T vs. AXP
T (AT&T Inc.) and AXP (American Express Company) are both stocks. T operates in Telecom Services (Communication Services), while AXP operates in Credit Services (Financial Services). Over the past 10 years, T returned 2.86%/yr vs 18.65%/yr for AXP. At a 0.34 correlation, their price movements are largely independent.
Performance
T vs. AXP - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, T achieves a -7.40% return, which is significantly higher than AXP's -15.13% return. Over the past 10 years, T has underperformed AXP with an annualized return of 2.86%, while AXP has yielded a comparatively higher 18.65% annualized return.
T
- 1D
- -1.10%
- 1M
- -10.57%
- YTD
- -7.40%
- 6M
- -7.40%
- 1Y
- -16.38%
- 3Y*
- 18.39%
- 5Y*
- 6.60%
- 10Y*
- 2.86%
AXP
- 1D
- 0.53%
- 1M
- -1.18%
- YTD
- -15.13%
- 6M
- -13.33%
- 1Y
- 4.33%
- 3Y*
- 23.52%
- 5Y*
- 15.12%
- 10Y*
- 18.65%
T vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
T AT&T Inc. | -7.40% | 13.97% | 44.08% | -2.74% | 5.76% | -8.09% | -21.37% | 45.55% | -22.25% | -4.01% |
AXP American Express Company | -15.13% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
Correlation
The correlation between T and AXP is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 1984 | 0.34 |
The correlation between T and AXP shifts across timeframes, from -0.02 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
T:
$3.04
AXP:
$16.23
T:
7.39
AXP:
19.25
T:
0.31
AXP:
1.64
T:
1.29
AXP:
2.62
T:
$125.65B
AXP:
$82.41B
T:
$105.41B
AXP:
$68.81B
T:
$54.70B
AXP:
$18.41B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
T vs. AXP — Risk / Return Rank
T
AXP
T vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) 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.
| T | AXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.05 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 0.18 | -0.93 |
| Martin ratioReturn relative to average drawdown | -1.59 | 0.40 | -1.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| T | AXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.75 | 0.17 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.52 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.59 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.29 | +0.09 |
Drawdowns
T vs. AXP - Drawdown Comparison
The maximum T drawdown since its inception was -64.15%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for T and AXP.
Loading charts...
Drawdown Indicators
| T | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.15% | -83.91% | +19.76% |
Max Drawdown (1Y)Largest decline over 1 year | -21.87% | -23.90% | +2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -21.87% | -28.76% | +6.89% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -31.55% | -0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -49.64% | +7.29% |
Current DrawdownCurrent decline from peak | -21.87% | -18.42% | -3.45% |
Average DrawdownAverage peak-to-trough decline | -15.72% | -22.05% | +6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.34% | 10.96% | -0.62% |
Volatility
T vs. AXP - Volatility Comparison
AT&T Inc. (T) has a higher volatility of 7.50% compared to American Express Company (AXP) at 6.27%. This indicates that T'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.
Loading charts...
Volatility by Period
| T | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 6.27% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 17.57% | 20.03% | -2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 26.27% | -4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 29.49% | -5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 31.83% | -8.12% |
Dividends
T vs. AXP - Dividend Comparison
T's dividend yield for the trailing twelve months is around 4.93%, 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% |
T AT&T Inc. | 4.93% | 4.47% | 4.87% | 6.62% | 6.66% | 8.46% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% |
Financials
T vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between AT&T Inc. 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
Frequently Asked Questions
T and AXP have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
T has higher volatility (7.50%) compared to AXP (6.27%). In terms of maximum drawdown, T dropped -64.15% vs AXP's -83.91%.
AXP currently has the higher Sharpe Ratio (0.17 vs -0.75), 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.
Find the right allocation for T and AXP
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer