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VLGEA vs IVR

Comparison between Village Super Market Inc - Class A (VLGEA, Company) and Invesco Mortgage Capital Inc (IVR, Company).

VLGEA is from the Consumer Defensive sector, while IVR is from the Real Estate sector.

5-Year PerformanceVLGEA has outperformed IVR, delivering a return of +15.0% compared to -10.7%

VLGEA vs IVR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
VLGEA
$691M
IVR
$689M
Max Drawdown
Winner
VLGEA
56.41%
IVR
97.36%
Sharpe Ratio
VLGEA
0.32
Winner
IVR
1.05
5Y Beta
Winner
VLGEA
0.25
IVR
0.73
Industry
VLGEA
Grocery Stores
IVR
Reit - Mortgage
P/E Ratio
VLGEA
12.14
Winner
IVR
8.84
Forward P/E
VLGEA
13.35
Winner
IVR
3.46
PEG Ratio
VLGEA
6.20
Winner
IVR
0.51
Dividend Yield
VLGEA
2.57%
Winner
IVR
17.80%
5Y Dividends CAGR
Winner
VLGEA
4.56%
IVR
-7.33%
5Y EPS CAGR
VLGEA
14.00%
IVR
N/A
Debt to Equity
VLGEA
63.70%
Winner
IVR
0.00%
Free Cash Flow Yield
VLGEA
9.00%
Winner
IVR
23.85%
P/S Ratio
Winner
VLGEA
0.29
IVR
9.07
P/B Ratio
VLGEA
1.33
Winner
IVR
1.03

VLGEA vs IVR - Historical Returns

Returns include dividend reinvestment.

1M
VLGEA
-8.53%
Winner
IVR
-1.33%
3M
Winner
VLGEA
+1.52%
IVR
-1.67%
6M
Winner
VLGEA
+17.33%
IVR
+4.20%
1Y
VLGEA
+9.18%
Winner
IVR
+26.96%
5Y(CAGR)
Winner
VLGEA
+14.95%
IVR
-10.66%
10Y(CAGR)
Winner
VLGEA
+8.05%
IVR
-11.93%
Max(CAGR)
Winner
VLGEA
+12.92%
IVR
-3.41%

VLGEA vs IVR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVLGEAIVR
2026+16.00%-1.05%
2025+15.76%+23.51%
2024+24.67%+11.81%
2023+16.45%-17.05%
2022+3.40%-46.98%
2021+9.40%-7.07%
2020-0.22%-73.26%
2019-11.51%+27.18%
2018+19.55%-5.81%
2017-22.13%+32.84%
2016+24.99%+30.45%
2015+2.19%-10.92%
2014-7.40%+17.09%
2013-8.25%-19.77%
2012+18.65%+61.09%
2011-12.88%-22.83%
2010+28.09%+11.69%
2009+4.88%+25.69%
2008+22.40%N/A
2007+19.56%N/A
2006+35.65%N/A
2005+66.75%N/A
2004+21.70%N/A
2003+28.83%N/A
2002-3.92%N/A
2001+84.90%N/A
2000+3.37%N/A
1999-7.96%N/A

VLGEA vs IVR Drawdown Comparison

The maximum drawdown for VLGEA was -49.29%, occurring on Aug 15, 2014. Recovery took 793 trading sessions.

The maximum drawdown for IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current VLGEA drawdown is -15.18%. The current IVR drawdown is -85.42%.

RankVLGEAIVR
#1-49.29%
Sep 24, 2013 - Nov 15, 2016
-92.63%
Feb 20, 2020 - Oct 25, 2023
#2-46.83%
Dec 5, 2016 - Feb 29, 2024
-36.84%
Jul 7, 2011 - Jul 16, 2012
#3-44.77%
May 13, 2002 - Nov 4, 2004
-36.19%
Mar 26, 2013 - Aug 1, 2016
#4-34.87%
Dec 17, 2010 - Feb 3, 2012
-18.39%
Apr 14, 2010 - Sep 21, 2010
#5-28.42%
Dec 26, 2007 - Dec 18, 2008
-15.81%
Dec 15, 2017 - Jan 24, 2019
#6-27.34%
Feb 8, 2012 - Jul 3, 2012
-15.31%
Nov 1, 2012 - Jan 2, 2013
#7-25.74%
Jan 5, 2006 - May 31, 2006
-10.17%
Aug 8, 2019 - Nov 8, 2019
#8-22.78%
Apr 16, 2009 - Nov 4, 2010
-9.59%
Mar 7, 2011 - May 12, 2011
#9-21.11%
Sep 15, 2025 - Feb 13, 2026
-9.41%
Sep 7, 2016 - Feb 13, 2017
#10-20.34%
Mar 6, 2000 - May 2, 2001
-8.79%
Sep 18, 2009 - Nov 12, 2009
#11-20.31%
May 28, 2026 - Jun 2, 2026
-7.05%
Jan 30, 2013 - Mar 22, 2013
#12-19.31%
May 16, 2024 - Jul 26, 2024
-6.91%
Oct 19, 2017 - Nov 20, 2017
#13-17.57%
Jun 11, 2001 - Oct 3, 2001
-6.82%
Dec 23, 2009 - Feb 2, 2010
#14-17.38%
Oct 25, 2012 - May 7, 2013
-6.16%
Apr 24, 2019 - Jun 19, 2019
#15-17.01%
Apr 10, 2007 - Sep 20, 2007
-6.12%
Apr 27, 2017 - Jun 9, 2017

Correlation

Correlation between VLGEA and IVR is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38
-101

Dividend Comparison (2003 - 2026)

VLGEA vs IVR dividend yield comparison.

YearVLGEAIVR
20260.62%7.69%
20253.53%16.41%
20243.14%19.88%
20233.81%25.40%
20224.29%26.32%
20213.21%12.59%
20204.53%31.66%
20195.39%11.11%
20183.74%14.95%
20174.36%9.14%
20162.43%10.96%
20153.80%13.72%
20143.65%12.61%
20133.22%15.67%
20126.85%15.62%
20111.05%24.34%
20106.06%15.98%
20093.24%7.29%
20086.65%0.00%
20071.63%0.00%
20061.24%0.00%
20051.53%0.00%
20040.84%0.00%
20030.42%0.00%

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