INVH vs CG
Comparison between Invitation Homes Inc (INVH, Company) and Carlyle Group Inc (The) (CG, Company).
INVH is from the Real Estate sector, while CG is from the Financial Services sector.
5-Year PerformanceCG has outperformed INVH, delivering a return of +3.7% compared to -2.2%
INVH vs CG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
INVH vs CG - Historical Returns
Returns include dividend reinvestment.
INVH vs CG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | INVH | CG |
|---|---|---|
| 2026 | +12.00% | -18.56% |
| 2025 | -8.13% | +19.64% |
| 2024 | -4.58% | +30.29% |
| 2023 | +21.23% | +41.85% |
| 2022 | -32.45% | -43.00% |
| 2021 | +61.66% | +80.37% |
| 2020 | +2.97% | +1.79% |
| 2019 | +55.21% | +113.14% |
| 2018 | -12.80% | -28.47% |
| 2017 | +19.02% | +56.12% |
| 2016 | N/A | +9.06% |
| 2015 | N/A | -36.43% |
| 2014 | N/A | -17.04% |
| 2013 | N/A | +41.92% |
| 2012 | N/A | +19.31% |
INVH vs CG Drawdown Comparison
The maximum drawdown for INVH was -50.54%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.
The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.
The current INVH drawdown is -21.65%. The current CG drawdown is -28.05%.
| Rank | INVH | CG |
|---|---|---|
| #1 | -50.54% Feb 18, 2020 - Mar 26, 2021 | -62.67% Jan 14, 2014 - Jul 9, 2019 |
| #2 | -38.45% Dec 31, 2021 - Mar 20, 2026 | -56.71% Nov 12, 2021 - Nov 6, 2024 |
| #3 | -18.47% Sep 21, 2018 - Mar 14, 2019 | -50.04% Jan 23, 2020 - Jan 12, 2021 |
| #4 | -14.73% Dec 15, 2017 - Sep 11, 2018 | -40.36% Sep 18, 2025 - Jun 29, 2026 |
| #5 | -9.75% Sep 2, 2021 - Dec 6, 2021 | -38.51% Jan 23, 2025 - Jul 9, 2025 |
| #6 | -7.31% Oct 21, 2019 - Jan 22, 2020 | -33.05% Feb 19, 2013 - Dec 24, 2013 |
| #7 | -5.86% Aug 17, 2017 - Nov 10, 2017 | -13.97% Jul 26, 2019 - Sep 6, 2019 |
| #8 | -5.02% Jun 2, 2017 - Aug 11, 2017 | -10.65% Dec 11, 2024 - Jan 17, 2025 |
| #9 | -4.72% Jun 19, 2019 - Jul 9, 2019 | -9.48% Jul 7, 2021 - Jul 29, 2021 |
| #10 | -4.63% Sep 3, 2019 - Sep 20, 2019 | -9.11% Sep 25, 2019 - Oct 17, 2019 |
| #11 | -3.99% Jul 27, 2021 - Aug 30, 2021 | -8.85% Sep 17, 2021 - Oct 14, 2021 |
| #12 | -3.83% Nov 10, 2017 - Dec 14, 2017 | -8.76% Jan 20, 2021 - Feb 4, 2021 |
| #13 | -3.81% Apr 15, 2019 - Apr 26, 2019 | -8.75% Sep 17, 2012 - Jan 16, 2013 |
| #14 | -3.79% Jun 10, 2021 - Jul 6, 2021 | -8.66% May 3, 2012 - Jun 28, 2012 |
| #15 | -3.53% Jul 10, 2019 - Aug 16, 2019 | -7.84% Jul 30, 2021 - Sep 15, 2021 |
Correlation
Correlation between INVH and CG is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2012 - 2026)
INVH vs CG dividend yield comparison.
| Year | INVH | CG |
|---|---|---|
| 2026 | 1.98% | 1.43% |
| 2025 | 4.21% | 2.37% |
| 2024 | 3.53% | 2.77% |
| 2023 | 3.87% | 3.38% |
| 2022 | 2.97% | 4.11% |
| 2021 | 1.50% | 1.82% |
| 2020 | 2.02% | 3.18% |
| 2019 | 1.74% | 4.24% |
| 2018 | 2.19% | 7.87% |
| 2017 | 0.93% | 5.41% |
| 2016 | 0.00% | 11.02% |
| 2015 | 0.00% | 21.70% |
| 2014 | 0.00% | 6.84% |
| 2013 | 0.00% | 3.73% |
| 2012 | 0.00% | 1.04% |
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