MUFG vs. SMFG
Compare and contrast key facts about Mitsubishi UFJ Financial Group, Inc. (MUFG) and Sumitomo Mitsui Financial Group, Inc. (SMFG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUFG or SMFG.
Key characteristics
| MUFG | SMFG | |
|---|---|---|
| YTD Return | 16.61% | 16.84% |
| 1Y Return | 58.19% | 36.62% |
| 3Y Return (Ann) | 27.04% | 21.06% |
| 5Y Return (Ann) | 20.12% | 14.39% |
| 10Y Return (Ann) | 10.25% | 7.65% |
| Sharpe Ratio | 1.95 | 1.32 |
| Daily Std Dev | 28.61% | 26.63% |
| Max Drawdown | -88.37% | -84.50% |
| Current Drawdown | -30.69% | -13.21% |
Fundamentals
| MUFG | SMFG | |
|---|---|---|
| Market Cap | $115.30B | $73.38B |
| EPS | $1.11 | $0.81 |
| PE Ratio | 8.84 | 13.79 |
| PEG Ratio | 0.97 | 1.16 |
| Revenue (TTM) | $4.08T | $3.88T |
| Gross Profit (TTM) | $4.21T | $3.99T |
| EBITDA (TTM) | $11.88M | -$13.33M |
Correlation
The correlation between MUFG and SMFG is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MUFG vs. SMFG - Performance Comparison
The year-to-date returns for both investments are quite close, with MUFG having a 16.61% return and SMFG slightly higher at 16.84%. Over the past 10 years, MUFG has outperformed SMFG with an annualized return of 10.25%, while SMFG has yielded a comparatively lower 7.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MUFG vs. SMFG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mitsubishi UFJ Financial Group, Inc. (MUFG) and Sumitomo Mitsui Financial Group, Inc. (SMFG). 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
MUFG vs. SMFG - Dividend Comparison
MUFG's dividend yield for the trailing twelve months is around 1.39%, less than SMFG's 1.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.39% | 2.90% | 3.36% | 4.25% | 5.33% | 3.99% | 3.85% | 2.20% | 2.70% | 2.34% | 2.94% | 3.01% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.61% | 3.67% | 2.12% | 5.26% | 5.97% | 2.23% | 4.80% | 3.17% | 3.63% | 3.32% | 3.13% | 2.37% |
Drawdowns
MUFG vs. SMFG - Drawdown Comparison
The maximum MUFG drawdown since its inception was -88.37%, roughly equal to the maximum SMFG drawdown of -84.50%. Use the drawdown chart below to compare losses from any high point for MUFG and SMFG. For additional features, visit the drawdowns tool.
Volatility
MUFG vs. SMFG - Volatility Comparison
The current volatility for Mitsubishi UFJ Financial Group, Inc. (MUFG) is 5.49%, while Sumitomo Mitsui Financial Group, Inc. (SMFG) has a volatility of 6.38%. This indicates that MUFG experiences smaller price fluctuations and is considered to be less risky than SMFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MUFG vs. SMFG - Financials Comparison
This section allows you to compare key financial metrics between Mitsubishi UFJ Financial Group, Inc. and Sumitomo Mitsui Financial Group, 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