- YTD
- 24.42%
- 6M
- 22.13%
- 1Y
- 49.05%
- 3Y*
- 23.70%
- 5Y*
- 28.97%
- 10Y*
- 21.62%
BX
- 1D
- -2.59%
- 1M
- 1.32%
- YTD
- -20.47%
- 6M
- -20.99%
- 1Y
- -10.04%
- 3Y*
- 14.47%
- 5Y*
- 7.41%
- 10Y*
- 22.60%
MSBHF vs. BX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSBHF Mitsubishi Corp | 24.42% | 45.58% | 4.78% | 55.88% | 4.23% | 31.37% | 5.16% | -5.35% | 12.97% | 19.70% |
BX Blackstone Inc. | -20.47% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
Correlation
The correlation between MSBHF and BX is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2007 | 0.10 |
Fundamentals
MSBHF:
$104.62B
BX:
$94.09B
MSBHF:
¥210.62
BX:
$3.90
MSBHF:
21.64
BX:
30.76
MSBHF:
16.05
BX:
11.31
MSBHF:
0.91
BX:
6.27
MSBHF:
1.78
BX:
11.24
MSBHF:
¥19.02T
BX:
$14.99B
MSBHF:
¥1.66T
BX:
$13.12B
MSBHF:
¥1.04T
BX:
$7.37B
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Return for Risk
MSBHF vs. BX — Risk / Return Rank
MSBHF
BX
MSBHF vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mitsubishi Corp (MSBHF) and Blackstone Inc. (BX). 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.
| MSBHF | BX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.74 | ||
| Sortino ratioReturn per unit of downside risk | +2.25 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.98 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | -0.23 | +2.29 |
| Martin ratioReturn relative to average drawdown | 7.38 | -0.41 | +7.79 |
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Drawdowns
MSBHF vs. BX - Drawdown Comparison
The maximum MSBHF drawdown since its inception was -66.05%, smaller than the maximum BX drawdown of -88.09%. Use the drawdown chart below to compare losses from any high point for MSBHF and BX.
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Drawdown Indicators
| MSBHF | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.05% | -88.09% | +22.04% |
Max Drawdown (1Y)Largest decline over 1 year | -23.91% | -44.76% | +20.85% |
Max Drawdown (3Y)Largest decline over 3 years | -32.60% | -46.50% | +13.90% |
Max Drawdown (5Y)Largest decline over 5 years | -32.60% | -49.29% | +16.69% |
Max Drawdown (10Y)Largest decline over 10 years | -37.81% | -49.29% | +11.48% |
Current DrawdownCurrent decline from peak | -23.91% | -36.51% | +12.60% |
Average DrawdownAverage peak-to-trough decline | -24.35% | -26.40% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.67% | 24.71% | -18.04% |
Volatility
MSBHF vs. BX - Volatility Comparison
Mitsubishi Corp (MSBHF) and Blackstone Inc. (BX) have volatilities of 12.26% and 12.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSBHF | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.26% | 12.20% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 27.79% | 28.75% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.94% | 35.05% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.32% | 39.46% | -8.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.65% | 35.76% | -7.11% |
Dividends
MSBHF vs. BX - Dividend Comparison
MSBHF's dividend yield for the trailing twelve months is around 2.52%, less than BX's 4.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX Blackstone Inc. | 4.14% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
MSBHF Mitsubishi Corp | 2.52% | 3.05% | 3.54% | 3.03% | 3.46% | 3.84% | 5.07% | 4.56% | 3.64% | 1.42% | 1.39% | 0.00% |
Financials
MSBHF vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Mitsubishi Corp and Blackstone 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
MSBHF vs. BX - Profitability Comparison
MSBHF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mitsubishi Corp reported a gross profit of 457.61B and revenue of 5.27T. Therefore, the gross margin over that period was 8.7%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a gross profit of 4.04B and revenue of 4.10B. Therefore, the gross margin over that period was 98.5%.
MSBHF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mitsubishi Corp reported an operating income of 108.14B and revenue of 5.27T, resulting in an operating margin of 2.1%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported an operating income of 1.59B and revenue of 4.10B, resulting in an operating margin of 38.8%.
MSBHF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mitsubishi Corp reported a net income of 193.75B and revenue of 5.27T, resulting in a net margin of 3.7%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a net income of 649.73M and revenue of 4.10B, resulting in a net margin of 15.8%.
Frequently Asked Questions
MSBHF and BX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSBHF has higher volatility (12.26%) compared to BX (12.20%). In terms of maximum drawdown, MSBHF dropped -66.05% vs BX's -88.09%.
MSBHF currently has the higher Sharpe Ratio (1.45 vs -0.29), 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.
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