RJF vs AGNCO

Comparison between Raymond James Financial Inc (RJF, Company) and AGNC Investment Corp (AGNCO, Company).

RJF is from the Financial Services sector, while AGNCO is from the Real Estate sector.

5-Year PerformanceRJF has outperformed AGNCO, delivering a return of +13.0% compared to +8.2%

RJF vs AGNCO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RJF(COMPANY)	AGNCO(COMPANY)
Market Cap	$30B	$29B
Max Drawdown	69.99%	59.78%
Sharpe Ratio	-0.02	1.47
5Y Beta	0.97	N/A
Industry	Asset Management	Reit - Mortgage
P/E Ratio	13.98	18.93
Forward P/E	13.18	N/A
PEG Ratio	9.53	0.12
Dividend Yield	1.35%	5.64%
5Y Dividends CAGR	20.55%	12.69%
5Y EPS CAGR	16.38%	-25.22%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	8.05%	2.89%

Market Cap

Winner

RJF

$30B

AGNCO

$29B

Max Drawdown

RJF

69.99%

Winner

AGNCO

59.78%

Sharpe Ratio

RJF

-0.02

Winner

AGNCO

1.47

5Y Beta

RJF

0.97

AGNCO

N/A

Industry

RJF

Asset Management

AGNCO

Reit - Mortgage

P/E Ratio

Winner

RJF

13.98

AGNCO

18.93

Forward P/E

RJF

13.18

AGNCO

N/A

PEG Ratio

RJF

9.53

Winner

AGNCO

0.12

Dividend Yield

RJF

1.35%

Winner

AGNCO

5.64%

5Y Dividends CAGR

Winner

RJF

20.55%

AGNCO

12.69%

5Y EPS CAGR

Winner

RJF

16.38%

AGNCO

-25.22%

Debt to Equity

RJF

0.00%

AGNCO

0.00%

Free Cash Flow Yield

Winner

RJF

8.05%

AGNCO

2.89%

RJF vs AGNCO - Historical Returns

Returns include dividend reinvestment.

Period	RJF	AGNCO
1 month	-0.11%	+1.39%
3 months	-3.55%	+2.51%
6 months	+1.20%	+6.33%
1 year	+0.97%	+10.24%
5 years(CAGR)	+12.98%	+8.19%
10 years(CAGR)	+17.57%	N/A
Max(CAGR)	+14.61%	+8.11%

RJF

-0.11%

Winner

AGNCO

+1.39%

RJF

-3.55%

Winner

AGNCO

+2.51%

RJF

+1.20%

Winner

AGNCO

+6.33%

RJF

+0.97%

Winner

AGNCO

+10.24%

5Y(CAGR)

Winner

RJF

+12.98%

AGNCO

+8.19%

10Y(CAGR)

RJF

+17.57%

AGNCO

N/A

Max(CAGR)

Winner

RJF

+14.61%

AGNCO

+8.11%

RJF vs AGNCO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RJF	AGNCO
2026	-6.70%	+3.94%
2025	+4.63%	+8.49%
2024	+39.82%	+18.14%
2023	+6.85%	+22.63%
2022	+5.37%	-16.30%
2021	+61.61%	+11.79%
2020	+7.12%	+3.16%
2019	+22.83%	+4.82%
2018	-15.47%	N/A
2017	+29.22%	N/A
2016	+24.81%	N/A
2015	+2.79%	N/A
2014	+12.50%	N/A
2013	+32.21%	N/A
2012	+22.00%	N/A
2011	-4.67%	N/A
2010	+37.00%	N/A
2009	+34.87%	N/A
2008	-45.35%	N/A
2007	+7.34%	N/A
2006	+19.45%	N/A
2005	+24.72%	N/A
2004	+26.57%	N/A
2003	+26.41%	N/A
2002	-13.96%	N/A
2001	+1.54%	N/A
2000	+100.41%	N/A
1999	-6.74%	N/A

RJF vs AGNCO Drawdown Comparison

The maximum drawdown for RJF was -69.67%, occurring on Mar 6, 2009. Recovery took 590 trading sessions.

The maximum drawdown for AGNCO was -59.78%, occurring on Mar 18, 2020. Recovery took 237 trading sessions.

The current RJF drawdown is -12.94%. The current AGNCO drawdown is -0.16%.

Rank	RJF	AGNCO
#1	-69.67% Sep 19, 2008 - Jan 24, 2011	-59.78% Jan 21, 2020 - Dec 28, 2020
#2	-45.59% Feb 19, 2020 - Jan 6, 2021	-26.73% Nov 4, 2021 - Jul 11, 2023
#3	-44.37% Oct 31, 2007 - Sep 19, 2008	-10.45% Sep 29, 2023 - Dec 18, 2023
#4	-40.65% Jan 4, 2001 - Oct 6, 2003	-5.33% Mar 14, 2025 - May 9, 2025
#5	-38.15% Feb 18, 2011 - Sep 14, 2012	-3.00% Sep 17, 2021 - Nov 3, 2021
#6	-33.45% Jul 16, 2015 - Oct 27, 2016	-2.88% Aug 31, 2023 - Sep 29, 2023
#7	-32.11% Nov 10, 2022 - Mar 5, 2024	-2.77% Jan 22, 2021 - Mar 11, 2021
#8	-31.02% May 22, 2018 - Feb 18, 2020	-2.47% Feb 26, 2026 - Apr 10, 2026
#9	-28.12% Jan 24, 2025 - Sep 18, 2025	-2.33% Jul 12, 2021 - Sep 13, 2021
#10	-25.75% Feb 9, 2022 - Oct 28, 2022	-2.14% Jul 28, 2023 - Aug 29, 2023
#11	-22.11% Mar 24, 2000 - Jun 16, 2000	-1.90% Dec 30, 2020 - Jan 22, 2021
#12	-21.27% Nov 16, 1999 - Mar 24, 2000	-1.70% Jun 24, 2025 - Jul 11, 2025
#13	-19.64% Sep 29, 2025 - Mar 30, 2026	-1.62% May 7, 2021 - May 14, 2021
#14	-19.45% Nov 3, 2003 - Nov 3, 2004	-1.39% Mar 21, 2024 - Apr 1, 2024
#15	-19.02% Mar 18, 2005 - Oct 4, 2005	-1.32% Mar 11, 2021 - Mar 31, 2021

Correlation

Correlation between RJF and AGNCO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

RJF vs AGNCO dividend yield comparison.

Year	RJF	AGNCO
2026	0.71%	2.18%
2025	1.25%	9.58%
2024	0.87%	7.28%
2023	1.53%	7.01%
2022	1.67%	8.17%
2021	1.04%	6.33%
2020	1.16%	6.58%
2019	1.93%	1.79%
2018	1.48%	0.00%
2017	0.74%	0.00%
2016	1.18%	0.00%
2015	1.28%	0.00%
2014	1.15%	0.00%
2013	1.11%	0.00%
2012	1.38%	0.00%
2011	1.68%	0.00%
2010	1.41%	0.00%
2009	1.85%	0.00%
2008	3.21%	0.00%
2007	0.92%	0.00%
2006	1.12%	0.00%
2005	0.96%	0.00%
2004	0.94%	0.00%
2003	0.96%	0.00%
2002	1.22%	0.00%
2001	1.27%	0.00%
2000	0.90%	0.00%
1999	0.40%	0.00%