MUFG vs. SMFG
Compare and contrast key facts about Mitsubishi UFJ Financial Group, Inc. (MUFG) and Sumitomo Mitsui Financial Group, Inc. (SMFG).
Performance
MUFG vs. SMFG - Performance Comparison
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MUFG vs. SMFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUFG Mitsubishi UFJ Financial Group, Inc. | 11.60% | 39.96% | 40.10% | 33.50% | 27.37% | 25.70% | -15.99% | 11.50% | -33.01% | 20.99% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 7.09% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
Fundamentals
MUFG:
$202.32B
SMFG:
$79.64B
MUFG:
$169.11
SMFG:
$613.97
MUFG:
0.10
SMFG:
0.03
MUFG:
0.00
SMFG:
0.00
MUFG:
0.02
SMFG:
0.01
MUFG:
0.01
SMFG:
0.01
MUFG:
$12.45T
SMFG:
$15.21T
MUFG:
$5.45T
SMFG:
$8.04T
MUFG:
$2.57T
SMFG:
$3.26T
Returns By Period
In the year-to-date period, MUFG achieves a 11.60% return, which is significantly higher than SMFG's 7.09% return. Both investments have delivered pretty close results over the past 10 years, with MUFG having a 17.26% annualized return and SMFG not far ahead at 17.47%.
MUFG
- 1D
- 4.30%
- 1M
- -2.16%
- YTD
- 11.60%
- 6M
- 13.10%
- 1Y
- 34.99%
- 3Y*
- 44.17%
- 5Y*
- 30.52%
- 10Y*
- 17.26%
SMFG
- 1D
- 4.81%
- 1M
- -5.95%
- YTD
- 7.09%
- 6M
- 26.37%
- 1Y
- 39.76%
- 3Y*
- 41.29%
- 5Y*
- 26.98%
- 10Y*
- 17.47%
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Return for Risk
MUFG vs. SMFG — Risk / Return Rank
MUFG
SMFG
MUFG vs. SMFG - Risk-Adjusted Trends 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.
| MUFG | SMFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.21 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.71 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.81 | -0.12 |
Martin ratioReturn relative to average drawdown | 4.98 | 5.33 | -0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MUFG | SMFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.21 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.06 | 0.95 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.65 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.08 | +0.09 |
Correlation
The correlation between MUFG and SMFG is 0.81, 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.
Dividends
MUFG vs. SMFG - Dividend Comparison
MUFG's dividend yield for the trailing twelve months is around 1.27%, less than SMFG's 1.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.27% | 3.12% | 2.50% | 2.90% | 3.36% | 2.18% | 2.62% | 0.00% | 0.00% | 2.20% | 2.70% | 2.34% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.45% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
Drawdowns
MUFG vs. SMFG - Drawdown Comparison
The maximum MUFG drawdown since its inception was -76.75%, roughly equal to the maximum SMFG drawdown of -77.26%. Use the drawdown chart below to compare losses from any high point for MUFG and SMFG.
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Drawdown Indicators
| MUFG | SMFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.75% | -77.26% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -18.38% | -20.12% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -32.81% | -27.88% | -4.93% |
Max Drawdown (10Y)Largest decline over 10 years | -57.62% | -47.66% | -9.96% |
Current DrawdownCurrent decline from peak | -10.29% | -13.06% | +2.77% |
Average DrawdownAverage peak-to-trough decline | -43.83% | -48.43% | +4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.37% | 6.81% | -0.44% |
Volatility
MUFG vs. SMFG - Volatility Comparison
The current volatility for Mitsubishi UFJ Financial Group, Inc. (MUFG) is 9.31%, while Sumitomo Mitsui Financial Group, Inc. (SMFG) has a volatility of 10.18%. 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.
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Volatility by Period
| MUFG | SMFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.31% | 10.18% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 19.02% | 21.39% | -2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.15% | 33.09% | -1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.89% | 28.49% | +0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.27% | 27.13% | +1.14% |
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
MUFG vs. SMFG - Profitability Comparison
MUFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported a gross profit of 0.00 and revenue of 3.34T. Therefore, the gross margin over that period was 0.0%.
SMFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported a gross profit of 4.33T and revenue of 7.93T. Therefore, the gross margin over that period was 54.6%.
MUFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported an operating income of 650.09B and revenue of 3.34T, resulting in an operating margin of 19.5%.
SMFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported an operating income of 1.90T and revenue of 7.93T, resulting in an operating margin of 23.9%.
MUFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported a net income of 529.95B and revenue of 3.34T, resulting in a net margin of 15.9%.
SMFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported a net income of 1.39T and revenue of 7.93T, resulting in a net margin of 17.6%.