AGNCP vs SWX

Comparison between AGNC Investment Corp (AGNCP, Company) and Southwest Gas Holdings Inc (SWX, Company).

AGNCP is from the Real Estate sector, while SWX is from the Utilities sector.

5-Year PerformanceSWX has outperformed AGNCP, delivering a return of +9.3% compared to +7.8%

AGNCP vs SWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGNCP(COMPANY)	SWX(COMPANY)
Market Cap	$6.42B	$6.42B
Max Drawdown	60.54%	56.45%
Sharpe Ratio	1.27	1.46
5Y Beta	0.08	0.34
Industry	Reit - Mortgage	Utilities - Regulated Gas
P/E Ratio	N/A	13.80
Forward P/E	N/A	21.98
PEG Ratio	N/A	0.13
Dividend Yield	5.78%	2.80%
5Y Dividends CAGR	11.70%	6.28%
5Y EPS CAGR	N/A	5.85%
Debt to Equity	N/A	85.55%
Free Cash Flow Yield	N/A	-6.27%
P/S Ratio	3.90	3.61
P/B Ratio	N/A	1.59

Market Cap

Winner

AGNCP

$6.42B

SWX

$6.42B

Max Drawdown

AGNCP

60.54%

Winner

SWX

56.45%

Sharpe Ratio

AGNCP

1.27

Winner

SWX

1.46

5Y Beta

Winner

AGNCP

0.08

SWX

0.34

Industry

AGNCP

Reit - Mortgage

SWX

Utilities - Regulated Gas

P/E Ratio

AGNCP

N/A

SWX

13.80

Forward P/E

AGNCP

N/A

SWX

21.98

PEG Ratio

AGNCP

N/A

SWX

0.13

Dividend Yield

Winner

AGNCP

5.78%

SWX

2.80%

5Y Dividends CAGR

Winner

AGNCP

11.70%

SWX

6.28%

5Y EPS CAGR

AGNCP

N/A

SWX

5.85%

Debt to Equity

AGNCP

N/A

SWX

85.55%

Free Cash Flow Yield

AGNCP

N/A

SWX

-6.27%

P/S Ratio

AGNCP

3.90

Winner

SWX

3.61

P/B Ratio

AGNCP

N/A

SWX

1.59

AGNCP vs SWX - Historical Returns

Returns include dividend reinvestment.

Period	AGNCP	SWX
1 month	+1.88%	-1.53%
3 months	+1.81%	+3.41%
6 months	+4.87%	+13.50%
1 year	+9.47%	+28.46%
5 years(CAGR)	+7.80%	+9.31%
10 years(CAGR)	N/A	+6.04%
Max(CAGR)	+7.34%	+8.57%

Winner

AGNCP

+1.88%

SWX

-1.53%

AGNCP

+1.81%

Winner

SWX

+3.41%

AGNCP

+4.87%

Winner

SWX

+13.50%

AGNCP

+9.47%

Winner

SWX

+28.46%

5Y(CAGR)

AGNCP

+7.80%

Winner

SWX

+9.31%

10Y(CAGR)

AGNCP

N/A

SWX

+6.04%

Max(CAGR)

AGNCP

+7.34%

Winner

SWX

+8.57%

AGNCP vs SWX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AGNCP	SWX
2026	+3.51%	+12.57%
2025	+8.13%	+17.58%
2024	+20.43%	+14.47%
2023	+20.28%	+6.74%
2022	-17.95%	-7.03%
2021	+13.14%	+21.98%
2020	+2.24%	-17.24%
2019	N/A	+5.39%
2018	N/A	-1.42%
2017	N/A	+7.85%
2016	N/A	+45.96%
2015	N/A	-7.73%
2014	N/A	+16.33%
2013	N/A	+32.27%
2012	N/A	+2.29%
2011	N/A	+16.45%
2010	N/A	+30.14%
2009	N/A	+17.33%
2008	N/A	-12.21%
2007	N/A	-20.99%
2006	N/A	+46.36%
2005	N/A	+8.80%
2004	N/A	+16.85%
2003	N/A	-0.59%
2002	N/A	+6.87%
2001	N/A	+4.89%
2000	N/A	+3.41%
1999	N/A	-1.01%

AGNCP vs SWX Drawdown Comparison

The maximum drawdown for AGNCP was -60.54%, occurring on Mar 18, 2020. Recovery took 217 trading sessions.

The maximum drawdown for SWX was -53.68%, occurring on Mar 5, 2009. Recovery took 889 trading sessions.

The current AGNCP drawdown is -0.04%. The current SWX drawdown is -4.74%.

Rank	AGNCP	SWX
#1	-60.54% Feb 20, 2020 - Dec 29, 2020	-53.68% Apr 25, 2007 - Nov 2, 2010
#2	-28.95% Jan 3, 2022 - Dec 22, 2023	-42.48% Sep 16, 2019 - Apr 18, 2022
#3	-5.79% Apr 1, 2025 - Jun 12, 2025	-41.03% May 24, 2022 - Nov 28, 2025
#4	-4.47% Jan 20, 2021 - Apr 6, 2021	-29.89% Nov 18, 1999 - May 29, 2001
#5	-3.62% Jan 23, 2026 - Apr 21, 2026	-26.00% Mar 21, 2002 - Jan 23, 2004
#6	-2.80% May 10, 2021 - May 18, 2021	-25.07% Dec 1, 2017 - Nov 12, 2018
#7	-2.59% Oct 14, 2021 - Dec 31, 2021	-22.00% Aug 2, 2001 - Jan 22, 2002
#8	-2.00% Mar 26, 2024 - Apr 3, 2024	-20.00% May 13, 2011 - Oct 27, 2011
#9	-1.88% Jul 7, 2021 - Aug 5, 2021	-18.40% Dec 29, 2014 - Mar 4, 2016
#10	-1.80% Nov 8, 2024 - Dec 31, 2024	-17.86% Jul 22, 2016 - Jan 4, 2017
#11	-1.61% Jul 19, 2024 - Aug 26, 2024	-15.05% Mar 3, 2017 - Nov 29, 2017
#12	-1.57% Aug 5, 2021 - Aug 31, 2021	-13.71% Dec 31, 2013 - Oct 21, 2014
#13	-1.53% Sep 25, 2024 - Oct 17, 2024	-12.76% Jul 18, 2012 - Feb 13, 2013
#14	-1.49% Apr 4, 2024 - May 1, 2024	-12.45% Nov 16, 2018 - Feb 21, 2019
#15	-1.48% Sep 13, 2021 - Sep 30, 2021	-10.15% Feb 13, 2007 - Apr 25, 2007

Correlation

Correlation between AGNCP and SWX is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (1999 - 2026)

AGNCP vs SWX dividend yield comparison.

Year	AGNCP	SWX
2026	2.16%	1.42%
2025	8.65%	3.10%
2024	6.21%	3.51%
2023	7.04%	3.91%
2022	7.94%	3.97%
2021	6.06%	3.36%
2020	5.95%	3.71%
2019	0.00%	2.84%
2018	0.00%	2.69%
2017	0.00%	2.40%
2016	0.00%	2.29%
2015	0.00%	2.86%
2014	0.00%	2.31%
2013	0.00%	2.30%
2012	0.00%	2.72%
2011	0.00%	2.46%
2010	0.00%	2.70%
2009	0.00%	3.29%
2008	0.00%	3.53%
2007	0.00%	2.86%
2006	0.00%	2.16%
2005	0.00%	3.11%
2004	0.00%	3.23%
2003	0.00%	3.70%
2002	0.00%	3.50%
2001	0.00%	3.67%
2000	0.00%	3.84%
1999	0.00%	0.91%