SOJF vs AGNCL

Comparison between Southern Company (SOJF, Company) and AGNC Investment Corp (AGNCL, Company).

SOJF vs AGNCL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJF(COMPANY)	AGNCL(COMPANY)
Market Cap	$29B	$29B
Max Drawdown	6.25%	19.72%
Sharpe Ratio	0.41	0.54
5Y Beta	0.08	0.09
Industry	N/A	Reit - Mortgage
P/E Ratio	5.34	18.46
PEG Ratio	N/A	0.12
Dividend Yield	4.19%	5.80%
5Y EPS CAGR	3.88%	-25.22%
Debt to Equity	4.19%	0.00%
Free Cash Flow Yield	-12.09%	2.97%

Market Cap

Winner

SOJF

$29B

AGNCL

$29B

Max Drawdown

Winner

SOJF

6.25%

AGNCL

19.72%

Sharpe Ratio

SOJF

0.41

Winner

AGNCL

0.54

5Y Beta

Winner

SOJF

0.08

AGNCL

0.09

Industry

SOJF

N/A

AGNCL

Reit - Mortgage

P/E Ratio

Winner

SOJF

5.34

AGNCL

18.46

PEG Ratio

SOJF

N/A

AGNCL

0.12

Dividend Yield

SOJF

4.19%

Winner

AGNCL

5.80%

5Y EPS CAGR

Winner

SOJF

3.88%

AGNCL

-25.22%

Debt to Equity

SOJF

4.19%

Winner

AGNCL

0.00%

Free Cash Flow Yield

SOJF

-12.09%

Winner

AGNCL

2.97%

SOJF vs AGNCL - Historical Returns

Returns include dividend reinvestment.

Period	SOJF	AGNCL
1 month	+1.15%	+4.65%
3 months	+0.65%	+1.84%
6 months	+1.90%	+6.05%
1 year	+5.99%	+7.12%
Max(CAGR)	+6.66%	+9.50%

SOJF

+1.15%

Winner

AGNCL

+4.65%

SOJF

+0.65%

Winner

AGNCL

+1.84%

SOJF

+1.90%

Winner

AGNCL

+6.05%

SOJF

+5.99%

Winner

AGNCL

+7.12%

Max(CAGR)

SOJF

+6.66%

Winner

AGNCL

+9.50%

SOJF vs AGNCL - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	SOJF	AGNCL
2026	+1.44%	+3.07%
2025	+6.37%	+5.99%
2024	N/A	+28.02%
2023	N/A	+8.43%
2022	N/A	-5.94%

SOJF vs AGNCL Drawdown Comparison

The maximum drawdown for SOJF was -3.97%, occurring on Apr 11, 2025. Recovery took 98 trading sessions.

The maximum drawdown for AGNCL was -19.72%, occurring on Oct 20, 2022. Recovery took 93 trading sessions.

The current SOJF drawdown is -0.35%. The current AGNCL drawdown is -0.42%.

Rank	SOJF	AGNCL
#1	-3.97% Jan 28, 2025 - Jun 18, 2025	-19.72% Sep 8, 2022 - Jan 26, 2023
#2	-3.00% Mar 2, 2026 - Mar 31, 2026	-11.63% Aug 8, 2023 - Dec 26, 2023
#3	-2.39% Jun 24, 2025 - Jul 24, 2025	-10.13% Jan 26, 2023 - Aug 4, 2023
#4	-2.17% Sep 12, 2025 - Feb 10, 2026	-10.05% Mar 31, 2025 - Aug 4, 2025
#5	-0.95% Aug 22, 2025 - Sep 5, 2025	-6.92% Apr 1, 2024 - May 24, 2024
#6	-0.88% Jul 25, 2025 - Aug 4, 2025	-6.24% Dec 31, 2024 - Mar 31, 2025
#7	-0.65% Aug 4, 2025 - Aug 13, 2025	-4.27% Mar 10, 2026 - Apr 22, 2026
#8	-0.42% Aug 19, 2025 - Aug 22, 2025	-3.40% Jul 31, 2024 - Sep 23, 2024
#9	-0.23% Feb 10, 2026 - Feb 13, 2026	-2.98% Oct 9, 2025 - Dec 31, 2025
#10	-0.08% Feb 18, 2026 - Mar 2, 2026	-2.50% Nov 25, 2024 - Dec 31, 2024
#11	-0.08% Aug 13, 2025 - Aug 15, 2025	-2.28% Oct 17, 2024 - Nov 25, 2024
#12	N/A	-2.17% Dec 28, 2023 - Jan 10, 2024
#13	N/A	-2.06% Jul 16, 2024 - Jul 31, 2024
#14	N/A	-1.80% Feb 12, 2024 - Feb 16, 2024
#15	N/A	-1.62% Feb 26, 2024 - Mar 6, 2024