SMFG vs. DX
SMFG (Sumitomo Mitsui Financial Group, Inc.) and DX (Dynex Capital, Inc.) are both stocks. SMFG operates in Banks - Diversified (Financial Services), while DX operates in REIT - Mortgage (Real Estate). Over the past 10 years, SMFG returned 19.47%/yr vs 7.71%/yr for DX. At a 0.22 correlation, their price movements are largely independent.
Performance
SMFG vs. DX - Performance Comparison
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Returns By Period
In the year-to-date period, SMFG achieves a 30.77% return, which is significantly higher than DX's 2.33% return. Over the past 10 years, SMFG has outperformed DX with an annualized return of 19.47%, while DX has yielded a comparatively lower 7.71% annualized return.
SMFG
- 1D
- -0.24%
- 1M
- -1.35%
- 6M
- 18.62%
- YTD
- 30.77%
- 1Y
- 77.13%
- 3Y*
- 45.59%
- 5Y*
- 33.59%
- 10Y*
- 19.47%
- ALL TIME*
- 3.65%
DX
- 1D
- -1.58%
- 1M
- 1.78%
- 6M
- -3.33%
- YTD
- 2.33%
- 1Y
- 22.32%
- 3Y*
- 16.57%
- 5Y*
- 6.74%
- 10Y*
- 7.71%
- ALL TIME*
- 8.26%
SMFG vs. DX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 30.77% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
DX Dynex Capital, Inc. | 2.33% | 29.48% | 13.64% | 11.91% | -15.39% | 2.25% | 17.09% | 11.12% | -8.46% | 13.80% |
Correlation
The correlation between SMFG and DX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 27, 2006 | 0.22 |
Fundamentals
SMFG:
$96.43B
DX:
$1.99B
SMFG:
¥539.55
DX:
$2.43
SMFG:
7.49
DX:
5.40
SMFG:
1.22
DX:
2.65
SMFG:
1.61
DX:
0.96
SMFG:
¥15.42T
DX:
$886.86M
SMFG:
¥8.35T
DX:
$677.89M
SMFG:
¥3.54T
DX:
$771.29M
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Return for Risk
SMFG vs. DX — Risk / Return Rank
SMFG
DX
SMFG vs. DX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Dynex Capital, Inc. (DX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMFG | DX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.38 | ||
| Sortino ratioReturn per unit of downside risk | +1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.22 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.85 | 1.47 | +2.39 |
| Martin ratioReturn relative to average drawdown | 11.41 | 4.28 | +7.14 |
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Drawdowns
SMFG vs. DX - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, smaller than the maximum DX drawdown of -99.12%. Use the drawdown chart below to compare losses from any high point for SMFG and DX.
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Drawdown Indicators
| SMFG | DX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -99.12% | +21.86% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -15.27% | -4.85% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -25.81% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -33.44% | +5.56% |
Max Drawdown (10Y)Largest decline over 10 years | -47.66% | -56.76% | +9.10% |
Current DrawdownCurrent decline from peak | -6.08% | -29.96% | +23.88% |
Average DrawdownAverage peak-to-trough decline | -47.80% | -56.72% | +8.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.78% | 5.23% | +1.55% |
Volatility
SMFG vs. DX - Volatility Comparison
Sumitomo Mitsui Financial Group, Inc. (SMFG) has a higher volatility of 9.02% compared to Dynex Capital, Inc. (DX) at 4.77%. This indicates that SMFG's price experiences larger fluctuations and is considered to be riskier than DX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMFG | DX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.02% | 4.77% | +4.25% |
Volatility (6M)Calculated over the trailing 6-month period | 22.65% | 14.22% | +8.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.34% | 17.71% | +11.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.97% | 23.84% | +5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.84% | 29.91% | -3.07% |
Dividends
SMFG vs. DX - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 2.38%, less than DX's 15.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | 15.55% | 14.13% | 11.46% | 12.46% | 12.26% | 9.34% | 9.33% | 11.87% | 12.59% | 10.27% | 12.32% | 15.12% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 2.38% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
Financials
SMFG vs. DX - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Dynex Capital, 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
SMFG vs. DX - Profitability Comparison
SMFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Sumitomo Mitsui Financial Group, Inc. reported a gross profit of 1.37T and revenue of 2.51T. Therefore, the gross margin over that period was 54.6%.
DX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Dynex Capital, Inc. reported a gross profit of 93.78M and revenue of 302.75M. Therefore, the gross margin over that period was 31.0%.
SMFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Sumitomo Mitsui Financial Group, Inc. reported an operating income of 364.07B and revenue of 2.51T, resulting in an operating margin of 14.5%.
DX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Dynex Capital, Inc. reported an operating income of 77.57M and revenue of 302.75M, resulting in an operating margin of 25.6%.
SMFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Sumitomo Mitsui Financial Group, Inc. reported a net income of 191.66B and revenue of 2.51T, resulting in a net margin of 7.6%.
DX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Dynex Capital, Inc. reported a net income of 180.79M and revenue of 302.75M, resulting in a net margin of 59.7%.
Frequently Asked Questions
SMFG and DX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMFG has higher volatility (9.02%) compared to DX (4.77%). In terms of maximum drawdown, SMFG dropped -77.26% vs DX's -99.12%.
SMFG currently has the higher Sharpe Ratio (2.65 vs 1.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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