WHF vs. AJG
Compare and contrast key facts about WhiteHorse Finance, Inc. (WHF) and Arthur J. Gallagher & Co. (AJG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WHF or AJG.
Correlation
The correlation between WHF and AJG is 0.19, 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
WHF vs. AJG - Performance Comparison
Key characteristics
WHF:
-0.29
AJG:
1.48
WHF:
-0.28
AJG:
2.01
WHF:
0.97
AJG:
1.26
WHF:
-0.30
AJG:
1.99
WHF:
-0.82
AJG:
6.78
WHF:
6.42%
AJG:
3.74%
WHF:
18.11%
AJG:
17.18%
WHF:
-57.48%
AJG:
-57.96%
WHF:
-14.29%
AJG:
-11.27%
Fundamentals
WHF:
$246.61M
AJG:
$70.67B
WHF:
$0.45
AJG:
$5.23
WHF:
23.58
AJG:
54.09
WHF:
1.01
AJG:
1.01
WHF:
$79.68M
AJG:
$11.20B
WHF:
$85.70M
AJG:
$8.86B
WHF:
$23.39M
AJG:
$2.96B
Returns By Period
In the year-to-date period, WHF achieves a -4.80% return, which is significantly lower than AJG's 25.21% return. Over the past 10 years, WHF has underperformed AJG with an annualized return of 11.48%, while AJG has yielded a comparatively higher 21.76% annualized return.
WHF
-4.80%
-0.67%
-10.83%
-5.26%
6.92%
11.48%
AJG
25.21%
-4.39%
5.88%
27.92%
25.54%
21.76%
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Risk-Adjusted Performance
WHF vs. AJG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WhiteHorse Finance, Inc. (WHF) and Arthur J. Gallagher & Co. (AJG). 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
WHF vs. AJG - Dividend Comparison
WHF's dividend yield for the trailing twelve months is around 17.75%, more than AJG's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 17.75% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% | 9.40% |
AJG Arthur J. Gallagher & Co. | 0.86% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% | 2.98% |
Drawdowns
WHF vs. AJG - Drawdown Comparison
The maximum WHF drawdown since its inception was -57.48%, roughly equal to the maximum AJG drawdown of -57.96%. Use the drawdown chart below to compare losses from any high point for WHF and AJG. For additional features, visit the drawdowns tool.
Volatility
WHF vs. AJG - Volatility Comparison
WhiteHorse Finance, Inc. (WHF) has a higher volatility of 6.88% compared to Arthur J. Gallagher & Co. (AJG) at 6.11%. This indicates that WHF's price experiences larger fluctuations and is considered to be riskier than AJG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WHF vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between WhiteHorse Finance, Inc. and Arthur J. Gallagher & Co.. 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