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 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WEX vs. AAPL - Performance Comparison
Key characteristics
WEX:
-0.92
AAPL:
1.51
WEX:
-1.08
AAPL:
2.13
WEX:
0.82
AAPL:
1.28
WEX:
-0.84
AAPL:
2.16
WEX:
-1.44
AAPL:
6.46
WEX:
22.01%
AAPL:
5.56%
WEX:
34.40%
AAPL:
23.85%
WEX:
-78.96%
AAPL:
-81.80%
WEX:
-37.87%
AAPL:
-5.10%
Fundamentals
WEX:
$5.99B
AAPL:
$3.69T
WEX:
$7.51
AAPL:
$6.29
WEX:
20.04
AAPL:
39.04
WEX:
1.52
AAPL:
2.27
WEX:
$2.63B
AAPL:
$395.76B
WEX:
$1.80B
AAPL:
$184.10B
WEX:
$813.90M
AAPL:
$134.27B
Returns By Period
In the year-to-date period, WEX achieves a -14.16% return, which is significantly lower than AAPL's -1.84% return. Over the past 10 years, WEX has underperformed AAPL with an annualized return of 3.61%, while AAPL has yielded a comparatively higher 23.66% annualized return.
WEX
-14.16%
-17.68%
-18.90%
-31.69%
-8.28%
3.61%
AAPL
-1.84%
9.82%
8.49%
33.81%
26.51%
23.66%
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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 0.41%.
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 22.01% compared to Apple Inc (AAPL) at 7.64%. 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