BMEZ vs AGM-A

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and Federal Agricultural Mortgage Corp - Class A (AGM-A, Company).

Both BMEZ and AGM-A are from the Financial Services sector.

5-Year PerformanceAGM-A has outperformed BMEZ, delivering a return of +14.7% compared to -2.2%

BMEZ vs AGM-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	AGM-A(COMPANY)
Market Cap	$1.53B	$1.58B
Max Drawdown	57.56%	95.71%
Sharpe Ratio	0.99	0.73
5Y Beta	0.59	0.26
Industry	Asset Management	Credit Services
P/E Ratio	5.72	7.28
Forward P/E	N/A	7.40
PEG Ratio	N/A	1.69
Dividend Yield	N/A	4.18%
5Y Dividends CAGR	2.28%	18.04%
5Y EPS CAGR	N/A	12.53%
Debt to Equity	N/A	1879.86%
Free Cash Flow Yield	N/A	14.02%
P/S Ratio	23.44	4.11
P/B Ratio	0.98	1.31

Market Cap

BMEZ

$1.53B

Winner

AGM-A

$1.58B

Max Drawdown

Winner

BMEZ

57.56%

AGM-A

95.71%

Sharpe Ratio

Winner

BMEZ

0.99

AGM-A

0.73

5Y Beta

BMEZ

0.59

Winner

AGM-A

0.26

Industry

BMEZ

Asset Management

AGM-A

Credit Services

P/E Ratio

Winner

BMEZ

5.72

AGM-A

7.28

Forward P/E

BMEZ

N/A

AGM-A

7.40

PEG Ratio

BMEZ

N/A

AGM-A

1.69

Dividend Yield

BMEZ

N/A

AGM-A

4.18%

5Y Dividends CAGR

BMEZ

2.28%

Winner

AGM-A

18.04%

5Y EPS CAGR

BMEZ

N/A

AGM-A

12.53%

Debt to Equity

BMEZ

N/A

AGM-A

1879.86%

Free Cash Flow Yield

BMEZ

N/A

AGM-A

14.02%

P/S Ratio

BMEZ

23.44

Winner

AGM-A

4.11

P/B Ratio

Winner

BMEZ

0.98

AGM-A

1.31

BMEZ vs AGM-A - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	AGM-A
1 month	+4.18%	+5.33%
3 months	+9.15%	+10.90%
6 months	+2.31%	+17.54%
1 year	+18.75%	+21.51%
5 years(CAGR)	-2.19%	+14.71%
10 years(CAGR)	N/A	+18.48%
Max(CAGR)	+4.97%	+15.87%

BMEZ

+4.18%

Winner

AGM-A

+5.33%

BMEZ

+9.15%

Winner

AGM-A

+10.90%

BMEZ

+2.31%

Winner

AGM-A

+17.54%

BMEZ

+18.75%

Winner

AGM-A

+21.51%

5Y(CAGR)

BMEZ

-2.19%

Winner

AGM-A

+14.71%

10Y(CAGR)

BMEZ

N/A

AGM-A

+18.48%

Max(CAGR)

BMEZ

+4.97%

Winner

AGM-A

+15.87%

BMEZ vs AGM-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	AGM-A
2026	+6.55%	+13.87%
2025	+18.07%	-6.93%
2024	+9.18%	-1.74%
2023	+3.31%	+76.14%
2022	-33.22%	-20.09%
2021	-7.99%	+90.84%
2020	+48.75%	-6.63%
2019	N/A	+32.09%
2018	N/A	-19.66%
2017	N/A	+20.92%
2016	N/A	+133.13%
2015	N/A	+25.95%
2014	N/A	-18.54%
2013	N/A	+13.42%
2012	N/A	+124.34%
2011	N/A	+7.65%
2010	N/A	+123.06%
2009	N/A	+210.33%
2008	N/A	-76.69%
2007	N/A	+4.42%
2006	N/A	-5.64%
2005	N/A	+27.62%
2004	N/A	-22.68%
2003	N/A	+9.66%
2002	N/A	-29.37%
2001	N/A	+49.23%
2000	N/A	+14.87%
1999	N/A	+7.47%

BMEZ vs AGM-A Drawdown Comparison

The maximum drawdown for BMEZ was -46.18%, occurring on May 11, 2022. This drawdown has not yet recovered.

The maximum drawdown for AGM-A was -93.74%, occurring on Oct 27, 2008. Recovery took 2026 trading sessions.

The current BMEZ drawdown is -14.59%. The current AGM-A drawdown is -3.77%.

Rank	BMEZ	AGM-A
#1	-46.18% Feb 12, 2021 - May 11, 2022	-93.74% Apr 5, 2002 - Apr 22, 2010
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-55.17% Apr 29, 2010 - Jun 29, 2011
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	-49.43% Jul 26, 2018 - Mar 2, 2021
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	-36.96% Sep 13, 2013 - Mar 10, 2016
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	-26.93% Jul 18, 2024 - Apr 7, 2025
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	-25.37% Mar 9, 2017 - Jul 26, 2017
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	-25.28% Jul 5, 2011 - Feb 27, 2012
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	-25.05% Feb 14, 2013 - Jul 18, 2013
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	-24.58% Nov 8, 2021 - Feb 28, 2023
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	-23.89% Aug 14, 2023 - Dec 29, 2023
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	-23.02% Apr 1, 2024 - Jul 16, 2024
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	-20.78% Dec 10, 1999 - Jan 2, 2001
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	-18.75% Nov 29, 2012 - Feb 14, 2013
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	-17.36% Jan 19, 2017 - Mar 9, 2017
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	-17.12% Jul 16, 2012 - Sep 26, 2012

Correlation

Correlation between BMEZ and AGM-A is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.06

-101

Dividend Comparison (2004 - 2026)

BMEZ vs AGM-A dividend yield comparison.

Year	BMEZ	AGM-A
2026	5.07%	2.16%
2025	12.43%	4.53%
2024	11.74%	3.76%
2023	10.80%	2.80%
2022	11.28%	4.12%
2021	6.51%	2.93%
2020	3.14%	4.90%
2019	0.00%	3.80%
2018	0.00%	4.07%
2017	0.00%	1.98%
2016	0.00%	1.69%
2015	0.00%	2.37%
2014	0.00%	2.46%
2013	0.00%	4.14%
2012	0.00%	7.27%
2011	0.00%	17.12%
2010	0.00%	9.66%
2009	0.00%	17.02%
2008	0.00%	62.93%
2007	0.00%	18.76%
2006	0.00%	9.92%
2004	0.00%	0.52%