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AMX vs. JPM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AMX and JPM 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

AMX vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in América Móvil, S.A.B. de C.V. (AMX) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AMX:

-0.20

JPM:

1.20

Sortino Ratio

AMX:

-0.17

JPM:

1.87

Omega Ratio

AMX:

0.98

JPM:

1.27

Calmar Ratio

AMX:

-0.17

JPM:

1.50

Martin Ratio

AMX:

-0.41

JPM:

5.01

Ulcer Index

AMX:

15.79%

JPM:

7.33%

Daily Std Dev

AMX:

26.51%

JPM:

28.37%

Max Drawdown

AMX:

-64.34%

JPM:

-74.02%

Current Drawdown

AMX:

-21.90%

JPM:

-4.88%

Fundamentals

Market Cap

AMX:

$51.61B

JPM:

$735.51B

EPS

AMX:

$0.47

JPM:

$20.38

PE Ratio

AMX:

36.26

JPM:

12.99

PEG Ratio

AMX:

0.26

JPM:

7.20

PS Ratio

AMX:

0.06

JPM:

4.36

PB Ratio

AMX:

2.65

JPM:

2.22

Total Revenue (TTM)

AMX:

$897.96B

JPM:

$273.42B

Gross Profit (TTM)

AMX:

$512.38B

JPM:

$160.72B

EBITDA (TTM)

AMX:

$308.56B

JPM:

$84.16B

Returns By Period

In the year-to-date period, AMX achieves a 19.08% return, which is significantly higher than JPM's 11.66% return. Over the past 10 years, AMX has underperformed JPM with an annualized return of 1.52%, while JPM has yielded a comparatively higher 17.85% annualized return.


AMX

YTD

19.08%

1M

-0.87%

6M

14.98%

1Y

-5.32%

3Y*

-3.26%

5Y*

7.29%

10Y*

1.52%

JPM

YTD

11.66%

1M

4.81%

6M

8.70%

1Y

33.64%

3Y*

30.20%

5Y*

23.88%

10Y*

17.85%

*Annualized

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América Móvil, S.A.B. de C.V.

JPMorgan Chase & Co.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

AMX vs. JPM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMX
The Risk-Adjusted Performance Rank of AMX is 3737
Overall Rank
The Sharpe Ratio Rank of AMX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of AMX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of AMX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of AMX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of AMX is 4242
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 8686
Overall Rank
The Sharpe Ratio Rank of JPM is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 8383
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 8585
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 8989
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMX vs. JPM - Risk-Adjusted Performance 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.


The current AMX Sharpe Ratio is -0.20, which is lower than the JPM Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of AMX and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

AMX vs. JPM - Dividend Comparison

AMX's dividend yield for the trailing twelve months is around 2.97%, more than JPM's 1.91% yield.


TTM20242023202220212020201920182017201620152014
AMX
América Móvil, S.A.B. de C.V.
2.97%3.53%120.36%3.99%1.88%2.49%2.30%2.30%1.91%3.39%8.96%1.63%
JPM
JPMorgan Chase & Co.
1.91%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

AMX vs. JPM - Drawdown Comparison

The maximum AMX drawdown since its inception was -64.34%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for AMX and JPM.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

AMX vs. JPM - Volatility Comparison

América Móvil, S.A.B. de C.V. (AMX) and JPMorgan Chase & Co. (JPM) have volatilities of 5.04% and 5.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00B100.00B150.00B200.00B250.00B20212022202320242025
232.04B
68.91B
(AMX) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

AMX vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between América Móvil, S.A.B. de C.V. and JPMorgan Chase & Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
62.3%
61.0%
(AMX) Gross Margin
(JPM) Gross Margin
AMX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, América Móvil, S.A.B. de C.V. reported a gross profit of 144.52B and revenue of 232.04B. Therefore, the gross margin over that period was 62.3%.

JPM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, JPMorgan Chase & Co. reported a gross profit of 42.01B and revenue of 68.91B. Therefore, the gross margin over that period was 61.0%.

AMX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, América Móvil, S.A.B. de C.V. reported an operating income of 44.81B and revenue of 232.04B, resulting in an operating margin of 19.3%.

JPM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.91B, resulting in an operating margin of 26.7%.

AMX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, América Móvil, S.A.B. de C.V. reported a net income of 18.70B and revenue of 232.04B, resulting in a net margin of 8.1%.

JPM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.91B, resulting in a net margin of 21.3%.