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MUFG vs AXP

Comparison between Mitsubishi UFJ Financial Group Inc (MUFG, Company) and American Express Company (AXP, Company).

Both MUFG and AXP are from the Financial Services sector.

5-Year PerformanceMUFG has outperformed AXP, delivering a return of +30.2% compared to +16.1%

MUFG vs AXP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
MUFG
$214B
Winner
AXP
$220B
Max Drawdown
Winner
MUFG
79.50%
AXP
84.35%
Sharpe Ratio
Winner
MUFG
1.50
AXP
0.54
5Y Beta
Winner
MUFG
1.04
AXP
1.25
Industry
MUFG
Banks - Diversified
AXP
Credit Services
P/E Ratio
MUFG
25.36
Winner
AXP
19.75
Forward P/E
Winner
MUFG
12.53
AXP
17.99
PEG Ratio
Winner
MUFG
1.36
AXP
1.66
Dividend Yield
Winner
MUFG
2.75%
AXP
1.07%
5Y Dividends CAGR
Winner
MUFG
41.59%
AXP
14.49%
5Y EPS CAGR
Winner
MUFG
26.95%
AXP
21.25%
Debt to Equity
Winner
MUFG
0.00%
AXP
177.80%
Free Cash Flow Yield
MUFG
2.79%
Winner
AXP
6.52%
P/S Ratio
Winner
MUFG
0.03
AXP
3.19
P/B Ratio
Winner
MUFG
1.53
AXP
6.34

MUFG vs AXP - Historical Returns

Returns include dividend reinvestment.

1M
MUFG
-2.60%
Winner
AXP
-0.11%
3M
Winner
MUFG
-6.56%
AXP
-11.87%
6M
Winner
MUFG
+19.03%
AXP
-13.80%
1Y
Winner
MUFG
+47.87%
AXP
+12.56%
5Y(CAGR)
Winner
MUFG
+30.24%
AXP
+16.12%
10Y(CAGR)
MUFG
+17.29%
Winner
AXP
+18.97%
Max(CAGR)
MUFG
+5.77%
Winner
AXP
+9.21%

MUFG vs AXP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMUFGAXP
2026+12.40%-14.96%
2025+40.67%+25.32%
2024+41.03%+59.49%
2023+30.72%+29.24%
2022+25.34%-11.04%
2021+27.10%+40.21%
2020-16.30%-2.55%
2019+9.48%+32.03%
2018-33.74%-2.27%
2017+19.60%+33.91%
2016+3.46%+11.72%
2015+15.55%-24.20%
2014-13.30%+5.15%
2013+22.85%+55.86%
2012+29.85%+20.46%
2011-20.99%+10.39%
2010+11.93%+6.78%
2009-20.18%+116.95%
2008-32.17%-63.16%
2007-24.10%-13.16%
2006-11.38%+16.55%
2005+37.27%+5.99%
2004+29.69%+18.78%
2003+66.65%+32.70%
2002-8.94%-0.59%
2001-27.97%-30.79%
2000N/A+5.33%
1999N/A+11.61%

MUFG vs AXP Drawdown Comparison

The maximum drawdown for MUFG was -76.77%, occurring on Mar 9, 2009. Recovery took 4556 trading sessions.

The maximum drawdown for AXP was -83.89%, occurring on Mar 6, 2009. Recovery took 1204 trading sessions.

The current MUFG drawdown is -9.02%. The current AXP drawdown is -17.46%.

RankMUFGAXP
#1-76.77%
May 9, 2006 - Jul 2, 2024
-83.89%
Jul 19, 2007 - Apr 27, 2012
#2-66.84%
May 4, 2001 - Mar 16, 2004
-59.07%
Oct 2, 2000 - Nov 28, 2005
#3-30.22%
Apr 6, 2004 - Aug 31, 2005
-49.64%
Feb 19, 2020 - Feb 22, 2021
#4-26.55%
Mar 21, 2025 - Jul 24, 2025
-45.38%
Jul 3, 2014 - Oct 3, 2017
#5-20.22%
Jul 31, 2024 - Nov 6, 2024
-31.54%
Feb 16, 2022 - Jan 26, 2024
#6-17.28%
Feb 13, 2026 - Mar 30, 2026
-28.74%
Jan 23, 2025 - Jul 2, 2025
#7-10.28%
Nov 7, 2005 - Dec 19, 2005
-27.34%
Feb 1, 2000 - Jun 2, 2000
#8-10.16%
Dec 20, 2005 - Jan 31, 2006
-23.90%
Dec 11, 2025 - Mar 27, 2026
#9-9.52%
Sep 30, 2005 - Nov 1, 2005
-20.72%
Nov 28, 2018 - Mar 15, 2019
#10-8.28%
Sep 30, 2025 - Dec 2, 2025
-19.79%
Oct 22, 2021 - Feb 7, 2022
#11-6.95%
Dec 3, 2024 - Jan 15, 2025
-12.72%
Jan 10, 2018 - Feb 26, 2018
#12-6.89%
Jul 24, 2025 - Aug 12, 2025
-12.48%
May 2, 2012 - Jan 10, 2013
#13-6.23%
Jan 31, 2006 - Feb 27, 2006
-12.22%
Jul 15, 2019 - Jan 9, 2020
#14-5.63%
Feb 18, 2025 - Mar 14, 2025
-11.33%
Dec 14, 2006 - Apr 25, 2007
#15-5.62%
Mar 1, 2006 - Mar 30, 2006
-11.13%
Dec 10, 1999 - Feb 1, 2000

Correlation

Correlation between MUFG and AXP is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2000 - 2026)

MUFG vs AXP dividend yield comparison.

YearMUFGAXP
20260.00%0.56%
20253.12%0.85%
20242.50%0.91%
20232.90%1.24%
20223.36%1.35%
20212.18%1.05%
20202.62%1.42%
20190.00%1.29%
20180.00%1.51%
20172.20%1.32%
20162.70%1.61%
20152.34%1.58%
20142.94%1.05%
20132.08%0.95%
20122.73%1.36%
20113.61%1.53%
20102.57%1.68%
20092.43%1.78%
20082.27%3.88%
20071.19%1.15%
20060.62%0.89%
20050.54%14.85%
20040.50%0.57%
20038.48%0.79%
200212.49%1.13%
20016.96%0.90%
20000.00%0.48%

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