SMFG vs. MUFG
Compare and contrast key facts about Sumitomo Mitsui Financial Group, Inc. (SMFG) and Mitsubishi UFJ Financial Group, Inc. (MUFG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMFG or MUFG.
Key characteristics
| SMFG | MUFG | |
|---|---|---|
| YTD Return | 29.44% | 16.49% |
| 1Y Return | 53.17% | 48.37% |
| 3Y Return (Ann) | 23.26% | 24.00% |
| 5Y Return (Ann) | 17.24% | 21.70% |
| 10Y Return (Ann) | 9.09% | 10.19% |
| Sharpe Ratio | 1.92 | 1.70 |
| Daily Std Dev | 26.12% | 27.70% |
| Max Drawdown | -84.50% | -88.37% |
| Current Drawdown | -3.85% | -32.54% |
Fundamentals
| SMFG | MUFG | |
|---|---|---|
| Market Cap | $82.32B | $117.61B |
| EPS | $0.94 | $0.81 |
| PE Ratio | 13.33 | 12.38 |
| PEG Ratio | 1.16 | 0.97 |
| Revenue (TTM) | $4.63T | $6.51T |
| Gross Profit (TTM) | $3.99T | $4.21T |
| EBITDA (TTM) | -$13.33M | $11.88M |
Correlation
The correlation between SMFG and MUFG is 0.71, 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.
Performance
SMFG vs. MUFG - Performance Comparison
In the year-to-date period, SMFG achieves a 29.44% return, which is significantly higher than MUFG's 16.49% return. Over the past 10 years, SMFG has underperformed MUFG with an annualized return of 9.09%, while MUFG has yielded a comparatively higher 10.19% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SMFG vs. MUFG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Mitsubishi UFJ Financial Group, Inc. (MUFG). 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
SMFG vs. MUFG - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.45%, more than MUFG's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.45% | 3.67% | 2.12% | 5.26% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% | 3.13% | 2.37% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.39% | 2.90% | 3.36% | 4.25% | 5.33% | 3.99% | 3.85% | 2.20% | 2.70% | 2.34% | 2.94% | 2.08% |
Drawdowns
SMFG vs. MUFG - Drawdown Comparison
The maximum SMFG drawdown since its inception was -84.50%, roughly equal to the maximum MUFG drawdown of -88.37%. Use the drawdown chart below to compare losses from any high point for SMFG and MUFG. For additional features, visit the drawdowns tool.
Volatility
SMFG vs. MUFG - Volatility Comparison
The current volatility for Sumitomo Mitsui Financial Group, Inc. (SMFG) is 6.54%, while Mitsubishi UFJ Financial Group, Inc. (MUFG) has a volatility of 7.55%. This indicates that SMFG experiences smaller price fluctuations and is considered to be less risky than MUFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SMFG vs. MUFG - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Mitsubishi UFJ 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