3IN.L vs. JGGI.L
Compare and contrast key facts about 3I Infrastructure plc (3IN.L) and JP Morgan Global Growth & Income plc (JGGI.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3IN.L or JGGI.L.
Key characteristics
| 3IN.L | JGGI.L | |
|---|---|---|
| YTD Return | 8.35% | 12.76% |
| 1Y Return | 14.03% | 18.78% |
| 3Y Return (Ann) | 6.05% | 11.90% |
| 5Y Return (Ann) | 5.67% | 13.69% |
| 10Y Return (Ann) | 12.19% | 12.66% |
| Sharpe Ratio | 0.84 | 1.47 |
| Daily Std Dev | 16.91% | 13.37% |
| Max Drawdown | -41.42% | -54.88% |
| Current Drawdown | -2.29% | -3.85% |
Fundamentals
| 3IN.L | JGGI.L | |
|---|---|---|
| Market Cap | £3.15B | £2.72B |
| EPS | £0.38 | £0.87 |
| PE Ratio | 9.00 | 6.34 |
| Total Revenue (TTM) | £273.50M | £287.23M |
| Gross Profit (TTM) | £198.50M | £283.27M |
| EBITDA (TTM) | £1.17B | £184.64M |
Correlation
The correlation between 3IN.L and JGGI.L is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
3IN.L vs. JGGI.L - Performance Comparison
In the year-to-date period, 3IN.L achieves a 8.35% return, which is significantly lower than JGGI.L's 12.76% return. Both investments have delivered pretty close results over the past 10 years, with 3IN.L having a 12.19% annualized return and JGGI.L not far ahead at 12.66%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
3IN.L vs. JGGI.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Infrastructure plc (3IN.L) and JP Morgan Global Growth & Income plc (JGGI.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
3IN.L vs. JGGI.L - Dividend Comparison
3IN.L's dividend yield for the trailing twelve months is around 3.48%, less than JGGI.L's 3.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3IN.L 3I Infrastructure plc | 3.48% | 3.59% | 3.24% | 2.86% | 3.08% | 3.03% | 19.21% | 2.93% | 3.13% | 11.14% | 3.13% | 4.42% |
JGGI.L JP Morgan Global Growth & Income plc | 3.54% | 3.52% | 3.99% | 3.23% | 2.55% | 0.04% | 0.04% | 0.03% | 0.02% | 0.02% | 0.01% | 1.60% |
Drawdowns
3IN.L vs. JGGI.L - Drawdown Comparison
The maximum 3IN.L drawdown since its inception was -41.42%, smaller than the maximum JGGI.L drawdown of -54.88%. Use the drawdown chart below to compare losses from any high point for 3IN.L and JGGI.L. For additional features, visit the drawdowns tool.
Volatility
3IN.L vs. JGGI.L - Volatility Comparison
The current volatility for 3I Infrastructure plc (3IN.L) is 4.27%, while JP Morgan Global Growth & Income plc (JGGI.L) has a volatility of 5.40%. This indicates that 3IN.L experiences smaller price fluctuations and is considered to be less risky than JGGI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
3IN.L vs. JGGI.L - Financials Comparison
This section allows you to compare key financial metrics between 3I Infrastructure plc and JP Morgan Global Growth & Income plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities