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FHI vs AKO-B

Comparison between Federated Hermes Inc - Class B (FHI, Company) and Embotelladora Andina S.A. (AKO-B, Company).

FHI is from the Financial Services sector, while AKO-B is from the Consumer Defensive sector.

5-Year PerformanceAKO-B has outperformed FHI, delivering a return of +29.3% compared to +17.9%

FHI vs AKO-B - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FHI
$4.61B
AKO-B
$4.59B
Max Drawdown
Winner
FHI
70.56%
AKO-B
76.97%
Sharpe Ratio
FHI
0.99
Winner
AKO-B
1.05
5Y Beta
FHI
0.70
Winner
AKO-B
0.59
Industry
FHI
Asset Management
AKO-B
Beverages - Non-alcoholic
P/E Ratio
Winner
FHI
11.88
AKO-B
14.43
Forward P/E
FHI
12.15
Winner
AKO-B
9.82
PEG Ratio
Winner
FHI
0.24
AKO-B
0.58
Dividend Yield
FHI
2.23%
AKO-B
N/A
5Y Dividends CAGR
FHI
-3.07%
Winner
AKO-B
5.02%
5Y EPS CAGR
Winner
FHI
15.96%
AKO-B
14.90%
Debt to Equity
FHI
27.82%
Winner
AKO-B
0.00%
Free Cash Flow Yield
Winner
FHI
7.94%
AKO-B
0.37%
P/S Ratio
FHI
2.47
Winner
AKO-B
1.27
P/B Ratio
FHI
3.63
Winner
AKO-B
3.15

FHI vs AKO-B - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FHI
+6.68%
AKO-B
+5.02%
3M
Winner
FHI
+14.00%
AKO-B
+12.30%
6M
Winner
FHI
+17.71%
AKO-B
+1.82%
1Y
FHI
+25.68%
Winner
AKO-B
+40.32%
5Y(CAGR)
FHI
+17.95%
Winner
AKO-B
+29.34%
10Y(CAGR)
Winner
FHI
+11.98%
AKO-B
+9.89%
Max(CAGR)
Winner
FHI
+11.00%
AKO-B
+9.52%

FHI vs AKO-B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFHIAKO-B
2026+22.91%+19.09%
2025+31.26%+57.85%
2024+29.78%+31.95%
2023-6.26%+14.43%
2022-1.47%+35.00%
2021+38.67%-14.80%
2020-4.63%-10.80%
2019+28.61%-19.06%
2018-22.29%-22.76%
2017+30.30%+34.44%
2016+7.86%+30.67%
2015-10.40%+4.92%
2014+20.62%-36.87%
2013+41.61%-24.64%
2012+42.12%+42.39%
2011-39.41%-10.47%
2010+2.24%+53.00%
2009+64.08%+60.24%
2008-53.29%-17.33%
2007+23.02%+17.27%
2006-6.84%+31.43%
2005+26.32%+12.40%
2004+6.97%+26.89%
2003+14.18%+70.05%
2002-16.27%-3.90%
2001+13.76%-12.97%
2000+129.17%-28.62%
1999+17.59%+15.07%

FHI vs AKO-B Drawdown Comparison

The maximum drawdown for FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 342 trading sessions.

The maximum drawdown for AKO-B was -68.11%, occurring on Mar 18, 2020. Recovery took 3020 trading sessions.

The current FHI drawdown is -2.22%. The current AKO-B drawdown is -3.29%.

RankFHIAKO-B
#1-64.89%
Feb 6, 2020 - Jun 16, 2021
-68.11%
Mar 4, 2013 - Mar 5, 2025
#2-59.32%
Jan 23, 2008 - Jul 11, 2013
-62.75%
Mar 7, 2000 - Jan 12, 2004
#3-37.47%
Dec 26, 2017 - Jul 26, 2019
-50.19%
Apr 7, 2008 - Dec 22, 2009
#4-32.68%
May 15, 2002 - Oct 10, 2005
-30.04%
Dec 14, 2010 - Feb 6, 2012
#5-32.31%
Jun 5, 2015 - Oct 16, 2017
-26.20%
Feb 4, 2026 - Mar 30, 2026
#6-29.62%
Apr 18, 2023 - Nov 1, 2024
-23.51%
Oct 23, 2007 - Apr 3, 2008
#7-26.94%
Jan 7, 2022 - Nov 30, 2022
-19.91%
May 19, 2025 - Oct 30, 2025
#8-24.16%
Feb 23, 2006 - Apr 17, 2007
-19.73%
Jan 19, 2000 - Mar 7, 2000
#9-22.86%
Nov 27, 2000 - May 8, 2001
-19.08%
Oct 4, 2005 - Oct 18, 2006
#10-21.44%
Jul 17, 2007 - Oct 3, 2007
-16.49%
Jun 28, 2007 - Oct 9, 2007
#11-21.20%
May 10, 2001 - Feb 1, 2002
-14.98%
Mar 2, 2004 - Sep 21, 2004
#12-17.68%
Jul 27, 2000 - Oct 26, 2000
-12.79%
Feb 14, 2007 - Apr 4, 2007
#13-16.56%
Dec 5, 2024 - May 8, 2025
-12.25%
Apr 3, 2025 - Apr 14, 2025
#14-14.98%
Oct 31, 2007 - Jan 11, 2008
-11.78%
Jul 31, 2012 - Sep 20, 2012
#15-14.56%
Aug 27, 2021 - Nov 3, 2021
-10.63%
Jan 21, 2010 - Apr 21, 2010

Correlation

Correlation between FHI and AKO-B is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

FHI vs AKO-B dividend yield comparison.

YearFHIAKO-B
20261.74%2.39%
20252.55%4.81%
20245.38%6.14%
20233.38%8.89%
20222.97%14.66%
20212.87%7.27%
20207.20%5.63%
20193.31%4.65%
20183.99%2.89%
20172.77%2.36%
20167.07%2.35%
20153.49%2.85%
20143.04%2.73%
20133.40%3.19%
201211.02%2.82%
20116.34%4.63%
20108.48%3.91%
20093.49%3.85%
200821.76%9.50%
20071.97%6.32%
20062.04%6.62%
20051.55%7.03%
20041.36%3.08%
20031.01%5.19%
20020.86%8.96%
20010.55%6.88%
20000.48%8.47%
19990.00%0.31%

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