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:
-0.37
AJG:
1.50
WHF:
-0.39
AJG:
2.04
WHF:
0.95
AJG:
1.26
WHF:
-0.35
AJG:
2.15
WHF:
-0.86
AJG:
5.84
WHF:
7.78%
AJG:
4.51%
WHF:
18.01%
AJG:
17.55%
WHF:
-57.48%
AJG:
-57.96%
WHF:
-14.57%
AJG:
-5.65%
Fundamentals
WHF:
$233.36M
AJG:
$74.13B
WHF:
$0.45
AJG:
$5.25
WHF:
22.31
AJG:
56.53
WHF:
1.01
AJG:
1.04
WHF:
$53.73M
AJG:
$8.76B
WHF:
$66.17M
AJG:
$7.89B
WHF:
$12.48M
AJG:
$2.44B
Returns By Period
In the year-to-date period, WHF achieves a 3.72% return, which is significantly lower than AJG's 4.55% return. Over the past 10 years, WHF has underperformed AJG with an annualized return of 11.51%, while AJG has yielded a comparatively higher 23.08% annualized return.
WHF
3.72%
1.11%
-10.03%
-7.96%
6.17%
11.51%
AJG
4.55%
4.83%
9.06%
26.06%
26.73%
23.08%
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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 17.78%, more than AJG's 0.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 17.78% | 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. | 0.81% | 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
WhiteHorse Finance, Inc. (WHF) has a higher volatility of 7.22% compared to Arthur J. Gallagher & Co. (AJG) at 5.70%. 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