CG vs NWS
Comparison between Carlyle Group Inc (The) (CG, Company) and News Corp - Class B (NWS, Company).
CG is from the Financial Services sector, while NWS is from the Communication Services sector.
5-Year PerformanceNWS has outperformed CG, delivering a return of +4.3% compared to +1.7%
CG vs NWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CG vs NWS - Historical Returns
Returns include dividend reinvestment.
CG vs NWS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | CG | NWS |
|---|---|---|
| 2026 | -28.51% | -4.59% |
| 2025 | +19.64% | -1.81% |
| 2024 | +30.29% | +19.70% |
| 2023 | +41.85% | +40.62% |
| 2022 | -43.00% | -18.56% |
| 2021 | +80.37% | +26.36% |
| 2020 | +1.79% | +21.87% |
| 2019 | +113.14% | +26.78% |
| 2018 | -28.47% | -30.31% |
| 2017 | +56.12% | +39.89% |
| 2016 | +9.06% | -12.36% |
| 2015 | -36.43% | -6.09% |
| 2014 | -17.04% | -15.71% |
| 2013 | +41.92% | +14.81% |
| 2012 | +19.31% | N/A |
CG vs NWS Drawdown Comparison
The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.
The maximum drawdown for NWS was -51.87%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.
The current CG drawdown is -36.84%. The current NWS drawdown is -18.98%.
| Rank | CG | NWS |
|---|---|---|
| #1 | -62.67% Jan 14, 2014 - Jul 9, 2019 | -51.87% Jan 12, 2018 - Nov 11, 2020 |
| #2 | -56.71% Nov 12, 2021 - Nov 6, 2024 | -40.26% May 27, 2021 - Dec 26, 2023 |
| #3 | -50.04% Jan 23, 2020 - Jan 12, 2021 | -39.47% Nov 4, 2013 - Jan 11, 2018 |
| #4 | -38.51% Jan 23, 2025 - Jul 9, 2025 | -26.84% Aug 22, 2025 - Feb 6, 2026 |
| #5 | -37.83% Sep 18, 2025 - Jun 3, 2026 | -21.43% Feb 18, 2025 - Aug 22, 2025 |
| #6 | -33.05% Feb 19, 2013 - Dec 24, 2013 | -12.00% Feb 29, 2024 - Jun 3, 2024 |
| #7 | -13.97% Jul 26, 2019 - Sep 6, 2019 | -10.11% Jul 16, 2024 - Aug 30, 2024 |
| #8 | -10.65% Dec 11, 2024 - Jan 17, 2025 | -8.84% Dec 3, 2024 - Feb 4, 2025 |
| #9 | -9.48% Jul 7, 2021 - Jul 29, 2021 | -7.82% Aug 30, 2024 - Nov 5, 2024 |
| #10 | -9.11% Sep 25, 2019 - Oct 17, 2019 | -7.62% Jul 8, 2013 - Jul 19, 2013 |
| #11 | -8.85% Sep 17, 2021 - Oct 14, 2021 | -7.39% Dec 4, 2020 - Jan 6, 2021 |
| #12 | -8.76% Jan 20, 2021 - Feb 4, 2021 | -7.26% Mar 16, 2021 - Apr 21, 2021 |
| #13 | -8.75% Sep 17, 2012 - Jan 16, 2013 | -7.24% Apr 21, 2021 - May 11, 2021 |
| #14 | -8.66% May 3, 2012 - Jun 28, 2012 | -6.35% Sep 24, 2013 - Oct 22, 2013 |
| #15 | -7.84% Jul 30, 2021 - Sep 15, 2021 | -5.89% Jun 21, 2013 - Jul 8, 2013 |
Correlation
Correlation between CG and NWS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
CG vs NWS dividend yield comparison.
| Year | CG | NWS |
|---|---|---|
| 2026 | 1.63% | 0.35% |
| 2025 | 2.37% | 0.67% |
| 2024 | 2.77% | 0.66% |
| 2023 | 3.38% | 0.78% |
| 2022 | 4.11% | 1.08% |
| 2021 | 1.82% | 0.89% |
| 2020 | 3.18% | 1.13% |
| 2019 | 4.24% | 1.38% |
| 2018 | 7.87% | 1.73% |
| 2017 | 5.41% | 1.20% |
| 2016 | 11.02% | 1.69% |
| 2015 | 21.70% | 0.72% |
| 2014 | 6.84% | 0.00% |
| 2013 | 3.73% | 0.00% |
| 2012 | 1.04% | 0.00% |
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