SOJD vs CMS
Comparison between Southern Company (SOJD, Company) and CMS Energy Corporation (CMS, Company).
5-Year PerformanceCMS has outperformed SOJD, delivering a return of +4.9% compared to -1.9%
SOJD vs CMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SOJD vs CMS - Historical Returns
Returns include dividend reinvestment.
SOJD vs CMS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SOJD | CMS |
|---|---|---|
| 2026 | -6.45% | +2.00% |
| 2025 | +0.90% | +8.32% |
| 2024 | -2.31% | +16.31% |
| 2023 | +18.19% | -5.83% |
| 2022 | -23.28% | +1.41% |
| 2021 | +3.89% | +12.27% |
| 2020 | +12.79% | +1.51% |
| 2019 | N/A | +33.60% |
| 2018 | N/A | +9.03% |
| 2017 | N/A | +17.27% |
| 2016 | N/A | +20.42% |
| 2015 | N/A | +6.14% |
| 2014 | N/A | +36.99% |
| 2013 | N/A | +11.95% |
| 2012 | N/A | +16.44% |
| 2011 | N/A | +22.83% |
| 2010 | N/A | +22.64% |
| 2009 | N/A | +56.01% |
| 2008 | N/A | -39.46% |
| 2007 | N/A | +4.61% |
| 2006 | N/A | +14.78% |
| 2005 | N/A | +39.65% |
| 2004 | N/A | +21.65% |
| 2003 | N/A | -12.26% |
| 2002 | N/A | -58.14% |
| 2001 | N/A | -16.42% |
| 2000 | N/A | +14.51% |
| 1999 | N/A | -16.13% |
SOJD vs CMS Drawdown Comparison
The maximum drawdown for SOJD was -38.10%, occurring on Mar 18, 2020. Recovery took 78 trading sessions.
The maximum drawdown for CMS was -88.62%, occurring on Mar 11, 2003. Recovery took 3314 trading sessions.
The current SOJD drawdown is -15.68%. The current CMS drawdown is -10.82%.
| Rank | SOJD | CMS |
|---|---|---|
| #1 | -38.10% Feb 14, 2020 - Jun 8, 2020 | -88.62% Nov 1, 1999 - Jan 4, 2013 |
| #2 | -26.85% Nov 8, 2021 - Sep 4, 2024 | -29.55% Feb 18, 2020 - Mar 3, 2022 |
| #3 | -16.27% Sep 19, 2024 - Jun 17, 2025 | -27.56% Apr 6, 2022 - Aug 26, 2024 |
| #4 | -6.10% Dec 21, 2020 - May 5, 2021 | -17.37% Nov 14, 2017 - Aug 15, 2018 |
| #5 | -3.26% Sep 3, 2021 - Oct 28, 2021 | -16.46% Jan 29, 2015 - Jan 27, 2016 |
| #6 | -3.05% Jun 8, 2020 - Jul 8, 2020 | -13.21% Jul 6, 2016 - Mar 22, 2017 |
| #7 | -2.54% Oct 23, 2020 - Nov 16, 2020 | -12.58% Apr 30, 2013 - Mar 17, 2014 |
| #8 | -2.26% May 7, 2021 - Jun 1, 2021 | -11.81% Apr 9, 2026 - Aug 10, 2026 |
| #9 | -2.12% Sep 1, 2020 - Oct 16, 2020 | -9.78% Dec 13, 2018 - Feb 21, 2019 |
| #10 | -1.43% Jun 2, 2021 - Sep 3, 2021 | -9.18% Oct 23, 2024 - Feb 21, 2025 |
| #11 | -0.98% Nov 19, 2020 - Dec 21, 2020 | -8.70% Jun 30, 2014 - Oct 14, 2014 |
| #12 | -0.85% Oct 20, 2020 - Oct 23, 2020 | -8.51% Apr 3, 2025 - Oct 15, 2025 |
| #13 | -0.74% Jan 30, 2020 - Feb 5, 2020 | -8.31% Nov 28, 2025 - Feb 13, 2026 |
| #14 | -0.48% Aug 27, 2020 - Sep 1, 2020 | -7.85% Sep 26, 2019 - Jan 15, 2020 |
| #15 | -0.45% Oct 28, 2021 - Nov 1, 2021 | -7.80% Apr 1, 2016 - Jun 3, 2016 |
Correlation
Correlation between SOJD and CMS is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
SOJD vs CMS dividend yield comparison.
| Year | SOJD | CMS |
|---|---|---|
| 2026 | 5.07% | 2.97% |
| 2025 | 6.11% | 3.10% |
| 2024 | 5.98% | 3.09% |
| 2023 | 5.50% | 3.36% |
| 2022 | 6.30% | 3.62% |
| 2021 | 4.57% | 2.67% |
| 2020 | 3.65% | 2.67% |
| 2019 | 0.00% | 2.43% |
| 2018 | 0.00% | 2.88% |
| 2017 | 0.00% | 2.81% |
| 2016 | 0.00% | 2.98% |
| 2015 | 0.00% | 3.22% |
| 2014 | 0.00% | 3.11% |
| 2013 | 0.00% | 3.81% |
| 2012 | 0.00% | 3.94% |
| 2011 | 0.00% | 3.80% |
| 2010 | 0.00% | 3.55% |
| 2009 | 0.00% | 3.19% |
| 2008 | 0.00% | 3.56% |
| 2007 | 0.00% | 1.15% |
| 2002 | 0.00% | 11.55% |
| 2001 | 0.00% | 6.08% |
| 2000 | 0.00% | 4.61% |
| 1999 | 0.00% | 1.17% |
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