AMX vs. JPM
AMX (América Móvil, S.A.B. de C.V.) and JPM (JPMorgan Chase & Co.) are both stocks. AMX operates in Telecom Services (Communication Services), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, AMX returned 11.36%/yr vs 21.92%/yr for JPM. At a 0.38 correlation, their price movements are largely independent.
Performance
AMX vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, AMX achieves a 26.17% return, which is significantly higher than JPM's 3.87% return. Over the past 10 years, AMX has underperformed JPM with an annualized return of 11.36%, while JPM has yielded a comparatively higher 21.92% annualized return.
AMX
- 1D
- -1.44%
- 1M
- -0.23%
- YTD
- 26.17%
- 6M
- 26.54%
- 1Y
- 57.50%
- 3Y*
- 9.76%
- 5Y*
- 14.91%
- 10Y*
- 11.36%
JPM
- 1D
- 1.92%
- 1M
- 8.19%
- YTD
- 3.87%
- 6M
- 3.59%
- 1Y
- 22.88%
- 3Y*
- 36.73%
- 5Y*
- 20.01%
- 10Y*
- 21.92%
AMX vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 26.17% | 48.56% | -20.36% | 4.60% | -9.82% | 48.68% | -6.62% | 15.01% | -15.29% | 39.13% |
JPM JPMorgan Chase & Co. | 3.87% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between AMX and JPM is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2001 | 0.38 |
Over the past year, the correlation between AMX and JPM has dropped to 0.11 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Fundamentals
AMX:
$78.83B
JPM:
$926.06B
AMX:
MX$29.05
JPM:
$21.08
AMX:
15.55
JPM:
15.72
AMX:
0.31
JPM:
1.74
AMX:
1.44
JPM:
3.25
AMX:
3.13
JPM:
2.69
AMX:
MX$944.51B
JPM:
$285.09B
AMX:
MX$453.55B
JPM:
$173.52B
AMX:
MX$383.46B
JPM:
$81.46B
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Return for Risk
AMX vs. JPM — Risk / Return Rank
AMX
JPM
AMX vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for América Móvil, S.A.B. de C.V. (AMX) and JPMorgan Chase & Co. (JPM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMX | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.19 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.76 | 1.49 | +2.28 |
| Martin ratioReturn relative to average drawdown | 10.04 | 3.50 | +6.53 |
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Drawdowns
AMX vs. JPM - Drawdown Comparison
The maximum AMX drawdown since its inception was -64.34%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for AMX and JPM.
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Drawdown Indicators
| AMX | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.34% | -76.16% | +11.82% |
Max Drawdown (1Y)Largest decline over 1 year | -15.36% | -15.47% | +0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -35.44% | -24.42% | -11.02% |
Max Drawdown (5Y)Largest decline over 5 years | -38.08% | -38.77% | +0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -43.63% | -0.82% |
Current DrawdownCurrent decline from peak | -6.02% | -0.59% | -5.43% |
Average DrawdownAverage peak-to-trough decline | -24.08% | -17.61% | -6.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 6.55% | -0.80% |
Volatility
AMX vs. JPM - Volatility Comparison
América Móvil, S.A.B. de C.V. (AMX) has a higher volatility of 10.19% compared to JPMorgan Chase & Co. (JPM) at 7.33%. This indicates that AMX's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMX | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.19% | 7.33% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 21.76% | 17.13% | +4.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.40% | 22.15% | +5.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.95% | 24.47% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.04% | 27.44% | +1.60% |
Dividends
AMX vs. JPM - Dividend Comparison
AMX's dividend yield for the trailing twelve months is around 2.13%, more than JPM's 1.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 2.13% | 2.68% | 3.59% | 2.83% | 4.41% | 1.88% | 2.49% | 2.29% | 2.24% | 1.91% | 2.27% | 8.55% |
JPM JPMorgan Chase & Co. | 1.78% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
AMX vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between América Móvil, S.A.B. de C.V. and JPMorgan Chase & Co.. 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
AMX vs. JPM - Profitability Comparison
AMX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, América Móvil, S.A.B. de C.V. reported a gross profit of 148.31B and revenue of 236.84B. Therefore, the gross margin over that period was 62.6%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
AMX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, América Móvil, S.A.B. de C.V. reported an operating income of 50.52B and revenue of 236.84B, resulting in an operating margin of 21.3%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
AMX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, América Móvil, S.A.B. de C.V. reported a net income of 23.40B and revenue of 236.84B, resulting in a net margin of 9.9%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
AMX and JPM have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMX has higher volatility (10.19%) compared to JPM (7.33%). In terms of maximum drawdown, AMX dropped -64.34% vs JPM's -76.16%.
AMX currently has the higher Sharpe Ratio (2.11 vs 1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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