FINS vs LZM

Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and Lifezone Metals Ltd (LZM, Company).

FINS is from the Financial Services sector, while LZM is from the Basic Materials sector.

FINS vs LZM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FINS(COMPANY)	LZM(COMPANY)
Market Cap	$427M	$427M
Max Drawdown	46.19%	82.11%
Sharpe Ratio	0.71	0.39
5Y Beta	0.18	1.61
Industry	Asset Management	Other Industrial Metals & Mining
P/E Ratio	28.17	-4.79
Dividend Yield	10.50%	N/A
5Y Dividends CAGR	1.71%	N/A
Debt to Equity	26.96%	79.11%
Free Cash Flow Yield	12.15%	-21.64%
P/S Ratio	11.96	453.01
P/B Ratio	0.92	6.55

Market Cap

Winner

FINS

$427M

LZM

$427M

Max Drawdown

Winner

FINS

46.19%

LZM

82.11%

Sharpe Ratio

Winner

FINS

0.71

LZM

0.39

5Y Beta

Winner

FINS

0.18

LZM

1.61

Industry

FINS

Asset Management

LZM

Other Industrial Metals & Mining

P/E Ratio

FINS

28.17

Winner

LZM

-4.79

Dividend Yield

FINS

10.50%

LZM

N/A

5Y Dividends CAGR

FINS

1.71%

LZM

N/A

Debt to Equity

Winner

FINS

26.96%

LZM

79.11%

Free Cash Flow Yield

Winner

FINS

12.15%

LZM

-21.64%

P/S Ratio

Winner

FINS

11.96

LZM

453.01

P/B Ratio

Winner

FINS

0.92

LZM

6.55

FINS vs LZM - Historical Returns

Returns include dividend reinvestment.

Period	FINS	LZM
1 month	-0.55%	-22.23%
3 months	+0.59%	-6.85%
6 months	+2.43%	+9.87%
1 year	+9.47%	+2.02%
5 years(CAGR)	+2.20%	N/A
Max(CAGR)	+2.31%	-30.71%

Winner

FINS

-0.55%

LZM

-22.23%

Winner

FINS

+0.59%

LZM

-6.85%

FINS

+2.43%

Winner

LZM

+9.87%

Winner

FINS

+9.47%

LZM

+2.02%

5Y(CAGR)

FINS

+2.20%

LZM

N/A

Max(CAGR)

Winner

FINS

+2.31%

LZM

-30.71%

FINS vs LZM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	FINS	LZM
2026	+0.61%	-2.17%
2025	+14.09%	-38.83%
2024	+18.41%	-24.86%
2023	+2.36%	-27.68%
2022	-17.17%	N/A
2021	+10.25%	N/A
2020	-12.66%	N/A
2019	+7.11%	N/A

FINS vs LZM Drawdown Comparison

The maximum drawdown for FINS was -40.77%, occurring on Mar 18, 2020. Recovery took 1394 trading sessions.

The maximum drawdown for LZM was -82.11%, occurring on Apr 15, 2025. This drawdown has not yet recovered.

The current FINS drawdown is -1.66%. The current LZM drawdown is -74.19%.

Rank	FINS	LZM
#1	-40.77% Feb 5, 2020 - Aug 22, 2025	-82.11% Jul 6, 2023 - Apr 15, 2025
#2	-6.43% Aug 21, 2019 - Nov 25, 2019	N/A
#3	-5.64% Feb 13, 2026 - May 29, 2026	N/A
#4	-3.98% Jul 3, 2019 - Aug 21, 2019	N/A
#5	-2.47% Sep 12, 2025 - Nov 4, 2025	N/A
#6	-2.38% Nov 25, 2019 - Dec 26, 2019	N/A
#7	-2.31% Nov 4, 2025 - Nov 28, 2025	N/A
#8	-2.24% Jun 25, 2019 - Jul 2, 2019	N/A
#9	-2.04% Jan 28, 2020 - Feb 4, 2020	N/A
#10	-1.71% Dec 4, 2025 - Dec 22, 2025	N/A
#11	-1.66% May 29, 2026 - Jun 5, 2026	N/A
#12	-1.49% Jan 22, 2020 - Jan 28, 2020	N/A
#13	-1.28% Dec 22, 2025 - Jan 5, 2026	N/A
#14	-1.00% Dec 26, 2019 - Jan 21, 2020	N/A
#15	-0.91% Jan 21, 2026 - Jan 30, 2026	N/A