VLGEA vs MGR

Comparison between Village Super Market Inc - Class A (VLGEA, Company) and Affiliated Managers Group Inc (MGR, Company).

VLGEA is from the Consumer Defensive sector, while MGR is from the Financials sector.

5-Year PerformanceVLGEA has outperformed MGR, delivering a return of +15.8% compared to -0.3%

VLGEA vs MGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLGEA(COMPANY)	MGR(COMPANY)
Market Cap	$598M	$602M
Max Drawdown	56.41%	40.21%
Sharpe Ratio	0.41	0.40
5Y Beta	0.23	0.24
Industry	Grocery Stores	Investment Banking & Investment Services
P/E Ratio	11.04	0.84
Forward P/E	13.35	N/A
PEG Ratio	N/A	0.02
Dividend Yield	2.44%	6.46%
5Y Dividends CAGR	4.56%	4.57%
5Y EPS CAGR	21.49%	147.87%
Debt to Equity	62.20%	83.11%
Free Cash Flow Yield	9.43%	N/A

Market Cap

VLGEA

$598M

Winner

MGR

$602M

Max Drawdown

VLGEA

56.41%

Winner

MGR

40.21%

Sharpe Ratio

Winner

VLGEA

0.41

MGR

0.40

5Y Beta

Winner

VLGEA

0.23

MGR

0.24

Industry

VLGEA

Grocery Stores

MGR

Investment Banking & Investment Services

P/E Ratio

VLGEA

11.04

Winner

MGR

0.84

Forward P/E

VLGEA

13.35

MGR

N/A

PEG Ratio

VLGEA

N/A

MGR

0.02

Dividend Yield

VLGEA

2.44%

Winner

MGR

6.46%

5Y Dividends CAGR

VLGEA

4.56%

Winner

MGR

4.57%

5Y EPS CAGR

VLGEA

21.49%

Winner

MGR

147.87%

Debt to Equity

Winner

VLGEA

62.20%

MGR

83.11%

Free Cash Flow Yield

VLGEA

9.43%

MGR

N/A

VLGEA vs MGR - Historical Returns

Returns include dividend reinvestment.

Period	VLGEA	MGR
1 month	-11.87%	-0.69%
3 months	-1.14%	+1.11%
6 months	+12.77%	-2.47%
1 year	+6.93%	+5.31%
5 years(CAGR)	+15.85%	-0.34%
10 years(CAGR)	+7.57%	N/A
Max(CAGR)	+12.98%	+3.02%

VLGEA

-11.87%

Winner

MGR

-0.69%

VLGEA

-1.14%

Winner

MGR

+1.11%

Winner

VLGEA

+12.77%

MGR

-2.47%

Winner

VLGEA

+6.93%

MGR

+5.31%

5Y(CAGR)

Winner

VLGEA

+15.85%

MGR

-0.34%

10Y(CAGR)

VLGEA

+7.57%

MGR

N/A

Max(CAGR)

Winner

VLGEA

+12.98%

MGR

+3.02%

VLGEA vs MGR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VLGEA	MGR
2026	+18.24%	-3.24%
2025	+15.76%	+0.66%
2024	+24.67%	+3.45%
2023	+16.45%	+14.39%
2022	+3.40%	-17.68%
2021	+9.40%	+3.17%
2020	-0.22%	+7.94%
2019	-11.51%	+13.00%
2018	+19.55%	N/A
2017	-22.13%	N/A
2016	+24.99%	N/A
2015	+2.19%	N/A
2014	-7.40%	N/A
2013	-8.25%	N/A
2012	+18.65%	N/A
2011	-12.88%	N/A
2010	+28.09%	N/A
2009	+4.88%	N/A
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 MGR Drawdown Comparison

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

The maximum drawdown for MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.

The current VLGEA drawdown is -13.55%. The current MGR drawdown is -11.09%.

Rank	VLGEA	MGR
#1	-49.29% Sep 24, 2013 - Nov 15, 2016	-40.21% Feb 10, 2020 - Jul 13, 2020
#2	-46.83% Dec 5, 2016 - Feb 29, 2024	-23.16% Jul 12, 2021 - Feb 9, 2024
#3	-44.77% May 13, 2002 - Nov 4, 2004	-17.51% Oct 18, 2024 - Apr 16, 2025
#4	-34.87% Dec 17, 2010 - Feb 3, 2012	-10.12% Feb 12, 2024 - Sep 5, 2024
#5	-28.42% Dec 26, 2007 - Dec 18, 2008	-4.81% Aug 18, 2020 - Dec 15, 2020
#6	-27.34% Feb 8, 2012 - Jul 3, 2012	-4.32% Dec 28, 2020 - Mar 31, 2021
#7	-25.74% Jan 5, 2006 - May 31, 2006	-3.55% Apr 14, 2021 - Jun 16, 2021
#8	-22.78% Apr 16, 2009 - Nov 4, 2010	-3.01% Sep 3, 2019 - Oct 22, 2019
#9	-21.11% Sep 15, 2025 - Feb 13, 2026	-2.46% Jul 20, 2020 - Jul 31, 2020
#10	-20.34% Mar 6, 2000 - May 2, 2001	-2.46% Nov 13, 2019 - Dec 18, 2019
#11	-20.31% May 28, 2026 - Jun 2, 2026	-2.15% Jul 31, 2019 - Aug 22, 2019
#12	-19.31% May 16, 2024 - Jul 26, 2024	-1.64% Oct 2, 2024 - Oct 16, 2024
#13	-17.57% Jun 11, 2001 - Oct 3, 2001	-1.60% Dec 23, 2019 - Jan 14, 2020
#14	-17.38% Oct 25, 2012 - May 7, 2013	-1.47% Jul 31, 2020 - Aug 11, 2020
#15	-17.01% Apr 10, 2007 - Sep 20, 2007	-1.46% Jan 14, 2020 - Feb 3, 2020

Correlation

Correlation between VLGEA and MGR is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2003 - 2026)

VLGEA vs MGR dividend yield comparison.

Year	VLGEA	MGR
2026	0.61%	1.82%
2025	3.53%	6.99%
2024	3.14%	6.66%
2023	3.81%	6.52%
2022	4.29%	7.07%
2021	3.21%	5.44%
2020	4.53%	5.29%
2019	5.39%	2.76%
2018	3.74%	0.00%
2017	4.36%	0.00%
2016	2.43%	0.00%
2015	3.80%	0.00%
2014	3.65%	0.00%
2013	3.22%	0.00%
2012	6.85%	0.00%
2011	1.05%	0.00%
2010	6.06%	0.00%
2009	3.24%	0.00%
2008	6.65%	0.00%
2007	1.63%	0.00%
2006	1.24%	0.00%
2005	1.53%	0.00%
2004	0.84%	0.00%
2003	0.42%	0.00%