AGNCL vs SOJF

Comparison between AGNC Investment Corp (AGNCL, Company) and Southern Company (SOJF, Company).

AGNCL vs SOJF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGNCL(COMPANY)	SOJF(COMPANY)
Market Cap	$29B	$29B
Max Drawdown	19.72%	6.25%
Sharpe Ratio	0.54	0.41
5Y Beta	0.09	0.08
Industry	Reit - Mortgage	N/A
P/E Ratio	18.46	5.34
PEG Ratio	0.12	N/A
Dividend Yield	5.80%	4.19%
5Y EPS CAGR	-25.22%	3.88%
Debt to Equity	0.00%	4.19%
Free Cash Flow Yield	2.97%	-12.09%

Market Cap

AGNCL

$29B

Winner

SOJF

$29B

Max Drawdown

AGNCL

19.72%

Winner

SOJF

6.25%

Sharpe Ratio

Winner

AGNCL

0.54

SOJF

0.41

5Y Beta

AGNCL

0.09

Winner

SOJF

0.08

Industry

AGNCL

Reit - Mortgage

SOJF

N/A

P/E Ratio

AGNCL

18.46

Winner

SOJF

5.34

PEG Ratio

AGNCL

0.12

SOJF

N/A

Dividend Yield

Winner

AGNCL

5.80%

SOJF

4.19%

5Y EPS CAGR

AGNCL

-25.22%

Winner

SOJF

3.88%

Debt to Equity

Winner

AGNCL

0.00%

SOJF

4.19%

Free Cash Flow Yield

Winner

AGNCL

2.97%

SOJF

-12.09%

AGNCL vs SOJF - Historical Returns

Returns include dividend reinvestment.

Period	AGNCL	SOJF
1 month	+4.65%	+1.15%
3 months	+1.84%	+0.65%
6 months	+6.05%	+1.90%
1 year	+7.12%	+5.99%
Max(CAGR)	+9.50%	+6.66%

Winner

AGNCL

+4.65%

SOJF

+1.15%

Winner

AGNCL

+1.84%

SOJF

+0.65%

Winner

AGNCL

+6.05%

SOJF

+1.90%

Winner

AGNCL

+7.12%

SOJF

+5.99%

Max(CAGR)

Winner

AGNCL

+9.50%

SOJF

+6.66%

AGNCL vs SOJF - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AGNCL	SOJF
2026	+3.07%	+1.44%
2025	+5.99%	+6.37%
2024	+28.02%	N/A
2023	+8.43%	N/A
2022	-5.94%	N/A

AGNCL vs SOJF Drawdown Comparison

The maximum drawdown for AGNCL was -19.72%, occurring on Oct 20, 2022. Recovery took 93 trading sessions.

The maximum drawdown for SOJF was -3.97%, occurring on Apr 11, 2025. Recovery took 98 trading sessions.

The current AGNCL drawdown is -0.42%. The current SOJF drawdown is -0.35%.

Rank	AGNCL	SOJF
#1	-19.72% Sep 8, 2022 - Jan 26, 2023	-3.97% Jan 28, 2025 - Jun 18, 2025
#2	-11.63% Aug 8, 2023 - Dec 26, 2023	-3.00% Mar 2, 2026 - Mar 31, 2026
#3	-10.13% Jan 26, 2023 - Aug 4, 2023	-2.39% Jun 24, 2025 - Jul 24, 2025
#4	-10.05% Mar 31, 2025 - Aug 4, 2025	-2.17% Sep 12, 2025 - Feb 10, 2026
#5	-6.92% Apr 1, 2024 - May 24, 2024	-0.95% Aug 22, 2025 - Sep 5, 2025
#6	-6.24% Dec 31, 2024 - Mar 31, 2025	-0.88% Jul 25, 2025 - Aug 4, 2025
#7	-4.27% Mar 10, 2026 - Apr 22, 2026	-0.65% Aug 4, 2025 - Aug 13, 2025
#8	-3.40% Jul 31, 2024 - Sep 23, 2024	-0.42% Aug 19, 2025 - Aug 22, 2025
#9	-2.98% Oct 9, 2025 - Dec 31, 2025	-0.23% Feb 10, 2026 - Feb 13, 2026
#10	-2.50% Nov 25, 2024 - Dec 31, 2024	-0.08% Feb 18, 2026 - Mar 2, 2026
#11	-2.28% Oct 17, 2024 - Nov 25, 2024	-0.08% Aug 13, 2025 - Aug 15, 2025
#12	-2.17% Dec 28, 2023 - Jan 10, 2024	N/A
#13	-2.06% Jul 16, 2024 - Jul 31, 2024	N/A
#14	-1.80% Feb 12, 2024 - Feb 16, 2024	N/A
#15	-1.62% Feb 26, 2024 - Mar 6, 2024	N/A