BOKF vs AGNCN

Comparison between BOK Financial Corp (BOKF, Company) and AGNC Investment Corp (AGNCN, Company).

BOKF is from the Financial Services sector, while AGNCN is from the Real Estate sector.

5-Year PerformanceBOKF has outperformed AGNCN, delivering a return of +12.6% compared to +9.2%

BOKF vs AGNCN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOKF(COMPANY)	AGNCN(COMPANY)
Market Cap	$8.78B	$8.78B
Max Drawdown	66.37%	53.98%
Sharpe Ratio	1.60	1.32
5Y Beta	0.81	0.06
Industry	Banks - Regional	Reit - Mortgage
P/E Ratio	14.06	N/A
Forward P/E	14.62	N/A
PEG Ratio	0.33	N/A
Dividend Yield	1.74%	5.57%
5Y Dividends CAGR	14.35%	11.06%
5Y EPS CAGR	4.10%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	17.13%	N/A
P/S Ratio	3.85	4.89
P/B Ratio	1.45	N/A

Market Cap

Winner

BOKF

$8.78B

AGNCN

$8.78B

Max Drawdown

BOKF

66.37%

Winner

AGNCN

53.98%

Sharpe Ratio

Winner

BOKF

1.60

AGNCN

1.32

5Y Beta

BOKF

0.81

Winner

AGNCN

0.06

Industry

BOKF

Banks - Regional

AGNCN

Reit - Mortgage

P/E Ratio

BOKF

14.06

AGNCN

N/A

Forward P/E

BOKF

14.62

AGNCN

N/A

PEG Ratio

BOKF

0.33

AGNCN

N/A

Dividend Yield

BOKF

1.74%

Winner

AGNCN

5.57%

5Y Dividends CAGR

Winner

BOKF

14.35%

AGNCN

11.06%

5Y EPS CAGR

BOKF

4.10%

AGNCN

N/A

Debt to Equity

BOKF

0.00%

AGNCN

N/A

Free Cash Flow Yield

BOKF

17.13%

AGNCN

N/A

P/S Ratio

Winner

BOKF

3.85

AGNCN

4.89

P/B Ratio

BOKF

1.45

AGNCN

N/A

BOKF vs AGNCN - Historical Returns

Returns include dividend reinvestment.

Period	BOKF	AGNCN
1 month	+2.40%	+1.65%
3 months	+8.29%	+2.74%
6 months	+6.32%	+5.53%
1 year	+46.40%	+10.47%
5 years(CAGR)	+12.58%	+9.16%
10 years(CAGR)	+10.49%	+8.96%
Max(CAGR)	+9.65%	+8.96%

Winner

BOKF

+2.40%

AGNCN

+1.65%

Winner

BOKF

+8.29%

AGNCN

+2.74%

Winner

BOKF

+6.32%

AGNCN

+5.53%

Winner

BOKF

+46.40%

AGNCN

+10.47%

5Y(CAGR)

Winner

BOKF

+12.58%

AGNCN

+9.16%

10Y(CAGR)

Winner

BOKF

+10.49%

AGNCN

+8.96%

Max(CAGR)

Winner

BOKF

+9.65%

AGNCN

+8.96%

BOKF vs AGNCN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BOKF	AGNCN
2026	+22.34%	+6.69%
2025	+13.43%	+7.64%
2024	+26.69%	+14.40%
2023	-11.13%	+10.24%
2022	-0.05%	+6.49%
2021	+55.48%	+9.59%
2020	-19.04%	+5.42%
2019	+21.22%	+8.58%
2018	-19.00%	+4.60%
2017	+15.26%	+6.32%
2016	+47.19%	N/A
2015	+2.25%	N/A
2014	-5.61%	N/A
2013	+22.44%	N/A
2012	+2.51%	N/A
2011	+1.99%	N/A
2010	+14.63%	N/A
2009	+20.09%	N/A
2008	-19.01%	N/A
2007	-5.30%	N/A
2006	+21.13%	N/A
2005	-6.63%	N/A
2004	+26.29%	N/A
2003	+21.70%	N/A
2002	+6.37%	N/A
2001	+51.38%	N/A
2000	+3.96%	N/A
1999	-4.40%	N/A

BOKF vs AGNCN Drawdown Comparison

The maximum drawdown for BOKF was -64.97%, occurring on Mar 23, 2020. Recovery took 776 trading sessions.

The maximum drawdown for AGNCN was -53.34%, occurring on Mar 18, 2020. Recovery took 218 trading sessions.

The current BOKF drawdown is -0.62%.

Rank	BOKF	AGNCN
#1	-64.97% Sep 20, 2018 - Oct 20, 2021	-53.34% Jan 30, 2020 - Dec 9, 2020
#2	-61.60% May 15, 2008 - Jan 5, 2012	-13.65% Jun 30, 2021 - Dec 2, 2022
#3	-42.75% Jan 14, 2022 - Oct 14, 2024	-7.17% Sep 29, 2023 - Dec 28, 2023
#4	-37.73% Nov 6, 2015 - Oct 19, 2016	-7.02% Mar 3, 2023 - May 24, 2023
#5	-29.61% Nov 3, 1999 - Jan 5, 2001	-6.03% Mar 27, 2025 - Jul 2, 2025
#6	-26.20% Nov 25, 2024 - Dec 10, 2025	-4.96% Oct 31, 2017 - Jun 5, 2018
#7	-23.22% May 17, 2002 - May 7, 2003	-3.77% Sep 18, 2018 - Feb 15, 2019
#8	-22.58% Apr 3, 2014 - Jun 10, 2015	-2.67% Feb 13, 2026 - Apr 13, 2026
#9	-19.09% Dec 1, 2004 - Jul 21, 2005	-2.34% Dec 30, 2020 - Mar 2, 2021
#10	-18.82% Jun 26, 2015 - Nov 5, 2015	-2.09% Jul 20, 2018 - Aug 20, 2018
#11	-15.76% Dec 10, 2007 - Apr 16, 2008	-1.94% Oct 23, 2025 - Dec 24, 2025
#12	-14.05% Nov 14, 2001 - Mar 4, 2002	-1.89% Jun 21, 2021 - Jun 30, 2021
#13	-13.37% Jan 3, 2007 - Nov 13, 2007	-1.82% Aug 18, 2023 - Aug 31, 2023
#14	-12.20% Aug 23, 2001 - Nov 13, 2001	-1.68% Sep 6, 2019 - Nov 14, 2019
#15	-12.09% Apr 12, 2004 - Aug 18, 2004	-1.65% Nov 5, 2024 - Dec 31, 2024

Correlation

Correlation between BOKF and AGNCN is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2005 - 2026)

BOKF vs AGNCN dividend yield comparison.

Year	BOKF	AGNCN
2026	0.88%	4.40%
2025	1.98%	9.60%
2024	2.09%	10.37%
2023	2.53%	10.57%
2022	2.05%	7.47%
2021	1.98%	6.81%
2020	2.99%	6.87%
2019	2.30%	6.74%
2018	2.59%	6.92%
2017	1.92%	2.70%
2016	2.08%	0.00%
2015	2.81%	0.00%
2014	2.70%	0.00%
2013	2.32%	0.00%
2012	4.54%	0.00%
2011	2.06%	0.00%
2010	1.85%	0.00%
2009	1.99%	0.00%
2008	2.17%	0.00%
2007	1.45%	0.00%
2006	1.00%	0.00%
2005	0.66%	0.00%