MEGI vs DJCO

Comparison between MainStay CBRE Global Infrastructure Megatrends Fund (MEGI, Company) and Daily Journal Corporation (DJCO, Company).

MEGI is from the Financial Services sector, while DJCO is from the Technology sector.

5-Year PerformanceDJCO has outperformed MEGI, delivering a return of +13.5% compared to +4.5%

MEGI vs DJCO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MEGI(COMPANY)	DJCO(COMPANY)
Market Cap	$812M	$812M
Max Drawdown	47.39%	41.58%
Sharpe Ratio	1.13	1.02
5Y Beta	0.41	1.16
Industry	Asset Management	Software - Application
P/E Ratio	8.89	51.25
Forward P/E	N/A	39.22
PEG Ratio	0.02	4.32
5Y EPS CAGR	N/A	48.89%
Debt to Equity	30.79%	0.00%
Free Cash Flow Yield	10.64%	1.70%
P/S Ratio	7.41	8.36
P/B Ratio	0.99	2.30

Market Cap

MEGI

$812M

Winner

DJCO

$812M

Max Drawdown

MEGI

47.39%

Winner

DJCO

41.58%

Sharpe Ratio

Winner

MEGI

1.13

DJCO

1.02

5Y Beta

Winner

MEGI

0.41

DJCO

1.16

Industry

MEGI

Asset Management

DJCO

Software - Application

P/E Ratio

Winner

MEGI

8.89

DJCO

51.25

Forward P/E

MEGI

N/A

DJCO

39.22

PEG Ratio

Winner

MEGI

0.02

DJCO

4.32

5Y EPS CAGR

MEGI

N/A

DJCO

48.89%

Debt to Equity

MEGI

30.79%

Winner

DJCO

0.00%

Free Cash Flow Yield

Winner

MEGI

10.64%

DJCO

1.70%

P/S Ratio

Winner

MEGI

7.41

DJCO

8.36

P/B Ratio

Winner

MEGI

0.99

DJCO

2.30

MEGI vs DJCO - Historical Returns

Returns include dividend reinvestment.

Period	MEGI	DJCO
1 month	+2.82%	+8.72%
3 months	+5.06%	+10.44%
6 months	+17.73%	-9.31%
1 year	+19.35%	+50.04%
5 years(CAGR)	+4.50%	+13.51%
10 years(CAGR)	N/A	+9.99%
Max(CAGR)	+4.50%	+11.05%

MEGI

+2.82%

Winner

DJCO

+8.72%

MEGI

+5.06%

Winner

DJCO

+10.44%

Winner

MEGI

+17.73%

DJCO

-9.31%

MEGI

+19.35%

Winner

DJCO

+50.04%

5Y(CAGR)

MEGI

+4.50%

Winner

DJCO

+13.51%

10Y(CAGR)

MEGI

N/A

DJCO

+9.99%

Max(CAGR)

MEGI

+4.50%

Winner

DJCO

+11.05%

MEGI vs DJCO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MEGI	DJCO
2026	+17.14%	+18.76%
2025	+21.62%	-12.57%
2024	+4.51%	+63.92%
2023	+4.43%	+28.72%
2022	-24.03%	-29.53%
2021	-3.50%	-7.35%
2020	N/A	+38.36%
2019	N/A	+21.72%
2018	N/A	+2.18%
2017	N/A	-9.33%
2016	N/A	+20.28%
2015	N/A	-15.83%
2014	N/A	+46.61%
2013	N/A	+101.95%
2012	N/A	+41.19%
2011	N/A	-8.01%
2010	N/A	+21.62%
2009	N/A	+77.14%
2008	N/A	-16.97%
2007	N/A	+1.60%
2006	N/A	-3.38%
2005	N/A	+22.46%
2004	N/A	+17.54%
2003	N/A	+29.02%
2002	N/A	-2.04%
2001	N/A	-18.33%
2000	N/A	-7.69%
1999	N/A	-10.34%

MEGI vs DJCO Drawdown Comparison

The maximum drawdown for MEGI was -39.45%, occurring on Oct 12, 2022. Recovery took 866 trading sessions.

The maximum drawdown for DJCO was -41.58%, occurring on Sep 26, 2022. Recovery took 879 trading sessions.

The current MEGI drawdown is -0.32%. The current DJCO drawdown is -10.34%.

Rank	MEGI	DJCO
#1	-39.45% Jan 14, 2022 - Jul 1, 2025	-41.58% Dec 31, 2020 - Jul 2, 2024
#2	-13.72% Nov 23, 2021 - Jan 14, 2022	-41.38% Nov 1, 1999 - Feb 10, 2004
#3	-9.52% Feb 27, 2026 - Jun 29, 2026	-38.01% Nov 11, 2024 - Jan 9, 2026
#4	-8.43% Oct 6, 2025 - Feb 6, 2026	-37.98% Apr 4, 2008 - Aug 7, 2009
#5	-3.05% Jul 16, 2025 - Jul 23, 2025	-33.14% Dec 31, 2014 - Dec 7, 2016
#6	-2.70% Jul 1, 2025 - Jul 16, 2025	-32.90% Feb 19, 2020 - Aug 6, 2020
#7	-2.05% Sep 15, 2025 - Sep 30, 2025	-31.16% Jan 28, 2008 - Apr 4, 2008
#8	-1.92% Aug 28, 2025 - Sep 15, 2025	-30.41% Jan 23, 2026 - May 15, 2026
#9	-1.88% Jun 29, 2026 - Jul 7, 2026	-28.00% Dec 14, 2016 - Oct 7, 2019
#10	-1.66% Aug 4, 2025 - Aug 25, 2025	-24.28% Aug 9, 2013 - Dec 26, 2013
#11	-1.23% Feb 13, 2026 - Feb 20, 2026	-24.12% Aug 6, 2020 - Dec 18, 2020
#12	-1.17% Jul 7, 2026 - Jul 14, 2026	-23.56% Nov 1, 2012 - Mar 26, 2013
#13	-1.14% Jul 23, 2025 - Aug 4, 2025	-23.23% Jun 23, 2014 - Nov 12, 2014
#14	-0.32% Jul 15, 2026 - Jul 16, 2026	-20.64% Dec 27, 2005 - Oct 25, 2007
#15	-0.25% Nov 1, 2021 - Nov 17, 2021	-19.78% Jan 13, 2005 - Dec 23, 2005