AGNCO vs RJF

Comparison between AGNC Investment Corp (AGNCO, Company) and Raymond James Financial Inc (RJF, Company).

AGNCO is from the Real Estate sector, while RJF is from the Financial Services sector.

5-Year PerformanceRJF has outperformed AGNCO, delivering a return of +13.0% compared to +8.2%

AGNCO vs RJF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGNCO(COMPANY)	RJF(COMPANY)
Market Cap	$29B	$30B
Max Drawdown	59.78%	69.99%
Sharpe Ratio	1.47	-0.02
5Y Beta	N/A	0.97
Industry	Reit - Mortgage	Asset Management
P/E Ratio	18.93	13.98
Forward P/E	N/A	13.18
PEG Ratio	0.12	9.53
Dividend Yield	5.64%	1.35%
5Y Dividends CAGR	12.69%	20.55%
5Y EPS CAGR	-25.22%	16.38%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	2.89%	8.05%

Market Cap

AGNCO

$29B

Winner

RJF

$30B

Max Drawdown

Winner

AGNCO

59.78%

RJF

69.99%

Sharpe Ratio

Winner

AGNCO

1.47

RJF

-0.02

5Y Beta

AGNCO

N/A

RJF

0.97

Industry

AGNCO

Reit - Mortgage

RJF

Asset Management

P/E Ratio

AGNCO

18.93

Winner

RJF

13.98

Forward P/E

AGNCO

N/A

RJF

13.18

PEG Ratio

Winner

AGNCO

0.12

RJF

9.53

Dividend Yield

Winner

AGNCO

5.64%

RJF

1.35%

5Y Dividends CAGR

AGNCO

12.69%

Winner

RJF

20.55%

5Y EPS CAGR

AGNCO

-25.22%

Winner

RJF

16.38%

Debt to Equity

AGNCO

0.00%

RJF

0.00%

Free Cash Flow Yield

AGNCO

2.89%

Winner

RJF

8.05%

AGNCO vs RJF - Historical Returns

Returns include dividend reinvestment.

Period	AGNCO	RJF
1 month	+1.39%	-0.11%
3 months	+2.51%	-3.55%
6 months	+6.33%	+1.20%
1 year	+10.24%	+0.97%
5 years(CAGR)	+8.19%	+12.98%
10 years(CAGR)	N/A	+17.57%
Max(CAGR)	+8.11%	+14.61%

Winner

AGNCO

+1.39%

RJF

-0.11%

Winner

AGNCO

+2.51%

RJF

-3.55%

Winner

AGNCO

+6.33%

RJF

+1.20%

Winner

AGNCO

+10.24%

RJF

+0.97%

5Y(CAGR)

AGNCO

+8.19%

Winner

RJF

+12.98%

10Y(CAGR)

AGNCO

N/A

RJF

+17.57%

Max(CAGR)

AGNCO

+8.11%

Winner

RJF

+14.61%

AGNCO vs RJF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AGNCO	RJF
2026	+3.94%	-6.70%
2025	+8.49%	+4.63%
2024	+18.14%	+39.82%
2023	+22.63%	+6.85%
2022	-16.30%	+5.37%
2021	+11.79%	+61.61%
2020	+3.16%	+7.12%
2019	+4.82%	+22.83%
2018	N/A	-15.47%
2017	N/A	+29.22%
2016	N/A	+24.81%
2015	N/A	+2.79%
2014	N/A	+12.50%
2013	N/A	+32.21%
2012	N/A	+22.00%
2011	N/A	-4.67%
2010	N/A	+37.00%
2009	N/A	+34.87%
2008	N/A	-45.35%
2007	N/A	+7.34%
2006	N/A	+19.45%
2005	N/A	+24.72%
2004	N/A	+26.57%
2003	N/A	+26.41%
2002	N/A	-13.96%
2001	N/A	+1.54%
2000	N/A	+100.41%
1999	N/A	-6.74%

AGNCO vs RJF Drawdown Comparison

The maximum drawdown for AGNCO was -59.78%, occurring on Mar 18, 2020. Recovery took 237 trading sessions.

The maximum drawdown for RJF was -69.67%, occurring on Mar 6, 2009. Recovery took 590 trading sessions.

The current AGNCO drawdown is -0.16%. The current RJF drawdown is -12.94%.

Rank	AGNCO	RJF
#1	-59.78% Jan 21, 2020 - Dec 28, 2020	-69.67% Sep 19, 2008 - Jan 24, 2011
#2	-26.73% Nov 4, 2021 - Jul 11, 2023	-45.59% Feb 19, 2020 - Jan 6, 2021
#3	-10.45% Sep 29, 2023 - Dec 18, 2023	-44.37% Oct 31, 2007 - Sep 19, 2008
#4	-5.33% Mar 14, 2025 - May 9, 2025	-40.65% Jan 4, 2001 - Oct 6, 2003
#5	-3.00% Sep 17, 2021 - Nov 3, 2021	-38.15% Feb 18, 2011 - Sep 14, 2012
#6	-2.88% Aug 31, 2023 - Sep 29, 2023	-33.45% Jul 16, 2015 - Oct 27, 2016
#7	-2.77% Jan 22, 2021 - Mar 11, 2021	-32.11% Nov 10, 2022 - Mar 5, 2024
#8	-2.47% Feb 26, 2026 - Apr 10, 2026	-31.02% May 22, 2018 - Feb 18, 2020
#9	-2.33% Jul 12, 2021 - Sep 13, 2021	-28.12% Jan 24, 2025 - Sep 18, 2025
#10	-2.14% Jul 28, 2023 - Aug 29, 2023	-25.75% Feb 9, 2022 - Oct 28, 2022
#11	-1.90% Dec 30, 2020 - Jan 22, 2021	-22.11% Mar 24, 2000 - Jun 16, 2000
#12	-1.70% Jun 24, 2025 - Jul 11, 2025	-21.27% Nov 16, 1999 - Mar 24, 2000
#13	-1.62% May 7, 2021 - May 14, 2021	-19.64% Sep 29, 2025 - Mar 30, 2026
#14	-1.39% Mar 21, 2024 - Apr 1, 2024	-19.45% Nov 3, 2003 - Nov 3, 2004
#15	-1.32% Mar 11, 2021 - Mar 31, 2021	-19.02% Mar 18, 2005 - Oct 4, 2005

Correlation

Correlation between AGNCO and RJF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

AGNCO vs RJF dividend yield comparison.

Year	AGNCO	RJF
2026	2.18%	0.71%
2025	9.58%	1.25%
2024	7.28%	0.87%
2023	7.01%	1.53%
2022	8.17%	1.67%
2021	6.33%	1.04%
2020	6.58%	1.16%
2019	1.79%	1.93%
2018	0.00%	1.48%
2017	0.00%	0.74%
2016	0.00%	1.18%
2015	0.00%	1.28%
2014	0.00%	1.15%
2013	0.00%	1.11%
2012	0.00%	1.38%
2011	0.00%	1.68%
2010	0.00%	1.41%
2009	0.00%	1.85%
2008	0.00%	3.21%
2007	0.00%	0.92%
2006	0.00%	1.12%
2005	0.00%	0.96%
2004	0.00%	0.94%
2003	0.00%	0.96%
2002	0.00%	1.22%
2001	0.00%	1.27%
2000	0.00%	0.90%
1999	0.00%	0.40%