FGNXP vs PHX

Comparison between Fundamental Global Inc (FGNXP, Company) and PHX Minerals Inc - Class A (PHX, Company).

5-Year PerformanceFGNXP has outperformed PHX, delivering a return of +11.4% compared to +11.2%

FGNXP vs PHX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FGNXP(COMPANY)	PHX(COMPANY)
Market Cap	$165M	$165M
Max Drawdown	56.18%	95.75%
Sharpe Ratio	1.11	1.04
5Y Beta	0.11	N/A
Industry	Asset Management	N/A
P/E Ratio	-1.73	23.68
PEG Ratio	-0.00	0.40
5Y Dividends CAGR	4.56%	2.25%
Debt to Equity	2.05%	15.73%
Free Cash Flow Yield	-5.80%	10.29%
P/S Ratio	N/A	4.40
P/B Ratio	N/A	1.32

Market Cap

FGNXP

$165M

Winner

PHX

$165M

Max Drawdown

Winner

FGNXP

56.18%

PHX

95.75%

Sharpe Ratio

Winner

FGNXP

1.11

PHX

1.04

5Y Beta

FGNXP

0.11

PHX

N/A

Industry

FGNXP

Asset Management

PHX

N/A

P/E Ratio

Winner

FGNXP

-1.73

PHX

23.68

PEG Ratio

Winner

FGNXP

-0.00

PHX

0.40

5Y Dividends CAGR

Winner

FGNXP

4.56%

PHX

2.25%

Debt to Equity

Winner

FGNXP

2.05%

PHX

15.73%

Free Cash Flow Yield

FGNXP

-5.80%

Winner

PHX

10.29%

P/S Ratio

FGNXP

N/A

PHX

4.40

P/B Ratio

FGNXP

N/A

PHX

1.32

FGNXP vs PHX - Historical Returns

Returns include dividend reinvestment.

Period	FGNXP	PHX
1 month	+0.60%	+0.93%
3 months	+3.44%	+6.82%
6 months	+6.88%	+18.57%
1 year	+54.54%	+42.15%
5 years(CAGR)	+11.36%	+11.20%
10 years(CAGR)	+10.32%	-12.84%
Max(CAGR)	+10.32%	+7.46%

FGNXP

+0.60%

Winner

PHX

+0.93%

FGNXP

+3.44%

Winner

PHX

+6.82%

FGNXP

+6.88%

Winner

PHX

+18.57%

Winner

FGNXP

+54.54%

PHX

+42.15%

5Y(CAGR)

Winner

FGNXP

+11.36%

PHX

+11.20%

10Y(CAGR)

Winner

FGNXP

+10.32%

PHX

-12.84%

Max(CAGR)

Winner

FGNXP

+10.32%

PHX

+7.46%

FGNXP vs PHX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FGNXP	PHX
2026	+21.58%	N/A
2025	+59.37%	+11.70%
2024	+10.19%	+27.10%
2023	-12.65%	-10.73%
2022	-10.55%	+75.38%
2021	+12.39%	-6.76%
2020	-3.23%	-78.81%
2019	+52.19%	-30.22%
2018	-16.49%	-24.65%
2017	N/A	-12.60%
2016	N/A	+41.96%
2015	N/A	-28.12%
2014	N/A	+43.54%
2013	N/A	+10.70%
2012	N/A	-14.15%
2011	N/A	+17.19%
2010	N/A	+1.71%
2009	N/A	+21.52%
2008	N/A	-29.90%
2007	N/A	+38.41%
2006	N/A	-6.99%
2005	N/A	+78.33%
2004	N/A	+47.64%
2003	N/A	+75.02%
2002	N/A	+27.66%
2001	N/A	+8.27%
2000	N/A	+101.15%
1999	N/A	-9.40%

FGNXP vs PHX Drawdown Comparison

The maximum drawdown for FGNXP was -44.46%, occurring on May 18, 2023. Recovery took 752 trading sessions.

The maximum drawdown for PHX was -95.48%, occurring on Sep 30, 2020. This drawdown has not yet recovered.

The current FGNXP drawdown is -2.32%. The current PHX drawdown is -84.27%.

Rank	FGNXP	PHX
#1	-44.46% Nov 30, 2021 - Nov 26, 2024	-95.48% Jul 22, 2014 - Sep 30, 2020
#2	-34.88% Aug 13, 2018 - May 3, 2019	-66.52% Aug 11, 2008 - Jan 21, 2014
#3	-24.41% Dec 26, 2019 - Mar 19, 2021	-45.50% May 14, 2001 - Jun 11, 2003
#4	-18.21% Feb 2, 2026 - Mar 13, 2026	-32.08% Sep 1, 2005 - Feb 6, 2006
#5	-17.99% Aug 22, 2025 - Dec 19, 2025	-28.69% Mar 9, 2005 - Aug 12, 2005
#6	-16.67% Nov 29, 2024 - Jan 8, 2025	-26.06% Mar 8, 2004 - Oct 14, 2004
#7	-15.80% Jan 8, 2025 - Jul 21, 2025	-24.21% Apr 19, 2006 - May 2, 2007
#8	-9.52% Apr 24, 2026 - Jun 25, 2026	-23.43% Sep 21, 2000 - Feb 9, 2001
#9	-8.85% Jul 21, 2025 - Jul 30, 2025	-19.87% Feb 6, 2006 - Apr 19, 2006
#10	-7.55% Jul 30, 2025 - Aug 11, 2025	-18.74% Jun 22, 2007 - Jan 10, 2008
#11	-5.69% Mar 31, 2021 - Aug 31, 2021	-18.68% Jun 23, 2008 - Aug 11, 2008
#12	-4.82% Jun 5, 2019 - Aug 1, 2019	-17.21% Mar 5, 2008 - Apr 30, 2008
#13	-4.64% Jan 8, 2026 - Jan 13, 2026	-16.90% Nov 3, 1999 - Apr 13, 2000
#14	-4.17% May 7, 2018 - Jun 4, 2018	-16.67% Nov 29, 2004 - Feb 22, 2005
#15	-3.83% Jun 4, 2018 - Aug 13, 2018	-15.69% Dec 31, 2003 - Mar 1, 2004

Correlation

Correlation between FGNXP and PHX is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101

Dividend Comparison (1999 - 2026)

FGNXP vs PHX dividend yield comparison.

Year	FGNXP	PHX
2026	3.96%	0.00%
2025	9.32%	1.84%
2024	12.94%	3.50%
2023	12.79%	3.03%
2022	9.95%	1.93%
2021	8.20%	1.84%
2020	8.41%	3.04%
2019	7.38%	1.43%
2018	8.21%	1.03%
2017	0.00%	0.78%
2016	0.00%	0.68%
2015	0.00%	0.99%
2014	0.00%	0.69%
2013	0.00%	0.87%
2012	0.00%	0.99%
2011	0.00%	0.85%
2010	0.00%	1.02%
2009	0.00%	1.08%
2008	0.00%	1.56%
2007	0.00%	1.09%
2006	0.00%	1.06%
2005	0.00%	0.49%
2004	0.00%	0.83%
2003	0.00%	0.92%
2002	0.00%	1.53%
2001	0.00%	2.39%
2000	0.00%	2.03%
1999	0.00%	0.95%