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RIO vs WELL

Comparison between Rio Tinto plc (RIO, Company) and Welltower Inc (WELL, Company).

RIO is from the Basic Materials sector, while WELL is from the Real Estate sector.

5-Year PerformanceWELL has outperformed RIO, delivering a return of +25.7% compared to +11.1%

RIO vs WELL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
RIO
$166B
Winner
WELL
$167B
Max Drawdown
RIO
89.06%
Winner
WELL
64.07%
Sharpe Ratio
Winner
RIO
1.93
WELL
1.49
5Y Beta
RIO
0.78
Winner
WELL
0.20
Industry
RIO
Other Industrial Metals & Mining
WELL
Reit - Healthcare Facilities
P/E Ratio
Winner
RIO
7.44
WELL
112.59
Forward P/E
Winner
RIO
11.57
WELL
78.74
PEG Ratio
Winner
RIO
0.53
WELL
5.64
Dividend Yield
Winner
RIO
4.70%
WELL
1.33%
5Y Dividends CAGR
RIO
-2.04%
Winner
WELL
3.54%
5Y EPS CAGR
Winner
RIO
24.27%
WELL
2.38%
Debt to Equity
Winner
RIO
34.91%
WELL
40.95%
Free Cash Flow Yield
Winner
RIO
6.59%
WELL
1.77%
P/S Ratio
Winner
RIO
2.67
WELL
13.39
P/B Ratio
Winner
RIO
2.41
WELL
3.60

RIO vs WELL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RIO
+6.49%
WELL
+1.42%
3M
RIO
-5.55%
Winner
WELL
+9.39%
6M
RIO
+9.68%
Winner
WELL
+21.29%
1Y
Winner
RIO
+74.62%
WELL
+41.82%
5Y(CAGR)
RIO
+11.13%
Winner
WELL
+25.67%
10Y(CAGR)
Winner
RIO
+19.72%
WELL
+15.90%
Max(CAGR)
RIO
+12.61%
Winner
WELL
+17.07%

RIO vs WELL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRIOWELL
2026+25.82%+27.12%
2025+44.50%+51.44%
2024-15.22%+42.96%
2023+11.36%+38.80%
2022+18.58%-20.97%
2021-5.98%+43.69%
2020+35.15%-15.80%
2019+36.43%+26.91%
2018-6.12%+14.83%
2017+43.07%+1.35%
2016+42.90%+2.83%
2015-32.97%-7.29%
2014-12.14%+48.60%
2013-0.77%-8.18%
2012+14.54%+16.99%
2011-30.39%+19.29%
2010+31.72%+15.06%
2009+162.49%+19.75%
2008-78.48%-0.55%
2007+109.86%+9.55%
2006+15.92%+32.20%
2005+60.68%-2.11%
2004+9.25%+13.85%
2003+39.12%+43.71%
2002+7.28%+18.83%
2001+14.00%+67.80%
2000-21.19%N/A
1999+39.46%N/A

RIO vs WELL Drawdown Comparison

The maximum drawdown for RIO was -88.97%, occurring on Dec 4, 2008. Recovery took 3104 trading sessions.

The maximum drawdown for WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 465 trading sessions.

The current RIO drawdown is -11.06%. The current WELL drawdown is -6.38%.

RankRIOWELL
#1-88.97%
May 16, 2008 - Sep 15, 2020
-63.33%
Sep 4, 2019 - Jul 9, 2021
#2-39.87%
Jan 7, 2000 - Jul 25, 2003
-47.44%
Aug 11, 2008 - Sep 2, 2010
#3-37.00%
May 11, 2021 - May 17, 2024
-40.78%
Mar 29, 2022 - Feb 14, 2024
#4-30.74%
Nov 9, 2007 - Apr 15, 2008
-32.93%
Jun 26, 2017 - Nov 30, 2018
#5-27.59%
Jul 9, 2007 - Sep 21, 2007
-32.32%
Jan 16, 2015 - Jul 22, 2016
#6-26.87%
May 10, 2006 - Apr 10, 2007
-31.78%
May 21, 2013 - Nov 28, 2014
#7-24.23%
May 17, 2024 - Oct 8, 2025
-27.43%
Apr 1, 2004 - Jun 14, 2005
#8-24.15%
Jan 5, 2004 - Nov 10, 2004
-24.36%
Feb 7, 2007 - Mar 20, 2008
#9-20.74%
May 13, 2026 - Jul 8, 2026
-23.25%
Jul 22, 2011 - Dec 22, 2011
#10-18.91%
Mar 4, 2005 - Aug 8, 2005
-21.65%
Aug 10, 2016 - Jun 19, 2017
#11-15.93%
Feb 24, 2021 - May 5, 2021
-18.17%
Apr 12, 2002 - Apr 23, 2003
#12-15.30%
Sep 15, 2020 - Nov 24, 2020
-13.57%
May 12, 2008 - Jul 31, 2008
#13-15.17%
Feb 25, 2026 - Apr 8, 2026
-13.30%
Nov 4, 2010 - Feb 25, 2011
#14-13.26%
Jan 27, 2006 - Mar 30, 2006
-13.04%
Aug 2, 2005 - Mar 20, 2006
#15-11.85%
Jan 8, 2021 - Feb 16, 2021
-12.99%
Mar 3, 2025 - Jul 14, 2025

Correlation

Correlation between RIO and WELL is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

RIO vs WELL dividend yield comparison.

YearRIOWELL
20262.55%0.63%
20254.66%1.52%
20247.40%2.03%
20235.40%2.71%
202210.48%3.72%
202110.23%2.84%
20205.13%4.18%
20197.68%4.26%
20186.32%5.01%
20174.47%5.46%
20163.93%5.14%
20157.58%4.85%
20146.78%4.20%
20134.75%5.71%
20122.85%4.83%
20112.39%5.20%
20102.18%5.75%
200911.85%6.14%
20086.84%6.40%
20071.11%5.10%
20062.82%5.26%
20051.83%7.26%
20042.21%6.25%
20032.17%6.50%
20024.84%8.65%
20012.07%9.61%
20003.43%0.00%

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