IEX vs CG
Comparison between Idex Corporation (IEX, Company) and Carlyle Group Inc (The) (CG, Company).
IEX is from the Industrials sector, while CG is from the Financial Services sector.
5-Year PerformanceCG has outperformed IEX, delivering a return of +4.0% compared to +1.1%
IEX vs CG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IEX vs CG - Historical Returns
Returns include dividend reinvestment.
IEX vs CG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IEX | CG |
|---|---|---|
| 2026 | +22.91% | -23.78% |
| 2025 | -12.32% | +19.64% |
| 2024 | -1.43% | +30.29% |
| 2023 | -4.28% | +41.85% |
| 2022 | +0.16% | -43.00% |
| 2021 | +22.20% | +80.37% |
| 2020 | +16.32% | +1.79% |
| 2019 | +39.28% | +113.14% |
| 2018 | -2.95% | -28.47% |
| 2017 | +46.63% | +56.12% |
| 2016 | +20.89% | +9.06% |
| 2015 | -0.00% | -36.43% |
| 2014 | +8.76% | -17.04% |
| 2013 | +56.60% | +41.92% |
| 2012 | +27.22% | +19.31% |
| 2011 | -5.04% | N/A |
| 2010 | +25.74% | N/A |
| 2009 | +22.23% | N/A |
| 2008 | -31.02% | N/A |
| 2007 | +15.92% | N/A |
| 2006 | +15.91% | N/A |
| 2005 | +5.67% | N/A |
| 2004 | +48.84% | N/A |
| 2003 | +25.27% | N/A |
| 2002 | -2.58% | N/A |
| 2001 | +11.55% | N/A |
| 2000 | +11.85% | N/A |
| 1999 | +22.45% | N/A |
IEX vs CG Drawdown Comparison
The maximum drawdown for IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 837 trading sessions.
The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.
The current IEX drawdown is -8.23%. The current CG drawdown is -32.66%.
| Rank | IEX | CG |
|---|---|---|
| #1 | -58.66% Aug 9, 2007 - Dec 3, 2010 | -62.67% Jan 14, 2014 - Jul 9, 2019 |
| #2 | -36.46% Apr 26, 2011 - Dec 10, 2012 | -56.71% Nov 12, 2021 - Nov 6, 2024 |
| #3 | -35.52% Feb 12, 2020 - Aug 12, 2020 | -50.04% Jan 23, 2020 - Jan 12, 2021 |
| #4 | -34.60% Mar 21, 2024 - Aug 11, 2025 | -38.51% Jan 23, 2025 - Jul 9, 2025 |
| #5 | -33.79% Apr 10, 2002 - Aug 19, 2003 | -37.83% Sep 18, 2025 - Jun 3, 2026 |
| #6 | -30.94% Sep 5, 2001 - Feb 15, 2002 | -33.05% Feb 19, 2013 - Dec 24, 2013 |
| #7 | -27.33% Dec 16, 2021 - Nov 30, 2022 | -13.97% Jul 26, 2019 - Sep 6, 2019 |
| #8 | -26.51% Jan 20, 2000 - Apr 28, 2000 | -10.65% Dec 11, 2024 - Jan 17, 2025 |
| #9 | -26.45% Jun 2, 2000 - Dec 5, 2000 | -9.48% Jul 7, 2021 - Jul 29, 2021 |
| #10 | -24.08% Sep 20, 2018 - Apr 1, 2019 | -9.11% Sep 25, 2019 - Oct 17, 2019 |
| #11 | -23.44% Dec 5, 2000 - Aug 23, 2001 | -8.85% Sep 17, 2021 - Oct 14, 2021 |
| #12 | -23.08% May 9, 2006 - Feb 26, 2007 | -8.76% Jan 20, 2021 - Feb 4, 2021 |
| #13 | -21.83% Dec 13, 2022 - Mar 1, 2024 | -8.75% Sep 17, 2012 - Jan 16, 2013 |
| #14 | -18.28% Jul 3, 2014 - Mar 16, 2016 | -8.66% May 3, 2012 - Jun 28, 2012 |
| #15 | -14.10% Jun 30, 2004 - Sep 16, 2004 | -7.84% Jul 30, 2021 - Sep 15, 2021 |
Correlation
Correlation between IEX and CG is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
IEX vs CG dividend yield comparison.
| Year | IEX | CG |
|---|---|---|
| 2026 | 0.66% | 1.53% |
| 2025 | 1.58% | 2.37% |
| 2024 | 1.29% | 2.77% |
| 2023 | 1.16% | 3.38% |
| 2022 | 1.02% | 4.11% |
| 2021 | 0.90% | 1.82% |
| 2020 | 1.00% | 3.18% |
| 2019 | 1.12% | 4.24% |
| 2018 | 1.31% | 7.87% |
| 2017 | 1.10% | 5.41% |
| 2016 | 1.49% | 11.02% |
| 2015 | 1.62% | 21.70% |
| 2014 | 1.37% | 6.84% |
| 2013 | 1.21% | 3.73% |
| 2012 | 1.65% | 1.04% |
| 2011 | 1.78% | 0.00% |
| 2010 | 1.46% | 0.00% |
| 2009 | 1.54% | 0.00% |
| 2008 | 1.99% | 0.00% |
| 2007 | 1.27% | 0.00% |
| 2006 | 1.20% | 0.00% |
| 2005 | 1.17% | 0.00% |
| 2004 | 1.05% | 0.00% |
| 2003 | 1.35% | 0.00% |
| 2002 | 1.71% | 0.00% |
| 2001 | 1.62% | 0.00% |
| 2000 | 1.69% | 0.00% |
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