OFS vs. FMS
Compare and contrast key facts about OFS Capital Corporation (OFS) and Fresenius Medical Care AG & Co. KGaA (FMS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OFS or FMS.
Correlation
The correlation between OFS and FMS is 0.14, 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
OFS vs. FMS - Performance Comparison
Key characteristics
OFS:
-0.60
FMS:
0.38
OFS:
-0.66
FMS:
0.77
OFS:
0.91
FMS:
1.09
OFS:
-0.52
FMS:
0.19
OFS:
-0.79
FMS:
1.47
OFS:
19.69%
FMS:
8.09%
OFS:
25.77%
FMS:
31.53%
OFS:
-69.09%
FMS:
-77.28%
OFS:
-22.67%
FMS:
-54.32%
Fundamentals
OFS:
$118.71M
FMS:
$13.97B
OFS:
-$0.09
FMS:
$1.18
OFS:
1.67
FMS:
0.49
OFS:
$34.07M
FMS:
$19.24B
OFS:
$21.89M
FMS:
$4.84B
OFS:
$25.66M
FMS:
$3.19B
Returns By Period
In the year-to-date period, OFS achieves a -20.49% return, which is significantly lower than FMS's 12.20% return. Over the past 10 years, OFS has outperformed FMS with an annualized return of 8.39%, while FMS has yielded a comparatively lower -3.14% annualized return.
OFS
-20.49%
2.71%
-1.93%
-15.58%
5.95%
8.39%
FMS
12.20%
2.48%
18.04%
11.88%
-7.56%
-3.14%
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Risk-Adjusted Performance
OFS vs. FMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Fresenius Medical Care AG & Co. KGaA (FMS). 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
OFS vs. FMS - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 16.92%, more than FMS's 2.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | 16.92% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 16.32% | 11.43% | 9.88% | 11.85% | 11.54% | 9.28% |
FMS Fresenius Medical Care AG & Co. KGaA | 2.79% | 2.97% | 4.34% | 2.57% | 1.70% | 1.78% | 1.95% | 0.98% | 1.04% | 1.05% | 1.44% | 1.38% |
Drawdowns
OFS vs. FMS - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, smaller than the maximum FMS drawdown of -77.28%. Use the drawdown chart below to compare losses from any high point for OFS and FMS. For additional features, visit the drawdowns tool.
Volatility
OFS vs. FMS - Volatility Comparison
The current volatility for OFS Capital Corporation (OFS) is 6.11%, while Fresenius Medical Care AG & Co. KGaA (FMS) has a volatility of 7.76%. This indicates that OFS experiences smaller price fluctuations and is considered to be less risky than FMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OFS vs. FMS - Financials Comparison
This section allows you to compare key financial metrics between OFS Capital Corporation and Fresenius Medical Care AG & Co. KGaA. 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