SOJD vs TROW

Comparison between Southern Company (SOJD, Company) and T. Rowe Price Group Inc (TROW, Company).

5-Year PerformanceSOJD has outperformed TROW, delivering a return of -0.9% compared to -7.8%

SOJD vs TROW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJD(COMPANY)	TROW(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	38.10%	67.68%
Sharpe Ratio	-0.02	0.39
5Y Beta	0.17	1.14
Industry	N/A	Asset Management
P/E Ratio	4.11	10.46
Forward P/E	N/A	10.34
PEG Ratio	N/A	3.70
Dividend Yield	6.20%	5.02%
5Y Dividends CAGR	4.56%	6.21%
5Y EPS CAGR	3.88%	3.28%
Debt to Equity	4.19%	0.00%
Free Cash Flow Yield	-15.74%	7.63%
P/S Ratio	N/A	2.94
P/B Ratio	N/A	2.02

Market Cap

SOJD

$22B

Winner

TROW

$22B

Max Drawdown

Winner

SOJD

38.10%

TROW

67.68%

Sharpe Ratio

SOJD

-0.02

Winner

TROW

0.39

5Y Beta

Winner

SOJD

0.17

TROW

1.14

Industry

SOJD

N/A

TROW

Asset Management

P/E Ratio

Winner

SOJD

4.11

TROW

10.46

Forward P/E

SOJD

N/A

TROW

10.34

PEG Ratio

SOJD

N/A

TROW

3.70

Dividend Yield

Winner

SOJD

6.20%

TROW

5.02%

5Y Dividends CAGR

SOJD

4.56%

Winner

TROW

6.21%

5Y EPS CAGR

Winner

SOJD

3.88%

TROW

3.28%

Debt to Equity

SOJD

4.19%

Winner

TROW

0.00%

Free Cash Flow Yield

SOJD

-15.74%

Winner

TROW

7.63%

P/S Ratio

SOJD

N/A

TROW

2.94

P/B Ratio

SOJD

N/A

TROW

2.02

SOJD vs TROW - Historical Returns

Returns include dividend reinvestment.

Period	SOJD	TROW
1 month	-2.73%	+2.83%
3 months	-4.56%	+8.48%
6 months	+0.41%	+4.41%
1 year	+5.28%	+13.03%
5 years(CAGR)	-0.86%	-7.82%
10 years(CAGR)	N/A	+6.97%
Max(CAGR)	+1.31%	+9.56%

SOJD

-2.73%

Winner

TROW

+2.83%

SOJD

-4.56%

Winner

TROW

+8.48%

SOJD

+0.41%

Winner

TROW

+4.41%

SOJD

+5.28%

Winner

TROW

+13.03%

5Y(CAGR)

Winner

SOJD

-0.86%

TROW

-7.82%

10Y(CAGR)

SOJD

N/A

TROW

+6.97%

Max(CAGR)

SOJD

+1.31%

Winner

TROW

+9.56%

SOJD vs TROW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJD	TROW
2026	-1.90%	-1.11%
2025	+0.90%	-4.96%
2024	-2.31%	+9.47%
2023	+18.19%	+3.17%
2022	-23.28%	-41.61%
2021	+3.89%	+38.26%
2020	+12.79%	+24.50%
2019	N/A	+36.33%
2018	N/A	-8.12%
2017	N/A	+42.29%
2016	N/A	+10.49%
2015	N/A	-12.15%
2014	N/A	+6.26%
2013	N/A	+27.63%
2012	N/A	+17.36%
2011	N/A	-11.50%
2010	N/A	+21.08%
2009	N/A	+50.10%
2008	N/A	-38.51%
2007	N/A	+34.89%
2006	N/A	+21.42%
2005	N/A	+18.60%
2004	N/A	+30.46%
2003	N/A	+68.53%
2002	N/A	-19.30%
2001	N/A	-12.10%
2000	N/A	+21.93%
1999	N/A	-0.47%

SOJD vs TROW Drawdown Comparison

The maximum drawdown for SOJD was -38.10%, occurring on Mar 18, 2020. Recovery took 78 trading sessions.

The maximum drawdown for TROW was -67.45%, occurring on Mar 5, 2009. Recovery took 558 trading sessions.

The current SOJD drawdown is -11.57%. The current TROW drawdown is -44.04%.

Rank	SOJD	TROW
#1	-38.10% Feb 14, 2020 - Jun 8, 2020	-67.45% Sep 19, 2008 - Dec 7, 2010
#2	-26.85% Nov 8, 2021 - Sep 4, 2024	-58.20% Aug 31, 2021 - Apr 8, 2025
#3	-16.27% Sep 19, 2024 - Jun 17, 2025	-54.10% Sep 14, 2000 - Dec 23, 2003
#4	-6.10% Dec 21, 2020 - May 5, 2021	-38.06% Feb 19, 2020 - Jul 31, 2020
#5	-3.26% Sep 3, 2021 - Oct 28, 2021	-34.39% Feb 18, 2011 - Jan 4, 2013
#6	-3.05% Jun 8, 2020 - Jul 8, 2020	-31.38% Jun 12, 2018 - Nov 12, 2019
#7	-2.54% Oct 23, 2020 - Nov 16, 2020	-30.15% Nov 16, 2007 - Sep 19, 2008
#8	-2.26% May 7, 2021 - Jun 1, 2021	-28.76% Jan 25, 2000 - Jun 5, 2000
#9	-2.12% Sep 1, 2020 - Oct 16, 2020	-22.18% Dec 23, 2014 - Jul 14, 2017
#10	-1.43% Jun 2, 2021 - Sep 3, 2021	-19.32% Mar 5, 2004 - Oct 28, 2004
#11	-0.98% Nov 19, 2020 - Dec 21, 2020	-17.90% Apr 26, 2006 - Aug 15, 2006
#12	-0.85% Oct 20, 2020 - Oct 23, 2020	-16.45% Nov 22, 1999 - Jan 25, 2000
#13	-0.74% Jan 30, 2020 - Feb 5, 2020	-15.62% Jun 19, 2000 - Sep 13, 2000
#14	-0.48% Aug 27, 2020 - Sep 1, 2020	-15.00% Jan 26, 2018 - May 16, 2018
#15	-0.45% Oct 28, 2021 - Nov 1, 2021	-14.97% Aug 8, 2007 - Oct 1, 2007

Correlation

Correlation between SOJD and TROW is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (1999 - 2026)

SOJD vs TROW dividend yield comparison.

Year	SOJD	TROW
2026	3.17%	1.28%
2025	6.11%	4.96%
2024	5.98%	4.39%
2023	5.50%	4.53%
2022	6.30%	4.40%
2021	4.57%	3.72%
2020	3.65%	2.38%
2019	0.00%	2.50%
2018	0.00%	3.03%
2017	0.00%	2.17%
2016	0.00%	2.87%
2015	0.00%	5.71%
2014	0.00%	2.05%
2013	0.00%	1.81%
2012	0.00%	3.62%
2011	0.00%	2.18%
2010	0.00%	1.67%
2009	0.00%	1.88%
2008	0.00%	2.71%
2007	0.00%	1.23%
2006	0.00%	1.19%
2005	0.00%	1.35%
2004	0.00%	1.29%
2003	0.00%	1.48%
2002	0.00%	2.38%
2001	0.00%	1.76%
2000	0.00%	1.28%
1999	0.00%	0.35%