RIO.L vs. AXP
RIO.L (Rio Tinto PLC) and AXP (American Express Company) are both stocks. RIO.L operates in Other Industrial Metals & Mining (Basic Materials), while AXP operates in Credit Services (Financial Services). Over the past 10 years, RIO.L returned 22.85%/yr vs 19.38%/yr for AXP. At a 0.21 correlation, their price movements are largely independent.
Performance
RIO.L vs. AXP - Performance Comparison
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Different Trading Currencies
RIO.L is traded in GBp, while AXP is traded in USD. To make them comparable, the AXP values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, RIO.L achieves a 30.37% return, which is significantly higher than AXP's -14.73% return. Over the past 10 years, RIO.L has outperformed AXP with an annualized return of 22.85%, while AXP has yielded a comparatively lower 19.38% annualized return.
RIO.L
- 1D
- 0.03%
- 1M
- -1.27%
- YTD
- 30.37%
- 6M
- 42.70%
- 1Y
- 83.69%
- 3Y*
- 21.29%
- 5Y*
- 13.16%
- 10Y*
- 22.85%
AXP
- 1D
- 0.00%
- 1M
- 0.46%
- YTD
- -14.73%
- 6M
- -13.90%
- 1Y
- 5.24%
- 3Y*
- 20.90%
- 5Y*
- 16.31%
- 10Y*
- 19.38%
RIO.L vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIO.L Rio Tinto PLC | 30.37% | 34.77% | -13.38% | 6.96% | 32.01% | 0.26% | 30.37% | 28.27% | 0.31% | 31.42% |
AXP American Express Company | -14.30% | 17.02% | 63.12% | 22.24% | 2.36% | 38.18% | -4.05% | 27.48% | 3.15% | 24.44% |
Correlation
The correlation between RIO.L and AXP is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007 | 0.21 |
The correlation between RIO.L and AXP shifts across timeframes, from 0.03 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
RIO.L:
£124.62B
AXP:
$214.24B
RIO.L:
£13.15
AXP:
$16.23
RIO.L:
5.78
AXP:
19.25
RIO.L:
1.12
AXP:
2.62
RIO.L:
2.00
AXP:
6.30
RIO.L:
£111.44B
AXP:
$82.41B
RIO.L:
£45.93B
AXP:
$68.81B
RIO.L:
£44.33B
AXP:
$18.41B
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Return for Risk
RIO.L vs. AXP — Risk / Return Rank
RIO.L
AXP
RIO.L vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rio Tinto PLC (RIO.L) and American Express Company (AXP). 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.
| RIO.L | AXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.08 | ||
| Sortino ratioReturn per unit of downside risk | +3.61 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.06 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 5.95 | 0.22 | +5.73 |
| Martin ratioReturn relative to average drawdown | 23.71 | 0.47 | +23.23 |
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
| RIO.L | AXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.29 | 0.20 | +3.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.57 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.62 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.36 | -0.04 |
Drawdowns
RIO.L vs. AXP - Drawdown Comparison
The maximum RIO.L drawdown since its inception was -85.07%, which is greater than AXP's maximum drawdown of -76.60%. Use the drawdown chart below to compare losses from any high point for RIO.L and AXP.
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Drawdown Indicators
| RIO.L | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.07% | -76.60% | -8.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.99% | -23.44% | +9.45% |
Max Drawdown (3Y)Largest decline over 3 years | -24.61% | -31.09% | +6.48% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -31.09% | +4.46% |
Max Drawdown (10Y)Largest decline over 10 years | -35.65% | -43.64% | +7.99% |
Current DrawdownCurrent decline from peak | -8.45% | -18.57% | +10.12% |
Average DrawdownAverage peak-to-trough decline | -19.53% | -12.51% | -7.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 11.11% | -7.59% |
Volatility
RIO.L vs. AXP - Volatility Comparison
Rio Tinto PLC (RIO.L) has a higher volatility of 10.67% compared to American Express Company (AXP) at 6.50%. This indicates that RIO.L's price experiences larger fluctuations and is considered to be riskier than AXP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIO.L | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.67% | 6.50% | +4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 21.19% | 20.02% | +1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.39% | 26.24% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.41% | 28.79% | -2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.45% | 31.54% | -3.09% |
Dividends
RIO.L vs. AXP - Dividend Comparison
RIO.L's dividend yield for the trailing twelve months is around 3.95%, more than AXP's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.09% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
RIO.L Rio Tinto PLC | 3.95% | 4.75% | 7.16% | 5.53% | 9.90% | 14.14% | 5.43% | 5.76% | 6.07% | 4.66% | 3.42% | 7.42% |
Financials
RIO.L vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Rio Tinto PLC and American Express Company. 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
RIO.L vs. AXP - Profitability Comparison
RIO.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rio Tinto PLC reported a gross profit of 8.22B and revenue of 30.91B. Therefore, the gross margin over that period was 26.6%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Express Company reported a gross profit of 17.66B and revenue of 20.88B. Therefore, the gross margin over that period was 84.6%.
RIO.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rio Tinto PLC reported an operating income of 8.22B and revenue of 30.91B, resulting in an operating margin of 26.6%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.
RIO.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rio Tinto PLC reported a net income of 5.46B and revenue of 30.91B, resulting in a net margin of 17.7%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.
Frequently Asked Questions
RIO.L and AXP have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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