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TIPT vs PAXS

Comparison between Tiptree Inc (TIPT, Company) and PIMCO Access Income Fund (PAXS, Company).

Both TIPT and PAXS are from the Financial Services sector.

TIPT vs PAXS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
TIPT
$671M
PAXS
$669M
Max Drawdown
TIPT
55.89%
Winner
PAXS
36.76%
Sharpe Ratio
TIPT
-0.56
Winner
PAXS
0.05
5Y Beta
TIPT
0.61
Winner
PAXS
0.47
Industry
TIPT
Insurance - Specialty
PAXS
Asset Management
P/E Ratio
TIPT
14.83
Winner
PAXS
7.08
Forward P/E
TIPT
12.11
PAXS
N/A
PEG Ratio
TIPT
3.14
Winner
PAXS
2.30
Dividend Yield
TIPT
1.34%
PAXS
N/A
5Y Dividends CAGR
TIPT
14.87%
PAXS
N/A
5Y EPS CAGR
TIPT
-7.82%
PAXS
N/A
Debt to Equity
Winner
TIPT
14.30%
PAXS
62.63%
Free Cash Flow Yield
Winner
TIPT
26.21%
PAXS
14.99%
P/S Ratio
Winner
TIPT
0.29
PAXS
8.11
P/B Ratio
TIPT
1.33
Winner
PAXS
0.94

TIPT vs PAXS - Historical Returns

Returns include dividend reinvestment.

1M
TIPT
-0.62%
Winner
PAXS
+0.89%
3M
Winner
TIPT
+1.98%
PAXS
-1.47%
6M
Winner
TIPT
+2.12%
PAXS
-6.45%
1Y
TIPT
-17.93%
Winner
PAXS
+4.07%
5Y(CAGR)
Winner
TIPT
+14.87%
PAXS
+4.27%
10Y(CAGR)
TIPT
+13.83%
PAXS
N/A
Max(CAGR)
Winner
TIPT
+11.13%
PAXS
+4.27%

TIPT vs PAXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearTIPTPAXS
2026-1.96%-1.68%
2025-9.29%+10.24%
2024+14.13%+17.06%
2023+36.04%+6.44%
2022-0.20%-16.65%
2021+184.21%N/A
2020-36.28%N/A
2019+48.00%N/A
2018-5.59%N/A
2017-3.80%N/A
2016+10.37%N/A
2015-21.45%N/A
2014+9.61%N/A
2013+0.33%N/A
2012+24.81%N/A
2011+45.26%N/A
2010-1.66%N/A

TIPT vs PAXS Drawdown Comparison

The maximum drawdown for TIPT was -51.21%, occurring on Mar 18, 2020. Recovery took 1703 trading sessions.

The maximum drawdown for PAXS was -22.28%, occurring on Jun 16, 2022. Recovery took 514 trading sessions.

The current TIPT drawdown is -30.39%. The current PAXS drawdown is -6.97%.

RankTIPTPAXS
#1-51.21%
Jun 25, 2014 - Mar 31, 2021
-22.28%
Feb 2, 2022 - Feb 21, 2024
#2-42.34%
Apr 23, 2021 - Oct 14, 2021
-12.90%
Nov 29, 2024 - Aug 1, 2025
#3-39.05%
Nov 4, 2021 - Feb 10, 2023
-12.09%
Jan 30, 2026 - Mar 27, 2026
#4-37.86%
Sep 12, 2025 - Mar 19, 2026
-8.45%
Oct 2, 2024 - Nov 29, 2024
#5-25.49%
Feb 22, 2023 - Aug 28, 2023
-8.14%
Apr 8, 2024 - May 3, 2024
#6-25.28%
Jun 14, 2012 - Aug 23, 2012
-7.14%
Oct 8, 2025 - Jan 22, 2026
#7-24.04%
Jan 11, 2024 - Oct 16, 2024
-5.54%
May 22, 2024 - Aug 19, 2024
#8-22.61%
Jun 24, 2011 - Mar 19, 2012
-2.48%
May 3, 2024 - May 21, 2024
#9-21.62%
Apr 21, 2014 - Jun 16, 2014
-2.30%
Mar 12, 2024 - Mar 28, 2024
#10-18.86%
Mar 26, 2025 - Sep 12, 2025
-2.10%
Mar 4, 2024 - Mar 12, 2024
#11-17.94%
Jan 29, 2014 - Apr 4, 2014
-2.00%
Feb 26, 2024 - Mar 4, 2024
#12-17.64%
Dec 31, 2012 - Aug 14, 2013
-1.48%
Sep 11, 2025 - Oct 1, 2025
#13-17.22%
Dec 2, 2024 - Feb 27, 2025
-1.40%
Aug 19, 2024 - Aug 27, 2024
#14-17.00%
Nov 26, 2010 - Jan 4, 2011
-1.15%
Sep 16, 2024 - Sep 23, 2024
#15-15.61%
Sep 1, 2023 - Nov 14, 2023
-1.08%
Sep 24, 2024 - Sep 30, 2024

Correlation

Correlation between TIPT and PAXS is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2011 - 2026)

TIPT vs PAXS dividend yield comparison.

YearTIPTPAXS
20260.68%7.46%
20251.31%11.72%
20242.35%11.76%
20231.05%12.54%
20221.16%13.30%
20211.16%0.00%
20203.19%0.00%
20191.90%0.00%
20182.42%0.00%
20172.02%0.00%
20161.63%0.00%
20151.63%0.00%
20132.38%0.00%
20127.20%0.00%
20116.23%0.00%

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