NOVN.SW vs. RHHBY
Compare and contrast key facts about Novartis AG (NOVN.SW) and Roche Holding AG (RHHBY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NOVN.SW or RHHBY.
Correlation
The correlation between NOVN.SW and RHHBY 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
NOVN.SW vs. RHHBY - Performance Comparison
Key characteristics
NOVN.SW:
0.22
RHHBY:
1.35
NOVN.SW:
0.58
RHHBY:
1.92
NOVN.SW:
1.09
RHHBY:
1.26
NOVN.SW:
0.43
RHHBY:
0.89
NOVN.SW:
1.05
RHHBY:
4.09
NOVN.SW:
6.89%
RHHBY:
8.37%
NOVN.SW:
19.88%
RHHBY:
24.55%
NOVN.SW:
-42.25%
RHHBY:
-50.12%
NOVN.SW:
-8.69%
RHHBY:
-18.27%
Fundamentals
NOVN.SW:
CHF 186.07B
RHHBY:
$264.95B
NOVN.SW:
CHF 5.27
RHHBY:
$1.55
NOVN.SW:
17.88
RHHBY:
26.66
NOVN.SW:
1.36
RHHBY:
0.65
NOVN.SW:
3.50
RHHBY:
4.08
NOVN.SW:
5.87
RHHBY:
6.53
Returns By Period
In the year-to-date period, NOVN.SW achieves a 6.39% return, which is significantly lower than RHHBY's 15.83% return. Over the past 10 years, NOVN.SW has outperformed RHHBY with an annualized return of 5.51%, while RHHBY has yielded a comparatively lower 4.31% annualized return.
NOVN.SW
6.39%
2.79%
1.47%
4.23%
7.25%
5.51%
RHHBY
15.83%
8.91%
5.84%
32.81%
0.99%
4.31%
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Risk-Adjusted Performance
NOVN.SW vs. RHHBY — Risk-Adjusted Performance Rank
NOVN.SW
RHHBY
NOVN.SW vs. RHHBY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novartis AG (NOVN.SW) and Roche Holding AG (RHHBY). 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
NOVN.SW vs. RHHBY - Dividend Comparison
NOVN.SW's dividend yield for the trailing twelve months is around 3.84%, more than RHHBY's 3.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOVN.SW Novartis AG | 3.84% | 3.72% | 3.77% | 3.91% | 3.94% | 3.72% | 3.27% | 3.98% | 3.98% | 4.35% | 3.58% | 3.17% |
RHHBY Roche Holding AG | 3.49% | 3.99% | 3.55% | 3.23% | 2.47% | 2.63% | 2.69% | 3.58% | 3.22% | 3.62% | 3.14% | 3.23% |
Drawdowns
NOVN.SW vs. RHHBY - Drawdown Comparison
The maximum NOVN.SW drawdown since its inception was -42.25%, smaller than the maximum RHHBY drawdown of -50.12%. Use the drawdown chart below to compare losses from any high point for NOVN.SW and RHHBY. For additional features, visit the drawdowns tool.
Volatility
NOVN.SW vs. RHHBY - Volatility Comparison
Novartis AG (NOVN.SW) has a higher volatility of 11.85% compared to Roche Holding AG (RHHBY) at 8.28%. This indicates that NOVN.SW's price experiences larger fluctuations and is considered to be riskier than RHHBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NOVN.SW vs. RHHBY - Financials Comparison
This section allows you to compare key financial metrics between Novartis AG and Roche Holding AG. 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