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:
-0.08
AJG:
2.08
WHF:
0.02
AJG:
2.72
WHF:
1.00
AJG:
1.35
WHF:
-0.07
AJG:
3.03
WHF:
-0.17
AJG:
8.05
WHF:
8.37%
AJG:
4.63%
WHF:
18.13%
AJG:
17.95%
WHF:
-57.48%
AJG:
-57.96%
WHF:
-8.19%
AJG:
-0.37%
Fundamentals
WHF:
$250.79M
AJG:
$83.37B
WHF:
$0.45
AJG:
$6.49
WHF:
23.98
AJG:
50.44
WHF:
1.01
AJG:
1.13
WHF:
$53.73M
AJG:
$11.55B
WHF:
$66.17M
AJG:
$4.88B
WHF:
$12.48M
AJG:
$2.44B
Returns By Period
In the year-to-date period, WHF achieves a 11.47% return, which is significantly lower than AJG's 15.32% return. Over the past 10 years, WHF has underperformed AJG with an annualized return of 11.43%, while AJG has yielded a comparatively higher 23.48% annualized return.
WHF
11.47%
8.01%
-0.12%
-1.24%
7.23%
11.43%
AJG
15.32%
11.03%
13.52%
36.61%
26.53%
23.48%
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Risk-Adjusted Performance
WHF vs. AJG — Risk-Adjusted Performance Rank
WHF
AJG
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 16.54%, more than AJG's 0.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 16.54% | 18.44% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% |
AJG Arthur J. Gallagher & Co. | 0.73% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% |
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
The current volatility for WhiteHorse Finance, Inc. (WHF) is 3.70%, while Arthur J. Gallagher & Co. (AJG) has a volatility of 5.60%. This indicates that WHF experiences smaller price fluctuations and is considered to be less risky 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