PFH vs IX
Comparison between Prudential Financial Inc (PFH, Company) and Orix Corporation (IX, Company).
5-Year PerformanceIX has outperformed PFH, delivering a return of +21.4% compared to -4.2%
PFH vs IX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFH vs IX - Historical Returns
Returns include dividend reinvestment.
PFH vs IX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFH | IX |
|---|---|---|
| 2026 | -4.77% | +37.06% |
| 2025 | -2.79% | +43.71% |
| 2024 | +0.53% | +18.94% |
| 2023 | +10.99% | +19.23% |
| 2022 | -26.38% | -19.73% |
| 2021 | +2.98% | +34.13% |
| 2020 | +3.64% | -5.55% |
| 2019 | N/A | +14.76% |
| 2018 | N/A | -16.02% |
| 2017 | N/A | +9.60% |
| 2016 | N/A | +14.83% |
| 2015 | N/A | +11.37% |
| 2014 | N/A | -27.49% |
| 2013 | N/A | +53.29% |
| 2012 | N/A | +35.53% |
| 2011 | N/A | -16.25% |
| 2010 | N/A | +41.30% |
| 2009 | N/A | +20.49% |
| 2008 | N/A | -65.61% |
| 2007 | N/A | -41.90% |
| 2006 | N/A | +11.34% |
| 2005 | N/A | +87.14% |
| 2004 | N/A | +63.85% |
| 2003 | N/A | +26.81% |
| 2002 | N/A | -27.50% |
| 2001 | N/A | -9.93% |
| 2000 | N/A | -57.65% |
| 1999 | N/A | +68.00% |
PFH vs IX Drawdown Comparison
The maximum drawdown for PFH was -28.59%, occurring on Nov 4, 2022. This drawdown has not yet recovered.
The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.
The current PFH drawdown is -21.00%. The current IX drawdown is -0.42%.
| Rank | PFH | IX |
|---|---|---|
| #1 | -28.59% Dec 22, 2021 - Nov 4, 2022 | -93.82% Apr 4, 2006 - Aug 7, 2025 |
| #2 | -6.22% Dec 31, 2020 - Jun 17, 2021 | -83.18% Dec 29, 1999 - Dec 14, 2005 |
| #3 | -2.37% Sep 14, 2020 - Dec 2, 2020 | -20.33% Feb 12, 2026 - May 11, 2026 |
| #4 | -2.21% Sep 22, 2021 - Dec 2, 2021 | -15.58% Jan 9, 2006 - Mar 13, 2006 |
| #5 | -1.45% Jul 6, 2021 - Aug 5, 2021 | -10.33% Nov 5, 1999 - Dec 1, 1999 |
| #6 | -1.21% Sep 3, 2020 - Sep 10, 2020 | -8.44% Sep 16, 2025 - Nov 12, 2025 |
| #7 | -0.95% Aug 6, 2021 - Aug 13, 2021 | -8.40% Dec 6, 1999 - Dec 17, 1999 |
| #8 | -0.92% Sep 1, 2021 - Sep 22, 2021 | -5.75% Jun 22, 2026 - Jul 15, 2026 |
| #9 | -0.73% Dec 2, 2021 - Dec 22, 2021 | -5.64% Jul 15, 2026 - Jul 20, 2026 |
| #10 | -0.50% Aug 13, 2021 - Aug 27, 2021 | -5.29% Mar 14, 2006 - Mar 20, 2006 |
| #11 | -0.31% Dec 9, 2020 - Dec 15, 2020 | -5.11% May 26, 2026 - Jun 18, 2026 |
| #12 | -0.27% Jun 17, 2021 - Jun 23, 2021 | -4.83% Nov 12, 2025 - Nov 25, 2025 |
| #13 | -0.23% Dec 23, 2020 - Dec 28, 2020 | -3.45% May 13, 2026 - May 20, 2026 |
| #14 | -0.19% Dec 15, 2020 - Dec 21, 2020 | -3.38% Dec 17, 1999 - Dec 22, 1999 |
| #15 | -0.15% Jun 23, 2021 - Jun 28, 2021 | -3.17% Dec 15, 2025 - Dec 23, 2025 |
Correlation
Correlation between PFH and IX is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2000 - 2026)
PFH vs IX dividend yield comparison.
| Year | PFH | IX |
|---|---|---|
| 2026 | 3.19% | 0.00% |
| 2025 | 5.98% | 3.43% |
| 2024 | 5.57% | 3.63% |
| 2023 | 5.33% | 3.22% |
| 2022 | 5.65% | 1.94% |
| 2021 | 3.96% | 0.00% |
| 2020 | 0.00% | 2.17% |
| 2017 | 0.00% | 1.41% |
| 2016 | 0.00% | 2.40% |
| 2014 | 0.00% | 1.60% |
| 2013 | 0.00% | 0.67% |
| 2012 | 0.00% | 0.94% |
| 2011 | 0.00% | 1.11% |
| 2010 | 0.00% | 0.77% |
| 2009 | 0.00% | 0.97% |
| 2008 | 0.00% | 4.26% |
| 2006 | 0.00% | 0.12% |
| 2005 | 0.00% | 0.09% |
| 2004 | 0.00% | 0.16% |
| 2003 | 0.00% | 0.16% |
| 2002 | 0.00% | 0.18% |
| 2001 | 0.00% | 0.14% |
| 2000 | 0.00% | 0.11% |
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