AIE.L vs. JII.L
Compare and contrast key facts about Ashoka India Equity Investment Trust plc (AIE.L) and JPMorgan Indian Inv Trust (JII.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIE.L or JII.L.
Key characteristics
AIE.L | JII.L | |
---|---|---|
YTD Return | 19.34% | 7.89% |
1Y Return | 27.19% | 15.53% |
3Y Return (Ann) | 14.64% | 6.79% |
5Y Return (Ann) | 21.73% | 7.17% |
Sharpe Ratio | 1.54 | 1.24 |
Daily Std Dev | 17.56% | 12.71% |
Max Drawdown | -41.42% | -71.39% |
Current Drawdown | -0.34% | -2.88% |
Fundamentals
AIE.L | JII.L | |
---|---|---|
Market Cap | £464.59M | £699.26M |
EPS | £0.54 | £1.54 |
PE Ratio | 5.34 | 6.57 |
PEG Ratio | 0.00 | 0.00 |
Total Revenue (TTM) | £55.61M | £171.63M |
Gross Profit (TTM) | £53.93M | £166.59M |
EBITDA (TTM) | £44.47M | £136.50M |
Correlation
The correlation between AIE.L and JII.L is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AIE.L vs. JII.L - Performance Comparison
In the year-to-date period, AIE.L achieves a 19.34% return, which is significantly higher than JII.L's 7.89% return. 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
AIE.L vs. JII.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ashoka India Equity Investment Trust plc (AIE.L) and JPMorgan Indian Inv Trust (JII.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
AIE.L vs. JII.L - Dividend Comparison
Neither AIE.L nor JII.L has paid dividends to shareholders.
Drawdowns
AIE.L vs. JII.L - Drawdown Comparison
The maximum AIE.L drawdown since its inception was -41.42%, smaller than the maximum JII.L drawdown of -71.39%. Use the drawdown chart below to compare losses from any high point for AIE.L and JII.L. For additional features, visit the drawdowns tool.
Volatility
AIE.L vs. JII.L - Volatility Comparison
The current volatility for Ashoka India Equity Investment Trust plc (AIE.L) is 3.17%, while JPMorgan Indian Inv Trust (JII.L) has a volatility of 4.66%. This indicates that AIE.L experiences smaller price fluctuations and is considered to be less risky than JII.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AIE.L vs. JII.L - Financials Comparison
This section allows you to compare key financial metrics between Ashoka India Equity Investment Trust plc and JPMorgan Indian Inv Trust. 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