MTG vs. COST
Compare and contrast key facts about MGIC Investment Corporation (MTG) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTG or COST.
Correlation
The correlation between MTG and COST 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
MTG vs. COST - Performance Comparison
Key characteristics
MTG:
1.35
COST:
2.63
MTG:
1.89
COST:
3.29
MTG:
1.24
COST:
1.46
MTG:
0.45
COST:
4.95
MTG:
5.73
COST:
11.59
MTG:
5.55%
COST:
4.39%
MTG:
23.60%
COST:
19.35%
MTG:
-98.86%
COST:
-53.39%
MTG:
-61.93%
COST:
-0.47%
Fundamentals
MTG:
$6.13B
COST:
$478.02B
MTG:
$2.91
COST:
$16.94
MTG:
8.48
COST:
63.27
MTG:
1.54
COST:
6.45
MTG:
$1.21B
COST:
$258.81B
MTG:
$1.05B
COST:
$32.80B
MTG:
$831.39M
COST:
$12.25B
Returns By Period
In the year-to-date period, MTG achieves a 4.13% return, which is significantly lower than COST's 17.11% return. Over the past 10 years, MTG has underperformed COST with an annualized return of 11.95%, while COST has yielded a comparatively higher 24.19% annualized return.
MTG
4.13%
0.94%
2.56%
29.89%
15.91%
11.95%
COST
17.11%
13.77%
23.17%
48.86%
29.38%
24.19%
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Risk-Adjusted Performance
MTG vs. COST — Risk-Adjusted Performance Rank
MTG
COST
MTG vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MGIC Investment Corporation (MTG) and Costco Wholesale Corporation (COST). 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
MTG vs. COST - Dividend Comparison
MTG's dividend yield for the trailing twelve months is around 1.52%, more than COST's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTG MGIC Investment Corporation | 1.52% | 2.07% | 2.23% | 2.77% | 1.94% | 1.91% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
COST Costco Wholesale Corporation | 0.43% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
MTG vs. COST - Drawdown Comparison
The maximum MTG drawdown since its inception was -98.86%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for MTG and COST. For additional features, visit the drawdowns tool.
Volatility
MTG vs. COST - Volatility Comparison
MGIC Investment Corporation (MTG) has a higher volatility of 6.01% compared to Costco Wholesale Corporation (COST) at 5.22%. This indicates that MTG's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MTG vs. COST - Financials Comparison
This section allows you to compare key financial metrics between MGIC Investment Corporation and Costco Wholesale 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.
Total Revenue: Total amount of money received from sales and other business activities