DJCO vs MEGI

Comparison between Daily Journal Corporation (DJCO, Company) and MainStay CBRE Global Infrastructure Megatrends Fund (MEGI, Company).

DJCO is from the Technology sector, while MEGI is from the Financial Services sector.

5-Year PerformanceDJCO has outperformed MEGI, delivering a return of +13.5% compared to +4.5%

DJCO vs MEGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DJCO(COMPANY)	MEGI(COMPANY)
Market Cap	$812M	$812M
Max Drawdown	41.58%	47.39%
Sharpe Ratio	1.02	1.13
5Y Beta	1.16	0.41
Industry	Software - Application	Asset Management
P/E Ratio	51.25	8.89
Forward P/E	39.22	N/A
PEG Ratio	4.32	0.02
5Y EPS CAGR	48.89%	N/A
Debt to Equity	0.00%	30.79%
Free Cash Flow Yield	1.70%	10.64%
P/S Ratio	8.36	7.41
P/B Ratio	2.30	0.99

Market Cap

Winner

DJCO

$812M

MEGI

$812M

Max Drawdown

Winner

DJCO

41.58%

MEGI

47.39%

Sharpe Ratio

DJCO

1.02

Winner

MEGI

1.13

5Y Beta

DJCO

1.16

Winner

MEGI

0.41

Industry

DJCO

Software - Application

MEGI

Asset Management

P/E Ratio

DJCO

51.25

Winner

MEGI

8.89

Forward P/E

DJCO

39.22

MEGI

N/A

PEG Ratio

DJCO

4.32

Winner

MEGI

0.02

5Y EPS CAGR

DJCO

48.89%

MEGI

N/A

Debt to Equity

Winner

DJCO

0.00%

MEGI

30.79%

Free Cash Flow Yield

DJCO

1.70%

Winner

MEGI

10.64%

P/S Ratio

DJCO

8.36

Winner

MEGI

7.41

P/B Ratio

DJCO

2.30

Winner

MEGI

0.99

DJCO vs MEGI - Historical Returns

Returns include dividend reinvestment.

Period	DJCO	MEGI
1 month	+8.72%	+2.82%
3 months	+10.44%	+5.06%
6 months	-9.31%	+17.73%
1 year	+50.04%	+19.35%
5 years(CAGR)	+13.51%	+4.50%
10 years(CAGR)	+9.99%	N/A
Max(CAGR)	+11.05%	+4.50%

Winner

DJCO

+8.72%

MEGI

+2.82%

Winner

DJCO

+10.44%

MEGI

+5.06%

DJCO

-9.31%

Winner

MEGI

+17.73%

Winner

DJCO

+50.04%

MEGI

+19.35%

5Y(CAGR)

Winner

DJCO

+13.51%

MEGI

+4.50%

10Y(CAGR)

DJCO

+9.99%

MEGI

N/A

Max(CAGR)

Winner

DJCO

+11.05%

MEGI

+4.50%

DJCO vs MEGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DJCO	MEGI
2026	+18.76%	+17.14%
2025	-12.57%	+21.62%
2024	+63.92%	+4.51%
2023	+28.72%	+4.43%
2022	-29.53%	-24.03%
2021	-7.35%	-3.50%
2020	+38.36%	N/A
2019	+21.72%	N/A
2018	+2.18%	N/A
2017	-9.33%	N/A
2016	+20.28%	N/A
2015	-15.83%	N/A
2014	+46.61%	N/A
2013	+101.95%	N/A
2012	+41.19%	N/A
2011	-8.01%	N/A
2010	+21.62%	N/A
2009	+77.14%	N/A
2008	-16.97%	N/A
2007	+1.60%	N/A
2006	-3.38%	N/A
2005	+22.46%	N/A
2004	+17.54%	N/A
2003	+29.02%	N/A
2002	-2.04%	N/A
2001	-18.33%	N/A
2000	-7.69%	N/A
1999	-10.34%	N/A

DJCO vs MEGI Drawdown Comparison

The maximum drawdown for DJCO was -41.58%, occurring on Sep 26, 2022. Recovery took 879 trading sessions.

The maximum drawdown for MEGI was -39.45%, occurring on Oct 12, 2022. Recovery took 866 trading sessions.

The current DJCO drawdown is -10.34%. The current MEGI drawdown is -0.32%.

Rank	DJCO	MEGI
#1	-41.58% Dec 31, 2020 - Jul 2, 2024	-39.45% Jan 14, 2022 - Jul 1, 2025
#2	-41.38% Nov 1, 1999 - Feb 10, 2004	-13.72% Nov 23, 2021 - Jan 14, 2022
#3	-38.01% Nov 11, 2024 - Jan 9, 2026	-9.52% Feb 27, 2026 - Jun 29, 2026
#4	-37.98% Apr 4, 2008 - Aug 7, 2009	-8.43% Oct 6, 2025 - Feb 6, 2026
#5	-33.14% Dec 31, 2014 - Dec 7, 2016	-3.05% Jul 16, 2025 - Jul 23, 2025
#6	-32.90% Feb 19, 2020 - Aug 6, 2020	-2.70% Jul 1, 2025 - Jul 16, 2025
#7	-31.16% Jan 28, 2008 - Apr 4, 2008	-2.05% Sep 15, 2025 - Sep 30, 2025
#8	-30.41% Jan 23, 2026 - May 15, 2026	-1.92% Aug 28, 2025 - Sep 15, 2025
#9	-28.00% Dec 14, 2016 - Oct 7, 2019	-1.88% Jun 29, 2026 - Jul 7, 2026
#10	-24.28% Aug 9, 2013 - Dec 26, 2013	-1.66% Aug 4, 2025 - Aug 25, 2025
#11	-24.12% Aug 6, 2020 - Dec 18, 2020	-1.23% Feb 13, 2026 - Feb 20, 2026
#12	-23.56% Nov 1, 2012 - Mar 26, 2013	-1.17% Jul 7, 2026 - Jul 14, 2026
#13	-23.23% Jun 23, 2014 - Nov 12, 2014	-1.14% Jul 23, 2025 - Aug 4, 2025
#14	-20.64% Dec 27, 2005 - Oct 25, 2007	-0.32% Jul 15, 2026 - Jul 16, 2026
#15	-19.78% Jan 13, 2005 - Dec 23, 2005	-0.25% Nov 1, 2021 - Nov 17, 2021