PHX vs FGNXP

Comparison between PHX Minerals Inc - Class A (PHX, Company) and Fundamental Global Inc (FGNXP, Company).

5-Year PerformanceFGNXP has outperformed PHX, delivering a return of +11.4% compared to +11.2%

PHX vs FGNXP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHX(COMPANY)	FGNXP(COMPANY)
Market Cap	$165M	$165M
Max Drawdown	95.75%	56.18%
Sharpe Ratio	1.04	1.11
5Y Beta	N/A	0.11
Industry	N/A	Asset Management
P/E Ratio	23.68	-1.73
PEG Ratio	0.40	-0.00
5Y Dividends CAGR	2.25%	4.56%
Debt to Equity	15.73%	2.05%
Free Cash Flow Yield	10.29%	-5.80%
P/S Ratio	4.40	N/A
P/B Ratio	1.32	N/A

Market Cap

Winner

PHX

$165M

FGNXP

$165M

Max Drawdown

PHX

95.75%

Winner

FGNXP

56.18%

Sharpe Ratio

PHX

1.04

Winner

FGNXP

1.11

5Y Beta

PHX

N/A

FGNXP

0.11

Industry

PHX

N/A

FGNXP

Asset Management

P/E Ratio

PHX

23.68

Winner

FGNXP

-1.73

PEG Ratio

PHX

0.40

Winner

FGNXP

-0.00

5Y Dividends CAGR

PHX

2.25%

Winner

FGNXP

4.56%

Debt to Equity

PHX

15.73%

Winner

FGNXP

2.05%

Free Cash Flow Yield

Winner

PHX

10.29%

FGNXP

-5.80%

P/S Ratio

PHX

4.40

FGNXP

N/A

P/B Ratio

PHX

1.32

FGNXP

N/A

PHX vs FGNXP - Historical Returns

Returns include dividend reinvestment.

Period	PHX	FGNXP
1 month	+0.93%	+0.60%
3 months	+6.82%	+3.44%
6 months	+18.57%	+6.88%
1 year	+42.15%	+54.54%
5 years(CAGR)	+11.20%	+11.36%
10 years(CAGR)	-12.84%	+10.32%
Max(CAGR)	+7.46%	+10.32%

Winner

PHX

+0.93%

FGNXP

+0.60%

Winner

PHX

+6.82%

FGNXP

+3.44%

Winner

PHX

+18.57%

FGNXP

+6.88%

PHX

+42.15%

Winner

FGNXP

+54.54%

5Y(CAGR)

PHX

+11.20%

Winner

FGNXP

+11.36%

10Y(CAGR)

PHX

-12.84%

Winner

FGNXP

+10.32%

Max(CAGR)

PHX

+7.46%

Winner

FGNXP

+10.32%

PHX vs FGNXP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PHX	FGNXP
2026	N/A	+21.58%
2025	+11.70%	+59.37%
2024	+27.10%	+10.19%
2023	-10.73%	-12.65%
2022	+75.38%	-10.55%
2021	-6.76%	+12.39%
2020	-78.81%	-3.23%
2019	-30.22%	+52.19%
2018	-24.65%	-16.49%
2017	-12.60%	N/A
2016	+41.96%	N/A
2015	-28.12%	N/A
2014	+43.54%	N/A
2013	+10.70%	N/A
2012	-14.15%	N/A
2011	+17.19%	N/A
2010	+1.71%	N/A
2009	+21.52%	N/A
2008	-29.90%	N/A
2007	+38.41%	N/A
2006	-6.99%	N/A
2005	+78.33%	N/A
2004	+47.64%	N/A
2003	+75.02%	N/A
2002	+27.66%	N/A
2001	+8.27%	N/A
2000	+101.15%	N/A
1999	-9.40%	N/A

PHX vs FGNXP Drawdown Comparison

The maximum drawdown for PHX was -95.48%, occurring on Sep 30, 2020. This drawdown has not yet recovered.

The maximum drawdown for FGNXP was -44.46%, occurring on May 18, 2023. Recovery took 752 trading sessions.

The current PHX drawdown is -84.27%. The current FGNXP drawdown is -2.32%.

Rank	PHX	FGNXP
#1	-95.48% Jul 22, 2014 - Sep 30, 2020	-44.46% Nov 30, 2021 - Nov 26, 2024
#2	-66.52% Aug 11, 2008 - Jan 21, 2014	-34.88% Aug 13, 2018 - May 3, 2019
#3	-45.50% May 14, 2001 - Jun 11, 2003	-24.41% Dec 26, 2019 - Mar 19, 2021
#4	-32.08% Sep 1, 2005 - Feb 6, 2006	-18.21% Feb 2, 2026 - Mar 13, 2026
#5	-28.69% Mar 9, 2005 - Aug 12, 2005	-17.99% Aug 22, 2025 - Dec 19, 2025
#6	-26.06% Mar 8, 2004 - Oct 14, 2004	-16.67% Nov 29, 2024 - Jan 8, 2025
#7	-24.21% Apr 19, 2006 - May 2, 2007	-15.80% Jan 8, 2025 - Jul 21, 2025
#8	-23.43% Sep 21, 2000 - Feb 9, 2001	-9.52% Apr 24, 2026 - Jun 25, 2026
#9	-19.87% Feb 6, 2006 - Apr 19, 2006	-8.85% Jul 21, 2025 - Jul 30, 2025
#10	-18.74% Jun 22, 2007 - Jan 10, 2008	-7.55% Jul 30, 2025 - Aug 11, 2025
#11	-18.68% Jun 23, 2008 - Aug 11, 2008	-5.69% Mar 31, 2021 - Aug 31, 2021
#12	-17.21% Mar 5, 2008 - Apr 30, 2008	-4.82% Jun 5, 2019 - Aug 1, 2019
#13	-16.90% Nov 3, 1999 - Apr 13, 2000	-4.64% Jan 8, 2026 - Jan 13, 2026
#14	-16.67% Nov 29, 2004 - Feb 22, 2005	-4.17% May 7, 2018 - Jun 4, 2018
#15	-15.69% Dec 31, 2003 - Mar 1, 2004	-3.83% Jun 4, 2018 - Aug 13, 2018

Correlation

Correlation between PHX and FGNXP is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101

Dividend Comparison (1999 - 2026)

PHX vs FGNXP dividend yield comparison.

Year	PHX	FGNXP
2026	0.00%	3.96%
2025	1.84%	9.32%
2024	3.50%	12.94%
2023	3.03%	12.79%
2022	1.93%	9.95%
2021	1.84%	8.20%
2020	3.04%	8.41%
2019	1.43%	7.38%
2018	1.03%	8.21%
2017	0.78%	0.00%
2016	0.68%	0.00%
2015	0.99%	0.00%
2014	0.69%	0.00%
2013	0.87%	0.00%
2012	0.99%	0.00%
2011	0.85%	0.00%
2010	1.02%	0.00%
2009	1.08%	0.00%
2008	1.56%	0.00%
2007	1.09%	0.00%
2006	1.06%	0.00%
2005	0.49%	0.00%
2004	0.83%	0.00%
2003	0.92%	0.00%
2002	1.53%	0.00%
2001	2.39%	0.00%
2000	2.03%	0.00%
1999	0.95%	0.00%