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SJM vs AGNC

Comparison between J.M. Smucker Company (SJM, Company) and AGNC Investment Corp (AGNC, Company).

SJM is from the Consumer Defensive sector, while AGNC is from the Real Estate sector.

5-Year PerformanceAGNC has outperformed SJM, delivering a return of +5.9% compared to +1.7%

SJM vs AGNC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SJM
$13B
AGNC
$13B
Max Drawdown
Winner
SJM
46.25%
AGNC
81.08%
Sharpe Ratio
SJM
0.43
Winner
AGNC
1.21
5Y Beta
Winner
SJM
0.10
AGNC
0.66
Industry
SJM
Packaged Foods
AGNC
Reit - Mortgage
P/E Ratio
Winner
SJM
-91.47
AGNC
5.32
Forward P/E
SJM
11.85
Winner
AGNC
6.80
PEG Ratio
SJM
1.68
Winner
AGNC
0.02
Dividend Yield
SJM
3.68%
Winner
AGNC
13.10%
5Y Dividends CAGR
Winner
SJM
8.39%
AGNC
1.61%
5Y EPS CAGR
SJM
N/A
AGNC
-11.21%
Debt to Equity
SJM
118.02%
Winner
AGNC
0.00%
Free Cash Flow Yield
Winner
SJM
9.13%
AGNC
6.99%
P/S Ratio
Winner
SJM
1.43
AGNC
5.41
P/B Ratio
SJM
2.28
Winner
AGNC
1.21

SJM vs AGNC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SJM
+12.59%
AGNC
-0.86%
3M
Winner
SJM
+23.60%
AGNC
+7.44%
6M
Winner
SJM
+12.05%
AGNC
+3.16%
1Y
SJM
+14.50%
Winner
AGNC
+30.70%
5Y(CAGR)
SJM
+1.70%
Winner
AGNC
+5.95%
10Y(CAGR)
SJM
+0.92%
Winner
AGNC
+6.62%
Max(CAGR)
SJM
+10.02%
Winner
AGNC
+11.70%

SJM vs AGNC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSJMAGNC
2026+29.45%+8.35%
2025-8.60%+33.83%
2024-11.83%+10.58%
2023-18.06%+8.86%
2022+19.21%-23.81%
2021+21.00%+6.67%
2020+16.77%-2.19%
2019+14.43%+12.74%
2018-22.26%-1.28%
2017-1.19%+20.77%
2016+6.85%+15.72%
2015+25.62%-11.87%
2014+1.44%+26.43%
2013+18.05%-25.71%
2012+14.41%+19.74%
2011+22.31%+18.83%
2010+8.35%+31.30%
2009+46.26%+56.39%
2008-4.17%+25.51%
2007+6.67%N/A
2006+9.55%N/A
2005-3.95%N/A
2004+6.36%N/A
2003+13.63%N/A
2002+9.32%N/A
2001+37.10%N/A
2000+51.05%N/A
1999-3.02%N/A

SJM vs AGNC Drawdown Comparison

The maximum drawdown for SJM was -38.30%, occurring on Mar 11, 2009. Recovery took 581 trading sessions.

The maximum drawdown for AGNC was -54.54%, occurring on Oct 10, 2022. Recovery took 1109 trading sessions.

The current SJM drawdown is -14.38%. The current AGNC drawdown is -3.03%.

RankSJMAGNC
#1-38.30%
Jun 29, 2007 - Oct 19, 2009
-54.54%
Jun 8, 2021 - Nov 5, 2025
#2-38.11%
Jan 6, 2023 - Apr 13, 2026
-51.76%
Feb 20, 2020 - Apr 16, 2021
#3-36.72%
Aug 22, 2016 - May 6, 2021
-37.29%
Apr 30, 2013 - Apr 4, 2017
#4-28.36%
Nov 15, 1999 - Sep 6, 2000
-31.04%
Dec 31, 2008 - Jun 9, 2009
#5-26.01%
Apr 1, 2004 - Feb 20, 2007
-28.81%
May 16, 2008 - Sep 8, 2008
#6-25.26%
Dec 6, 2001 - Nov 15, 2002
-22.42%
Sep 8, 2008 - Nov 4, 2008
#7-20.31%
Dec 28, 2000 - Sep 5, 2001
-18.99%
Sep 17, 2012 - Mar 28, 2013
#8-18.62%
Jan 16, 2003 - Jun 17, 2003
-18.68%
Jan 27, 2026 - Jul 16, 2026
#9-18.37%
Aug 5, 2013 - Feb 4, 2015
-15.90%
Oct 17, 2017 - Nov 7, 2019
#10-15.54%
May 12, 2022 - Aug 24, 2022
-15.36%
Sep 23, 2009 - Mar 22, 2010
#11-14.87%
Sep 6, 2001 - Oct 10, 2001
-11.69%
Jul 6, 2011 - Dec 6, 2011
#12-14.83%
Jul 22, 2011 - Jan 12, 2012
-11.06%
Nov 5, 2008 - Nov 25, 2008
#13-14.17%
Jun 4, 2021 - Dec 16, 2021
-10.94%
Apr 29, 2010 - Jun 14, 2010
#14-12.86%
Apr 20, 2010 - Jul 26, 2010
-10.17%
Dec 3, 2008 - Dec 19, 2008
#15-12.45%
Jan 18, 2022 - May 9, 2022
-7.92%
Apr 27, 2017 - Jun 9, 2017

Correlation

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

0.78
-101

Dividend Comparison (1999 - 2026)

SJM vs AGNC dividend yield comparison.

YearSJMAGNC
20262.73%7.66%
20254.46%13.43%
20243.89%15.64%
20233.29%14.68%
20222.54%13.91%
20212.78%9.57%
20203.08%10.00%
20193.32%11.31%
20183.49%12.31%
20172.46%10.70%
20162.22%12.69%
20152.12%14.30%
20142.42%11.96%
20132.12%19.44%
20122.32%17.30%
20112.35%19.94%
20102.36%19.49%
20092.22%19.40%
200814.44%11.75%
20072.29%0.00%
20062.29%0.00%
20052.41%0.00%
20042.08%0.00%
20031.97%0.00%
20021.86%0.00%
20011.81%0.00%
20002.25%0.00%
19990.77%0.00%

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