WFC vs. BAC
Compare and contrast key facts about Wells Fargo & Company (WFC) and Bank of America Corporation (BAC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFC or BAC.
Performance
WFC vs. BAC - Performance Comparison
Returns By Period
In the year-to-date period, WFC achieves a 53.44% return, which is significantly higher than BAC's 39.50% return. Over the past 10 years, WFC has underperformed BAC with an annualized return of 6.20%, while BAC has yielded a comparatively higher 12.73% annualized return.
WFC
53.44%
15.60%
22.39%
77.29%
9.17%
6.20%
BAC
39.50%
10.30%
17.31%
59.63%
9.50%
12.73%
Fundamentals
| WFC | BAC | |
|---|---|---|
| Market Cap | $244.98B | $356.10B |
| EPS | $4.82 | $2.74 |
| PE Ratio | 15.27 | 16.81 |
| PEG Ratio | 3.43 | 2.06 |
| Total Revenue (TTM) | $85.03B | $83.43B |
| Gross Profit (TTM) | $79.11B | $69.13B |
| EBITDA (TTM) | $50.48B | $152.00M |
Key characteristics
| WFC | BAC | |
|---|---|---|
| Sharpe Ratio | 2.65 | 2.45 |
| Sortino Ratio | 3.65 | 3.65 |
| Omega Ratio | 1.50 | 1.44 |
| Calmar Ratio | 3.16 | 1.54 |
| Martin Ratio | 13.11 | 10.55 |
| Ulcer Index | 5.84% | 5.47% |
| Daily Std Dev | 28.88% | 23.56% |
| Max Drawdown | -79.01% | -93.45% |
| Current Drawdown | -1.02% | -1.48% |
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Correlation
The correlation between WFC and BAC is 0.63, 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.
Risk-Adjusted Performance
WFC vs. BAC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) and Bank of America Corporation (BAC). 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
WFC vs. BAC - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.04%, less than BAC's 2.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFC Wells Fargo & Company | 2.04% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% | 2.46% | 2.53% |
BAC Bank of America Corporation | 2.13% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% | 0.26% |
Drawdowns
WFC vs. BAC - Drawdown Comparison
The maximum WFC drawdown since its inception was -79.01%, smaller than the maximum BAC drawdown of -93.45%. Use the drawdown chart below to compare losses from any high point for WFC and BAC. For additional features, visit the drawdowns tool.
Volatility
WFC vs. BAC - Volatility Comparison
Wells Fargo & Company (WFC) has a higher volatility of 13.98% compared to Bank of America Corporation (BAC) at 9.44%. This indicates that WFC's price experiences larger fluctuations and is considered to be riskier than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WFC vs. BAC - Financials Comparison
This section allows you to compare key financial metrics between Wells Fargo & Company and Bank of America Corporation. 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