WEX vs. AAPL
Compare and contrast key facts about WEX Inc. (WEX) and Apple Inc (AAPL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEX or AAPL.
Correlation
The correlation between WEX and AAPL is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WEX vs. AAPL - Performance Comparison
Key characteristics
WEX:
-0.89
AAPL:
0.76
WEX:
-1.13
AAPL:
1.26
WEX:
0.82
AAPL:
1.18
WEX:
-0.73
AAPL:
0.75
WEX:
-1.83
AAPL:
2.77
WEX:
21.20%
AAPL:
9.00%
WEX:
43.57%
AAPL:
32.69%
WEX:
-78.96%
AAPL:
-81.80%
WEX:
-45.61%
AAPL:
-18.37%
Fundamentals
WEX:
$5.06B
AAPL:
$3.16T
WEX:
$7.50
AAPL:
$6.30
WEX:
17.40
AAPL:
33.36
WEX:
1.52
AAPL:
2.07
WEX:
1.93
AAPL:
7.98
WEX:
3.39
AAPL:
47.29
WEX:
$1.98B
AAPL:
$305.01B
WEX:
$1.18B
AAPL:
$141.83B
WEX:
$746.50M
AAPL:
$106.62B
Returns By Period
In the year-to-date period, WEX achieves a -24.85% return, which is significantly lower than AAPL's -15.56% return. Over the past 10 years, WEX has underperformed AAPL with an annualized return of 1.53%, while AAPL has yielded a comparatively higher 22.12% annualized return.
WEX
-24.85%
-14.76%
-23.91%
-39.76%
-0.09%
1.53%
AAPL
-15.56%
-3.07%
-9.41%
22.31%
24.37%
22.12%
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Risk-Adjusted Performance
WEX vs. AAPL — Risk-Adjusted Performance Rank
WEX
AAPL
WEX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEX Inc. (WEX) and Apple Inc (AAPL). 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
WEX vs. AAPL - Dividend Comparison
WEX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.47%.
Drawdowns
WEX vs. AAPL - Drawdown Comparison
The maximum WEX drawdown since its inception was -78.96%, roughly equal to the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for WEX and AAPL. For additional features, visit the drawdowns tool.
Volatility
WEX vs. AAPL - Volatility Comparison
WEX Inc. (WEX) has a higher volatility of 27.06% compared to Apple Inc (AAPL) at 22.46%. This indicates that WEX's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WEX vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between WEX Inc. and Apple 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